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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
5.52K+ 9.46% |
$221K - $258K
|
63.8K
$2.81M
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.27K+ 14066.67% |
$50.7K - $59.3K
|
1.28K
$56.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-657K- 17.49% |
$26.3M - $30.7M
|
3.1M
$136M
|
|
|
Apr 29, 2025
Q1 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-2.01M- 78.35% |
$80.6M - $94.3M
|
557K
$24.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
596+ 158.09% |
$23.9K - $27.9K
|
973
$42.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-1.65K- 25.12% |
$66.2K - $77.4K
|
4.93K
$217K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
20.7K+ 16.92% |
$827K - $967K
|
143K
$6.28M
|
|
|
Apr 29, 2025
Q1 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-1.52M- 47.35% |
$60.8M - $71.1M
|
1.69M
$74.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
SELL
|
- |
-4.01K- 5.75% |
$161K - $188K
|
65.8K
$2.89M
|
|
|
Apr 29, 2025
Q1 2025
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
24.6K+ 5.5% |
$983K - $1.15M
|
471K
$20.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
68.7K+ 148.06% |
$2.75M - $3.21M
|
115K
$5.06M
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-4.85K- 33.12% |
$194K - $227K
|
9.8K
$431K
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
29.4K+ 5.52% |
$1.18M - $1.38M
|
562K
$24.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
3.3K+ 5.59% |
$132K - $154K
|
62.2K
$2.74M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-1.37K- 11.17% |
$54.9K - $64.2K
|
10.9K
$480K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
258New |
$10.3K - $12.1K
|
258
$11.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-4.43K- 45.73% |
$177K - $207K
|
5.26K
$231K
|
|
|
Apr 28, 2025
Q1 2025
|
Penobscot Wealth Management
|
SELL
|
- |
-9.47K- 34.13% |
$379K - $443K
|
18.3K
$804K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-23.6K- 28.78% |
$947K - $1.11M
|
58.5K
$2.57M
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
9.31K+ 127.07% |
$373K - $436K
|
16.6K
$732K
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
1.89K+ 3.25% |
$75.6K - $88.4K
|
59.9K
$2.63M
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
15.8K+ 42.34% |
$633K - $740K
|
53.2K
$2.34M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
4.4K+ 8.36% |
$176K - $206K
|
57K
$2.51M
|
|
|
Apr 28, 2025
Q1 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-123- 1.6% |
$4.92K - $5.76K
|
7.55K
$332K
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
1.42K+ 14.51% |
$56.8K - $66.4K
|
11.2K
$493K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
9.21K+ 6.66% |
$369K - $431K
|
148K
$6.49M
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
3.76K+ 3.66% |
$150K - $176K
|
107K
$4.69M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
4.95K+ 2.42% |
$198K - $232K
|
209K
$9.21M
|
|
|
Apr 28, 2025
Q1 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
1.37K+ 4.9% |
$55K - $64.3K
|
29.4K
$1.29M
|
|
|
Apr 28, 2025
Q1 2025
|
Fusion Family Wealth LLC
|
BUY
|
- |
53+ 0.67% |
$2.12K - $2.48K
|
7.91K
$348K
|
|
|
Apr 28, 2025
Q1 2025
|
Tkg Advisors, LLC
|
BUY
|
- |
920+ 3.15% |
$36.8K - $43.1K
|
30.2K
$1.33M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-7.59K- 44.33% |
$304K - $355K
|
9.54K
$419K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
114+ 0.03% |
$4.56K - $5.34K
|
356K
$15.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
9.86K+ 622.21% |
$395K - $462K
|
11.4K
$504K
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
50.3K+ 74.96% |
$2.01M - $2.35M
|
117K
$5.16M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-31.8K- 94.52% |
$1.27M - $1.49M
|
1.84K
$81.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
10.4K+ 3.13% |
$416K - $486K
|
342K
$15.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
SELL
|
- |
-15.2K- 1.82% |
$609K - $712K
|
819K
$36M
|
|
|
Apr 25, 2025
Q1 2025
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-12.2K- 10.3% |
$490K - $573K
|
106K
$4.68M
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-96- 71.64% |
$3.84K - $4.49K
|
38
$1.67K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
4.9K+ 40.42% |
$196K - $229K
|
17K
$748K
|