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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2022
Q1 2022
|
West Branch Capital LLC
|
SELL
|
- |
-1.9K- 44.74% |
$75.6K - $86.2K
|
2.34K
$107K
|
|
|
May 04, 2022
Q1 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.04K- 54.83% |
$41.5K - $47.3K
|
856
$39K
|
|
|
May 12, 2022
Q1 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-820Closed |
$32.7K - $37.3K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-400Closed |
$16K - $18.2K
|
0
$0
|
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-366Closed |
$14.6K - $16.7K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-53Closed |
$2.12K - $2.41K
|
0
$0
|
|
|
May 27, 2022
Q1 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-19Closed |
$758 - $865
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-5.92KClosed |
$250K - $278K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Ballast, Inc.
|
SELL
|
- |
-4.83KClosed |
$204K - $227K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-3.02KClosed |
$127K - $142K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-1.5KClosed |
$63.3K - $70.4K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-435Closed |
$18.4K - $20.4K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-146Closed |
$6.17K - $6.85K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-57Closed |
$2.41K - $2.68K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Oct 27, 2021
Q3 2021
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-57.2KClosed |
$2.33M - $2.53M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Glovista Investments LLC
Jersey City, NJ |
SELL
|
- |
-51.7KClosed |
$2.1M - $2.29M
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Peak Financial Advisors LLC
|
SELL
|
- |
-4.8KClosed |
$195K - $212K
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Forte Capital LLC
|
SELL
|
- |
-4.57KClosed |
$186K - $202K
|
0
$0
|
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-1.05KClosed |
$42.7K - $46.4K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-32Closed |
$1.3K - $1.42K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-1.66MClosed |
$68.7M - $75.1M
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Hills Bank & Trust CO
|
SELL
|
- |
-2.9KClosed |
$120K - $131K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1.78KClosed |
$73.6K - $80.5K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-126Closed |
$5.22K - $5.71K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-65Closed |
$2.69K - $2.94K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-23Closed |
$953 - $1.04K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Evensky & Katz LLC
|
SELL
|
- |
-4Closed |
$166 - $181
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Donoghue Forlines LLC
|
SELL
|
- |
-175KClosed |
$6.19M - $7.82M
|
0
$0
|
|
|
Apr 07, 2021
Q1 2021
|
Echo Wealth Management, LLC
|
SELL
|
- |
-6.46KClosed |
$229K - $289K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Nvwm, LLC
|
SELL
|
- |
-350Closed |
$12.4K - $15.7K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-234Closed |
$8.29K - $10.5K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-136Closed |
$4.82K - $6.09K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-65Closed |
$2.3K - $2.91K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-35Closed |
$1.24K - $1.57K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Jan 25, 2021
Q4 2020
|
Janney Capital Management LLC
|
SELL
|
- |
-19.1KClosed |
$530K - $687K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-25Closed |
$694 - $899
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 12, 2020
Q3 2020
|
Matrix Trust CO
|
SELL
|
- |
-430KClosed |
$11M - $12.7M
|
0
$0
|
|
|
Nov 18, 2020
Q3 2020
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-339KClosed |
$8.67M - $10M
|
0
$0
|
|
|
Oct 14, 2020
Q3 2020
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-34.1KClosed |
$873K - $1.01M
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Evoke Wealth, LLC
|
SELL
|
- |
-38Closed |
$972 - $1.12K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 06, 2020
Q2 2020
|
Royal Fund Management, LLC
|
SELL
|
- |
-141KClosed |
$2.81M - $4.15M
|
0
$0
|
|
|
Aug 03, 2020
Q2 2020
|
First Ascent Asset Management, LLC
|
SELL
|
- |
-57.8KClosed |
$1.15M - $1.7M
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-47.7KClosed |
$947K - $1.4M
|
0
$0
|
|
|
Jul 22, 2020
Q2 2020
|
Brightworth
|
SELL
|
- |
-12.7KClosed |
$252K - $372K
|
0
$0
|
|
|
Jul 29, 2020
Q2 2020
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-9.37KClosed |
$186K - $276K
|
0
$0
|
|
|
Jul 13, 2020
Q2 2020
|
Manchester Financial Inc
|
SELL
|
- |
-2.72KClosed |
$54K - $79.9K
|
0
$0
|
|
|
Jul 22, 2020
Q2 2020
|
Barnett & Company, Inc.
|
SELL
|
- |
-716Closed |
$14.2K - $21K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-408Closed |
$8.11K - $12K
|
0
$0
|
|
|
Jul 24, 2020
Q2 2020
|
Focused Wealth Management, Inc
|
SELL
|
- |
-34Closed |
$676 - $999
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 05, 2020
Q1 2020
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-79.5KClosed |
$1.51M - $2.65M
|
0
$0
|
|