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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
SELL
|
- |
-40- 0.61% |
$1.64K - $1.84K
|
6.49K
$289K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-79.6K- 9.96% |
$3.27M - $3.66M
|
720K
$32M
|
|
|
Nov 01, 2024
Q3 2024
|
Landmark Wealth Management, Inc.
Normal, IL |
SELL
|
- |
-6.1K- 7.06% |
$250K - $280K
|
80.2K
$3.57M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
26.2KNew |
$1.07M - $1.2M
|
26.2K
$1.16M
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2.84K+ 4.24% |
$116K - $131K
|
69.8K
$3.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
29.5K+ 29.94% |
$1.21M - $1.36M
|
128K
$5.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
477+ 48.62% |
$19.6K - $21.9K
|
1.46K
$64.9K
|
|
|
Nov 01, 2024
Q3 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
22.6KNew |
$929K - $1.04M
|
22.6K
$1.01M
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
6+ 14.63% |
$246 - $276
|
47
$2.09K
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-3.34K- 11.21% |
$137K - $154K
|
26.4K
$1.18M
|
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-2.41K- 23.92% |
$98.9K - $111K
|
7.67K
$341K
|
|
|
Nov 01, 2024
Q3 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-139- 0.39% |
$5.7K - $6.4K
|
35.8K
$1.59M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
7.93K+ 12.94% |
$325K - $365K
|
69.2K
$3.08M
|
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-905- 14.88% |
$37.1K - $41.6K
|
5.18K
$230K
|
|
|
Nov 01, 2024
Q3 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-4.63K- 6.18% |
$190K - $213K
|
70.2K
$3.12M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-1.34K- 11.14% |
$54.9K - $61.6K
|
10.7K
$475K
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
BUY
|
- |
72.2K+ 10.22% |
$2.96M - $3.32M
|
779K
$34.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.42K- 6.6% |
$58K - $65.1K
|
20K
$890K
|
|
|
Oct 31, 2024
Q3 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
2.95K+ 2.29% |
$121K - $136K
|
132K
$5.87M
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
508+ 1.79% |
$20.8K - $23.4K
|
28.8K
$1.28M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
4.83KNew |
$198K - $222K
|
4.83K
$215K
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
1.22K+ 19.28% |
$49.8K - $55.9K
|
7.52K
$334K
|
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
983+ 18.94% |
$40.3K - $45.2K
|
6.17K
$275K
|
|
|
Oct 31, 2024
Q3 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-57- 0.42% |
$2.34K - $2.62K
|
13.6K
$604K
|
|
|
Oct 31, 2024
Q3 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
48+ 0.8% |
$1.97K - $2.21K
|
6.05K
$269K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
29.6K+ 4.35% |
$1.21M - $1.36M
|
709K
$31.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
3.42K+ 7.15% |
$140K - $157K
|
51.2K
$2.28M
|
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-2.51K- 29.96% |
$103K - $115K
|
5.87K
$261K
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
10.7K+ 10.81% |
$439K - $492K
|
110K
$4.88M
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-10.1K- 5.92% |
$414K - $464K
|
160K
$7.12M
|
|
|
Oct 31, 2024
Q3 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
419+ 2.93% |
$17.2K - $19.3K
|
14.7K
$654K
|
|
|
Oct 31, 2024
Q3 2024
|
Keudell
|
BUY
|
- |
6.13KNew |
$252K - $282K
|
6.13K
$273K
|
|
|
Oct 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
140+ 0.34% |
$5.74K - $6.44K
|
41.5K
$1.85M
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
5.61K+ 9.88% |
$230K - $258K
|
62.4K
$2.78M
|
|
|
Oct 31, 2024
Q3 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
5.57KNew |
$228K - $256K
|
5.57K
$248K
|
|
|
Oct 31, 2024
Q3 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-175- 0.4% |
$7.18K - $8.05K
|
43K
$1.92M
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-241- 2.98% |
$9.89K - $11.1K
|
7.86K
$350K
|
|
|
Oct 31, 2024
Q3 2024
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
4.69KNew |
$192K - $216K
|
4.69K
$209K
|
|
|
Oct 31, 2024
Q3 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
252+ 1.76% |
$10.3K - $11.6K
|
14.6K
$650K
|
|
|
Oct 31, 2024
Q3 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
10.3K+ 2.59% |
$422K - $474K
|
407K
$18.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-88- 0.32% |
$3.61K - $4.05K
|
27K
$1.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
49K+ 15.4% |
$2.01M - $2.25M
|
367K
$16.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-481- 4.15% |
$19.7K - $22.1K
|
11.1K
$495K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
89+ 3.01% |
$3.65K - $4.09K
|
3.05K
$136K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
4.45K+ 13.1% |
$182K - $205K
|
38.4K
$1.71M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.16K- 18.52% |
$47.7K - $53.5K
|
5.11K
$227K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
40.5K+ 12.04% |
$1.66M - $1.86M
|
377K
$16.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
4.79KNew |
$197K - $220K
|
4.79K
$213K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
155+ 2.52% |
$6.36K - $7.13K
|
6.31K
$281K
|
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
3.71K+ 52.46% |
$152K - $171K
|
10.8K
$479K
|