Latest Institutional Transactions on Spdr Portfolio S&P 600 Small C (SPSM)
This table provides information on the latest institutional transactions involving Spdr Portfolio S&P 600 Small C (SPSM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2024
Q4 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-4.24K- 46.5% |
$145K - $182K
|
4.88K
$214K
|
|
|
Jan 18, 2024
Q4 2023
|
Navalign, LLC
|
BUY
|
- |
9.15KNew |
$314K - $392K
|
9.15K
$402K
|
|
|
Jan 18, 2024
Q4 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
330New |
$11.3K - $14.1K
|
330
$14.5K
|
|
|
Jan 17, 2024
Q4 2023
|
Flagship Private Wealth, LLC
|
BUY
|
- |
1.16K+ 10.61% |
$39.8K - $49.6K
|
12.1K
$530K
|
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-112- 1.76% |
$3.84K - $4.8K
|
6.26K
$275K
|
|
|
Jan 16, 2024
Q4 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
370KNew |
$12.7M - $15.8M
|
370K
$16.2M
|
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
670New |
$23K - $28.7K
|
670
$29.4K
|
|
|
Jan 09, 2024
Q4 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
6.83KNew |
$234K - $292K
|
6.83K
$300K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
9.99K+ 6.37% |
$342K - $428K
|
167K
$7.32M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
1.54KNew |
$52.9K - $66K
|
1.54K
$67.7K
|
|
|
Jan 08, 2024
Q4 2023
|
Lynch & Associates
|
SELL
|
- |
-213- 1.88% |
$7.31K - $9.12K
|
11.1K
$488K
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
9.03KNew |
$310K - $387K
|
9.03K
$396K
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-64- 25.6% |
$2.2K - $2.74K
|
186
$8.16K
|
|
| Q3 2023 | |||||||
|
Dec 19, 2024
Q3 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-6.64KClosed |
$241K - $272K
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
1.59KNew |
$57.9K - $65.3K
|
1.59K
$69.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
5.74KNew |
$209K - $236K
|
5.74K
$252K
|
|
|
Nov 14, 2023
Q3 2023
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-385- 5.09% |
$14K - $15.8K
|
7.18K
$315K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-30- 0.09% |
$1.09K - $1.23K
|
33.8K
$1.48M
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-3.53K- 46.79% |
$128K - $145K
|
4.01K
$176K
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-1.98K- 24.99% |
$72.1K - $81.3K
|
5.95K
$261K
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
18.6KNew |
$677K - $764K
|
18.6K
$818K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
3K+ 60.0% |
$109K - $123K
|
8K
$351K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
1.69KNew |
$61.4K - $69.3K
|
1.69K
$74.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
164New |
$5.96K - $6.73K
|
164
$7.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
5.97KNew |
$217K - $245K
|
5.97K
$262K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-1.93K- 11.47% |
$70.1K - $79.1K
|
14.9K
$654K
|
|
|
Nov 13, 2023
Q3 2023
|
Destiny Capital Securities Corporation
Golden, CO |
BUY
|
- |
125KNew |
$4.55M - $5.14M
|
125K
$5.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1.8K- 17.93% |
$65.4K - $73.8K
|
8.24K
$361K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
115KNew |
$4.19M - $4.73M
|
115K
$5.06M
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
SELL
|
- |
-106- 34.64% |
$3.85K - $4.35K
|
200
$8.78K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-22.8K- 8.9% |
$828K - $934K
|
233K
$10.2M
|
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-306- 14.32% |
$11.1K - $12.6K
|
1.83K
$80.4K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
125New |
$4.54K - $5.13K
|
125
$5.49K
|
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-20- 1.35% |
$727 - $820
|
1.47K
$64.3K
|
|
|
Nov 03, 2023
Q3 2023
|
Fiducient Advisors LLC
|
BUY
|
- |
991K+ 3590.0% |
$36M - $40.7M
|
1.02M
$44.7M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
CALL |
80.5KNew |
$2.93M - $3.3M
|
80.5K
$3.53M
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-100- 1.08% |
$3.64K - $4.1K
|
9.17K
$402K
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-698- 3.67% |
$25.4K - $28.6K
|
18.3K
$804K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-1.22K- 30.84% |
$44.4K - $50.1K
|
2.74K
$120K
|
|
|
Oct 26, 2023
Q3 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
12New |
$436 - $492
|
12
$527
|
|
|
Oct 25, 2023
Q3 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-96- 0.41% |
$3.49K - $3.94K
|
23.4K
$1.03M
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-2.79K- 1.34% |
$101K - $114K
|
205K
$8.98M
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-219Closed |
$7.96K - $8.98K
|
0
$0
|
|
|
Oct 23, 2023
Q3 2023
|
Cavalier Investments, LLC
|
SELL
|
- |
-3.52K- 12.74% |
$128K - $144K
|
24.1K
$1.06M
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
2.47KNew |
$89.8K - $101K
|
2.47K
$108K
|
|
|
Oct 20, 2023
Q3 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
379+ 3.34% |
$13.8K - $15.5K
|
11.7K
$514K
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
58KNew |
$2.11M - $2.38M
|
58K
$2.55M
|
|
|
Oct 05, 2023
Q3 2023
|
Qp Wealth Management, LLC
|
SELL
|
- |
-3.23K- 17.36% |
$118K - $133K
|
15.4K
$676K
|
|
| Q2 2023 | |||||||
|
Feb 13, 2025
Q2 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
16.9KNew |
$602K - $659K
|
16.9K
$742K
|
|
|
Aug 28, 2024
Q2 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
377New |
$13.4K - $14.7K
|
377
$16.5K
|
|