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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
BUY
|
- |
261+ 1087.5% |
$9.28K - $10.2K
|
285
$13.4K
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
2New |
$71.1 - $77.9
|
2
$94.1
|
|
|
Jul 27, 2023
Q2 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
562New |
$20K - $21.9K
|
562
$26.5K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
1+ 0.59% |
$35.6 - $38.9
|
170
$8K
|
|
|
Jul 27, 2023
Q2 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
290New |
$10.3K - $11.3K
|
290
$13.7K
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
SELL
|
- |
-10.3K- 53.6% |
$368K - $403K
|
8.96K
$422K
|
|
|
Jul 25, 2023
Q2 2023
|
Old National Bancorp
|
BUY
|
- |
5.96KNew |
$212K - $232K
|
5.96K
$280K
|
|
|
Jul 21, 2023
Q2 2023
|
Treasure Coast Financial Planning
|
BUY
|
- |
9.83K+ 7.8% |
$350K - $383K
|
136K
$6.39M
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
7.6KNew |
$270K - $296K
|
7.6K
$358K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
21KNew |
$747K - $818K
|
21K
$989K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
SELL
|
- |
-400- 24.88% |
$14.2K - $15.6K
|
1.21K
$56.9K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
660+ 2444.44% |
$23.5K - $25.7K
|
687
$32.3K
|
|
|
Jul 18, 2023
Q2 2023
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
11.4KNew |
$404K - $442K
|
11.4K
$535K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
56New |
$1.99K - $2.18K
|
56
$2.64K
|
|
|
Jul 14, 2023
Q2 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
20New |
$711 - $779
|
20
$941
|
|
|
Jul 13, 2023
Q2 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
611New |
$21.7K - $23.8K
|
611
$28.8K
|
|
|
Jul 11, 2023
Q2 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1.37KNew |
$48.6K - $53.2K
|
1.37K
$64.3K
|
|
|
Jul 11, 2023
Q2 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
8.07KNew |
$287K - $314K
|
8.07K
$380K
|
|
|
Jul 07, 2023
Q2 2023
|
Founders Capital Management
|
BUY
|
- |
131New |
$4.66K - $5.1K
|
131
$6.17K
|
|
|
Jul 06, 2023
Q2 2023
|
Spence Asset Management
|
BUY
|
- |
59.5KNew |
$2.12M - $2.32M
|
59.5K
$2.8M
|
|
|
Jul 03, 2023
Q2 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
164New |
$5.83K - $6.39K
|
164
$7.72K
|
|
| Q1 2023 | |||||||
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
56New |
$2.02K - $2.36K
|
56
$2.64K
|
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
BUY
|
- |
150+ 0.13% |
$5.41K - $6.31K
|
112K
$5.25M
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-12.3KClosed |
$443K - $518K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
13.8KNew |
$496K - $579K
|
13.8K
$648K
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-2.29K- 24.66% |
$82.5K - $96.3K
|
6.99K
$329K
|
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
76New |
$2.74K - $3.2K
|
76
$3.58K
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-119K- 99.99% |
$4.27M - $4.99M
|
16
$753
|
|
|
May 12, 2023
Q1 2023
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
43.4KNew |
$1.56M - $1.83M
|
43.4K
$2.04M
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-2.13K- 1.81% |
$76.7K - $89.5K
|
115K
$5.43M
|
|
|
May 12, 2023
Q1 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
1+ 0.02% |
$36 - $42.1
|
6.36K
$300K
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
326New |
$11.7K - $13.7K
|
326
$15.3K
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-115- 14.37% |
$4.14K - $4.84K
|
685
$32.2K
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
1.05K+ 1.57% |
$38K - $44.4K
|
68.3K
$3.21M
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
169New |
$6.09K - $7.11K
|
169
$7.95K
|
|
|
May 04, 2023
Q1 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 0.27% |
$36 - $42.1
|
374
$17.6K
|
|
|
May 03, 2023
Q1 2023
|
Compass Financial Advisors LLC
|
BUY
|
- |
1.02K+ 7.26% |
$36.7K - $42.8K
|
15K
$707K
|
|
|
May 02, 2023
Q1 2023
|
Meridian Management CO
|
BUY
|
- |
5.59KNew |
$202K - $235K
|
5.59K
$263K
|
|
|
Apr 28, 2023
Q1 2023
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-3.53K- 99.97% |
$127K - $149K
|
1
$47.1
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-6.65K- 3.31% |
$240K - $280K
|
194K
$9.14M
|
|
|
Apr 26, 2023
Q1 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
18.8KNew |
$677K - $791K
|
18.8K
$885K
|
|
|
Apr 24, 2023
Q1 2023
|
First Personal Financial Services
|
BUY
|
- |
107New |
$3.86K - $4.5K
|
107
$5.04K
|
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
21.1KNew |
$762K - $890K
|
21.1K
$995K
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.08KNew |
$38.7K - $45.2K
|
1.08K
$50.6K
|
|
|
Apr 12, 2023
Q1 2023
|
One Advisory Partners, LLC
|
SELL
|
- |
-45.9K- 88.66% |
$1.65M - $1.93M
|
5.87K
$276K
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
SELL
|
- |
-535- 6.82% |
$19.3K - $22.5K
|
7.31K
$344K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-124- 1.44% |
$4.47K - $5.22K
|
8.49K
$400K
|
|
|
Apr 04, 2023
Q1 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-448- 7.59% |
$16.1K - $18.9K
|
5.45K
$257K
|
|
| Q4 2022 | |||||||
|
Nov 19, 2024
Q4 2022
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-214K- 96.9% |
$7.44M - $8.53M
|
6.85K
$322K
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-735- 5.2% |
$25.6K - $29.3K
|
13.4K
$631K
|
|