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 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
4.34M+ 4986.79% |
$192M - $215M
|
4.42M
$202M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.53M+ 7.87% |
$68M - $76M
|
21M
$961M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
1.42MNew |
$62.9M - $70.3M
|
1.42M
$64.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.04MNew |
$46M - $51.5M
|
1.04M
$47.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
611KNew |
$27.1M - $30.3M
|
611K
$27.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
604KNew |
$26.8M - $29.9M
|
604K
$27.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
533KNew |
$23.6M - $26.4M
|
533K
$24.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
358K+ 9.05% |
$15.9M - $17.7M
|
4.31M
$197M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
332KNew |
$14.7M - $16.4M
|
332K
$15.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
163K+ 3.13% |
$7.23M - $8.09M
|
5.38M
$246M
|
|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
129K+ 570.63% |
$5.73M - $6.4M
|
152K
$6.94M
|
|
|
Feb 03, 2025
Q4 2024
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
128KNew |
$5.66M - $6.32M
|
128K
$5.83M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
123K+ 6.46% |
$5.46M - $6.11M
|
2.03M
$92.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
120KNew |
$5.32M - $5.95M
|
120K
$5.49M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
114K+ 13.31% |
$5.04M - $5.63M
|
968K
$44.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Mason Street Advisors, LLC
Milwaukee, WI |
BUY
|
- |
113K+ 15.23% |
$5M - $5.59M
|
854K
$39M
|
|
|
Jan 13, 2025
Q4 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
109K+ 116.6% |
$4.83M - $5.4M
|
203K
$9.26M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
104K+ 14.42% |
$4.6M - $5.14M
|
823K
$37.6M
|
|
|
Feb 05, 2025
Q4 2024
|
California First Leasing Corp
Newport Beach, CA |
BUY
|
- |
103KNew |
$4.59M - $5.13M
|
103K
$4.73M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
100K+ 14.14% |
$4.44M - $4.97M
|
809K
$37M
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
99.5KNew |
$4.41M - $4.93M
|
99.5K
$4.55M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
98.1K+ 68.85% |
$4.35M - $4.86M
|
241K
$11M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
92.4K+ 1223.67% |
$4.1M - $4.58M
|
100K
$4.57M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
92.1K+ 7.45% |
$4.08M - $4.56M
|
1.33M
$60.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
BUY
|
- |
78.6K+ 35.59% |
$3.48M - $3.89M
|
299K
$13.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
70.7KNew |
$3.13M - $3.5M
|
70.7K
$3.23M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
67.1KNew |
$2.97M - $3.32M
|
67.1K
$3.07M
|
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
66.5KNew |
$2.95M - $3.3M
|
66.5K
$3.04M
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
65.3KNew |
$2.9M - $3.24M
|
65.3K
$2.99M
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
60.2K+ 41.89% |
$2.67M - $2.98M
|
204K
$9.32M
|
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
59.6KNew |
$2.64M - $2.95M
|
59.6K
$2.73M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
58.9KNew |
$2.61M - $2.92M
|
58.9K
$2.69M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
55.6K+ 182.32% |
$2.47M - $2.76M
|
86.1K
$3.94M
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
55.2K+ 7.09% |
$2.45M - $2.74M
|
835K
$38.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
52K+ 57.4% |
$2.31M - $2.58M
|
143K
$6.52M
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
BUY
|
- |
50.1K+ 17.83% |
$2.22M - $2.48M
|
331K
$15.1M
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
48.9K+ 11.39% |
$2.17M - $2.42M
|
478K
$21.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
48.9K+ 169.61% |
$2.17M - $2.42M
|
77.7K
$3.55M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
48.4K+ 168.94% |
$2.14M - $2.4M
|
77K
$3.52M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
48.2K+ 6.79% |
$2.14M - $2.39M
|
758K
$34.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
46.2K+ 15.95% |
$2.05M - $2.29M
|
336K
$15.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
45.8KNew |
$2.03M - $2.27M
|
45.8K
$2.09M
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
45.5K+ 22.54% |
$2.02M - $2.25M
|
247K
$11.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
45K+ 3.71% |
$1.99M - $2.23M
|
1.26M
$57.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
44.3K+ 3.06% |
$1.97M - $2.2M
|
1.49M
$68.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
44.3K+ 9.2% |
$1.96M - $2.19M
|
526K
$24M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
43.4K+ 22.51% |
$1.93M - $2.15M
|
236K
$10.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
42.3K+ 2047.8% |
$1.88M - $2.1M
|
44.4K
$2.03M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
40.2K+ 298.33% |
$1.78M - $1.99M
|
53.6K
$2.45M
|
|
|
Feb 06, 2025
Q4 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
38.9K+ 9.54% |
$1.72M - $1.93M
|
446K
$20.4M
|