Purchases and Sales Made in Q4 2024 in Spdr Portfolio S&P 600 Small C (SPSM)

SPSM Quotes by TradingView

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 17, 2025 Q4 2024
Marathon Strategic Advisors, LLC

Pittsburgh, PA
BUY
 -
37.6K
New
$1.67M - $1.86M
37.6K $1.72M
Jan 27, 2025 Q4 2024
Spectrum Asset Management, Inc.

BUY
 -
34.6K
New
$1.54M - $1.72M
34.6K $1.58M
Jan 29, 2025 Q4 2024
Stonebridge Financial Group, LLC

Wormleysburg, PA
BUY
 -
33.6K
New
$1.49M - $1.67M
33.6K $1.54M
Jan 24, 2025 Q4 2024
Davenport & CO LLC

BUY
 -
33.1K
+ 5.05%
$1.47M - $1.64M
687K $31.4M
Jan 14, 2025 Q4 2024
Capstone Wealth Management Group, LLC

Clarks Green, PA
BUY
 -
32.4K
+ 595.44%
$1.44M - $1.6M
37.8K $1.73M
Jan 27, 2025 Q4 2024
Deltec Asset Management LLC

BUY
 -
31K
New
$1.37M - $1.54M
31K $1.42M
Jan 31, 2025 Q4 2024
Sanctuary Advisors, LLC

Indianapolis, IN
BUY
 -
30.6K
+ 6.89%
$1.35M - $1.51M
474K $21.7M
Feb 07, 2025 Q4 2024
High Tower Advisors, LLC

Chicago, IL
BUY
 -
30.1K
+ 3.18%
$1.33M - $1.49M
976K $44.6M
Jan 31, 2025 Q4 2024
Cornerstone Advisors Asset Management, Inc

Bethlehem, PA
BUY
 -
27.8K
+ 12.58%
$1.23M - $1.38M
249K $11.4M
Jan 22, 2025 Q4 2024
Investment Planning Advisors, Inc.

Cumming, GA
BUY
 -
27.4K
+ 20.14%
$1.21M - $1.36M
163K $7.46M
Feb 04, 2025 Q4 2024
Advisor Os, LLC

BUY
 -
24.8K
+ 12.88%
$1.1M - $1.23M
217K $9.94M
Jan 27, 2025 Q4 2024
Guidance Capital, Inc

Lousville, KY
BUY
 -
24.8K
New
$1.1M - $1.23M
24.8K $1.13M
Jan 21, 2025 Q4 2024
Geneos Wealth Management Inc.

BUY
 -
24.7K
+ 8.15%
$1.09M - $1.22M
327K $15M
Jan 30, 2025 Q4 2024
Allworth Financial LP

BUY
 -
24.7K
+ 10.38%
$1.09M - $1.22M
262K $12M
Jan 28, 2025 Q4 2024
Alpha Star Capital Management, LLC

BUY
 -
24.4K
+ 11.22%
$1.08M - $1.21M
242K $11.1M
Feb 10, 2025 Q4 2024
Gm Advisory Group, Inc.

Melville, NY
BUY
 -
24.3K
+ 5.54%
$1.08M - $1.21M
463K $21.2M
Feb 03, 2025 Q4 2024
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
23.8K
+ 90.52%
$1.05M - $1.18M
50K $2.29M
Jan 30, 2025 Q4 2024
Jnba Financial Advisors

BUY
 -
22.4K
+ 4.43%
$993K - $1.11M
528K $24.1M
Feb 06, 2025 Q4 2024
Novus Advisors, LLC

Greenville, SC
BUY
 -
21.6K
New
$959K - $1.07M
21.6K $989K
Jan 31, 2025 Q4 2024
Global Retirement Partners, LLC

BUY
 -
21K
+ 7.43%
$930K - $1.04M
303K $13.9M
Feb 04, 2025 Q4 2024
Wrapmanager Inc

BUY
 -
20.8K
+ 13.35%
$922K - $1.03M
177K $8.08M
Jan 10, 2025 Q4 2024
St Germain D J CO Inc

Springfield, MA
BUY
 -
19.8K
+ 4.8%
$877K - $981K
432K $19.7M
Jan 21, 2025 Q4 2024
Patriot Investment Management Inc.

BUY
 -
19.2K
+ 3.05%
$850K - $951K
647K $29.6M
Jan 22, 2025 Q4 2024
United Asset Strategies, Inc.

Garden City, NY
BUY
 -
19.1K
+ 7.63%
$846K - $945K
269K $12.3M
Feb 06, 2025 Q4 2024
Berkshire Asset Management LLC

Wilkes Barre, PA
BUY
 -
19K
+ 5.76%
$844K - $944K
350K $16M
Jan 17, 2025 Q4 2024
Arkansas Financial Group, Inc.

BUY
 -
18.7K
+ 24.2%
$830K - $927K
96K $4.39M
Jan 07, 2025 Q4 2024
Range Financial Group LLC

BUY
 -
18.4K
+ 159.75%
$814K - $910K
29.9K $1.37M
Feb 07, 2025 Q4 2024
Axis Wealth Partners, LLC

East Providence, RI
BUY
 -
18.1K
New
$803K - $897K
18.1K $828K
Feb 07, 2025 Q4 2024
Citizens Financial Group Inc

BUY
 -
17.8K
New
$790K - $883K
17.8K $814K
Feb 10, 2025 Q4 2024
Ci Private Wealth, LLC

Miami, FL
BUY
 -
17.7K
+ 3.15%
$784K - $876K
580K $26.5M
Jan 22, 2025 Q4 2024
Bensler, LLC

Bellevue, WA
BUY
 -
17.7K
+ 16.13%
$783K - $876K
127K $5.82M
Jan 21, 2025 Q4 2024
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
16.2K
+ 6.62%
$720K - $805K
262K $12M
Feb 04, 2025 Q4 2024
Crestwood Advisors Group LLC

BUY
 -
15.9K
+ 0.73%
$704K - $786K
2.2M $101M
Feb 11, 2025 Q4 2024
Fiduciary Group LLC

Savannah, GA
BUY
 -
15.7K
+ 72.16%
$694K - $776K
37.4K $1.71M
Feb 07, 2025 Q4 2024
Tortoise Investment Management, LLC

BUY
 -
15.3K
+ 10.95%
$678K - $758K
155K $7.09M
Feb 05, 2025 Q4 2024
Purkiss Capital Advisors LLC

Ridgefield, CT
BUY
 -
13.7K
New
$606K - $678K
13.7K $625K
Jan 27, 2025 Q4 2024
Silverlake Wealth Management LLC

Williston, VT
BUY
 -
13.6K
New
$604K - $675K
13.6K $623K
Jan 17, 2025 Q4 2024
Seros Financial, LLC

Tempe, AZ
BUY
 -
13.4K
New
$594K - $664K
13.4K $613K
Feb 05, 2025 Q4 2024
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
BUY
 -
12.6K
New
$558K - $624K
12.6K $576K
Feb 04, 2025 Q4 2024
Millington Financial Advisors, LLC

Naperville, IL
BUY
 -
12K
+ 10.4%
$532K - $595K
127K $5.83M
Jan 31, 2025 Q4 2024
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
11.8K
+ 14.41%
$524K - $586K
93.9K $4.29M
Jan 29, 2025 Q4 2024
G&S Capital LLC

BUY
 -
11.8K
+ 25.71%
$522K - $583K
57.6K $2.63M
Feb 11, 2025 Q4 2024
Pecaut & Co.

BUY
 -
11.7K
+ 14.12%
$520K - $581K
94.8K $4.33M
Feb 06, 2025 Q4 2024
Opulen Financial Group LLC

Arlington, VA
BUY
 -
11.4K
New
$504K - $563K
11.4K $519K
Jan 14, 2025 Q4 2024
Carnegie Capital Asset Management, LLC

BUY
 -
10.9K
+ 3.25%
$482K - $539K
345K $15.8M
Feb 04, 2025 Q4 2024
New York Life Investment Management LLC

New York, NY
BUY
 -
10.4K
+ 17.14%
$459K - $513K
70.8K $3.24M
Feb 06, 2025 Q4 2024
Mayport, LLC

BUY
 -
10K
New
$443K - $496K
10K $457K
Jan 08, 2025 Q4 2024
Hudson Valley Investment Advisors Inc

BUY
 -
9.97K
+ 10.19%
$442K - $494K
108K $4.93M
Jan 16, 2025 Q4 2024
Davies Financial Advisors, Inc.

Murrieta, CA
BUY
 -
9.91K
+ 69.72%
$439K - $491K
24.1K $1.1M

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