Latest Institutional Purchases of Spdr Portfolio S&P 600 Small C (SPSM)
This list provides information on the latest institutional transactions involving Spdr Portfolio S&P 600 Small C (SPSM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
331KNew |
$13.1M - $14.3M
|
331K
$15.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Citizens & Northern Corp
|
BUY
|
- |
47.4KNew |
$1.89M - $2.05M
|
47.4K
$2.19M
|
|
|
Aug 12, 2024
Q2 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
26.3KNew |
$1.05M - $1.14M
|
26.3K
$1.22M
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
25.4K+ 8.32% |
$1.01M - $1.1M
|
331K
$15.3M
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
23.8K+ 550.01% |
$945K - $1.03M
|
28.1K
$1.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
21.4K+ 135.44% |
$851K - $923K
|
37.2K
$1.72M
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
12.8KNew |
$508K - $551K
|
12.8K
$591K
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
BUY
|
- |
11.2K+ 8.28% |
$444K - $482K
|
146K
$6.76M
|
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
10.5KNew |
$417K - $453K
|
10.5K
$486K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
10.1KNew |
$401K - $435K
|
10.1K
$467K
|
|
|
Aug 14, 2024
Q2 2024
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
9.48KNew |
$377K - $409K
|
9.48K
$438K
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
7.14KNew |
$284K - $308K
|
7.14K
$330K
|
|
|
Jul 23, 2024
Q2 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
5.86KNew |
$233K - $253K
|
5.86K
$271K
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
BUY
|
- |
5.32K+ 15.44% |
$211K - $229K
|
39.8K
$1.84M
|
|
|
Aug 14, 2024
Q2 2024
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
BUY
|
- |
2.94K+ 37.46% |
$117K - $127K
|
10.8K
$500K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
2.07KNew |
$82.1K - $89.1K
|
2.07K
$95.5K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.91K+ 3.19% |
$75.9K - $82.4K
|
61.8K
$2.86M
|
|
|
Jul 23, 2024
Q2 2024
|
Valicenti Advisory Services Inc
|
BUY
|
- |
1.8K+ 4.78% |
$71.6K - $77.7K
|
39.5K
$1.83M
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
1.73KNew |
$68.6K - $74.4K
|
1.73K
$79.8K
|
|
|
Jul 17, 2024
Q2 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
1.57KNew |
$62.2K - $67.6K
|
1.57K
$72.4K
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.26K+ 135.31% |
$50K - $54.2K
|
2.19K
$101K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.25K+ 6.97% |
$49.5K - $53.7K
|
19.1K
$883K
|
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
BUY
|
- |
1.23KNew |
$48.7K - $52.9K
|
1.23K
$56.6K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
949New |
$37.7K - $40.9K
|
949
$43.9K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
794New |
$31.6K - $34.3K
|
794
$36.7K
|
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
607+ 78.02% |
$24.1K - $26.2K
|
1.39K
$64K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
585New |
$23.3K - $25.2K
|
585
$27.1K
|
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
562New |
$22.3K - $24.3K
|
562
$26K
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
500New |
$19.9K - $21.6K
|
500
$23.1K
|
|
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
375New |
$14.9K - $16.2K
|
375
$17.3K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
358+ 7.48% |
$14.2K - $15.4K
|
5.15K
$238K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
357+ 31.29% |
$14.2K - $15.4K
|
1.5K
$69.3K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
305New |
$12.1K - $13.2K
|
305
$14.1K
|
|
|
Aug 08, 2024
Q2 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
246New |
$9.78K - $10.6K
|
246
$11.4K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
215New |
$8.55K - $9.28K
|
215
$9.94K
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
132New |
$5.25K - $5.7K
|
132
$6.1K
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
74New |
$2.94K - $3.19K
|
74
$3.42K
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
65+ 138.3% |
$2.58K - $2.8K
|
112
$5.18K
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
30+ 0.43% |
$1.19K - $1.29K
|
7.04K
$326K
|
|
|
Aug 05, 2024
Q2 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
18+ 0.3% |
$716 - $777
|
6.02K
$278K
|
|
|
Jul 09, 2024
Q2 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
16+ 0.48% |
$636 - $690
|
3.36K
$155K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
15New |
$596 - $647
|
15
$694
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
BUY
|
- |
13New |
$517 - $561
|
13
$601
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
9+ 69.23% |
$358 - $388
|
22
$1.02K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
8+ 0.53% |
$318 - $345
|
1.52K
$70.2K
|
|
|
Jul 17, 2024
Q2 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.59% |
$159 - $173
|
684
$31.6K
|
|
| Q1 2024 | |||||||
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
47.4KNew |
$1.89M - $2.04M
|
47.4K
$2.19M
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
43.4KNew |
$1.73M - $1.87M
|
43.4K
$2.01M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
17.5KNew |
$699K - $755K
|
17.5K
$811K
|
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
14.9KNew |
$592K - $640K
|
14.9K
$687K
|
|