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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-520- 5.08% |
$20.8K - $24.3K
|
9.72K
$428K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.93K+ 6.22% |
$77.1K - $90.1K
|
32.9K
$1.45M
|
|
|
May 09, 2025
Q1 2025
|
Banco Santander, S.A.
|
SELL
|
- |
-15.3K- 5.11% |
$612K - $716K
|
284K
$12.5M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-19.7K- 1.08% |
$790K - $924K
|
1.8M
$79.2M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-20.7K- 2.14% |
$827K - $967K
|
947K
$41.7M
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-151- 2.56% |
$6.04K - $7.07K
|
5.75K
$253K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-15.9K- 49.81% |
$636K - $743K
|
16K
$704K
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-1- 0.74% |
$40 - $46.8
|
135
$5.94K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-85K- 85.84% |
$3.4M - $3.98M
|
14K
$617K
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
19KNew |
$762K - $891K
|
19K
$837K
|
|
|
May 09, 2025
Q1 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
5.95K+ 42.04% |
$238K - $278K
|
20.1K
$884K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-4.33K- 42.95% |
$173K - $202K
|
5.74K
$253K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-3.95K- 30.37% |
$158K - $185K
|
9.05K
$398K
|
|
|
May 09, 2025
Q1 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
275+ 1.73% |
$11K - $12.9K
|
16.2K
$712K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-10.7K- 11.38% |
$428K - $500K
|
83.2K
$3.66M
|
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
270K+ 4817.92% |
$10.8M - $12.6M
|
275K
$12.1M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-377K- 58.96% |
$15.1M - $17.6M
|
262K
$11.5M
|
|
|
May 09, 2025
Q1 2025
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
1.47K+ 6.61% |
$58.7K - $68.6K
|
23.6K
$1.04M
|
|
|
May 09, 2025
Q1 2025
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-6.5K- 17.46% |
$260K - $304K
|
30.7K
$1.35M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.03K+ 10.53% |
$41.2K - $48.2K
|
10.8K
$475K
|
|
|
May 09, 2025
Q1 2025
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-2.51K- 11.8% |
$101K - $118K
|
18.8K
$825K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
8.42K+ 4.69% |
$337K - $394K
|
188K
$8.27M
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-88- 5.55% |
$3.52K - $4.12K
|
1.5K
$65.9K
|
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-1.08K- 8.3% |
$43.3K - $50.6K
|
11.9K
$525K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2+ 0.22% |
$80.1 - $93.6
|
920
$40.5K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
3.54K+ 14.39% |
$142K - $165K
|
28.1K
$1.24M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-217- 1.22% |
$8.69K - $10.2K
|
17.6K
$774K
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-3.47K- 28.91% |
$139K - $162K
|
8.52K
$375K
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
110K+ 1.99% |
$4.41M - $5.16M
|
5.65M
$248M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
10.8K+ 16.52% |
$432K - $506K
|
76.2K
$3.35M
|
|
|
May 09, 2025
Q1 2025
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
19.3K+ 59.22% |
$774K - $905K
|
52K
$2.29M
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
BUY
|
- |
5.19K+ 1.79% |
$208K - $243K
|
295K
$13M
|
|
|
May 09, 2025
Q1 2025
|
Wambolt & Associates, LLC
|
BUY
|
- |
3+ 0.02% |
$120 - $140
|
15.2K
$670K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
3New |
$120 - $140
|
3
$132
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
325+ 4.49% |
$13K - $15.2K
|
7.56K
$332K
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-364- 99.73% |
$14.6K - $17K
|
1
$44
|
|
|
May 08, 2025
Q1 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
5.94KNew |
$238K - $278K
|
5.94K
$261K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
21.1K+ 21.06% |
$843K - $985K
|
121K
$5.32M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.44K+ 25.23% |
$138K - $161K
|
17.1K
$752K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-379K- 27.79% |
$15.2M - $17.8M
|
986K
$43.4M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-192K- 30.73% |
$7.68M - $8.98M
|
432K
$19M
|
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
SELL
|
- |
-33.7K- 14.08% |
$1.35M - $1.58M
|
206K
$9.05M
|
|
|
May 08, 2025
Q1 2025
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-11- 0.07% |
$440 - $515
|
15.2K
$670K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-369- 0.71% |
$14.8K - $17.3K
|
51.3K
$2.26M
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
3.53K+ 4.98% |
$141K - $165K
|
74.3K
$3.27M
|
|
|
May 08, 2025
Q1 2025
|
Aldebaran Financial Inc.
|
SELL
|
- |
-707- 3.94% |
$28.3K - $33.1K
|
17.3K
$759K
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
BUY
|
- |
3.68K+ 2.08% |
$147K - $172K
|
180K
$7.93M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2.65K- 3.44% |
$106K - $124K
|
74.4K
$3.27M
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1.73K+ 6.75% |
$69.1K - $80.7K
|
27.3K
$1.2M
|
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-2.74K- 4.24% |
$110K - $128K
|
61.9K
$2.72M
|