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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
28.4KNew |
$1.17M - $1.31M
|
28.4K
$1.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-625- 8.02% |
$25.6K - $28.8K
|
7.17K
$327K
|
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
207+ 7.13% |
$8.49K - $9.52K
|
3.11K
$142K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
2.86K+ 19.36% |
$117K - $132K
|
17.7K
$807K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-12.1K- 4.02% |
$497K - $557K
|
289K
$13.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
143K+ 12.51% |
$5.85M - $6.56M
|
1.28M
$58.6M
|
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
706KNew |
$29M - $32.5M
|
706K
$32.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
284+ 0.67% |
$11.6K - $13.1K
|
42.6K
$1.95M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
6New |
$246 - $276
|
6
$274
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-4.21K- 3.45% |
$173K - $194K
|
118K
$5.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
15.5KNew |
$634K - $711K
|
15.5K
$706K
|
|
|
Nov 12, 2024
Q3 2024
|
Municipal Employees' Retirement System Of Michigan
|
BUY
|
- |
655+ 4.1% |
$26.9K - $30.1K
|
16.6K
$761K
|
|
|
Nov 12, 2024
Q3 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-219- 0.76% |
$8.98K - $10.1K
|
28.7K
$1.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-10.6K- 64.13% |
$433K - $485K
|
5.9K
$270K
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
8.71K+ 12.84% |
$357K - $401K
|
76.6K
$3.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
305New |
$12.5K - $14K
|
305
$13.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-147- 1.54% |
$6.03K - $6.76K
|
9.4K
$429K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.95K+ 24.85% |
$121K - $136K
|
14.8K
$678K
|
|
|
Nov 08, 2024
Q3 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
4.49KNew |
$184K - $207K
|
4.49K
$205K
|
|
|
Nov 08, 2024
Q3 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-75- 2.76% |
$3.08K - $3.45K
|
2.64K
$121K
|
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
34New |
$1.39K - $1.56K
|
34
$1.55K
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
133+ 5.18% |
$5.46K - $6.12K
|
2.7K
$123K
|
|
|
Nov 07, 2024
Q3 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-2.9K- 22.84% |
$119K - $134K
|
9.81K
$448K
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
19.8KNew |
$812K - $910K
|
19.8K
$904K
|
|
|
Nov 06, 2024
Q3 2024
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-411- 4.17% |
$16.9K - $18.9K
|
9.46K
$432K
|
|
|
Nov 05, 2024
Q3 2024
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
5.44KNew |
$223K - $250K
|
5.44K
$249K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-9.59K- 4.78% |
$394K - $441K
|
191K
$8.73M
|
|
|
Nov 05, 2024
Q3 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
4.89K+ 18.89% |
$201K - $225K
|
30.8K
$1.41M
|
|
|
Nov 05, 2024
Q3 2024
|
Strategic Equity Management
|
BUY
|
- |
4.7KNew |
$193K - $216K
|
4.7K
$215K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-24- 0.41% |
$984 - $1.1K
|
5.87K
$268K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
10New |
$410 - $460
|
10
$457
|
|
|
Nov 04, 2024
Q3 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-854- 8.1% |
$35K - $39.3K
|
9.69K
$443K
|
|
|
Nov 04, 2024
Q3 2024
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-204- 2.51% |
$8.37K - $9.39K
|
7.91K
$362K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
26.2KNew |
$1.07M - $1.2M
|
26.2K
$1.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-3.34K- 11.21% |
$137K - $154K
|
26.4K
$1.21M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
4.83KNew |
$198K - $222K
|
4.83K
$221K
|
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-2.51K- 29.96% |
$103K - $115K
|
5.87K
$268K
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-241- 2.98% |
$9.89K - $11.1K
|
7.86K
$359K
|
|
|
Oct 31, 2024
Q3 2024
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
4.69KNew |
$192K - $216K
|
4.69K
$214K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
49K+ 15.4% |
$2.01M - $2.25M
|
367K
$16.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.16K- 18.52% |
$47.7K - $53.5K
|
5.11K
$234K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
40.5K+ 12.04% |
$1.66M - $1.86M
|
377K
$17.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
3.71K+ 52.46% |
$152K - $171K
|
10.8K
$492K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-161- 2.93% |
$6.6K - $7.41K
|
5.34K
$244K
|
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
353New |
$14.5K - $16.2K
|
353
$16.1K
|
|
|
Oct 29, 2024
Q3 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-7.04K- 45.57% |
$289K - $324K
|
8.4K
$384K
|
|
|
Oct 29, 2024
Q3 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
1+ 1.32% |
$41 - $46
|
77
$3.52K
|
|
|
Oct 28, 2024
Q3 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
4.45KNew |
$182K - $205K
|
4.45K
$203K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
2.93KNew |
$120K - $135K
|
2.93K
$134K
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-71.5K- 64.48% |
$2.93M - $3.29M
|
39.4K
$1.8M
|