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 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
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-1.63K- 2.72% |
$65.1K - $76.2K
|
58.3K
$2.56M
|
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
SELL
|
- |
-399- 1.22% |
$16K - $18.7K
|
32.4K
$1.43M
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
1.99K+ 49.77% |
$79.6K - $93.1K
|
5.98K
$263K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-70- 0.65% |
$2.8K - $3.28K
|
10.7K
$471K
|
|
|
May 01, 2025
Q1 2025
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
567+ 3.96% |
$22.7K - $26.5K
|
14.9K
$655K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-9- 5.52% |
$360 - $421
|
154
$6.77K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-2.67M- 62.02% |
$107M - $125M
|
1.64M
$72M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-8.6K- 1.41% |
$344K - $403K
|
603K
$26.5M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
516New |
$20.7K - $24.2K
|
516
$22.7K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
1.74K+ 8.06% |
$69.8K - $81.6K
|
23.4K
$1.03M
|
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-13.7K- 24.15% |
$548K - $641K
|
43K
$1.89M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-23.3K- 78.61% |
$932K - $1.09M
|
6.34K
$279K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
190+ 2.09% |
$7.61K - $8.89K
|
9.3K
$409K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-18- 5.79% |
$721 - $843
|
293
$12.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
14.7K+ 4.45% |
$590K - $690K
|
346K
$15.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
5.76K+ 8.18% |
$231K - $270K
|
76.2K
$3.35M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
8.57K+ 17.7% |
$343K - $401K
|
57K
$2.51M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-9.95K- 5.01% |
$398K - $466K
|
189K
$8.31M
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.5K+ 10.99% |
$60K - $70.1K
|
15.1K
$665K
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-777K- 87.22% |
$31.1M - $36.4M
|
114K
$5.01M
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-172K- 71.16% |
$6.9M - $8.07M
|
69.8K
$3.07M
|
|
|
Apr 30, 2025
Q1 2025
|
Arcadia Investment Management Corp
|
SELL
|
- |
-333- 8.54% |
$13.3K - $15.6K
|
3.57K
$157K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.02K+ 11.53% |
$40.9K - $47.8K
|
9.88K
$434K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-32.1K- 52.58% |
$1.29M - $1.5M
|
29K
$1.27M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-341- 1.91% |
$13.7K - $16K
|
17.5K
$770K
|
|
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
249New |
$9.97K - $11.7K
|
249
$11K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-42.1K- 16.06% |
$1.69M - $1.97M
|
220K
$9.68M
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
SELL
|
- |
-32.6K- 23.88% |
$1.3M - $1.53M
|
104K
$4.57M
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-221- 8.18% |
$8.85K - $10.3K
|
2.48K
$109K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-6.9K- 6.48% |
$276K - $323K
|
99.5K
$4.38M
|
|
|
Apr 30, 2025
Q1 2025
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-359- 2.78% |
$14.4K - $16.8K
|
12.6K
$553K
|
|
|
Apr 30, 2025
Q1 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-48- 0.89% |
$1.92K - $2.25K
|
5.37K
$236K
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
150+ 0.82% |
$6K - $7.02K
|
18.4K
$811K
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
12.7K+ 8.41% |
$508K - $594K
|
164K
$7.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.19K+ 60.32% |
$168K - $196K
|
11.1K
$490K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-395- 4.08% |
$15.8K - $18.5K
|
9.28K
$408K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
902+ 13.34% |
$36.1K - $42.2K
|
7.67K
$337K
|
|
|
Apr 29, 2025
Q1 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-452- 3.13% |
$18.1K - $21.2K
|
14K
$616K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-668- 13.07% |
$26.7K - $31.3K
|
4.44K
$195K
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
1.5K+ 10.65% |
$60K - $70.2K
|
15.6K
$686K
|
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
3+ 0.03% |
$120 - $140
|
9.6K
$422K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-3.81K- 10.93% |
$152K - $178K
|
31K
$1.36M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
2.57KNew |
$103K - $120K
|
2.57K
$113K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-5.36K- 17.14% |
$214K - $251K
|
25.9K
$1.14M
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
457New |
$18.3K - $21.4K
|
457
$20.1K
|
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
BUY
|
- |
80.3K+ 24.24% |
$3.21M - $3.76M
|
411K
$18.1M
|