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 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-13.7K- 24.15% |
$548K - $641K
|
43K
$1.96M
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
SELL
|
- |
-10K- 66.38% |
$402K - $470K
|
5.08K
$231K
|
|
|
May 12, 2025
Q1 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-7.01K- 45.81% |
$281K - $328K
|
8.3K
$378K
|
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-6.79K- 46.36% |
$272K - $318K
|
7.86K
$358K
|
|
|
May 09, 2025
Q1 2025
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-6.5K- 17.46% |
$260K - $304K
|
30.7K
$1.4M
|
|
|
May 07, 2025
Q1 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
SELL
|
- |
-5.96K- 43.59% |
$239K - $279K
|
7.72K
$352K
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-4.85K- 33.12% |
$194K - $227K
|
9.8K
$446K
|
|
|
May 05, 2025
Q1 2025
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-4.83K- 2.61% |
$193K - $226K
|
181K
$8.22M
|
|
|
Apr 24, 2025
Q1 2025
|
Patron Partners, LLC
|
SELL
|
- |
-4.72K- 33.56% |
$189K - $221K
|
9.34K
$426K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-4.33K- 42.95% |
$173K - $202K
|
5.74K
$262K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-2.55K- 51.54% |
$102K - $119K
|
2.4K
$109K
|
|
|
Apr 29, 2025
Q1 2025
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-1.65K- 25.12% |
$66.2K - $77.4K
|
4.93K
$224K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.03K- 2.7% |
$41.3K - $48.3K
|
37.3K
$1.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-663- 10.21% |
$26.5K - $31K
|
5.83K
$266K
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-520- 5.08% |
$20.8K - $24.3K
|
9.72K
$443K
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-364- 99.73% |
$14.6K - $17K
|
1
$45.6
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-221- 8.18% |
$8.85K - $10.3K
|
2.48K
$113K
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-200- 33.33% |
$8.01K - $9.36K
|
400
$18.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-197- 2.51% |
$7.89K - $9.22K
|
7.66K
$349K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-176- 41.12% |
$7.05K - $8.24K
|
252
$11.5K
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-132- 2.23% |
$5.28K - $6.18K
|
5.78K
$263K
|
|
|
Apr 28, 2025
Q1 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-123- 1.6% |
$4.92K - $5.76K
|
7.55K
$344K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-104- 2.05% |
$4.16K - $4.87K
|
4.98K
$227K
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-96- 71.64% |
$3.84K - $4.49K
|
38
$1.73K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-56- 4.58% |
$2.24K - $2.62K
|
1.17K
$53.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-48- 0.89% |
$1.92K - $2.25K
|
5.37K
$245K
|
|
|
May 05, 2025
Q1 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-36- 2.3% |
$1.44K - $1.69K
|
1.53K
$69.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-35- 23.65% |
$1.4K - $1.64K
|
113
$5.15K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-28- 0.2% |
$1.12K - $1.31K
|
13.8K
$627K
|
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-16- 0.17% |
$640 - $749
|
9.38K
$427K
|
|
|
May 08, 2025
Q1 2025
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-11- 0.09% |
$440 - $515
|
12.6K
$572K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-9- 5.52% |
$360 - $421
|
154
$7.02K
|
|
|
Apr 23, 2025
Q1 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-1- 0.58% |
$40 - $46.8
|
171
$7.79K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Cercano Management LLC
Bellevue, WA |
SELL
|
- |
-1.1M- 75.88% |
$48.8M - $54.6M
|
350K
$15.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Elevatus Welath Management
Victor, NY |
SELL
|
- |
-208K- 28.93% |
$9.2M - $10.3M
|
510K
$23.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Liquid Strategies, LLC
Atlanta, GA |
SELL
|
- |
-129K- 64.1% |
$5.71M - $6.38M
|
72.1K
$3.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Kensington Asset Management, LLC
Austin, TX |
SELL
|
- |
-107K- 59.69% |
$4.73M - $5.29M
|
72.1K
$3.28M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-46.1K- 41.08% |
$2.04M - $2.28M
|
66.1K
$3.01M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-17.4K- 92.86% |
$771K - $862K
|
1.34K
$61K
|
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-2.95K- 37.49% |
$131K - $146K
|
4.91K
$224K
|
|
|
Feb 05, 2025
Q4 2024
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-2.15K- 24.78% |
$95.5K - $107K
|
6.54K
$298K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.56K- 5.04% |
$69.2K - $77.4K
|
29.5K
$1.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-1.11K- 9.19% |
$49K - $54.8K
|
10.9K
$498K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-1.07K- 17.08% |
$47.4K - $53K
|
5.2K
$237K
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-807- 12.04% |
$35.8K - $40K
|
5.9K
$269K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-795- 13.35% |
$35.2K - $39.4K
|
5.16K
$235K
|
|
|
Feb 11, 2025
Q4 2024
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
SELL
|
- |
-422- 3.91% |
$18.7K - $20.9K
|
10.4K
$473K
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-341- 6.72% |
$15.1K - $16.9K
|
4.74K
$216K
|
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-333- 6.43% |
$14.8K - $16.5K
|
4.85K
$221K
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
SELL
|
- |
-207- 3.61% |
$9.18K - $10.3K
|
5.53K
$252K
|
|