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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-812- 69.05% |
$36K - $40.2K
|
364
$16.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Landmark Wealth Management, Inc.
Normal, IL |
BUY
|
- |
3.86K+ 4.81% |
$171K - $191K
|
84.1K
$3.85M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
40.2K+ 298.33% |
$1.78M - $1.99M
|
53.6K
$2.45M
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
48New |
$2.13K - $2.38K
|
48
$2.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
2.77K+ 6.63% |
$123K - $137K
|
44.6K
$2.04M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-212- 0.38% |
$9.4K - $10.5K
|
55.4K
$2.54M
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
2.02K+ 3.76% |
$89.6K - $100K
|
55.7K
$2.55M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.41K+ 59.88% |
$151K - $169K
|
9.11K
$417K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-2.26K- 20.35% |
$100K - $112K
|
8.85K
$405K
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-1.41K- 0.54% |
$62.5K - $69.9K
|
258K
$11.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
24.4K+ 11.22% |
$1.08M - $1.21M
|
242K
$11.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-335- 3.01% |
$14.9K - $16.6K
|
10.8K
$494K
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-273- 0.53% |
$12.1K - $13.5K
|
50.9K
$2.33M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.01K+ 39.24% |
$222K - $248K
|
17.8K
$814K
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
165New |
$7.31K - $8.18K
|
165
$7.55K
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
247+ 4.61% |
$10.9K - $12.2K
|
5.61K
$257K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-164K- 20.82% |
$7.27M - $8.13M
|
624K
$28.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
5.73K+ 14.61% |
$254K - $284K
|
45K
$2.06M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
1.24KNew |
$54.9K - $61.3K
|
1.24K
$56.7K
|
|
|
Jan 27, 2025
Q4 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
2.63K+ 0.75% |
$116K - $130K
|
354K
$16.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
13.6KNew |
$604K - $675K
|
13.6K
$624K
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
24.8KNew |
$1.1M - $1.23M
|
24.8K
$1.13M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.06K- 4.08% |
$91.4K - $102K
|
48.4K
$2.22M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-150K- 42.96% |
$6.64M - $7.42M
|
199K
$9.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
396+ 8.6% |
$17.6K - $19.6K
|
5K
$229K
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
6.84K+ 125.2% |
$303K - $339K
|
12.3K
$563K
|
|
|
Jan 27, 2025
Q4 2024
|
Deltec Asset Management LLC
|
BUY
|
- |
31KNew |
$1.37M - $1.54M
|
31K
$1.42M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
65+ 0.32% |
$2.88K - $3.22K
|
20.1K
$919K
|
|
|
Jan 27, 2025
Q4 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
34+ 0.51% |
$1.51K - $1.68K
|
6.64K
$304K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
119+ 25.16% |
$5.28K - $5.9K
|
592
$27.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-286- 4.86% |
$12.7K - $14.2K
|
5.6K
$256K
|
|
|
Jan 27, 2025
Q4 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
SELL
|
- |
-600- 9.78% |
$26.6K - $29.7K
|
5.54K
$254K
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
60.2K+ 41.89% |
$2.67M - $2.98M
|
204K
$9.33M
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
411New |
$18.2K - $20.4K
|
411
$18.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Moneywise, Inc.
|
SELL
|
- |
-2.72K- 22.82% |
$121K - $135K
|
9.2K
$421K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
7.63K+ 2.57% |
$338K - $378K
|
304K
$13.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
425+ 0.97% |
$18.8K - $21.1K
|
44.3K
$2.03M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.45K+ 30.22% |
$64.1K - $71.7K
|
6.24K
$285K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
46New |
$2.04K - $2.28K
|
46
$2.11K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.53K+ 3.17% |
$112K - $125K
|
82.2K
$3.76M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
6.17K+ 28.15% |
$273K - $306K
|
28.1K
$1.29M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
5.08KNew |
$225K - $252K
|
5.08K
$233K
|
|
|
Jan 27, 2025
Q4 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
34.6KNew |
$1.54M - $1.72M
|
34.6K
$1.59M
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-20.2K- 11.96% |
$897K - $1M
|
149K
$6.82M
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-2- 1.21% |
$88.7 - $99.1
|
163
$7.46K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-1.06K- 5.61% |
$47K - $52.6K
|
17.8K
$817K
|
|
|
Jan 27, 2025
Q4 2024
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-134- 2.17% |
$5.94K - $6.64K
|
6.04K
$277K
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-484- 3.72% |
$21.5K - $24K
|
12.5K
$574K
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
9.45KNew |
$419K - $468K
|
9.45K
$433K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
33.1K+ 5.05% |
$1.47M - $1.64M
|
687K
$31.5M
|