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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
9.84K+ 14.21% |
$436K - $487K
|
79K
$3.61M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
9.78KNew |
$433K - $484K
|
9.78K
$447K
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
9.45KNew |
$419K - $468K
|
9.45K
$432K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
9.42K+ 297.69% |
$417K - $467K
|
12.6K
$575K
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
9.4K+ 9.43% |
$417K - $466K
|
109K
$4.99M
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
9.36KNew |
$415K - $464K
|
9.36K
$428K
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
9.27K+ 5.71% |
$411K - $459K
|
172K
$7.85M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
9.14KNew |
$405K - $453K
|
9.14K
$418K
|
|
|
Jan 22, 2025
Q4 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
8.75K+ 3.75% |
$388K - $433K
|
242K
$11.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
8.45K+ 40.62% |
$375K - $419K
|
29.2K
$1.34M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
8.32KNew |
$369K - $412K
|
8.32K
$380K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
7.89K+ 1.69% |
$350K - $391K
|
475K
$21.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
7.82K+ 11.21% |
$347K - $387K
|
77.6K
$3.55M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
7.74K+ 14.16% |
$343K - $384K
|
62.4K
$2.85M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
7.72KNew |
$342K - $382K
|
7.72K
$353K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
7.69K+ 6.15% |
$341K - $381K
|
133K
$6.07M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
7.63K+ 2.57% |
$338K - $378K
|
304K
$13.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
7.35KNew |
$326K - $364K
|
7.35K
$336K
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
7.3K+ 2.82% |
$324K - $362K
|
266K
$12.2M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
7.27K+ 6.46% |
$322K - $360K
|
120K
$5.48M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
7.26K+ 71.29% |
$322K - $360K
|
17.5K
$798K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
7.18KNew |
$318K - $356K
|
7.18K
$328K
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
7.1KNew |
$315K - $352K
|
7.1K
$325K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
7.1K+ 28.64% |
$315K - $352K
|
31.9K
$1.46M
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
7KNew |
$310K - $347K
|
7K
$320K
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
6.85K+ 133.44% |
$304K - $340K
|
12K
$548K
|
|
|
Jan 29, 2025
Q4 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
6.84K+ 3.8% |
$303K - $339K
|
187K
$8.55M
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
6.84K+ 125.2% |
$303K - $339K
|
12.3K
$563K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.79K+ 18.28% |
$301K - $336K
|
43.9K
$2.01M
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
6.78KNew |
$301K - $336K
|
6.78K
$310K
|
|
|
Feb 06, 2025
Q4 2024
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
6.65KNew |
$295K - $330K
|
6.65K
$304K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
6.51K+ 61.26% |
$289K - $323K
|
17.1K
$784K
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
6.48KNew |
$287K - $321K
|
6.48K
$296K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
6.46K+ 110.74% |
$286K - $320K
|
12.3K
$562K
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
6.44K+ 115.53% |
$286K - $319K
|
12K
$549K
|
|
|
Feb 11, 2025
Q4 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
6.28K+ 3.96% |
$279K - $311K
|
165K
$7.54M
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
6.26KNew |
$278K - $310K
|
6.26K
$286K
|
|
|
Feb 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
6.23K+ 9.81% |
$276K - $309K
|
69.7K
$3.19M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
6.22KNew |
$276K - $308K
|
6.22K
$284K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
6.17K+ 28.15% |
$273K - $306K
|
28.1K
$1.28M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.94K+ 1.13% |
$263K - $295K
|
532K
$24.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
5.92KNew |
$262K - $293K
|
5.92K
$271K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
5.89K+ 44.55% |
$261K - $292K
|
19.1K
$874K
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
5.73K+ 14.61% |
$254K - $284K
|
45K
$2.06M
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
5.6K+ 45.74% |
$248K - $277K
|
17.8K
$816K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
5.48K+ 0.59% |
$243K - $272K
|
941K
$43M
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
5.36K+ 5.51% |
$238K - $266K
|
103K
$4.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.35K+ 5.71% |
$237K - $265K
|
99K
$4.53M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
5.34K+ 532.07% |
$237K - $265K
|
6.35K
$290K
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
5.2K+ 1.21% |
$230K - $258K
|
435K
$19.9M
|