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 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
3.39K+ 5.8% |
$136K - $158K
|
61.8K
$2.51M
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-200- 33.33% |
$8.01K - $9.36K
|
400
$16.2K
|
|
|
Apr 02, 2025
Q1 2025
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-144K- 17.74% |
$5.77M - $6.74M
|
668K
$27.1M
|
|
| Q4 2024 | |||||||
|
Apr 04, 2025
Q4 2024
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
24.7KNew |
$1.09M - $1.22M
|
24.7K
$1M
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
28New |
$1.24K - $1.39K
|
28
$1.14K
|
|
|
Mar 25, 2025
Q4 2024
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-72.1K- 65.23% |
$3.2M - $3.57M
|
38.4K
$1.56M
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
5.71KNew |
$253K - $283K
|
5.71K
$232K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
236K+ 44.39% |
$10.5M - $11.7M
|
767K
$31.2M
|
|
|
Mar 14, 2025
Q4 2024
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
863+ 0.23% |
$38.3K - $42.8K
|
377K
$15.3M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.44K+ 16.48% |
$108K - $121K
|
17.3K
$701K
|
|
|
Mar 06, 2025
Q4 2024
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
9.59KNew |
$425K - $475K
|
9.59K
$389K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
605New |
$26.8K - $30K
|
605
$24.6K
|
|
|
Mar 05, 2025
Q4 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-17.9K- 9.23% |
$794K - $887K
|
176K
$7.15M
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
456+ 23.01% |
$20.2K - $22.6K
|
2.44K
$99K
|
|
|
Mar 04, 2025
Q4 2024
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
16.1KNew |
$714K - $798K
|
16.1K
$654K
|
|
|
Mar 03, 2025
Q4 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-155- 0.78% |
$6.87K - $7.68K
|
19.7K
$799K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-72- 30.9% |
$3.19K - $3.57K
|
161
$6.54K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
22New |
$975 - $1.09K
|
22
$893
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
4.53KNew |
$201K - $224K
|
4.53K
$184K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
7.1K+ 13.79% |
$315K - $352K
|
58.6K
$2.38M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.44KNew |
$63.7K - $71.3K
|
1.44K
$58.4K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
82.5K+ 6.44% |
$3.66M - $4.09M
|
1.36M
$55.4M
|
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
69.8KNew |
$3.09M - $3.46M
|
69.8K
$2.83M
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
342New |
$15.2K - $16.9K
|
342
$13.9K
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
153+ 0.2% |
$6.78K - $7.58K
|
76.7K
$3.11M
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-466- 2.09% |
$20.7K - $23.1K
|
21.8K
$886K
|
|
|
Feb 20, 2025
Q4 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
2.44K+ 20.83% |
$108K - $121K
|
14.1K
$574K
|
|
|
Feb 19, 2025
Q4 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-45.6K- 16.0% |
$2.02M - $2.26M
|
239K
$9.72M
|
|
|
Feb 19, 2025
Q4 2024
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
14.1KNew |
$625K - $698K
|
14.1K
$572K
|
|
|
Feb 19, 2025
Q4 2024
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
7.91KNew |
$351K - $392K
|
7.91K
$321K
|
|
|
Feb 19, 2025
Q4 2024
|
Orin Green Financial, LLC
|
SELL
|
- |
-1.44K- 4.98% |
$63.9K - $71.4K
|
27.5K
$1.12M
|
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
5.57K+ 27.42% |
$247K - $276K
|
25.9K
$1.05M
|
|
|
Feb 18, 2025
Q4 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-137- 0.44% |
$6.07K - $6.79K
|
30.7K
$1.25M
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
14.2KNew |
$631K - $705K
|
14.2K
$578K
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
874+ 11.82% |
$38.7K - $43.3K
|
8.27K
$336K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
196+ 1.81% |
$8.69K - $9.71K
|
11K
$447K
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
3.8K+ 32.75% |
$169K - $188K
|
15.4K
$626K
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-280K- 96.78% |
$12.4M - $13.9M
|
9.31K
$378K
|
|
|
Feb 18, 2025
Q4 2024
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
22.2KNew |
$983K - $1.1M
|
22.2K
$900K
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-7.61K- 10.77% |
$337K - $377K
|
63K
$2.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-10.4K- 8.06% |
$460K - $515K
|
119K
$4.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
36.1KNew |
$1.6M - $1.79M
|
36.1K
$1.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
8+ 0.1% |
$355 - $396
|
8.15K
$331K
|
|
|
Feb 14, 2025
Q4 2024
|
Cercano Management LLC
Bellevue, WA |
SELL
|
- |
-1.1M- 75.88% |
$48.8M - $54.6M
|
350K
$14.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
30.6K+ 281.94% |
$1.36M - $1.52M
|
41.4K
$1.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
108K+ 27.09% |
$4.79M - $5.36M
|
507K
$20.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
25.2KNew |
$1.12M - $1.25M
|
25.2K
$1.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
76.8K+ 119.19% |
$3.41M - $3.81M
|
141K
$5.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.17KNew |
$273K - $306K
|
6.17K
$250K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9.3K+ 2.36% |
$412K - $461K
|
403K
$16.4M
|
|