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 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
194+ 0.89% |
$8.6K - $9.61K
|
22.1K
$1.03M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
179+ 6.12% |
$7.94K - $8.87K
|
3.11K
$145K
|
|
|
Feb 05, 2025
Q4 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
168+ 0.47% |
$7.45K - $8.32K
|
35.9K
$1.67M
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
165New |
$7.31K - $8.18K
|
165
$7.68K
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
BUY
|
- |
163+ 2.22% |
$7.23K - $8.08K
|
7.5K
$349K
|
|
|
Jan 23, 2025
Q4 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
156+ 0.86% |
$6.92K - $7.73K
|
18.3K
$852K
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
155+ 0.27% |
$6.87K - $7.68K
|
58.4K
$2.72M
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
BUY
|
- |
148+ 2.41% |
$6.56K - $7.33K
|
6.28K
$292K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
130New |
$5.76K - $6.44K
|
130
$6.05K
|
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
128+ 0.58% |
$5.67K - $6.34K
|
22K
$1.03M
|
|
|
Jan 13, 2025
Q4 2024
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
125+ 0.61% |
$5.54K - $6.19K
|
20.7K
$962K
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
123+ 0.95% |
$5.45K - $6.09K
|
13K
$606K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
119+ 25.16% |
$5.28K - $5.9K
|
592
$27.6K
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
BUY
|
- |
115+ 0.94% |
$5.1K - $5.7K
|
12.4K
$575K
|
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
115+ 0.59% |
$5.1K - $5.7K
|
19.5K
$908K
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
104+ 1.01% |
$4.61K - $5.15K
|
10.4K
$483K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
87+ 25.51% |
$3.86K - $4.31K
|
428
$19.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
85New |
$3.77K - $4.21K
|
85
$3.96K
|
|
|
Feb 06, 2025
Q4 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
84+ 0.48% |
$3.72K - $4.16K
|
17.5K
$816K
|
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
82+ 0.98% |
$3.64K - $4.06K
|
8.44K
$393K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
BUY
|
- |
76+ 0.51% |
$3.37K - $3.77K
|
14.9K
$695K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
69+ 1.42% |
$3.06K - $3.42K
|
4.92K
$229K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
65+ 0.32% |
$2.88K - $3.22K
|
20.1K
$935K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
62+ 86.11% |
$2.75K - $3.07K
|
134
$6.24K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
62New |
$2.75K - $3.07K
|
62
$2.89K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
61+ 4.0% |
$2.7K - $3.02K
|
1.59K
$73.8K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
59New |
$2.62K - $2.92K
|
59
$2.75K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
57+ 0.54% |
$2.53K - $2.82K
|
10.7K
$498K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
52+ 0.23% |
$2.31K - $2.58K
|
22.6K
$1.05M
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
48New |
$2.13K - $2.38K
|
48
$2.23K
|
|
|
Jan 21, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
48+ 1.05% |
$2.13K - $2.38K
|
4.62K
$215K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
46New |
$2.04K - $2.28K
|
46
$2.14K
|
|
|
Feb 05, 2025
Q4 2024
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
42+ 0.6% |
$1.86K - $2.08K
|
7.03K
$327K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
34+ 0.96% |
$1.51K - $1.68K
|
3.58K
$167K
|
|
|
Jan 27, 2025
Q4 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
34+ 0.51% |
$1.51K - $1.68K
|
6.64K
$309K
|
|
|
Jan 15, 2025
Q4 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
30+ 0.63% |
$1.33K - $1.49K
|
4.82K
$225K
|
|
|
Jan 22, 2025
Q4 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
28+ 0.45% |
$1.24K - $1.39K
|
6.24K
$290K
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
17+ 5.04% |
$754 - $842
|
354
$16.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
10+ 0.21% |
$443 - $496
|
4.89K
$227K
|
|
|
Jan 23, 2025
Q4 2024
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
9+ 0.07% |
$399 - $446
|
12.5K
$583K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
8+ 11.11% |
$355 - $396
|
80
$3.72K
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
6+ 0.02% |
$266 - $297
|
39.2K
$1.82M
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
6+ 0.11% |
$266 - $297
|
5.36K
$250K
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
6+ 0.65% |
$266 - $297
|
929
$43.3K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
6New |
$266 - $297
|
6
$279
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
6+ 0.08% |
$266 - $297
|
7.52K
$350K
|
|
|
Jan 16, 2025
Q4 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
5+ 0.02% |
$222 - $248
|
23.7K
$1.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
5+ 0.55% |
$222 - $248
|
918
$42.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
3+ 0.06% |
$133 - $149
|
5.43K
$253K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
3+ 0.21% |
$133 - $149
|
1.46K
$68K
|