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 |
---|---|---|---|---|---|---|---|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
280New |
$11.2K - $12.1K
|
280
$11.4K
|
|
May 02, 2024
Q1 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
214New |
$8.53K - $9.21K
|
214
$8.69K
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
175+ 69.72% |
$6.97K - $7.53K
|
426
$17.3K
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
90New |
$3.59K - $3.87K
|
90
$3.65K
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
69New |
$2.75K - $2.97K
|
69
$2.8K
|
|
Apr 24, 2024
Q1 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
41New |
$1.63K - $1.76K
|
41
$1.66K
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
28New |
$1.12K - $1.21K
|
28
$1.14K
|
|
May 15, 2024
Q1 2024
|
Ziegler Capital Management, LLC
|
BUY
|
- |
23+ 0.17% |
$917 - $990
|
13.6K
$551K
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
18+ 0.28% |
$717 - $775
|
6.39K
$260K
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
8+ 0.09% |
$319 - $344
|
8.52K
$346K
|
|
Q4 2023 | |||||||
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
557KNew |
$19.1M - $23.9M
|
557K
$22.6M
|
|
Jan 16, 2024
Q4 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
370KNew |
$12.7M - $15.8M
|
370K
$15M
|
|
Feb 15, 2024
Q4 2023
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
235KNew |
$8.06M - $10.1M
|
235K
$9.54M
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
157KNew |
$5.38M - $6.72M
|
157K
$6.37M
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
133KNew |
$4.56M - $5.69M
|
133K
$5.39M
|
|
Jan 30, 2024
Q4 2023
|
Astor Investment Management LLC
|
BUY
|
- |
106KNew |
$3.63M - $4.54M
|
106K
$4.3M
|
|
Feb 07, 2024
Q4 2023
|
Wall Capital Group, Inc.
|
BUY
|
- |
97.5K+ 70.14% |
$3.34M - $4.17M
|
236K
$9.6M
|
|
Feb 14, 2024
Q4 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
21.4KNew |
$735K - $917K
|
21.4K
$870K
|
|
Feb 08, 2024
Q4 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
18.5KNew |
$636K - $794K
|
18.5K
$753K
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
9.99K+ 6.37% |
$342K - $428K
|
167K
$6.77M
|
|
Jan 18, 2024
Q4 2023
|
Navalign, LLC
|
BUY
|
- |
9.15KNew |
$314K - $392K
|
9.15K
$371K
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
9.03KNew |
$310K - $387K
|
9.03K
$366K
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
7.94K+ 43.72% |
$272K - $340K
|
26.1K
$1.06M
|
|
Jan 09, 2024
Q4 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
6.83KNew |
$234K - $292K
|
6.83K
$277K
|
|
Feb 07, 2024
Q4 2023
|
ETF Store, Inc.
|
BUY
|
- |
6.24KNew |
$214K - $267K
|
6.24K
$253K
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
5.48KNew |
$188K - $235K
|
5.48K
$222K
|
|
Feb 05, 2024
Q4 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
5.42KNew |
$186K - $232K
|
5.42K
$220K
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
5.12KNew |
$175K - $219K
|
5.12K
$208K
|
|
Feb 02, 2024
Q4 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
4.88KNew |
$167K - $209K
|
4.88K
$198K
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
4.77KNew |
$163K - $204K
|
4.77K
$193K
|
|
Feb 14, 2024
Q4 2023
|
Amundi
Paris, I0 |
BUY
|
- |
3.4KNew |
$117K - $146K
|
3.4K
$138K
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
2.39K+ 220.65% |
$82.1K - $103K
|
3.48K
$141K
|
|
Jan 29, 2024
Q4 2023
|
Emc Capital Management
Houston, TX |
BUY
|
- |
1.83K+ 173.81% |
$62.6K - $78.2K
|
2.88K
$117K
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
1.54KNew |
$52.9K - $66K
|
1.54K
$62.6K
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.28K+ 497.67% |
$44K - $55K
|
1.54K
$62.6K
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
1.17K+ 29125.0% |
$40K - $49.9K
|
1.17K
$47.5K
|
|
Jan 17, 2024
Q4 2023
|
Flagship Private Wealth, LLC
|
BUY
|
- |
1.16K+ 10.61% |
$39.8K - $49.6K
|
12.1K
$491K
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
1.09KNew |
$37.4K - $46.6K
|
1.09K
$44.2K
|
|
Feb 06, 2024
Q4 2023
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
1.03K+ 0.95% |
$35.4K - $44.2K
|
109K
$4.43M
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
982+ 0.1% |
$33.7K - $42.1K
|
1.02M
$41.2M
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
825New |
$28.3K - $35.3K
|
825
$33.5K
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
670New |
$23K - $28.7K
|
670
$27.2K
|
|
Feb 08, 2024
Q4 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
623+ 8.42% |
$21.4K - $26.7K
|
8.03K
$326K
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
342New |
$11.7K - $14.6K
|
342
$13.9K
|
|
Jan 18, 2024
Q4 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
330New |
$11.3K - $14.1K
|
330
$13.4K
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
244+ 2.48% |
$8.37K - $10.5K
|
10.1K
$409K
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
118New |
$4.05K - $5.05K
|
118
$4.79K
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
100New |
$3.43K - $4.28K
|
100
$4.06K
|
|
Feb 07, 2024
Q4 2023
|
Arcadia Investment Management Corp
|
BUY
|
- |
89+ 2.34% |
$3.05K - $3.81K
|
3.9K
$158K
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
64New |
$2.2K - $2.74K
|
64
$2.6K
|