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 06, 2025
Q1 2025
|
Orin Green Financial, LLC
|
SELL
|
- |
-167- 0.61% |
$6.69K - $7.82K
|
27.3K
$1.2M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-906- 0.64% |
$36.3K - $42.4K
|
141K
$6.19M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-470K- 37.79% |
$18.8M - $22M
|
774K
$34M
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-869- 5.22% |
$34.8K - $40.7K
|
15.8K
$694K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2K+ 2.52% |
$79.9K - $93.4K
|
81K
$3.56M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
52.5KNew |
$2.1M - $2.46M
|
52.5K
$2.31M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.85K- 12.07% |
$74.2K - $86.8K
|
13.5K
$594K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
10.3K+ 14.91% |
$413K - $483K
|
79.6K
$3.5M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-17.8K- 1.23% |
$711K - $832K
|
1.43M
$63M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-10.6K- 40.24% |
$426K - $498K
|
15.8K
$696K
|
|
|
May 05, 2025
Q1 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
950+ 10.76% |
$38K - $44.5K
|
9.78K
$430K
|
|
|
May 05, 2025
Q1 2025
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-4.83K- 2.61% |
$193K - $226K
|
181K
$7.94M
|
|
|
May 05, 2025
Q1 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
89.1K+ 34.05% |
$3.57M - $4.17M
|
351K
$15.4M
|
|
|
May 05, 2025
Q1 2025
|
Pachira Investments Inc.
|
SELL
|
- |
-2.92K- 1.49% |
$117K - $137K
|
193K
$8.49M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-3.85K- 21.67% |
$154K - $180K
|
13.9K
$613K
|
|
|
May 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-483- 0.29% |
$19.3K - $22.6K
|
164K
$7.23M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-581K- 26.42% |
$23.3M - $27.2M
|
1.62M
$71.2M
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
1.07KNew |
$43K - $50.3K
|
1.07K
$47.2K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-409- 12.91% |
$16.4K - $19.1K
|
2.76K
$121K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
6.56K+ 2.28% |
$262K - $307K
|
293K
$12.9M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
12.2K+ 10.13% |
$486K - $569K
|
132K
$5.81M
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
534New |
$21.4K - $25K
|
534
$23.5K
|
|
|
May 05, 2025
Q1 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
79+ 0.63% |
$3.16K - $3.7K
|
12.6K
$554K
|
|
|
May 05, 2025
Q1 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
2.62K+ 6.11% |
$105K - $123K
|
45.5K
$2M
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
2.86K+ 3.73% |
$114K - $134K
|
79.6K
$3.5M
|
|
|
May 05, 2025
Q1 2025
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
4+ 0.07% |
$160 - $187
|
5.54K
$244K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-18- 0.15% |
$721 - $843
|
11.8K
$521K
|
|
|
May 05, 2025
Q1 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-36- 2.3% |
$1.44K - $1.69K
|
1.53K
$67.3K
|
|
|
May 05, 2025
Q1 2025
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-24.5K- 29.38% |
$981K - $1.15M
|
58.9K
$2.59M
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-41K- 6.0% |
$1.64M - $1.92M
|
642K
$28.3M
|
|
|
May 05, 2025
Q1 2025
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-205- 0.83% |
$8.21K - $9.6K
|
24.6K
$1.08M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-100- 1.2% |
$4K - $4.68K
|
8.21K
$361K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
79K+ 16.53% |
$3.16M - $3.7M
|
557K
$24.5M
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-72- 0.8% |
$2.88K - $3.37K
|
8.93K
$393K
|
|
|
May 02, 2025
Q1 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-17.8K- 62.02% |
$711K - $832K
|
10.9K
$479K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-11K- 6.89% |
$440K - $514K
|
148K
$6.52M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-160- 1.22% |
$6.4K - $7.49K
|
13K
$571K
|
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-698- 6.81% |
$27.9K - $32.7K
|
9.55K
$420K
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-2.86K- 12.93% |
$114K - $134K
|
19.3K
$847K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
20+ 90.91% |
$801 - $936
|
42
$1.85K
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
9.63K+ 2.73% |
$385K - $451K
|
362K
$15.9M
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
299+ 3.3% |
$12K - $14K
|
9.35K
$411K
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
7.94K+ 11.3% |
$318K - $371K
|
78.2K
$3.44M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-5.26K- 9.5% |
$211K - $246K
|
50.1K
$2.21M
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
19New |
$761 - $889
|
19
$836
|
|
|
May 02, 2025
Q1 2025
|
Acas, LLC
|
SELL
|
- |
-267- 2.98% |
$10.7K - $12.5K
|
8.7K
$383K
|
|
|
May 02, 2025
Q1 2025
|
Pecaut & Co.
|
BUY
|
- |
5.62K+ 5.93% |
$225K - $263K
|
100K
$4.42M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-772- 59.89% |
$30.9K - $36.1K
|
517
$22.7K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-3.72K- 37.56% |
$149K - $174K
|
6.19K
$272K
|
|
|
May 01, 2025
Q1 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-935- 10.55% |
$37.4K - $43.8K
|
7.93K
$349K
|