Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-4.28M- 96.87% |
$190M - $212M
|
138K
$6.4M
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-272K- 95.64% |
$12M - $13.5M
|
12.4K
$574K
|
|
|
Jan 21, 2025
Q4 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-197K- 91.21% |
$8.72M - $9.74M
|
19K
$876K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-164K- 20.82% |
$7.27M - $8.13M
|
624K
$28.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-150K- 42.96% |
$6.64M - $7.42M
|
199K
$9.19M
|
|
|
Jan 29, 2025
Q4 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-143K- 55.25% |
$6.33M - $7.07M
|
116K
$5.34M
|
|
|
Jan 21, 2025
Q4 2024
|
Liquid Strategies, LLC
Atlanta, GA |
SELL
|
- |
-129K- 64.1% |
$5.71M - $6.38M
|
72.1K
$3.33M
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-97.8K- 74.06% |
$4.33M - $4.84M
|
34.2K
$1.58M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-95.8K- 8.95% |
$4.25M - $4.75M
|
975K
$45.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-80K- 32.21% |
$3.55M - $3.96M
|
168K
$7.79M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-49.7K- 73.11% |
$2.2M - $2.46M
|
18.3K
$846K
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-37.9K- 57.26% |
$1.68M - $1.88M
|
28.3K
$1.31M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-26.4K- 14.86% |
$1.17M - $1.31M
|
151K
$6.98M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-23.3K- 10.24% |
$1.03M - $1.15M
|
204K
$9.45M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-23K- 24.9% |
$1.02M - $1.14M
|
69.3K
$3.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-22.1K- 7.95% |
$981K - $1.1M
|
256K
$11.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-20.4K- 7.51% |
$906K - $1.01M
|
252K
$11.6M
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-20.2K- 11.96% |
$897K - $1M
|
149K
$6.89M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-20.2K- 4.34% |
$895K - $1M
|
445K
$20.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-19.5K- 6.55% |
$862K - $964K
|
277K
$12.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-17.4K- 92.86% |
$771K - $862K
|
1.34K
$61.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-13.3K- 4.93% |
$591K - $660K
|
257K
$11.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Prairie Sky Financial Group LLC
Westchester, IL |
SELL
|
- |
-12K- 20.94% |
$534K - $597K
|
45.5K
$2.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-9.18K- 8.41% |
$407K - $455K
|
100K
$4.62M
|
|
|
Jan 21, 2025
Q4 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-9.04K- 13.42% |
$401K - $448K
|
58.3K
$2.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-8.39K- 14.45% |
$372K - $416K
|
49.7K
$2.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-8.09K- 3.15% |
$359K - $401K
|
249K
$11.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-7.84K- 18.27% |
$347K - $388K
|
35.1K
$1.62M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-7.65K- 2.98% |
$339K - $379K
|
249K
$11.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-6.66K- 3.95% |
$295K - $330K
|
162K
$7.49M
|
|
|
Jan 30, 2025
Q4 2024
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-6.16K- 14.2% |
$273K - $305K
|
37.2K
$1.72M
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-6.01K- 50.05% |
$266K - $298K
|
5.99K
$277K
|
|
|
Jan 23, 2025
Q4 2024
|
Fox Financial, Inc
Wyomissing, PA |
SELL
|
- |
-5.21K- 44.11% |
$231K - $258K
|
6.6K
$305K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5.16K- 99.9% |
$229K - $256K
|
5
$231
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-4.5K- 13.59% |
$200K - $223K
|
28.6K
$1.32M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-4.4K- 3.19% |
$195K - $218K
|
134K
$6.18M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-4.29K- 5.74% |
$190K - $213K
|
70.5K
$3.26M
|
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-4.21K- 14.65% |
$187K - $209K
|
24.5K
$1.13M
|
|
|
Jan 14, 2025
Q4 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-3.99K- 6.56% |
$177K - $198K
|
56.8K
$2.63M
|
|
|
Jan 17, 2025
Q4 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-3.68K- 19.23% |
$163K - $183K
|
15.5K
$716K
|
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-3.58K- 5.07% |
$159K - $178K
|
67.1K
$3.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-3.12K- 32.14% |
$138K - $154K
|
6.58K
$304K
|
|
|
Jan 27, 2025
Q4 2024
|
Moneywise, Inc.
|
SELL
|
- |
-2.72K- 22.82% |
$121K - $135K
|
9.2K
$425K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-2.49K- 29.26% |
$110K - $123K
|
6.02K
$278K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-2.26K- 20.35% |
$100K - $112K
|
8.85K
$409K
|
|
|
Jan 23, 2025
Q4 2024
|
Marmo Financial Group, LLC
Johnson City, TN |
SELL
|
- |
-2.12K- 2.51% |
$94K - $105K
|
82.4K
$3.81M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.06K- 4.08% |
$91.4K - $102K
|
48.4K
$2.24M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-2.03K- 19.88% |
$90K - $101K
|
8.18K
$378K
|
|
|
Jan 03, 2025
Q4 2024
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-1.87K- 0.23% |
$83.1K - $92.9K
|
812K
$37.6M
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-1.86K- 9.76% |
$82.3K - $92K
|
17.2K
$794K
|