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 |
|---|---|---|---|---|---|---|---|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
605New |
$26.8K - $30K
|
605
$24.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
590+ 7.17% |
$26.2K - $29.2K
|
8.82K
$358K
|
|
|
Feb 13, 2025
Q4 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
574+ 4.24% |
$25.4K - $28.4K
|
14.1K
$573K
|
|
|
Feb 13, 2025
Q4 2024
|
Adams Wealth Management
|
BUY
|
- |
574+ 4.24% |
$25.4K - $28.4K
|
14.1K
$573K
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
566+ 0.92% |
$25.1K - $28K
|
61.9K
$2.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
561New |
$24.9K - $27.8K
|
561
$22.8K
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
559+ 9.74% |
$24.8K - $27.7K
|
6.3K
$256K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
557New |
$24.7K - $27.6K
|
557
$22.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
540+ 1.62% |
$23.9K - $26.8K
|
33.8K
$1.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
516+ 4.03% |
$22.9K - $25.6K
|
13.3K
$541K
|
|
|
Jan 17, 2025
Q4 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
509+ 10.53% |
$22.6K - $25.2K
|
5.34K
$217K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
505+ 1.95% |
$22.4K - $25K
|
26.5K
$1.07M
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
499+ 1.47% |
$22.1K - $24.7K
|
34.5K
$1.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
476New |
$21.1K - $23.6K
|
476
$19.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
464+ 0.57% |
$20.6K - $23K
|
82.4K
$3.35M
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
456+ 23.01% |
$20.2K - $22.6K
|
2.44K
$99K
|
|
|
Jan 27, 2025
Q4 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
425+ 0.97% |
$18.8K - $21.1K
|
44.3K
$1.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
422+ 5.59% |
$18.7K - $20.9K
|
7.97K
$324K
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
416+ 3.65% |
$18.4K - $20.6K
|
11.8K
$480K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
411New |
$18.2K - $20.4K
|
411
$16.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
402New |
$17.8K - $19.9K
|
402
$16.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
396+ 8.6% |
$17.6K - $19.6K
|
5K
$203K
|
|
|
Feb 14, 2025
Q4 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
395+ 3.7% |
$17.5K - $19.6K
|
11.1K
$450K
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
393+ 3.31% |
$17.4K - $19.5K
|
12.3K
$498K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
388+ 0.9% |
$17.2K - $19.2K
|
43.3K
$1.76M
|
|
|
Feb 12, 2025
Q4 2024
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
385+ 5.84% |
$17.1K - $19.1K
|
6.98K
$283K
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
379New |
$16.8K - $18.8K
|
379
$15.4K
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
373+ 6.04% |
$16.5K - $18.5K
|
6.55K
$266K
|
|
|
Jan 22, 2025
Q4 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
369+ 0.62% |
$16.4K - $18.3K
|
59.9K
$2.43M
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
368+ 4.06% |
$16.3K - $18.2K
|
9.43K
$383K
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
365New |
$16.2K - $18.1K
|
365
$14.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
364+ 2.85% |
$16.1K - $18K
|
13.1K
$533K
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
357+ 0.3% |
$15.8K - $17.7K
|
118K
$4.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
353+ 4.42% |
$15.6K - $17.5K
|
8.33K
$338K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
342New |
$15.2K - $16.9K
|
342
$13.9K
|
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
332+ 0.77% |
$14.7K - $16.5K
|
43.4K
$1.76M
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
319+ 3.17% |
$14.1K - $15.8K
|
10.4K
$422K
|
|
|
Jan 22, 2025
Q4 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
318+ 5.26% |
$14.1K - $15.8K
|
6.37K
$258K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
311New |
$13.8K - $15.4K
|
311
$12.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
BUY
|
- |
300+ 0.78% |
$13.3K - $14.9K
|
38.7K
$1.57M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
293+ 3.29% |
$13K - $14.5K
|
9.21K
$374K
|
|
|
Jan 23, 2025
Q4 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
291+ 2.59% |
$12.9K - $14.4K
|
11.5K
$467K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
272+ 7.08% |
$12.1K - $13.5K
|
4.11K
$167K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
253New |
$11.2K - $12.5K
|
253
$10.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
251+ 3.85% |
$11.1K - $12.4K
|
6.78K
$275K
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
250+ 1.4% |
$11.1K - $12.4K
|
18.2K
$737K
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
247+ 4.61% |
$10.9K - $12.2K
|
5.61K
$228K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
245New |
$10.9K - $12.1K
|
245
$9.95K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
243+ 6.83% |
$10.8K - $12K
|
3.8K
$154K
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
238+ 1252.63% |
$10.6K - $11.8K
|
257
$10.4K
|