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 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
|
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
|
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
1.08K+ 9.74% |
$43.2K - $50.6K
|
12.2K
$535K
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
8.72K+ 20.96% |
$349K - $408K
|
50.3K
$2.21M
|
|
|
May 08, 2025
Q1 2025
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
1.98K+ 2.89% |
$79.1K - $92.5K
|
70.4K
$3.1M
|
|
|
May 08, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
42.4KNew |
$1.7M - $1.98M
|
42.4K
$1.86M
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.59K- 8.74% |
$63.6K - $74.3K
|
16.6K
$729K
|
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-61- 1.21% |
$2.44K - $2.86K
|
4.99K
$219K
|
|
|
May 08, 2025
Q1 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-343- 0.67% |
$13.7K - $16.1K
|
51K
$2.24M
|
|
|
May 08, 2025
Q1 2025
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-235- 0.55% |
$9.41K - $11K
|
42.9K
$1.88M
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
38+ 2.59% |
$1.52K - $1.78K
|
1.5K
$66.2K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-18.2K- 24.79% |
$727K - $850K
|
55.1K
$2.42M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
3.84K+ 9.66% |
$154K - $180K
|
43.6K
$1.92M
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
BUY
|
- |
12.1K+ 5.44% |
$483K - $565K
|
234K
$10.3M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
3.52K+ 7.02% |
$141K - $165K
|
53.6K
$2.36M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.51K+ 11.3% |
$100K - $117K
|
24.7K
$1.09M
|
|
|
May 08, 2025
Q1 2025
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-11- 0.09% |
$440 - $515
|
12.6K
$552K
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
BUY
|
- |
125New |
$5K - $5.85K
|
125
$5.5K
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
BUY
|
- |
2.95K+ 3.58% |
$118K - $138K
|
85.3K
$3.75M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.16K+ 3.83% |
$46.3K - $54.2K
|
31.4K
$1.38M
|
|
|
May 08, 2025
Q1 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
SELL
|
- |
-86- 1.2% |
$3.44K - $4.03K
|
7.09K
$312K
|
|
|
May 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
SELL
|
- |
-10.5K- 48.32% |
$419K - $490K
|
11.2K
$492K
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
197+ 3.51% |
$7.89K - $9.22K
|
5.8K
$255K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.94K- 27.44% |
$77.5K - $90.7K
|
5.12K
$225K
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-835- 6.08% |
$33.4K - $39.1K
|
12.9K
$567K
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
4.29K+ 14.54% |
$172K - $201K
|
33.8K
$1.49M
|
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-104- 3.41% |
$4.16K - $4.87K
|
2.95K
$130K
|
|
|
May 07, 2025
Q1 2025
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
5+ 0.03% |
$200 - $234
|
17.5K
$771K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.41M+ 6.69% |
$56.3M - $65.9M
|
22.4M
$987M
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-333- 5.05% |
$13.3K - $15.6K
|
6.26K
$275K
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
56+ 1.15% |
$2.24K - $2.62K
|
4.94K
$217K
|