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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-6.95K- 54.49% |
$308K - $344K
|
5.81K
$255K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-134- 2.89% |
$5.94K - $6.64K
|
4.5K
$197K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-16.5K- 21.46% |
$732K - $818K
|
60.4K
$2.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.72K- 1.71% |
$76.4K - $85.4K
|
99.1K
$4.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
2.29K+ 5.82% |
$101K - $113K
|
41.6K
$1.82M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-15.8K- 6.03% |
$702K - $785K
|
247K
$10.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
319+ 3.17% |
$14.1K - $15.8K
|
10.4K
$456K
|
|
|
Feb 13, 2025
Q4 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-2.59K- 1.32% |
$115K - $129K
|
194K
$8.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Adams Wealth Management
|
BUY
|
- |
574+ 4.24% |
$25.4K - $28.4K
|
14.1K
$619K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-236- 0.23% |
$10.5K - $11.7K
|
102K
$4.48M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-501- 0.23% |
$22.2K - $24.8K
|
214K
$9.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-8.68K- 22.3% |
$385K - $430K
|
30.2K
$1.33M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
26.6K+ 187.94% |
$1.18M - $1.32M
|
40.8K
$1.79M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
6.9KNew |
$306K - $342K
|
6.9K
$303K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
15.6K+ 6.34% |
$690K - $771K
|
261K
$11.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
73.5K+ 15.44% |
$3.26M - $3.64M
|
550K
$24.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-254- 5.25% |
$11.3K - $12.6K
|
4.59K
$201K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
246K+ 29.47% |
$10.9M - $12.2M
|
1.08M
$47.4M
|
|
|
Feb 13, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
69.6K+ 2126.35% |
$3.08M - $3.45M
|
72.8K
$3.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
25+ 0.03% |
$1.11K - $1.24K
|
82.5K
$3.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Elevatus Welath Management
Victor, NY |
SELL
|
- |
-208K- 28.93% |
$9.2M - $10.3M
|
510K
$22.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
1.31K+ 28.0% |
$58K - $64.8K
|
5.98K
$262K
|
|
|
Feb 13, 2025
Q4 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
574+ 4.24% |
$25.4K - $28.4K
|
14.1K
$619K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
1.29KNew |
$57.1K - $63.9K
|
1.29K
$56.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
9.91KNew |
$439K - $491K
|
9.91K
$435K
|
|
|
Feb 13, 2025
Q4 2024
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
6.7KNew |
$297K - $332K
|
6.7K
$294K
|
|
|
Feb 13, 2025
Q4 2024
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
24.1KNew |
$1.07M - $1.19M
|
24.1K
$1.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-134- 0.95% |
$5.94K - $6.64K
|
14K
$613K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-22.7K- 37.26% |
$1.01M - $1.13M
|
38.3K
$1.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-807- 12.04% |
$35.8K - $40K
|
5.9K
$259K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
82K+ 7.06% |
$3.64M - $4.06M
|
1.24M
$54.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
4+ 0.05% |
$177 - $198
|
7.83K
$343K
|
|
|
Feb 13, 2025
Q4 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
4.28K+ 6.72% |
$190K - $212K
|
68K
$2.98M
|
|
|
Feb 13, 2025
Q4 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-21.1K- 3.0% |
$937K - $1.05M
|
683K
$30M
|
|
|
Feb 13, 2025
Q4 2024
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-2.13K- 14.48% |
$94.3K - $105K
|
12.6K
$552K
|
|
|
Feb 13, 2025
Q4 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
21.4K+ 125.56% |
$950K - $1.06M
|
38.5K
$1.69M
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-6.81K- 36.33% |
$302K - $337K
|
11.9K
$524K
|
|
|
Feb 13, 2025
Q4 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
11+ 5.67% |
$488 - $545
|
205
$9K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
7.42K+ 8.83% |
$329K - $368K
|
91.5K
$4.01M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
271K+ 20.95% |
$12M - $13.4M
|
1.57M
$68.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.78K+ 5.8% |
$123K - $138K
|
50.7K
$2.23M
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
3+ 2.26% |
$133 - $149
|
136
$5.97K
|
|
|
Feb 12, 2025
Q4 2024
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
63.1KNew |
$2.8M - $3.13M
|
63.1K
$2.77M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.49K+ 6.96% |
$111K - $124K
|
38.3K
$1.68M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-203- 0.4% |
$9K - $10.1K
|
50K
$2.19M
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
416+ 3.65% |
$18.4K - $20.6K
|
11.8K
$519K
|
|
|
Feb 12, 2025
Q4 2024
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-15.6K- 41.12% |
$690K - $771K
|
22.3K
$978K
|
|
|
Feb 12, 2025
Q4 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-1.01M- 84.45% |
$44.6M - $49.9M
|
185K
$8.14M
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
84.1KNew |
$3.73M - $4.17M
|
84.1K
$3.69M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-451- 2.8% |
$20K - $22.3K
|
15.7K
$687K
|