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 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-394- 7.2% |
$17.5K - $19.5K
|
5.08K
$236K
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-436- 4.39% |
$19.3K - $21.6K
|
9.49K
$442K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-445- 3.12% |
$19.7K - $22K
|
13.8K
$643K
|
|
|
Jan 29, 2025
Q4 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-464- 2.95% |
$20.6K - $23K
|
15.2K
$710K
|
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-471- 6.41% |
$20.9K - $23.3K
|
6.88K
$320K
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-484- 3.72% |
$21.5K - $24K
|
12.5K
$584K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-492- 1.39% |
$21.8K - $24.4K
|
34.8K
$1.62M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-500- 5.98% |
$22.2K - $24.8K
|
7.87K
$366K
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-539- 9.0% |
$23.9K - $26.7K
|
5.45K
$254K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-550- 47.83% |
$24.4K - $27.3K
|
600
$27.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-576- 1.08% |
$25.5K - $28.5K
|
52.9K
$2.46M
|
|
|
Jan 27, 2025
Q4 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
SELL
|
- |
-600- 9.78% |
$26.6K - $29.7K
|
5.54K
$258K
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-644- 4.89% |
$28.5K - $31.9K
|
12.5K
$583K
|
|
|
Jan 31, 2025
Q4 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-648- 4.77% |
$28.7K - $32.1K
|
12.9K
$602K
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-671- 29.73% |
$29.7K - $33.2K
|
1.59K
$73.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-725- 9.74% |
$32.1K - $35.9K
|
6.72K
$313K
|
|
|
Jan 23, 2025
Q4 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-749- 0.74% |
$33.2K - $37.1K
|
101K
$4.68M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-795- 13.35% |
$35.2K - $39.4K
|
5.16K
$240K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-795- 2.29% |
$35.2K - $39.4K
|
33.8K
$1.58M
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-809- 4.16% |
$35.9K - $40.1K
|
18.7K
$869K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-812- 69.05% |
$36K - $40.2K
|
364
$16.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-869- 22.9% |
$38.5K - $43.1K
|
2.93K
$136K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-874- 5.7% |
$38.7K - $43.3K
|
14.5K
$673K
|
|
|
Jan 22, 2025
Q4 2024
|
Vantage Investment Partners, LLC
|
SELL
|
- |
-915- 10.47% |
$40.6K - $45.3K
|
7.83K
$364K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-1.06K- 5.61% |
$47K - $52.6K
|
17.8K
$831K
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-1.11K- 1.78% |
$49.3K - $55.1K
|
61.3K
$2.85M
|
|
|
Jan 24, 2025
Q4 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-1.13K- 2.56% |
$49.9K - $55.8K
|
42.9K
$2M
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-1.18K- 1.93% |
$52.3K - $58.5K
|
59.9K
$2.79M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.25K- 20.21% |
$55.3K - $61.8K
|
4.92K
$229K
|
|
|
Jan 29, 2025
Q4 2024
|
Pachira Investments Inc.
|
SELL
|
- |
-1.26K- 0.64% |
$55.9K - $62.4K
|
196K
$9.13M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.29K- 15.12% |
$57.1K - $63.8K
|
7.23K
$337K
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-1.41K- 0.54% |
$62.5K - $69.9K
|
258K
$12M
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-1.42K- 0.4% |
$62.7K - $70.1K
|
352K
$16.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-1.44K- 7.52% |
$63.7K - $71.2K
|
17.7K
$822K
|
|
|
Jan 31, 2025
Q4 2024
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-1.48K- 1.57% |
$65.6K - $73.3K
|
92.9K
$4.32M
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-1.49K- 2.57% |
$66.2K - $74K
|
56.7K
$2.64M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.56K- 5.04% |
$69.2K - $77.4K
|
29.5K
$1.37M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-1.62K- 15.14% |
$71.6K - $80K
|
9.05K
$422K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.75K- 27.07% |
$77.8K - $86.9K
|
4.73K
$220K
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-1.77K- 15.34% |
$78.6K - $87.8K
|
9.78K
$455K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-1.81K- 4.35% |
$80.2K - $89.7K
|
39.8K
$1.85M
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.83K- 2.1% |
$81.1K - $90.6K
|
85.1K
$3.96M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.84K- 11.68% |
$81.3K - $90.9K
|
13.9K
$646K
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-1.86K- 9.76% |
$82.3K - $92K
|
17.2K
$799K
|
|
|
Jan 03, 2025
Q4 2024
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-1.87K- 0.23% |
$83.1K - $92.9K
|
812K
$37.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-1.94K- 2.27% |
$85.8K - $95.9K
|
83.4K
$3.88M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-2.03K- 19.88% |
$90K - $101K
|
8.18K
$381K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.06K- 4.08% |
$91.4K - $102K
|
48.4K
$2.26M
|
|
|
Feb 03, 2025
Q4 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-2.11K- 17.05% |
$93.4K - $104K
|
10.2K
$477K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-2.11K- 26.28% |
$93.4K - $104K
|
5.91K
$275K
|