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 |
|---|---|---|---|---|---|---|---|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.86KClosed |
$63.3K - $77.3K
|
0
$0
|
|
|
Mar 14, 2023
Q3 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-1.16K- 5.09% |
$39.6K - $48.3K
|
21.7K
$952K
|
|
|
Nov 18, 2022
Q3 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
10.4KNew |
$352K - $430K
|
10.4K
$454K
|
|
|
Nov 16, 2022
Q3 2022
|
Milestone Wealth, LLC
Buffalo, NY |
SELL
|
- |
-10- 6.99% |
$340 - $415
|
133
$5.84K
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
234New |
$7.95K - $9.72K
|
234
$10.3K
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-2.79K- 2.56% |
$94.8K - $116K
|
106K
$4.67M
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
20New |
$680 - $830
|
20
$878
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
138K+ 345.05% |
$4.69M - $5.72M
|
178K
$7.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
47.9K+ 75.08% |
$1.63M - $1.99M
|
112K
$4.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
801+ 173.75% |
$27.2K - $33.3K
|
1.26K
$55.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-399- 30.25% |
$13.6K - $16.6K
|
920
$40.4K
|
|
|
Nov 10, 2022
Q3 2022
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-87.3K- 66.32% |
$2.97M - $3.62M
|
44.3K
$1.95M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
3.18K+ 2.72% |
$108K - $132K
|
120K
$5.27M
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
295New |
$10K - $12.2K
|
295
$12.9K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-223- 4.22% |
$7.58K - $9.26K
|
5.07K
$222K
|
|
|
Nov 01, 2022
Q3 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
838+ 9.41% |
$28.5K - $34.8K
|
9.74K
$428K
|
|
|
Oct 31, 2022
Q3 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-1.42KClosed |
$48.1K - $58.8K
|
0
$0
|
|
|
Oct 26, 2022
Q3 2022
|
Udine Wealth Management, Inc.
|
BUY
|
- |
162KNew |
$5.52M - $6.74M
|
162K
$7.12M
|
|
|
Oct 25, 2022
Q3 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
120New |
$4.08K - $4.98K
|
120
$5.27K
|
|
|
Oct 21, 2022
Q3 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-289- 38.08% |
$9.82K - $12K
|
470
$20.6K
|
|
|
Oct 21, 2022
Q3 2022
|
Straight Path Wealth Management
|
SELL
|
- |
-170- 0.35% |
$5.78K - $7.06K
|
48.2K
$2.12M
|
|
|
Oct 20, 2022
Q3 2022
|
Leverty Financial Group, LLC
|
SELL
|
- |
-1.22K- 14.38% |
$41.6K - $50.8K
|
7.28K
$320K
|
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
440New |
$15K - $18.3K
|
440
$19.3K
|
|
|
Oct 06, 2022
Q3 2022
|
Independence Bank Of Kentucky
|
SELL
|
- |
-257- 5.72% |
$8.74K - $10.7K
|
4.23K
$186K
|
|
| Q2 2022 | |||||||
|
Oct 04, 2022
Q2 2022
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
- |
-109KClosed |
$3.78M - $4.62M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-5.51KClosed |
$192K - $234K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
2.03KNew |
$70.8K - $86.5K
|
2.03K
$89.2K
|
|
|
Aug 15, 2022
Q2 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-7.11KClosed |
$248K - $303K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-549- 38.05% |
$19.1K - $23.3K
|
894
$39.2K
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-398K- 76.24% |
$13.9M - $16.9M
|
124K
$5.45M
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-3.59KClosed |
$125K - $153K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-5.04KClosed |
$176K - $214K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-4.75KClosed |
$166K - $202K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-5.17KClosed |
$180K - $220K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
6.33K+ 30.02% |
$220K - $269K
|
27.4K
$1.2M
|
|
|
Aug 10, 2022
Q2 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
22New |
$766 - $936
|
22
$966
|
|
|
Aug 09, 2022
Q2 2022
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
SELL
|
- |
-1.18K- 14.98% |
$41K - $50.1K
|
6.69K
$294K
|
|
|
Aug 09, 2022
Q2 2022
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-366KClosed |
$12.7M - $15.6M
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Tlwm
San Antonio, TX |
SELL
|
- |
-178KClosed |
$6.2M - $7.57M
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Sadoff Investment Management LLC
|
SELL
|
- |
-5.36KClosed |
$187K - $228K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
January Capital Advisors LLC
|
SELL
|
- |
-64- 0.31% |
$2.23K - $2.72K
|
20.3K
$893K
|
|
|
Aug 04, 2022
Q2 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-5.87KClosed |
$204K - $250K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-900- 55.11% |
$31.3K - $38.3K
|
733
$32.2K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.42KNew |
$49.6K - $60.6K
|
1.42K
$62.5K
|
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
131New |
$4.56K - $5.57K
|
131
$5.75K
|
|
|
Jul 27, 2022
Q2 2022
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-185KClosed |
$6.43M - $7.86M
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-19.2K- 77.06% |
$668K - $815K
|
5.71K
$250K
|
|
|
Jul 26, 2022
Q2 2022
|
Trh Financial, LLC
|
SELL
|
- |
-9.33K- 26.29% |
$325K - $397K
|
26.2K
$1.15M
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
484New |
$16.9K - $20.6K
|
484
$21.2K
|
|
|
Jul 25, 2022
Q2 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-173- 2.85% |
$6.03K - $7.36K
|
5.91K
$259K
|
|