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 11, 2025
Q4 2024
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
SELL
|
- |
-422- 3.91% |
$18.7K - $20.9K
|
10.4K
$456K
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
7.3K+ 2.82% |
$324K - $362K
|
266K
$11.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
67+ 0.44% |
$2.97K - $3.32K
|
15.2K
$669K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
16.2K+ 15.24% |
$716K - $800K
|
122K
$5.36M
|
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
BUY
|
- |
49.7K+ 28.88% |
$2.2M - $2.46M
|
222K
$9.74M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
3.76K+ 5.65% |
$167K - $187K
|
70.3K
$3.09M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-83.1K- 0.37% |
$3.68M - $4.12M
|
22.1M
$971M
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-3.77K- 17.43% |
$167K - $187K
|
17.9K
$785K
|
|
|
Feb 11, 2025
Q4 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-15- 0.12% |
$665 - $743
|
12.3K
$540K
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
18.5KNew |
$820K - $917K
|
18.5K
$812K
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
10.5KNew |
$464K - $519K
|
10.5K
$460K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
50New |
$2.22K - $2.48K
|
50
$2.19K
|
|
|
Feb 10, 2025
Q4 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-2.57K- 4.33% |
$114K - $127K
|
56.7K
$2.49M
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-420- 0.39% |
$18.6K - $20.8K
|
106K
$4.67M
|
|
|
Feb 10, 2025
Q4 2024
|
Penobscot Wealth Management
|
SELL
|
- |
-1.12K- 3.89% |
$49.8K - $55.6K
|
27.7K
$1.22M
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
393+ 3.31% |
$17.4K - $19.5K
|
12.3K
$538K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
114K+ 13.31% |
$5.04M - $5.63M
|
968K
$42.5M
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
557New |
$24.7K - $27.6K
|
557
$24.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
611KNew |
$27.1M - $30.3M
|
611K
$26.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
43.4K+ 22.51% |
$1.93M - $2.15M
|
236K
$10.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
BUY
|
- |
2.35K+ 26.06% |
$104K - $116K
|
11.4K
$499K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
103+ 0.55% |
$4.57K - $5.1K
|
18.7K
$820K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-871- 3.42% |
$38.6K - $43.2K
|
24.6K
$1.08M
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
1.7K+ 32.48% |
$75.1K - $84K
|
6.91K
$303K
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
4.61KNew |
$204K - $229K
|
4.61K
$202K
|
|
|
Feb 10, 2025
Q4 2024
|
Mason Street Advisors, LLC
Milwaukee, WI |
BUY
|
- |
113K+ 15.23% |
$5M - $5.59M
|
854K
$37.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
250+ 1.4% |
$11.1K - $12.4K
|
18.2K
$797K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
201New |
$8.91K - $9.96K
|
201
$8.82K
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-1.84K- 6.76% |
$81.4K - $91K
|
25.3K
$1.11M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-6.11K- 7.7% |
$271K - $303K
|
73.2K
$3.21M
|
|
|
Feb 10, 2025
Q4 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
112+ 1.73% |
$4.96K - $5.55K
|
6.58K
$289K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
17.7K+ 3.15% |
$784K - $876K
|
580K
$25.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
48.2K+ 6.79% |
$2.14M - $2.39M
|
758K
$33.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-3.18K- 43.94% |
$141K - $158K
|
4.06K
$178K
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
1.01KNew |
$44.7K - $49.9K
|
1.01K
$44.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
476New |
$21.1K - $23.6K
|
476
$20.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-158K- 31.1% |
$7.01M - $7.84M
|
350K
$15.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-7.13K- 10.46% |
$316K - $353K
|
61.1K
$2.68M
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
365New |
$16.2K - $18.1K
|
365
$16K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-75- 6.21% |
$3.32K - $3.72K
|
1.13K
$49.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
150+ 1.73% |
$6.65K - $7.43K
|
8.83K
$388K
|
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
750+ 5.38% |
$33.2K - $37.2K
|
14.7K
$645K
|
|
|
Feb 10, 2025
Q4 2024
|
Wulff, Hansen & Co.
|
BUY
|
- |
3.07K+ 17.02% |
$136K - $152K
|
21.1K
$925K
|
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
24.3K+ 5.54% |
$1.08M - $1.21M
|
463K
$20.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-139- 1.26% |
$6.16K - $6.89K
|
10.9K
$477K
|
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
BUY
|
- |
78.6K+ 35.59% |
$3.48M - $3.89M
|
299K
$13.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-6.37K- 0.35% |
$282K - $316K
|
1.82M
$79.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-9.32K- 5.52% |
$413K - $462K
|
159K
$6.99M
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
2.49K+ 58.37% |
$111K - $124K
|
6.76K
$297K
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-975- 5.53% |
$43.2K - $48.3K
|
16.6K
$731K
|