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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
10.1KNew |
$402K - $434K
|
10.1K
$466K
|
|
|
May 03, 2024
Q1 2024
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
6KNew |
$239K - $258K
|
6K
$277K
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
BUY
|
- |
5.83KNew |
$232K - $251K
|
5.83K
$270K
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
5.69KNew |
$227K - $245K
|
5.69K
$263K
|
|
|
May 09, 2024
Q1 2024
|
Belvedere Trading LLC
|
BUY
|
CALL |
5.3KNew |
$211K - $228K
|
5.3K
$245K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
5.06KNew |
$202K - $218K
|
5.06K
$234K
|
|
|
Apr 26, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
4.92KNew |
$196K - $212K
|
4.92K
$228K
|
|
|
Apr 17, 2024
Q1 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
4.78KNew |
$190K - $206K
|
4.78K
$221K
|
|
|
May 09, 2024
Q1 2024
|
Belvedere Trading LLC
|
BUY
|
- |
2.69KNew |
$107K - $116K
|
2.69K
$124K
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
2.35KNew |
$93.8K - $101K
|
2.35K
$109K
|
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
2.26KNew |
$90.2K - $97.4K
|
2.26K
$105K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
2.01K+ 14.45% |
$80.3K - $86.7K
|
16K
$738K
|
|
|
Apr 26, 2024
Q1 2024
|
Securian Asset Management, Inc
|
BUY
|
- |
1.55K+ 2.68% |
$61.8K - $66.7K
|
59.3K
$2.74M
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1.52KNew |
$60.5K - $65.3K
|
1.52K
$70.2K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.47KNew |
$58.7K - $63.4K
|
1.47K
$68.1K
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
1.35K+ 14.0% |
$53.9K - $58.2K
|
11K
$509K
|
|
|
Apr 15, 2024
Q1 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
1.05K+ 2.17% |
$41.8K - $45.1K
|
49.5K
$2.29M
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
931New |
$37.1K - $40.1K
|
931
$43K
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
406New |
$16.2K - $17.5K
|
406
$18.8K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
358+ 265.19% |
$14.3K - $15.4K
|
493
$22.8K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
316+ 1.74% |
$12.6K - $13.6K
|
18.5K
$856K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
298New |
$11.9K - $12.8K
|
298
$13.8K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
280New |
$11.2K - $12.1K
|
280
$12.9K
|
|
|
May 02, 2024
Q1 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
214New |
$8.53K - $9.21K
|
214
$9.9K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
175+ 69.72% |
$6.97K - $7.53K
|
426
$19.7K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
112+ 5.19% |
$4.46K - $4.82K
|
2.27K
$105K
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
90New |
$3.59K - $3.87K
|
90
$4.16K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
69New |
$2.75K - $2.97K
|
69
$3.19K
|
|
|
Apr 24, 2024
Q1 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
41New |
$1.63K - $1.76K
|
41
$1.9K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
28New |
$1.12K - $1.21K
|
28
$1.29K
|
|
|
May 15, 2024
Q1 2024
|
Ziegler Capital Management, LLC
|
BUY
|
- |
23+ 0.17% |
$917 - $990
|
13.6K
$628K
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
18+ 0.28% |
$717 - $775
|
6.39K
$296K
|
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
8+ 0.09% |
$319 - $344
|
8.52K
$394K
|
|
|
May 13, 2024
Q1 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
1+ 0.79% |
$39.9 - $43
|
127
$5.87K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
2.77MNew |
$95.1M - $119M
|
2.77M
$128M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
557KNew |
$19.1M - $23.9M
|
557K
$25.7M
|
|
|
Jan 16, 2024
Q4 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
370KNew |
$12.7M - $15.8M
|
370K
$17.1M
|
|
|
Feb 15, 2024
Q4 2023
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
235KNew |
$8.06M - $10.1M
|
235K
$10.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
157KNew |
$5.38M - $6.72M
|
157K
$7.26M
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
133KNew |
$4.56M - $5.69M
|
133K
$6.14M
|
|
|
Jan 30, 2024
Q4 2023
|
Astor Investment Management LLC
|
BUY
|
- |
106KNew |
$3.63M - $4.54M
|
106K
$4.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Wall Capital Group, Inc.
|
BUY
|
- |
97.5K+ 70.14% |
$3.34M - $4.17M
|
236K
$10.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
21.4KNew |
$735K - $917K
|
21.4K
$990K
|
|
|
Feb 08, 2024
Q4 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
18.5KNew |
$636K - $794K
|
18.5K
$858K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
9.99K+ 6.37% |
$342K - $428K
|
167K
$7.72M
|
|
|
Jan 18, 2024
Q4 2023
|
Navalign, LLC
|
BUY
|
- |
9.15KNew |
$314K - $392K
|
9.15K
$423K
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
9.03KNew |
$310K - $387K
|
9.03K
$417K
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
7.94K+ 43.72% |
$272K - $340K
|
26.1K
$1.21M
|
|
|
Jan 09, 2024
Q4 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
6.83KNew |
$234K - $292K
|
6.83K
$316K
|
|
|
Feb 07, 2024
Q4 2023
|
ETF Store, Inc.
|
BUY
|
- |
6.24KNew |
$214K - $267K
|
6.24K
$289K
|
|