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 23, 2025
Q4 2024
|
Marmo Financial Group, LLC
Johnson City, TN |
SELL
|
- |
-2.12K- 2.51% |
$94K - $105K
|
82.4K
$3.84M
|
|
|
Feb 05, 2025
Q4 2024
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-2.15K- 24.78% |
$95.5K - $107K
|
6.54K
$304K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-2.26K- 20.35% |
$100K - $112K
|
8.85K
$412K
|
|
|
Feb 05, 2025
Q4 2024
|
Ifg Advisors, LLC
|
SELL
|
- |
-2.26K- 4.28% |
$100K - $112K
|
50.7K
$2.36M
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-2.49K- 29.26% |
$110K - $123K
|
6.02K
$280K
|
|
|
Jan 27, 2025
Q4 2024
|
Moneywise, Inc.
|
SELL
|
- |
-2.72K- 22.82% |
$121K - $135K
|
9.2K
$428K
|
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-2.95K- 37.49% |
$131K - $146K
|
4.91K
$229K
|
|
|
Jan 13, 2025
Q4 2024
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-3.12K- 32.14% |
$138K - $154K
|
6.58K
$306K
|
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-3.58K- 5.07% |
$159K - $178K
|
67.1K
$3.13M
|
|
|
Jan 17, 2025
Q4 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-3.68K- 19.23% |
$163K - $183K
|
15.5K
$721K
|
|
|
Jan 14, 2025
Q4 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-3.99K- 6.56% |
$177K - $198K
|
56.8K
$2.64M
|
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-4.21K- 14.65% |
$187K - $209K
|
24.5K
$1.14M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-4.29K- 5.74% |
$190K - $213K
|
70.5K
$3.28M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-4.4K- 3.19% |
$195K - $218K
|
134K
$6.22M
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-4.43K- 15.2% |
$196K - $219K
|
24.7K
$1.15M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-4.5K- 13.59% |
$200K - $223K
|
28.6K
$1.33M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5.16K- 99.9% |
$229K - $256K
|
5
$233
|
|
|
Jan 23, 2025
Q4 2024
|
Fox Financial, Inc
Wyomissing, PA |
SELL
|
- |
-5.21K- 44.11% |
$231K - $258K
|
6.6K
$307K
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-6.01K- 50.05% |
$266K - $298K
|
5.99K
$279K
|
|
|
Jan 30, 2025
Q4 2024
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-6.16K- 14.2% |
$273K - $305K
|
37.2K
$1.73M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-6.66K- 3.95% |
$295K - $330K
|
162K
$7.54M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-7.65K- 2.98% |
$339K - $379K
|
249K
$11.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-7.84K- 18.27% |
$347K - $388K
|
35.1K
$1.63M
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-8.09K- 3.15% |
$359K - $401K
|
249K
$11.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-8.39K- 14.45% |
$372K - $416K
|
49.7K
$2.31M
|
|
|
Jan 21, 2025
Q4 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-9.04K- 13.42% |
$401K - $448K
|
58.3K
$2.72M
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-9.18K- 8.41% |
$407K - $455K
|
100K
$4.65M
|
|
|
Feb 04, 2025
Q4 2024
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-10.2K- 7.89% |
$451K - $504K
|
119K
$5.53M
|
|
|
Jan 16, 2025
Q4 2024
|
Prairie Sky Financial Group LLC
Westchester, IL |
SELL
|
- |
-12K- 20.94% |
$534K - $597K
|
45.5K
$2.12M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-13.3K- 4.93% |
$591K - $660K
|
257K
$12M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-17.4K- 92.86% |
$771K - $862K
|
1.34K
$62.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-19.5K- 6.55% |
$862K - $964K
|
277K
$12.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-20.2K- 4.34% |
$895K - $1M
|
445K
$20.7M
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-20.2K- 11.96% |
$897K - $1M
|
149K
$6.94M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-20.4K- 7.51% |
$906K - $1.01M
|
252K
$11.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-22.1K- 7.95% |
$981K - $1.1M
|
256K
$11.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-23K- 24.9% |
$1.02M - $1.14M
|
69.3K
$3.23M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-23.3K- 10.24% |
$1.03M - $1.15M
|
204K
$9.51M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-26.4K- 14.86% |
$1.17M - $1.31M
|
151K
$7.03M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-29.7K- 5.08% |
$1.31M - $1.47M
|
554K
$25.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-37.9K- 57.26% |
$1.68M - $1.88M
|
28.3K
$1.32M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-46.1K- 41.08% |
$2.04M - $2.28M
|
66.1K
$3.08M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-49.7K- 73.11% |
$2.2M - $2.46M
|
18.3K
$851K
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-51.4K- 0.92% |
$2.28M - $2.55M
|
5.54M
$258M
|
|
|
Feb 04, 2025
Q4 2024
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-72.8K- 2.22% |
$3.23M - $3.61M
|
3.21M
$149M
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-80K- 32.21% |
$3.55M - $3.96M
|
168K
$7.84M
|
|
|
Feb 05, 2025
Q4 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-86.9K- 19.62% |
$3.85M - $4.3M
|
356K
$16.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-95.8K- 8.95% |
$4.25M - $4.75M
|
975K
$45.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-97.8K- 74.06% |
$4.33M - $4.84M
|
34.2K
$1.59M
|
|
|
Jan 21, 2025
Q4 2024
|
Liquid Strategies, LLC
Atlanta, GA |
SELL
|
- |
-129K- 64.1% |
$5.71M - $6.38M
|
72.1K
$3.36M
|