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 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
8.32KNew |
$369K - $412K
|
8.32K
$382K
|
|
|
Feb 19, 2025
Q4 2024
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
7.91KNew |
$351K - $392K
|
7.91K
$363K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
7.89K+ 1.69% |
$350K - $391K
|
475K
$21.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
7.82K+ 11.21% |
$347K - $387K
|
77.6K
$3.56M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
7.74K+ 14.16% |
$343K - $384K
|
62.4K
$2.87M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
7.72KNew |
$342K - $382K
|
7.72K
$354K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
7.69K+ 6.15% |
$341K - $381K
|
133K
$6.09M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
7.63K+ 2.57% |
$338K - $378K
|
304K
$14M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
7.42K+ 8.83% |
$329K - $368K
|
91.5K
$4.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
7.41K+ 6.94% |
$328K - $367K
|
114K
$5.24M
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
7.35KNew |
$326K - $364K
|
7.35K
$338K
|
|
|
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
$5.51M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
7.26K+ 71.29% |
$322K - $360K
|
17.5K
$802K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
7.18KNew |
$318K - $356K
|
7.18K
$330K
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
7.1KNew |
$315K - $352K
|
7.1K
$326K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
7.1K+ 13.79% |
$315K - $352K
|
58.6K
$2.69M
|
|
|
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
$322K
|
|
|
Feb 14, 2025
Q4 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
6.96K+ 36.39% |
$309K - $345K
|
26.1K
$1.2M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
6.9KNew |
$306K - $342K
|
6.9K
$317K
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
6.85K+ 133.44% |
$304K - $340K
|
12K
$551K
|
|
|
Jan 29, 2025
Q4 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
6.84K+ 3.8% |
$303K - $339K
|
187K
$8.59M
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
6.84K+ 125.2% |
$303K - $339K
|
12.3K
$565K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.79K+ 18.28% |
$301K - $336K
|
43.9K
$2.02M
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
6.78KNew |
$301K - $336K
|
6.78K
$311K
|
|
|
Feb 13, 2025
Q4 2024
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
6.7KNew |
$297K - $332K
|
6.7K
$308K
|
|
|
Feb 06, 2025
Q4 2024
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
6.65KNew |
$295K - $330K
|
6.65K
$305K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
6.51K+ 61.26% |
$289K - $323K
|
17.1K
$787K
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
6.48KNew |
$287K - $321K
|
6.48K
$297K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
6.46K+ 110.74% |
$286K - $320K
|
12.3K
$564K
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
6.44K+ 115.53% |
$286K - $319K
|
12K
$552K
|
|
|
Feb 11, 2025
Q4 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
6.28K+ 3.96% |
$279K - $311K
|
165K
$7.57M
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
6.26KNew |
$278K - $310K
|
6.26K
$288K
|
|
|
Feb 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
6.23K+ 9.81% |
$276K - $309K
|
69.7K
$3.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
6.22KNew |
$276K - $308K
|
6.22K
$286K
|
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.17KNew |
$273K - $306K
|
6.17K
$283K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
6.17K+ 28.15% |
$273K - $306K
|
28.1K
$1.29M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.94K+ 1.13% |
$263K - $295K
|
532K
$24.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
5.92KNew |
$262K - $293K
|
5.92K
$272K
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
5.91KNew |
$262K - $293K
|
5.91K
$271K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
5.89K+ 44.55% |
$261K - $292K
|
19.1K
$878K
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
5.73K+ 14.61% |
$254K - $284K
|
45K
$2.07M
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
5.71KNew |
$253K - $283K
|
5.71K
$262K
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
5.6K+ 45.74% |
$248K - $277K
|
17.8K
$819K
|
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
5.57K+ 27.42% |
$247K - $276K
|
25.9K
$1.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
5.54K+ 0.58% |
$246K - $275K
|
957K
$44M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
5.48K+ 0.59% |
$243K - $272K
|
941K
$43.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
5.41KNew |
$240K - $268K
|
5.41K
$248K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
5.36K+ 5.51% |
$238K - $266K
|
103K
$4.72M
|