Latest Institutional Transactions on Spdr Portfolio S&P 600 Small C (SPSM)
This table provides information on the latest institutional transactions involving Spdr Portfolio S&P 600 Small C (SPSM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
50.3K+ 74.96% |
$2.01M - $2.35M
|
117K
$4.57M
|
|
|
Apr 25, 2025
Q1 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
2.3K+ 3.71% |
$92K - $108K
|
64.2K
$2.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-31.8K- 94.52% |
$1.27M - $1.49M
|
1.84K
$71.8K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
10.4K+ 3.13% |
$416K - $486K
|
342K
$13.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-141- 1.36% |
$5.64K - $6.6K
|
10.2K
$398K
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
SELL
|
- |
-15.2K- 1.82% |
$609K - $712K
|
819K
$31.9M
|
|
|
Apr 25, 2025
Q1 2025
|
G&S Capital LLC
|
BUY
|
- |
3.07K+ 5.33% |
$123K - $144K
|
60.6K
$2.36M
|
|
|
Apr 25, 2025
Q1 2025
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-12.2K- 10.3% |
$490K - $573K
|
106K
$4.15M
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-96- 71.64% |
$3.84K - $4.49K
|
38
$1.48K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
4.9K+ 40.42% |
$196K - $229K
|
17K
$663K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
3+ 0.32% |
$120 - $140
|
932
$36.3K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-144K- 27.24% |
$5.76M - $6.73M
|
384K
$15M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-279- 57.76% |
$11.2K - $13.1K
|
204
$7.95K
|
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-509- 1.23% |
$20.4K - $23.8K
|
40.9K
$1.59M
|
|
|
Apr 24, 2025
Q1 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
202+ 0.4% |
$8.09K - $9.46K
|
51.1K
$1.99M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
1.07K+ 5.31% |
$42.7K - $49.9K
|
21.1K
$823K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-20.2K- 38.19% |
$809K - $945K
|
32.7K
$1.27M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
213+ 0.37% |
$8.53K - $9.97K
|
58.2K
$2.27M
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
6+ 0.1% |
$240 - $281
|
6.03K
$235K
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
3+ 0.01% |
$120 - $140
|
39.2K
$1.53M
|
|
|
Apr 24, 2025
Q1 2025
|
Patron Partners, LLC
|
SELL
|
- |
-4.72K- 33.56% |
$189K - $221K
|
9.34K
$364K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-61.1K- 50.14% |
$2.45M - $2.86M
|
60.8K
$2.37M
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
36.2K+ 14.58% |
$1.45M - $1.7M
|
285K
$11.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-326- 0.51% |
$13K - $15.3K
|
63.6K
$2.48M
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Insights, Inc.
|
BUY
|
- |
25.9K+ 14.73% |
$1.04M - $1.21M
|
202K
$7.87M
|
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-2.54K- 10.29% |
$102K - $119K
|
22.2K
$863K
|
|
|
Apr 24, 2025
Q1 2025
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
7.26KNew |
$290K - $340K
|
7.26K
$283K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
6.56K+ 136.89% |
$263K - $307K
|
11.4K
$442K
|
|
|
Apr 23, 2025
Q1 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
7+ 0.1% |
$280 - $328
|
6.73K
$262K
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
SELL
|
- |
-139- 13.79% |
$5.56K - $6.51K
|
869
$33.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
37+ 0.69% |
$1.48K - $1.73K
|
5.42K
$211K
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-6.07K- 49.51% |
$243K - $284K
|
6.19K
$241K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
890+ 6.26% |
$35.6K - $41.7K
|
15.1K
$589K
|
|
|
Apr 23, 2025
Q1 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-1- 0.58% |
$40 - $46.8
|
171
$6.66K
|
|
|
Apr 23, 2025
Q1 2025
|
E&G Advisors, LP
|
BUY
|
- |
475+ 3.85% |
$19K - $22.2K
|
12.8K
$500K
|
|
|
Apr 23, 2025
Q1 2025
|
S.A. Mason LLC
|
BUY
|
- |
74+ 2.97% |
$2.96K - $3.46K
|
2.56K
$99.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
5.41K+ 12.19% |
$217K - $253K
|
49.8K
$1.94M
|
|
|
Apr 23, 2025
Q1 2025
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-1.19K- 1.51% |
$47.8K - $55.9K
|
78.1K
$3.04M
|
|
|
Apr 23, 2025
Q1 2025
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
BUY
|
- |
68KNew |
$2.72M - $3.18M
|
68K
$2.65M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
133+ 6.91% |
$5.32K - $6.23K
|
2.06K
$80.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-754- 1.72% |
$30.2K - $35.3K
|
43.2K
$1.68M
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-489- 3.97% |
$19.6K - $22.9K
|
11.8K
$460K
|
|
|
Apr 23, 2025
Q1 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
4.16K+ 6.25% |
$166K - $195K
|
70.7K
$2.75M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
582+ 14.34% |
$23.3K - $27.2K
|
4.64K
$181K
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
54.7K+ 21.93% |
$2.19M - $2.56M
|
304K
$11.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
BUY
|
- |
300+ 1.3% |
$12K - $14K
|
23.4K
$911K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.85K+ 3.96% |
$114K - $134K
|
74.9K
$2.92M
|
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
334+ 2.1% |
$13.4K - $15.6K
|
16.2K
$633K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-52.9K- 18.91% |
$2.12M - $2.48M
|
227K
$8.84M
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Management Resources, Inc.
|
BUY
|
- |
3.34K+ 4.3% |
$134K - $156K
|
81K
$3.16M
|