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 |
---|---|---|---|---|---|---|---|
Nov 13, 2024
Q3 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
225+ 326.09% |
$9.23K - $10.4K
|
294
$13.7K
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
211New |
$8.66K - $9.71K
|
211
$9.81K
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
207+ 7.13% |
$8.49K - $9.52K
|
3.11K
$145K
|
|
Nov 13, 2024
Q3 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
194New |
$7.96K - $8.93K
|
194
$9.02K
|
|
Oct 16, 2024
Q3 2024
|
G&S Capital LLC
|
BUY
|
- |
174+ 0.38% |
$7.14K - $8.01K
|
45.8K
$2.13M
|
|
Nov 13, 2024
Q3 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
165+ 0.36% |
$6.77K - $7.59K
|
45.5K
$2.11M
|
|
Oct 29, 2024
Q3 2024
|
F
|
BUY
|
- |
164+ 1.21% |
$6.73K - $7.55K
|
13.7K
$635K
|
|
Oct 24, 2024
Q3 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
162New |
$6.65K - $7.45K
|
162
$7.53K
|
|
Nov 12, 2024
Q3 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
160+ 1.88% |
$6.56K - $7.36K
|
8.68K
$403K
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
157New |
$6.44K - $7.22K
|
157
$7.3K
|
|
Oct 08, 2024
Q3 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
150+ 7.09% |
$6.15K - $6.9K
|
2.27K
$105K
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
149+ 1.32% |
$6.11K - $6.86K
|
11.4K
$530K
|
|
Oct 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
140+ 0.34% |
$5.74K - $6.44K
|
41.5K
$1.93M
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
133+ 5.18% |
$5.46K - $6.12K
|
2.7K
$126K
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
126+ 2.32% |
$5.17K - $5.8K
|
5.55K
$258K
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
125New |
$5.13K - $5.75K
|
125
$5.81K
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
125+ 75.3% |
$5.13K - $5.75K
|
291
$13.5K
|
|
Oct 18, 2024
Q3 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
116+ 0.95% |
$4.76K - $5.34K
|
12.3K
$572K
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
115+ 0.45% |
$4.72K - $5.29K
|
26K
$1.21M
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
113+ 3.03% |
$4.64K - $5.2K
|
3.85K
$179K
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
104+ 1.2% |
$4.27K - $4.79K
|
8.78K
$408K
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
101+ 1.24% |
$4.14K - $4.65K
|
8.23K
$383K
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
99+ 8.59% |
$4.06K - $4.55K
|
1.25K
$58.2K
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
91+ 0.19% |
$3.73K - $4.19K
|
47.3K
$2.2M
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
89+ 3.01% |
$3.65K - $4.09K
|
3.05K
$142K
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
80New |
$3.28K - $3.68K
|
80
$3.72K
|
|
Nov 14, 2024
Q3 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
58New |
$2.38K - $2.67K
|
58
$2.7K
|
|
Oct 18, 2024
Q3 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
54New |
$2.22K - $2.48K
|
54
$2.51K
|
|
Oct 17, 2024
Q3 2024
|
Fusion Family Wealth LLC
|
BUY
|
- |
54+ 0.69% |
$2.22K - $2.48K
|
7.86K
$365K
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
50+ 69.44% |
$2.05K - $2.3K
|
122
$5.67K
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
48+ 0.45% |
$1.97K - $2.21K
|
10.7K
$497K
|
|
Nov 18, 2024
Q3 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
35+ 0.3% |
$1.44K - $1.61K
|
11.7K
$542K
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
34New |
$1.39K - $1.56K
|
34
$1.58K
|
|
Oct 21, 2024
Q3 2024
|
Moneywise, Inc.
|
BUY
|
- |
28+ 0.24% |
$1.15K - $1.29K
|
11.9K
$554K
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
25+ 0.67% |
$1.03K - $1.15K
|
3.78K
$175K
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
24New |
$984 - $1.1K
|
24
$1.12K
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
24+ 0.42% |
$984 - $1.1K
|
5.7K
$265K
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
20+ 1.87% |
$820 - $920
|
1.09K
$50.5K
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
19New |
$779 - $874
|
19
$883
|
|
Oct 09, 2024
Q3 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
17+ 0.32% |
$697 - $782
|
5.31K
$247K
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
12+ 0.04% |
$492 - $552
|
33.1K
$1.54M
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
10New |
$410 - $460
|
10
$465
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
9+ 5.49% |
$369 - $414
|
173
$8.04K
|
|
Oct 21, 2024
Q3 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
9+ 0.12% |
$369 - $414
|
7.45K
$346K
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
8+ 0.8% |
$328 - $368
|
1K
$46.7K
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
6New |
$246 - $276
|
6
$279
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
6+ 14.63% |
$246 - $276
|
47
$2.18K
|
|
Nov 25, 2024
Q3 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
5+ 0.08% |
$205 - $230
|
6.14K
$285K
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
5+ 0.09% |
$205 - $230
|
5.47K
$254K
|
|
Nov 15, 2024
Q3 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
4+ 0.03% |
$164 - $184
|
11.7K
$544K
|