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
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
2.79K+ 13.58% |
$124K - $138K
|
23.3K
$947K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.78K+ 5.8% |
$123K - $138K
|
50.7K
$2.06M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
2.78K+ 7.63% |
$123K - $138K
|
39.2K
$1.59M
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
2.77K+ 6.63% |
$123K - $137K
|
44.6K
$1.81M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
2.75K+ 0.96% |
$122K - $136K
|
290K
$11.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
2.69K+ 5.93% |
$119K - $133K
|
48K
$1.95M
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
2.67K+ 0.39% |
$118K - $132K
|
682K
$27.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
2.64K+ 17.78% |
$117K - $131K
|
17.5K
$711K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.63K+ 41.41% |
$117K - $130K
|
8.99K
$365K
|
|
|
Jan 27, 2025
Q4 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
2.63K+ 0.75% |
$116K - $130K
|
354K
$14.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.58K+ 0.43% |
$114K - $128K
|
599K
$24.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
2.54K+ 43.27% |
$113K - $126K
|
8.42K
$342K
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
2.53K+ 41.93% |
$112K - $125K
|
8.56K
$348K
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
2.53K+ 5.27% |
$112K - $125K
|
50.5K
$2.05M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.53K+ 3.17% |
$112K - $125K
|
82.2K
$3.34M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.49K+ 6.96% |
$111K - $124K
|
38.3K
$1.55M
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
2.49K+ 58.37% |
$111K - $124K
|
6.76K
$275K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2.47K+ 5.77% |
$110K - $122K
|
45.3K
$1.84M
|
|
|
Jan 13, 2025
Q4 2024
|
Act Advisors, Llc.
|
BUY
|
- |
2.46K+ 32.33% |
$109K - $122K
|
10.1K
$409K
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.44K+ 16.48% |
$108K - $121K
|
17.3K
$701K
|
|
|
Feb 20, 2025
Q4 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
2.44K+ 20.83% |
$108K - $121K
|
14.1K
$574K
|
|
|
Feb 06, 2025
Q4 2024
|
Acas, LLC
|
BUY
|
- |
2.42K+ 36.95% |
$107K - $120K
|
8.97K
$364K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.37K+ 3.77% |
$105K - $118K
|
65.4K
$2.65M
|
|
|
Feb 04, 2025
Q4 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
2.36K+ 35.53% |
$105K - $117K
|
9K
$365K
|
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
BUY
|
- |
2.35K+ 26.06% |
$104K - $116K
|
11.4K
$461K
|
|
|
Feb 13, 2025
Q4 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
2.29K+ 5.82% |
$101K - $113K
|
41.6K
$1.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
2.28KNew |
$101K - $113K
|
2.28K
$92.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.21K+ 11.11% |
$98K - $110K
|
22.1K
$898K
|
|
|
Feb 07, 2025
Q4 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
2.07K+ 10.02% |
$91.7K - $103K
|
22.7K
$922K
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
2.03K+ 2.37% |
$90.1K - $101K
|
87.8K
$3.56M
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
2.02K+ 3.76% |
$89.6K - $100K
|
55.7K
$2.26M
|
|
|
Feb 11, 2025
Q4 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
1.95KNew |
$86.3K - $96.5K
|
1.95K
$79K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
1.82K+ 93.86% |
$80.7K - $90.2K
|
3.76K
$153K
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
1.8K+ 20.29% |
$80K - $89.4K
|
10.7K
$434K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.8K+ 8.8% |
$79.6K - $89K
|
22.2K
$901K
|
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
1.76K+ 8.96% |
$78.2K - $87.4K
|
21.5K
$871K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.74K+ 0.36% |
$76.9K - $86K
|
481K
$19.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
1.73K+ 76.34% |
$76.6K - $85.7K
|
3.99K
$162K
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
1.72K+ 12.63% |
$76.1K - $85.1K
|
15.3K
$622K
|
|
|
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
$1.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
1.7K+ 23.73% |
$75.4K - $84.2K
|
8.87K
$360K
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
1.7K+ 32.48% |
$75.1K - $84K
|
6.91K
$281K
|
|
|
Feb 14, 2025
Q4 2024
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
1.68K+ 2.99% |
$74.6K - $83.4K
|
57.9K
$2.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.53K+ 9.68% |
$68K - $76K
|
17.4K
$705K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.52K+ 7.8% |
$67.3K - $75.2K
|
21K
$851K
|
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
1.49K+ 12.32% |
$66.2K - $74K
|
13.6K
$553K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.45K+ 30.22% |
$64.1K - $71.7K
|
6.24K
$253K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.44KNew |
$63.7K - $71.3K
|
1.44K
$58.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
1.44KNew |
$63.6K - $71.1K
|
1.44K
$58.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
1.41K+ 18.5% |
$62.6K - $70K
|
9.05K
$367K
|