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 21, 2024
Q3 2024
|
Aldebaran Financial Inc.
|
SELL
|
- |
-338- 1.83% |
$13.9K - $15.6K
|
18.1K
$851K
|
|
|
Nov 21, 2024
Q3 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-12.5K- 14.98% |
$511K - $573K
|
70.7K
$3.33M
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-331- 48.89% |
$13.6K - $15.2K
|
346
$16.3K
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-572- 4.12% |
$23.5K - $26.3K
|
13.3K
$626K
|
|
|
Nov 18, 2024
Q3 2024
|
Continental Investors Services, Inc.
Longview, WA |
SELL
|
- |
-1.04K- 7.04% |
$42.5K - $47.7K
|
13.7K
$645K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-77- 6.75% |
$3.16K - $3.54K
|
1.06K
$50K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
125New |
$5.13K - $5.75K
|
125
$5.88K
|
|
|
Nov 18, 2024
Q3 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
27+ 0.44% |
$1.11K - $1.24K
|
6.21K
$292K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-147- 3.27% |
$6.03K - $6.76K
|
4.35K
$205K
|
|
|
Nov 18, 2024
Q3 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
35+ 0.3% |
$1.44K - $1.61K
|
11.7K
$549K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.06K+ 2.53% |
$249K - $279K
|
246K
$11.6M
|
|
|
Nov 15, 2024
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-958- 3.53% |
$39.3K - $44.1K
|
26.1K
$1.23M
|
|
|
Nov 15, 2024
Q3 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
4+ 0.03% |
$164 - $184
|
11.7K
$551K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.31K+ 19.25% |
$53.8K - $60.4K
|
8.13K
$382K
|
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-1K- 17.3% |
$41K - $46K
|
4.78K
$225K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.39K- 6.25% |
$97.9K - $110K
|
35.8K
$1.69M
|
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
20.3KNew |
$833K - $935K
|
20.3K
$956K
|
|
|
Nov 15, 2024
Q3 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
2+ 0.03% |
$82 - $92
|
7.82K
$368K
|
|
|
Nov 15, 2024
Q3 2024
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
4.3KNew |
$176K - $198K
|
4.3K
$202K
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-886- 11.54% |
$36.3K - $40.8K
|
6.79K
$320K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-317K- 5.75% |
$13M - $14.6M
|
5.2M
$245M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1.13K+ 4.64% |
$46.3K - $51.9K
|
25.4K
$1.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-276- 1.59% |
$11.3K - $12.7K
|
17.1K
$803K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
40K+ 22.89% |
$1.64M - $1.84M
|
215K
$10.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
32.8K+ 162.59% |
$1.34M - $1.51M
|
52.9K
$2.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-25- 21.19% |
$1.03K - $1.15K
|
93
$4.38K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.94K+ 57.07% |
$162K - $181K
|
10.8K
$511K
|
|
|
Nov 14, 2024
Q3 2024
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
64.5KNew |
$2.64M - $2.97M
|
64.5K
$3.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.35K- 83.0% |
$55.3K - $62K
|
276
$13K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
5.81K+ 11.92% |
$238K - $267K
|
54.6K
$2.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
735+ 0.69% |
$30.1K - $33.8K
|
107K
$5.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
2+ 0.09% |
$82 - $92
|
2.2K
$103K
|
|
|
Nov 14, 2024
Q3 2024
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-10.2K- 0.71% |
$419K - $470K
|
1.44M
$67.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-2.18K- 21.16% |
$89.6K - $100K
|
8.14K
$383K
|
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-66- 0.33% |
$2.71K - $3.04K
|
19.8K
$934K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
40.4K+ 1.81% |
$1.66M - $1.86M
|
2.27M
$107M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
7.49K+ 2.93% |
$307K - $344K
|
263K
$12.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.25K+ 2.14% |
$338K - $379K
|
394K
$18.5M
|
|
|
Nov 14, 2024
Q3 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-174K- 10.91% |
$7.14M - $8M
|
1.42M
$66.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
717KNew |
$29.4M - $33M
|
717K
$33.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
29.6K+ 16.36% |
$1.21M - $1.36M
|
211K
$9.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
4.56KNew |
$187K - $210K
|
4.56K
$215K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
15.9K+ 5.55% |
$653K - $732K
|
303K
$14.2M
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-35.3K- 17.26% |
$1.45M - $1.62M
|
169K
$7.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
12.6K+ 70.03% |
$515K - $578K
|
30.5K
$1.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
4.92K+ 12.11% |
$202K - $226K
|
45.5K
$2.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-126K- 20.88% |
$5.19M - $5.82M
|
479K
$22.6M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
27.1K+ 2.95% |
$1.11M - $1.25M
|
946K
$44.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
17K+ 12.18% |
$699K - $784K
|
157K
$7.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.34K+ 4.88% |
$95.8K - $107K
|
50.2K
$2.36M
|