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 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-112- 1.76% |
$3.84K - $4.8K
|
6.26K
$289K
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-100- 75.19% |
$3.43K - $4.28K
|
33
$1.53K
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-64- 25.6% |
$2.2K - $2.74K
|
186
$8.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-16- 5.0% |
$549 - $685
|
304
$14.1K
|
|
| Q3 2023 | |||||||
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-22.8K- 8.9% |
$828K - $934K
|
233K
$10.8M
|
|
|
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
$186K
|
|
|
Oct 23, 2023
Q3 2023
|
Cavalier Investments, LLC
|
SELL
|
- |
-3.52K- 12.74% |
$128K - $144K
|
24.1K
$1.11M
|
|
|
Oct 05, 2023
Q3 2023
|
Qp Wealth Management, LLC
|
SELL
|
- |
-3.23K- 17.36% |
$118K - $133K
|
15.4K
$712K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-2.79K- 1.34% |
$101K - $114K
|
205K
$9.46M
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-1.98K- 24.99% |
$72.1K - $81.3K
|
5.95K
$275K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-1.93K- 11.47% |
$70.1K - $79.1K
|
14.9K
$689K
|
|
|
Nov 13, 2023
Q3 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1.8K- 17.93% |
$65.4K - $73.8K
|
8.24K
$381K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-1.22K- 30.84% |
$44.4K - $50.1K
|
2.74K
$127K
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-698- 3.67% |
$25.4K - $28.6K
|
18.3K
$847K
|
|
|
Nov 14, 2023
Q3 2023
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-385- 5.09% |
$14K - $15.8K
|
7.18K
$332K
|
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-306- 14.32% |
$11.1K - $12.6K
|
1.83K
$84.7K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-219Closed |
$7.96K - $8.98K
|
0
$0
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-146- 31.33% |
$5.31K - $5.99K
|
320
$14.8K
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
SELL
|
- |
-106- 34.64% |
$3.85K - $4.35K
|
200
$9.25K
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-100- 1.08% |
$3.64K - $4.1K
|
9.17K
$424K
|
|
|
Oct 25, 2023
Q3 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-96- 0.41% |
$3.49K - $3.94K
|
23.4K
$1.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-30- 0.09% |
$1.09K - $1.23K
|
33.8K
$1.56M
|
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-20- 1.35% |
$727 - $820
|
1.47K
$67.8K
|
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-7- 0.07% |
$254 - $287
|
10.6K
$492K
|
|
| Q2 2023 | |||||||
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
SELL
|
- |
-10.3K- 53.6% |
$368K - $403K
|
8.96K
$414K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
SELL
|
- |
-400- 24.88% |
$14.2K - $15.6K
|
1.21K
$55.9K
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
SELL
|
- |
-382- 32.32% |
$13.6K - $14.9K
|
800
$37K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-119K- 99.99% |
$4.27M - $4.99M
|
16
$740
|
|
|
Apr 12, 2023
Q1 2023
|
One Advisory Partners, LLC
|
SELL
|
- |
-45.9K- 88.66% |
$1.65M - $1.93M
|
5.87K
$271K
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-12.3KClosed |
$443K - $518K
|
0
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-6.65K- 3.31% |
$240K - $280K
|
194K
$8.97M
|
|
|
Apr 28, 2023
Q1 2023
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-3.53K- 99.97% |
$127K - $149K
|
1
$46.2
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-2.29K- 24.66% |
$82.5K - $96.3K
|
6.99K
$323K
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-2.13K- 1.81% |
$76.7K - $89.5K
|
115K
$5.33M
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
SELL
|
- |
-535- 6.82% |
$19.3K - $22.5K
|
7.31K
$338K
|
|
|
Apr 04, 2023
Q1 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-448- 7.59% |
$16.1K - $18.9K
|
5.45K
$252K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-124- 1.44% |
$4.47K - $5.22K
|
8.49K
$393K
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-115- 14.37% |
$4.14K - $4.84K
|
685
$31.7K
|
|
| Q4 2022 | |||||||
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-2.86K- 27.49% |
$99.6K - $114K
|
7.55K
$349K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1.96K- 97.42% |
$68.2K - $78.1K
|
52
$2.4K
|
|
|
Jan 25, 2023
Q4 2022
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-960- 72.29% |
$33.4K - $38.3K
|
368
$17K
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-735- 5.2% |
$25.6K - $29.3K
|
13.4K
$620K
|
|
|
Feb 03, 2023
Q4 2022
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-540- 82.07% |
$18.8K - $21.5K
|
118
$5.46K
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-475- 0.63% |
$16.5K - $18.9K
|
74.6K
$3.45M
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-87.3K- 66.32% |
$2.97M - $3.62M
|
44.3K
$2.05M
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-2.79K- 2.56% |
$94.8K - $116K
|
106K
$4.92M
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.86KClosed |
$63.3K - $77.3K
|
0
$0
|
|
|
Oct 31, 2022
Q3 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-1.42KClosed |
$48.1K - $58.8K
|
0
$0
|
|
|
Oct 20, 2022
Q3 2022
|
Leverty Financial Group, LLC
|
SELL
|
- |
-1.22K- 14.38% |
$41.6K - $50.8K
|
7.28K
$337K
|
|