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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2024
Q1 2024
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-2.84K- 1.5% |
$113K - $122K
|
187K
$8.51M
|
|
|
May 15, 2024
Q1 2024
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-2K- 4.75% |
$79.7K - $86.1K
|
40.1K
$1.83M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-1.6K- 57.14% |
$63.8K - $68.9K
|
1.2K
$54.7K
|
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-334- 94.35% |
$13.3K - $14.4K
|
20
$911
|
|
|
May 23, 2024
Q1 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-293- 5.87% |
$11.7K - $12.6K
|
4.7K
$214K
|
|
|
Jun 10, 2025
Q1 2024
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-272Closed |
$10.8K - $11.7K
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-254- 1.87% |
$10.1K - $10.9K
|
13.3K
$606K
|
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-99- 2.08% |
$3.95K - $4.26K
|
4.67K
$213K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1- 0.65% |
$39.9 - $43
|
152
$6.93K
|
|
| Q4 2023 | |||||||
|
Jan 19, 2024
Q4 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-4.24K- 46.5% |
$145K - $182K
|
4.88K
$222K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-4.13K- 31.85% |
$142K - $177K
|
8.83K
$402K
|
|
|
Feb 01, 2024
Q4 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-3.56K- 97.14% |
$122K - $153K
|
105
$4.78K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-1.13K- 19.12% |
$38.8K - $48.5K
|
4.79K
$218K
|
|
|
Feb 06, 2024
Q4 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-907- 14.71% |
$31.1K - $38.8K
|
5.26K
$240K
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-866- 99.77% |
$29.7K - $37.1K
|
2
$91.1
|
|
|
Feb 05, 2024
Q4 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-627- 9.96% |
$21.5K - $26.9K
|
5.67K
$258K
|
|
|
Jan 08, 2024
Q4 2023
|
Lynch & Associates
|
SELL
|
- |
-213- 1.88% |
$7.31K - $9.12K
|
11.1K
$506K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-198- 46.15% |
$6.79K - $8.48K
|
231
$10.5K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-169- 0.15% |
$5.8K - $7.24K
|
112K
$5.08M
|
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-112- 1.76% |
$3.84K - $4.8K
|
6.26K
$285K
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-64- 25.6% |
$2.2K - $2.74K
|
186
$8.47K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-16- 5.0% |
$549 - $685
|
304
$13.9K
|
|
| Q3 2023 | |||||||
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-22.8K- 8.9% |
$828K - $934K
|
233K
$10.6M
|
|
|
Dec 19, 2024
Q3 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-6.64KClosed |
$241K - $272K
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-3.53K- 46.79% |
$128K - $145K
|
4.01K
$183K
|
|
|
Oct 23, 2023
Q3 2023
|
Cavalier Investments, LLC
|
SELL
|
- |
-3.52K- 12.74% |
$128K - $144K
|
24.1K
$1.1M
|
|
|
Oct 05, 2023
Q3 2023
|
Qp Wealth Management, LLC
|
SELL
|
- |
-3.23K- 17.36% |
$118K - $133K
|
15.4K
$701K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-2.79K- 1.34% |
$101K - $114K
|
205K
$9.32M
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-1.98K- 24.99% |
$72.1K - $81.3K
|
5.95K
$271K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-1.93K- 11.47% |
$70.1K - $79.1K
|
14.9K
$678K
|
|
|
Nov 13, 2023
Q3 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1.8K- 17.93% |
$65.4K - $73.8K
|
8.24K
$375K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-1.22K- 30.84% |
$44.4K - $50.1K
|
2.74K
$125K
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-698- 3.67% |
$25.4K - $28.6K
|
18.3K
$834K
|
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-306- 14.32% |
$11.1K - $12.6K
|
1.83K
$83.4K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-219Closed |
$7.96K - $8.98K
|
0
$0
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
SELL
|
- |
-106- 34.64% |
$3.85K - $4.35K
|
200
$9.11K
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-100- 1.08% |
$3.64K - $4.1K
|
9.17K
$418K
|
|
|
Oct 25, 2023
Q3 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-96- 0.41% |
$3.49K - $3.94K
|
23.4K
$1.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-30- 0.09% |
$1.09K - $1.23K
|
33.8K
$1.54M
|
|
| Q2 2023 | |||||||
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
SELL
|
- |
-400- 24.88% |
$14.2K - $15.6K
|
1.21K
$55K
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
SELL
|
- |
-382- 32.32% |
$13.6K - $14.9K
|
800
$36.4K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-119K- 99.99% |
$4.27M - $4.99M
|
16
$729
|
|
|
Apr 12, 2023
Q1 2023
|
One Advisory Partners, LLC
|
SELL
|
- |
-45.9K- 88.66% |
$1.65M - $1.93M
|
5.87K
$267K
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-6.65K- 3.31% |
$240K - $280K
|
194K
$8.84M
|
|
|
Apr 28, 2023
Q1 2023
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-3.53K- 99.97% |
$127K - $149K
|
1
$45.6
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-2.13K- 1.81% |
$76.7K - $89.5K
|
115K
$5.25M
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
SELL
|
- |
-535- 6.82% |
$19.3K - $22.5K
|
7.31K
$333K
|
|
|
Apr 04, 2023
Q1 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-448- 7.59% |
$16.1K - $18.9K
|
5.45K
$248K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-124- 1.44% |
$4.47K - $5.22K
|
8.49K
$387K
|
|
| Q4 2022 | |||||||
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-2.86K- 27.49% |
$99.6K - $114K
|
7.55K
$344K
|
|