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 |
---|---|---|---|---|---|---|---|
Jul 22, 2022
Q2 2022
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-5.88KClosed |
$205K - $250K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Sns Financial Group, LLC
|
SELL
|
- |
-864- 8.12% |
$30.1K - $36.7K
|
9.78K
$429K
|
|
Jul 20, 2022
Q2 2022
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-9.06KClosed |
$315K - $385K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Ellevest, Inc.
|
BUY
|
- |
7New |
$244 - $298
|
7
$307
|
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-126Closed |
$4.39K - $5.36K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-290Closed |
$10.1K - $12.3K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Flower City Capital
|
SELL
|
- |
-1.08K- 14.58% |
$37.8K - $46.1K
|
6.35K
$279K
|
|
Jul 11, 2022
Q2 2022
|
Stewardship Advisors, LLC
|
SELL
|
- |
-192- 2.49% |
$6.69K - $8.17K
|
7.51K
$330K
|
|
Jul 08, 2022
Q2 2022
|
First Community Trust Na
|
BUY
|
- |
55New |
$1.92K - $2.34K
|
55
$2.41K
|
|
Jul 05, 2022
Q2 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-667Closed |
$23.2K - $28.4K
|
0
$0
|
|
Q1 2022 | |||||||
May 27, 2022
Q1 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-19Closed |
$758 - $865
|
0
$0
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-366Closed |
$14.6K - $16.7K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-400Closed |
$16K - $18.2K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-820Closed |
$32.7K - $37.3K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
11.9KNew |
$477K - $544K
|
11.9K
$524K
|
|
May 11, 2022
Q1 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-53Closed |
$2.12K - $2.41K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-3.19KClosed |
$127K - $145K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.04K- 54.83% |
$41.5K - $47.3K
|
856
$37.6K
|
|
May 03, 2022
Q1 2022
|
Round Table Services, LLC
|
SELL
|
- |
-3.49K- 24.05% |
$139K - $159K
|
11K
$484K
|
|
May 03, 2022
Q1 2022
|
West Branch Capital LLC
|
SELL
|
- |
-1.9K- 44.74% |
$75.6K - $86.2K
|
2.34K
$103K
|
|
May 02, 2022
Q1 2022
|
Hudock, Inc.
|
BUY
|
- |
7+ 18.92% |
$279 - $319
|
44
$1.93K
|
|
Apr 27, 2022
Q1 2022
|
Curran Financial Partners, LLC
|
SELL
|
- |
-5.85KClosed |
$233K - $266K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
206New |
$8.22K - $9.37K
|
206
$9.04K
|
|
Apr 26, 2022
Q1 2022
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-182KClosed |
$7.26M - $8.27M
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Pacific Financial Group Inc
|
SELL
|
- |
-79.5KClosed |
$3.17M - $3.62M
|
0
$0
|
|
Apr 15, 2022
Q1 2022
|
Claremont Financial Group, Inc.
Claremont, CA |
BUY
|
- |
7.16K+ 9950.0% |
$286K - $326K
|
7.24K
$318K
|
|
Q4 2021 | |||||||
Feb 15, 2022
Q4 2021
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
239New |
$10.1K - $11.2K
|
239
$10.5K
|
|
Feb 14, 2022
Q4 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
795New |
$33.6K - $37.3K
|
795
$34.9K
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-5.92KClosed |
$250K - $278K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-435Closed |
$18.4K - $20.4K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
215KNew |
$9.07M - $10.1M
|
215K
$9.42M
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-1.5KClosed |
$63.3K - $70.4K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-3.02KClosed |
$127K - $142K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-146Closed |
$6.17K - $6.85K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
16New |
$676 - $751
|
16
$702
|
|
Jan 18, 2022
Q4 2021
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-57Closed |
$2.41K - $2.68K
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
Ballast, Inc.
|
SELL
|
- |
-4.83KClosed |
$204K - $227K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 12, 2021
Q3 2021
|
Glovista Investments LLC
Jersey City, NJ |
SELL
|
- |
-51.7KClosed |
$2.1M - $2.29M
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
20.5KNew |
$833K - $905K
|
20.5K
$898K
|
|
Oct 27, 2021
Q3 2021
|
Forte Capital LLC
|
SELL
|
- |
-4.57KClosed |
$186K - $202K
|
0
$0
|
|
Oct 27, 2021
Q3 2021
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-57.2KClosed |
$2.33M - $2.53M
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
116New |
$4.72K - $5.13K
|
116
$5.09K
|
|
Oct 20, 2021
Q3 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
111KNew |
$4.51M - $4.9M
|
111K
$4.86M
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-32Closed |
$1.3K - $1.42K
|
0
$0
|
|
Oct 12, 2021
Q3 2021
|
Peak Financial Advisors LLC
|
SELL
|
- |
-4.8KClosed |
$195K - $212K
|
0
$0
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-1.05KClosed |
$42.7K - $46.4K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 13, 2021
Q2 2021
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-1.66MClosed |
$68.7M - $75.1M
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1.78KClosed |
$73.6K - $80.5K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-23Closed |
$953 - $1.04K
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-126Closed |
$5.22K - $5.71K
|
0
$0
|