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 04, 2021
Q2 2021
|
Evensky & Katz LLC
|
SELL
|
- |
-4Closed |
$166 - $181
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Hills Bank & Trust CO
|
SELL
|
- |
-2.9KClosed |
$120K - $131K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-65Closed |
$2.69K - $2.94K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.4KClosed |
$49.7K - $62.8K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Donoghue Forlines LLC
|
SELL
|
- |
-175KClosed |
$6.19M - $7.82M
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Nvwm, LLC
|
SELL
|
- |
-350Closed |
$12.4K - $15.7K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-136Closed |
$4.82K - $6.09K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-65Closed |
$2.3K - $2.91K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-35Closed |
$1.24K - $1.57K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-234Closed |
$8.29K - $10.5K
|
0
$0
|
|
|
Apr 07, 2021
Q1 2021
|
Echo Wealth Management, LLC
|
SELL
|
- |
-6.46KClosed |
$229K - $289K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 09, 2021
Q4 2020
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-25Closed |
$694 - $899
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
500New |
$13.9K - $18K
|
500
$21.9K
|
|
|
Jan 27, 2021
Q4 2020
|
Accel Wealth Management
|
BUY
|
- |
350New |
$9.72K - $12.6K
|
350
$15.4K
|
|
|
Jan 25, 2021
Q4 2020
|
Janney Capital Management LLC
|
SELL
|
- |
-19.1KClosed |
$530K - $687K
|
0
$0
|
|
|
Jan 12, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
118KNew |
$3.27M - $4.24M
|
118K
$5.17M
|
|
| Q3 2020 | |||||||
|
Nov 18, 2020
Q3 2020
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-339KClosed |
$8.67M - $10M
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Evoke Wealth, LLC
|
SELL
|
- |
-38Closed |
$972 - $1.12K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Matrix Trust CO
|
SELL
|
- |
-430KClosed |
$11M - $12.7M
|
0
$0
|
|
|
Oct 16, 2020
Q3 2020
|
Toth Financial Advisory Corp
|
SELL
|
- |
-167Closed |
$4.27K - $4.94K
|
0
$0
|
|
|
Oct 14, 2020
Q3 2020
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-34.1KClosed |
$873K - $1.01M
|
0
$0
|
|
| Q2 2020 | |||||||
|
Jan 02, 2024
Q2 2020
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-2.1K- 25.93% |
$41.7K - $61.7K
|
6K
$263K
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
520+ 10.51% |
$10.3K - $15.3K
|
5.47K
$240K
|
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-408Closed |
$8.11K - $12K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Demars Financial Group, LLC
|
BUY
|
- |
82New |
$1.63K - $2.41K
|
82
$3.6K
|
|
|
Aug 11, 2020
Q2 2020
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-47.7KClosed |
$947K - $1.4M
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Royal Fund Management, LLC
|
SELL
|
- |
-141KClosed |
$2.81M - $4.15M
|
0
$0
|
|
|
Aug 03, 2020
Q2 2020
|
First Ascent Asset Management, LLC
|
SELL
|
- |
-57.8KClosed |
$1.15M - $1.7M
|
0
$0
|
|
|
Jul 29, 2020
Q2 2020
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-9.37KClosed |
$186K - $276K
|
0
$0
|
|
|
Jul 24, 2020
Q2 2020
|
Focused Wealth Management, Inc
|
SELL
|
- |
-34Closed |
$676 - $999
|
0
$0
|
|
|
Jul 22, 2020
Q2 2020
|
Brightworth
|
SELL
|
- |
-12.7KClosed |
$252K - $372K
|
0
$0
|
|
|
Jul 22, 2020
Q2 2020
|
Barnett & Company, Inc.
|
SELL
|
- |
-716Closed |
$14.2K - $21K
|
0
$0
|
|
|
Jul 13, 2020
Q2 2020
|
Manchester Financial Inc
|
SELL
|
- |
-2.72KClosed |
$54K - $79.9K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Sep 08, 2021
Q1 2020
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-3.03KClosed |
$57.5K - $101K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-12.6KClosed |
$238K - $419K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-19.4KClosed |
$368K - $648K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-9.3KClosed |
$176K - $310K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-3.95KClosed |
$75K - $132K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-672Closed |
$12.7K - $22.4K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Wt Wealth Management
|
SELL
|
- |
-9.6KClosed |
$182K - $320K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-280Closed |
$5.31K - $9.34K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-9.04KClosed |
$171K - $302K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Bell Rock Capital LLC
|
SELL
|
- |
-9.4KClosed |
$178K - $314K
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-79.5KClosed |
$1.51M - $2.65M
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-1.67KClosed |
$31.6K - $55.7K
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-14.3KClosed |
$270K - $476K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-5.18KClosed |
$98.2K - $173K
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-55Closed |
$1.04K - $1.84K
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-13.6KClosed |
$259K - $455K
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Crumly & Associates Inc.
|
SELL
|
- |
-8.24KClosed |
$156K - $275K
|
0
$0
|
|