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
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
3.59K+ 0.24% |
$159K - $178K
|
1.51M
$70.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
3.55K+ 38.99% |
$158K - $176K
|
12.7K
$590K
|
|
|
Feb 06, 2025
Q4 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
3.49K+ 5.67% |
$154K - $173K
|
65K
$3.03M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.46K+ 12.44% |
$153K - $171K
|
31.2K
$1.45M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.41K+ 59.88% |
$151K - $169K
|
9.11K
$424K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
3.39K+ 29.63% |
$150K - $168K
|
14.8K
$691K
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
3.38K+ 4.45% |
$150K - $167K
|
79.2K
$3.69M
|
|
|
Jan 29, 2025
Q4 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
3.33K+ 2.92% |
$148K - $165K
|
117K
$5.47M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
3.32K+ 2.0% |
$147K - $164K
|
169K
$7.86M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
3.31K+ 6.71% |
$147K - $164K
|
52.6K
$2.45M
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
3.18K+ 32.34% |
$141K - $157K
|
13K
$605K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2.8K+ 18.61% |
$124K - $139K
|
17.8K
$831K
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
2.79K+ 13.58% |
$124K - $138K
|
23.3K
$1.09M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
2.78K+ 7.63% |
$123K - $138K
|
39.2K
$1.83M
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
2.77K+ 6.63% |
$123K - $137K
|
44.6K
$2.07M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
2.75K+ 0.96% |
$122K - $136K
|
290K
$13.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
2.69K+ 5.93% |
$119K - $133K
|
48K
$2.24M
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
2.67K+ 0.39% |
$118K - $132K
|
682K
$31.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
2.64K+ 17.78% |
$117K - $131K
|
17.5K
$815K
|
|
|
Jan 27, 2025
Q4 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
2.63K+ 0.75% |
$116K - $130K
|
354K
$16.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.58K+ 0.43% |
$114K - $128K
|
599K
$27.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
2.54K+ 43.27% |
$113K - $126K
|
8.42K
$392K
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
2.53K+ 41.93% |
$112K - $125K
|
8.56K
$399K
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
2.53K+ 5.27% |
$112K - $125K
|
50.5K
$2.35M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.53K+ 3.17% |
$112K - $125K
|
82.2K
$3.83M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2.47K+ 5.77% |
$110K - $122K
|
45.3K
$2.11M
|
|
|
Jan 13, 2025
Q4 2024
|
Act Advisors, Llc.
|
BUY
|
- |
2.46K+ 32.33% |
$109K - $122K
|
10.1K
$469K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.37K+ 3.77% |
$105K - $118K
|
65.4K
$3.04M
|
|
|
Feb 04, 2025
Q4 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
2.36K+ 35.53% |
$105K - $117K
|
9K
$419K
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
2.03K+ 2.37% |
$90.1K - $101K
|
87.8K
$4.09M
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
2.02K+ 3.76% |
$89.6K - $100K
|
55.7K
$2.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
1.82K+ 93.86% |
$80.7K - $90.2K
|
3.76K
$175K
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
1.8K+ 20.29% |
$80K - $89.4K
|
10.7K
$498K
|
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
1.76K+ 8.96% |
$78.2K - $87.4K
|
21.5K
$999K
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
1.73K+ 76.34% |
$76.6K - $85.7K
|
3.99K
$186K
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
1.72K+ 12.63% |
$76.1K - $85.1K
|
15.3K
$713K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.71K+ 6.34% |
$75.9K - $84.9K
|
28.7K
$1.34M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.52K+ 7.8% |
$67.3K - $75.2K
|
21K
$976K
|
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
1.49K+ 12.32% |
$66.2K - $74K
|
13.6K
$634K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.45K+ 30.22% |
$64.1K - $71.7K
|
6.24K
$290K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.4K+ 25.18% |
$61.9K - $69.2K
|
6.95K
$323K
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
1.35K+ 4.24% |
$60K - $67.1K
|
33.3K
$1.55M
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
1.32KNew |
$58.4K - $65.3K
|
1.32K
$61.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
1.31K+ 8.94% |
$57.9K - $64.7K
|
15.9K
$741K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.29K+ 4.56% |
$57.3K - $64.1K
|
29.6K
$1.38M
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.25K+ 3.37% |
$55.3K - $61.8K
|
38.2K
$1.78M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
1.24KNew |
$54.9K - $61.3K
|
1.24K
$57.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.24K+ 7.0% |
$54.7K - $61.2K
|
18.9K
$879K
|
|
|
Jan 17, 2025
Q4 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
1.23K+ 4.57% |
$54.3K - $60.7K
|
28K
$1.31M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
1.21K+ 1.56% |
$53.6K - $60K
|
78.7K
$3.67M
|