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 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-25- 0.55% |
$1.11K - $1.24K
|
4.51K
$198K
|
|
|
Feb 04, 2025
Q4 2024
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-10.2K- 7.89% |
$451K - $504K
|
119K
$5.21M
|
|
|
Feb 04, 2025
Q4 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
2.36K+ 35.53% |
$105K - $117K
|
9K
$395K
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
BUY
|
- |
20.8K+ 13.35% |
$922K - $1.03M
|
177K
$7.75M
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
3+ 0.21% |
$133 - $149
|
1.46K
$64.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
661+ 0.89% |
$29.3K - $32.8K
|
74.6K
$3.28M
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
25.1K+ 19.59% |
$1.11M - $1.24M
|
153K
$6.73M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-46.1K- 41.08% |
$2.04M - $2.28M
|
66.1K
$2.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-72.8K- 2.22% |
$3.23M - $3.61M
|
3.21M
$141M
|
|
|
Feb 04, 2025
Q4 2024
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-1.94K- 2.27% |
$85.8K - $95.9K
|
83.4K
$3.66M
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
24.8K+ 12.88% |
$1.1M - $1.23M
|
217K
$9.54M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
7.1K+ 28.64% |
$315K - $352K
|
31.9K
$1.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.66K+ 53.26% |
$162K - $181K
|
10.5K
$462K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-98- 0.63% |
$4.34K - $4.86K
|
15.4K
$674K
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
10.4K+ 17.14% |
$459K - $513K
|
70.8K
$3.11M
|
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-2.95K- 37.49% |
$131K - $146K
|
4.91K
$216K
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
7.35KNew |
$326K - $364K
|
7.35K
$323K
|
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
128+ 0.58% |
$5.67K - $6.34K
|
22K
$968K
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-141- 1.09% |
$6.25K - $6.99K
|
12.8K
$562K
|
|
|
Feb 03, 2025
Q4 2024
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
128KNew |
$5.66M - $6.32M
|
128K
$5.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-2.11K- 17.05% |
$93.4K - $104K
|
10.2K
$450K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.4K+ 25.18% |
$61.9K - $69.2K
|
6.95K
$305K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
1.03KNew |
$45.8K - $51.2K
|
1.03K
$45.4K
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
BUY
|
- |
50.1K+ 17.83% |
$2.22M - $2.48M
|
331K
$14.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-795- 2.29% |
$35.2K - $39.4K
|
33.8K
$1.49M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
245New |
$10.9K - $12.1K
|
245
$10.8K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-576- 1.08% |
$25.5K - $28.5K
|
52.9K
$2.32M
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
776+ 19.09% |
$34.4K - $38.5K
|
4.84K
$212K
|
|
|
Feb 03, 2025
Q4 2024
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-305- 2.09% |
$13.5K - $15.1K
|
14.3K
$628K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.29K+ 4.56% |
$57.3K - $64.1K
|
29.6K
$1.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
59New |
$2.62K - $2.92K
|
59
$2.59K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
23.8K+ 90.52% |
$1.05M - $1.18M
|
50K
$2.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
9.78KNew |
$433K - $484K
|
9.78K
$429K
|
|
|
Feb 03, 2025
Q4 2024
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
533KNew |
$23.6M - $26.4M
|
533K
$23.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
30.6K+ 6.89% |
$1.35M - $1.51M
|
474K
$20.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
5.48K+ 0.59% |
$243K - $272K
|
941K
$41.3M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-23.3K- 10.24% |
$1.03M - $1.15M
|
204K
$8.97M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
11.8K+ 14.41% |
$524K - $586K
|
93.9K
$4.12M
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
5.2K+ 1.21% |
$230K - $258K
|
435K
$19.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-8.39K- 14.45% |
$372K - $416K
|
49.7K
$2.18M
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
948+ 4.58% |
$42K - $47K
|
21.6K
$950K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
44.3K+ 9.2% |
$1.96M - $2.19M
|
526K
$23.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
202+ 0.29% |
$8.95K - $10K
|
70.4K
$3.09M
|
|
|
Jan 31, 2025
Q4 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
27.8K+ 12.58% |
$1.23M - $1.38M
|
249K
$10.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
21K+ 7.43% |
$930K - $1.04M
|
303K
$13.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-1.48K- 1.57% |
$65.6K - $73.3K
|
92.9K
$4.08M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
BUY
|
- |
76+ 0.51% |
$3.37K - $3.77K
|
14.9K
$655K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-183K- 11.19% |
$8.09M - $9.05M
|
1.45M
$63.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
8.45K+ 40.62% |
$375K - $419K
|
29.2K
$1.28M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-29.7K- 5.08% |
$1.31M - $1.47M
|
554K
$24.3M
|