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 |
|---|---|---|---|---|---|---|---|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
24New |
$854 - $935
|
24
$1.05K
|
|
|
Aug 14, 2023
Q2 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
2.46KNew |
$87.5K - $95.8K
|
2.46K
$108K
|
|
|
Aug 14, 2023
Q2 2023
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
157New |
$5.58K - $6.11K
|
157
$6.89K
|
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
2.07KNew |
$73.5K - $80.5K
|
2.07K
$90.7K
|
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
788New |
$28K - $30.7K
|
788
$34.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
126KNew |
$4.48M - $4.91M
|
126K
$5.53M
|
|
|
Aug 14, 2023
Q2 2023
|
Valley Financial Management, Inc.
New York, NY |
BUY
|
- |
82.3K+ 121.85% |
$2.93M - $3.2M
|
150K
$6.57M
|
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
BUY
|
- |
587New |
$20.9K - $22.9K
|
587
$25.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
6.66KNew |
$237K - $259K
|
6.66K
$292K
|
|
|
Aug 11, 2023
Q2 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
5.38KNew |
$191K - $209K
|
5.38K
$236K
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
6.17KNew |
$219K - $240K
|
6.17K
$271K
|
|
|
Aug 10, 2023
Q2 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
27.3KNew |
$970K - $1.06M
|
27.3K
$1.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Sws Partners
|
BUY
|
- |
44KNew |
$1.57M - $1.71M
|
44K
$1.93M
|
|
|
Aug 10, 2023
Q2 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
78New |
$2.77K - $3.04K
|
78
$3.42K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
22New |
$783 - $857
|
22
$966
|
|
|
Aug 10, 2023
Q2 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
150New |
$5.34K - $5.84K
|
150
$6.58K
|
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
755New |
$26.9K - $29.4K
|
755
$33.1K
|
|
|
Aug 08, 2023
Q2 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
357New |
$12.7K - $13.9K
|
357
$15.7K
|
|
|
Aug 08, 2023
Q2 2023
|
Affinia Financial Group, LLC
Burlington, MA |
BUY
|
- |
84.1KNew |
$2.99M - $3.27M
|
84.1K
$3.69M
|
|
|
Aug 08, 2023
Q2 2023
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
9.27KNew |
$330K - $361K
|
9.27K
$407K
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
295+ 207.75% |
$10.5K - $11.5K
|
437
$19.2K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
76.2KNew |
$2.71M - $2.97M
|
76.2K
$3.34M
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
SELL
|
- |
-382- 32.32% |
$13.6K - $14.9K
|
800
$35.1K
|
|
|
Aug 04, 2023
Q2 2023
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
65.7KNew |
$2.34M - $2.56M
|
65.7K
$2.89M
|
|
|
Aug 03, 2023
Q2 2023
|
Harbor Advisory Corp
|
BUY
|
- |
18.3KNew |
$651K - $712K
|
18.3K
$803K
|
|
|
Aug 03, 2023
Q2 2023
|
Optimum Investment Advisors
|
BUY
|
- |
444New |
$15.8K - $17.3K
|
444
$19.5K
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
48New |
$1.71K - $1.87K
|
48
$2.11K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
363+ 12100.0% |
$12.9K - $14.1K
|
366
$16.1K
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
2New |
$71.1 - $77.9
|
2
$87.8
|
|
|
Jul 27, 2023
Q2 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
562New |
$20K - $21.9K
|
562
$24.7K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
1+ 0.59% |
$35.6 - $38.9
|
170
$7.46K
|
|
|
Jul 27, 2023
Q2 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
290New |
$10.3K - $11.3K
|
290
$12.7K
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
SELL
|
- |
-10.3K- 53.6% |
$368K - $403K
|
8.96K
$393K
|
|
|
Jul 25, 2023
Q2 2023
|
Old National Bancorp
|
BUY
|
- |
5.96KNew |
$212K - $232K
|
5.96K
$261K
|
|
|
Jul 21, 2023
Q2 2023
|
Treasure Coast Financial Planning
|
BUY
|
- |
9.83K+ 7.8% |
$350K - $383K
|
136K
$5.96M
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
7.6KNew |
$270K - $296K
|
7.6K
$333K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
21KNew |
$747K - $818K
|
21K
$922K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
SELL
|
- |
-400- 24.88% |
$14.2K - $15.6K
|
1.21K
$53K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
660+ 2444.44% |
$23.5K - $25.7K
|
687
$30.2K
|
|
|
Jul 18, 2023
Q2 2023
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
11.4KNew |
$404K - $442K
|
11.4K
$498K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
56New |
$1.99K - $2.18K
|
56
$2.46K
|
|
|
Jul 14, 2023
Q2 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
20New |
$711 - $779
|
20
$878
|
|
|
Jul 13, 2023
Q2 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
611New |
$21.7K - $23.8K
|
611
$26.8K
|
|
|
Jul 11, 2023
Q2 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1.37KNew |
$48.6K - $53.2K
|
1.37K
$59.9K
|
|
|
Jul 11, 2023
Q2 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
8.07KNew |
$287K - $314K
|
8.07K
$354K
|
|
|
Jul 07, 2023
Q2 2023
|
Founders Capital Management
|
BUY
|
- |
131New |
$4.66K - $5.1K
|
131
$5.75K
|
|
|
Jul 06, 2023
Q2 2023
|
Spence Asset Management
|
BUY
|
- |
59.5KNew |
$2.12M - $2.32M
|
59.5K
$2.61M
|
|
|
Jul 03, 2023
Q2 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
164New |
$5.83K - $6.39K
|
164
$7.2K
|
|
| Q1 2023 | |||||||
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
56New |
$2.02K - $2.36K
|
56
$2.46K
|
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
BUY
|
- |
150+ 0.13% |
$5.41K - $6.31K
|
112K
$4.9M
|
|