Purchases and Sales Made in Q4 2024 in Spdr Portfolio S&P 600 Small C (SPSM)
This table provides information about the institutional ownership of Spdr Portfolio S&P 600 Small C (SPSM) during Q4 2024. The information is specifically focused on institutions that hold shares of SPDR PORTFOLIO S&P 600 SMALL C.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
5.08K+ 1.84% |
$225K - $252K
|
281K
$11.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
5.07K+ 52.59% |
$225K - $251K
|
14.7K
$597K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.01K+ 39.24% |
$222K - $248K
|
17.8K
$722K
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
4.96KNew |
$220K - $246K
|
4.96K
$201K
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
4.95KNew |
$219K - $245K
|
4.95K
$201K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
4.79KNew |
$212K - $237K
|
4.79K
$195K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
4.77KNew |
$211K - $236K
|
4.77K
$194K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
4.7K+ 63.37% |
$208K - $233K
|
12.1K
$492K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
4.69K+ 11.39% |
$208K - $232K
|
45.9K
$1.86M
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
4.65K+ 51.6% |
$206K - $230K
|
13.7K
$555K
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
4.61KNew |
$204K - $229K
|
4.61K
$187K
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
4.61KNew |
$204K - $228K
|
4.61K
$187K
|
|
|
Jan 17, 2025
Q4 2024
|
Private Wealth Group, LLC
|
BUY
|
- |
4.56K+ 2.57% |
$202K - $226K
|
182K
$7.4M
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
4.53KNew |
$201K - $224K
|
4.53K
$184K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.44K+ 2.8% |
$197K - $220K
|
163K
$6.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Mjp Associates Inc
|
BUY
|
- |
4.29K+ 3.25% |
$190K - $213K
|
136K
$5.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
4.28K+ 6.72% |
$190K - $212K
|
68K
$2.76M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
4.26K+ 116.87% |
$189K - $211K
|
7.91K
$321K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4.21K+ 13.5% |
$186K - $208K
|
35.4K
$1.44M
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
4.18K+ 11.22% |
$185K - $207K
|
41.4K
$1.68M
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
4.11K+ 49.42% |
$182K - $204K
|
12.4K
$505K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
4.1K+ 9.01% |
$182K - $203K
|
49.6K
$2.01M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.06K+ 64.26% |
$180K - $201K
|
10.4K
$421K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
4.02K+ 2.51% |
$178K - $199K
|
164K
$6.66M
|
|
|
Feb 12, 2025
Q4 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
3.98K+ 7.41% |
$176K - $197K
|
57.7K
$2.34M
|
|
|
Jan 29, 2025
Q4 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
3.98K+ 21.26% |
$176K - $197K
|
22.7K
$922K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.96K+ 10.78% |
$175K - $196K
|
40.7K
$1.65M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
3.93KNew |
$174K - $195K
|
3.93K
$160K
|
|
|
Jan 14, 2025
Q4 2024
|
626 Financial, LLC
|
BUY
|
- |
3.93K+ 4.64% |
$174K - $195K
|
88.5K
$3.59M
|
|
|
Jan 28, 2025
Q4 2024
|
Landmark Wealth Management, Inc.
Normal, IL |
BUY
|
- |
3.86K+ 4.81% |
$171K - $191K
|
84.1K
$3.41M
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
3.8K+ 32.75% |
$169K - $188K
|
15.4K
$626K
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
3.8K+ 0.36% |
$169K - $188K
|
1.06M
$43.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
3.76K+ 5.65% |
$167K - $187K
|
70.3K
$2.86M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.66K+ 53.26% |
$162K - $181K
|
10.5K
$427K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.61K+ 8.82% |
$160K - $179K
|
44.6K
$1.81M
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
3.59K+ 0.24% |
$159K - $178K
|
1.51M
$61.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
3.55K+ 38.99% |
$158K - $176K
|
12.7K
$514K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.54K+ 5.64% |
$157K - $176K
|
66.3K
$2.69M
|
|
|
Feb 06, 2025
Q4 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
3.49K+ 5.67% |
$154K - $173K
|
65K
$2.64M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.46K+ 12.44% |
$153K - $171K
|
31.2K
$1.27M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.41K+ 59.88% |
$151K - $169K
|
9.11K
$370K
|
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
3.41KNew |
$151K - $169K
|
3.41K
$138K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
3.39K+ 29.63% |
$150K - $168K
|
14.8K
$603K
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
3.38K+ 4.45% |
$150K - $167K
|
79.2K
$3.22M
|
|
|
Jan 29, 2025
Q4 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
3.33K+ 2.92% |
$148K - $165K
|
117K
$4.77M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
3.32K+ 2.0% |
$147K - $164K
|
169K
$6.86M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
3.31K+ 6.71% |
$147K - $164K
|
52.6K
$2.14M
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
3.18K+ 32.34% |
$141K - $157K
|
13K
$528K
|
|
|
Feb 10, 2025
Q4 2024
|
Wulff, Hansen & Co.
|
BUY
|
- |
3.07K+ 17.02% |
$136K - $152K
|
21.1K
$856K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
2.93K+ 1005.15% |
$130K - $145K
|
3.22K
$131K
|