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 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
824New |
$36.5K - $40.8K
|
824
$36.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-72- 0.5% |
$3.19K - $3.57K
|
14.4K
$634K
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
18.1KNew |
$803K - $897K
|
18.1K
$795K
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
7.1KNew |
$315K - $352K
|
7.1K
$312K
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
6.85K+ 133.44% |
$304K - $340K
|
12K
$526K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-98.3K- 7.2% |
$4.36M - $4.87M
|
1.27M
$55.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
7.74K+ 14.16% |
$343K - $384K
|
62.4K
$2.74M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
4.96KNew |
$220K - $246K
|
4.96K
$218K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-11- 55.0% |
$488 - $545
|
9
$395
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
195+ 8.92% |
$8.64K - $9.66K
|
2.38K
$105K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
7.82K+ 11.21% |
$347K - $387K
|
77.6K
$3.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
2.07K+ 10.02% |
$91.7K - $103K
|
22.7K
$997K
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
3.8K+ 0.36% |
$169K - $188K
|
1.06M
$46.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-91.7K- 52.05% |
$4.07M - $4.54M
|
84.5K
$3.71M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-365- 2.08% |
$16.2K - $18.1K
|
17.2K
$756K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
15.3K+ 10.95% |
$678K - $758K
|
155K
$6.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
1.42MNew |
$62.9M - $70.3M
|
1.42M
$62.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
75+ 0.47% |
$3.32K - $3.72K
|
15.9K
$699K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
17.8KNew |
$790K - $883K
|
17.8K
$782K
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
5+ 0.09% |
$222 - $248
|
5.81K
$255K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-46- 0.39% |
$2.04K - $2.28K
|
11.9K
$520K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.48K- 2.02% |
$65.7K - $73.4K
|
72K
$3.16M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
30.1K+ 3.18% |
$1.33M - $1.49M
|
976K
$42.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.8K+ 8.8% |
$79.6K - $89K
|
22.2K
$974K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.63K+ 41.41% |
$117K - $130K
|
8.99K
$395K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.66K- 1.84% |
$118K - $132K
|
142K
$6.21M
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
60New |
$2.66K - $2.97K
|
60
$2.63K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.54K+ 5.64% |
$157K - $176K
|
66.3K
$2.91M
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
7.18KNew |
$318K - $356K
|
7.18K
$315K
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
2.54K+ 43.27% |
$113K - $126K
|
8.42K
$370K
|
|
|
Feb 06, 2025
Q4 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
38.9K+ 9.54% |
$1.72M - $1.93M
|
446K
$19.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
3.39K+ 29.63% |
$150K - $168K
|
14.8K
$652K
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-319- 0.77% |
$14.1K - $15.8K
|
41.2K
$1.81M
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
619+ 2.14% |
$27.4K - $30.7K
|
29.5K
$1.29M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
55.6K+ 182.32% |
$2.47M - $2.76M
|
86.1K
$3.78M
|
|
|
Feb 06, 2025
Q4 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
3.49K+ 5.67% |
$154K - $173K
|
65K
$2.85M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-51.4K- 0.92% |
$2.28M - $2.55M
|
5.54M
$243M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
58.9KNew |
$2.61M - $2.92M
|
58.9K
$2.59M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
57+ 0.54% |
$2.53K - $2.82K
|
10.7K
$470K
|
|
|
Feb 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
6.23K+ 9.81% |
$276K - $309K
|
69.7K
$3.06M
|
|
|
Feb 06, 2025
Q4 2024
|
Mayport, LLC
|
BUY
|
- |
10KNew |
$443K - $496K
|
10K
$439K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
6.46K+ 110.74% |
$286K - $320K
|
12.3K
$539K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-36- 0.65% |
$1.6K - $1.78K
|
5.53K
$243K
|
|
|
Feb 06, 2025
Q4 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
84+ 0.48% |
$3.72K - $4.16K
|
17.5K
$769K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
6New |
$266 - $297
|
6
$263
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
104K+ 14.42% |
$4.6M - $5.14M
|
823K
$36.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
464+ 0.57% |
$20.6K - $23K
|
82.4K
$3.62M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
9.84K+ 14.21% |
$436K - $487K
|
79K
$3.47M
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-213- 3.87% |
$9.44K - $10.6K
|
5.29K
$232K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-1.62K- 15.14% |
$71.6K - $80K
|
9.05K
$397K
|