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 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
56+ 1.15% |
$2.24K - $2.62K
|
4.94K
$228K
|
|
|
May 07, 2025
Q1 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
SELL
|
- |
-5.96K- 43.59% |
$239K - $279K
|
7.72K
$357K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
3.93KNew |
$157K - $184K
|
3.93K
$182K
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
1New |
$40 - $46.8
|
1
$46.2
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
7.17KNew |
$287K - $336K
|
7.17K
$331K
|
|
|
May 05, 2025
Q1 2025
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-4.83K- 2.61% |
$193K - $226K
|
181K
$8.34M
|
|
|
May 05, 2025
Q1 2025
|
Pachira Investments Inc.
|
SELL
|
- |
-2.92K- 1.49% |
$117K - $137K
|
193K
$8.92M
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
1.07KNew |
$43K - $50.3K
|
1.07K
$49.6K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
534New |
$21.4K - $25K
|
534
$24.7K
|
|
|
May 05, 2025
Q1 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-36- 2.3% |
$1.44K - $1.69K
|
1.53K
$70.7K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-100- 1.2% |
$4K - $4.68K
|
8.21K
$380K
|
|
|
May 02, 2025
Q1 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-17.8K- 62.02% |
$711K - $832K
|
10.9K
$503K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
20+ 90.91% |
$801 - $936
|
42
$1.94K
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
9.63K+ 2.73% |
$385K - $451K
|
362K
$16.7M
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
7.94K+ 11.3% |
$318K - $371K
|
78.2K
$3.61M
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
19New |
$761 - $889
|
19
$878
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-3.72K- 37.56% |
$149K - $174K
|
6.19K
$286K
|
|
|
May 01, 2025
Q1 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-935- 10.55% |
$37.4K - $43.8K
|
7.93K
$366K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-9- 5.52% |
$360 - $421
|
154
$7.12K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
516New |
$20.7K - $24.2K
|
516
$23.8K
|
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-13.7K- 24.15% |
$548K - $641K
|
43K
$1.99M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
14.7K+ 4.45% |
$590K - $690K
|
346K
$16M
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-221- 8.18% |
$8.85K - $10.3K
|
2.48K
$115K
|
|
|
Apr 30, 2025
Q1 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-48- 0.89% |
$1.92K - $2.25K
|
5.37K
$248K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
902+ 13.34% |
$36.1K - $42.2K
|
7.67K
$354K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
2.57KNew |
$103K - $120K
|
2.57K
$119K
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
457New |
$18.3K - $21.4K
|
457
$21.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.27K+ 14066.67% |
$50.7K - $59.3K
|
1.28K
$58.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
596+ 158.09% |
$23.9K - $27.9K
|
973
$45K
|
|
|
Apr 29, 2025
Q1 2025
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-1.65K- 25.12% |
$66.2K - $77.4K
|
4.93K
$228K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
20.7K+ 16.92% |
$827K - $967K
|
143K
$6.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
24.6K+ 5.5% |
$983K - $1.15M
|
471K
$21.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-4.85K- 33.12% |
$194K - $227K
|
9.8K
$453K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-1.37K- 11.17% |
$54.9K - $64.2K
|
10.9K
$504K
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
1.89K+ 3.25% |
$75.6K - $88.4K
|
59.9K
$2.77M
|
|
|
Apr 28, 2025
Q1 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-123- 1.6% |
$4.92K - $5.76K
|
7.55K
$349K
|
|
|
Apr 28, 2025
Q1 2025
|
Fusion Family Wealth LLC
|
BUY
|
- |
53+ 0.67% |
$2.12K - $2.48K
|
7.91K
$366K
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
9.86K+ 622.21% |
$395K - $462K
|
11.4K
$529K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-31.8K- 94.52% |
$1.27M - $1.49M
|
1.84K
$85.2K
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-96- 71.64% |
$3.84K - $4.49K
|
38
$1.76K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-279- 57.76% |
$11.2K - $13.1K
|
204
$9.43K
|
|
|
Apr 24, 2025
Q1 2025
|
Patron Partners, LLC
|
SELL
|
- |
-4.72K- 33.56% |
$189K - $221K
|
9.34K
$432K
|
|
|
Apr 24, 2025
Q1 2025
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
7.26KNew |
$290K - $340K
|
7.26K
$335K
|
|
|
Apr 23, 2025
Q1 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-1- 0.58% |
$40 - $46.8
|
171
$7.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
5.41K+ 12.19% |
$217K - $253K
|
49.8K
$2.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-197- 2.51% |
$7.89K - $9.22K
|
7.66K
$354K
|
|
|
Apr 22, 2025
Q1 2025
|
Burt Wealth Advisors
|
BUY
|
- |
257+ 4.31% |
$10.3K - $12K
|
6.21K
$287K
|
|
|
Apr 22, 2025
Q1 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
803+ 0.81% |
$32.1K - $37.6K
|
99.6K
$4.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-35- 23.65% |
$1.4K - $1.64K
|
113
$5.22K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-104- 2.05% |
$4.16K - $4.87K
|
4.98K
$230K
|