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 |
|---|---|---|---|---|---|---|---|
|
Oct 06, 2022
Q3 2022
|
Independence Bank Of Kentucky
|
SELL
|
- |
-257- 5.72% |
$8.74K - $10.7K
|
4.23K
$206K
|
|
| Q2 2022 | |||||||
|
Oct 04, 2022
Q2 2022
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
- |
-109KClosed |
$3.78M - $4.62M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-5.51KClosed |
$192K - $234K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
2.03KNew |
$70.8K - $86.5K
|
2.03K
$98.8K
|
|
|
Aug 15, 2022
Q2 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-7.11KClosed |
$248K - $303K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-549- 38.05% |
$19.1K - $23.3K
|
894
$43.5K
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-398K- 76.24% |
$13.9M - $16.9M
|
124K
$6.04M
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-3.59KClosed |
$125K - $153K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-5.04KClosed |
$176K - $214K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-4.75KClosed |
$166K - $202K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-5.17KClosed |
$180K - $220K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
6.33K+ 30.02% |
$220K - $269K
|
27.4K
$1.33M
|
|
|
Aug 10, 2022
Q2 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
22New |
$766 - $936
|
22
$1.07K
|
|
|
Aug 09, 2022
Q2 2022
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
SELL
|
- |
-1.18K- 14.98% |
$41K - $50.1K
|
6.69K
$325K
|
|
|
Aug 09, 2022
Q2 2022
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-366KClosed |
$12.7M - $15.6M
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
473New |
$16.5K - $20.1K
|
473
$23K
|
|
|
Aug 08, 2022
Q2 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-6.15KClosed |
$214K - $261K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Tlwm
San Antonio, TX |
SELL
|
- |
-178KClosed |
$6.2M - $7.57M
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Sadoff Investment Management LLC
|
SELL
|
- |
-5.36KClosed |
$187K - $228K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
January Capital Advisors LLC
|
SELL
|
- |
-64- 0.31% |
$2.23K - $2.72K
|
20.3K
$989K
|
|
|
Aug 04, 2022
Q2 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-5.87KClosed |
$204K - $250K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-5.5KClosed |
$192K - $234K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-900- 55.11% |
$31.3K - $38.3K
|
733
$35.6K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.42KNew |
$49.6K - $60.6K
|
1.42K
$69.2K
|
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
131New |
$4.56K - $5.57K
|
131
$6.37K
|
|
|
Jul 27, 2022
Q2 2022
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-185KClosed |
$6.43M - $7.86M
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-19.2K- 77.06% |
$668K - $815K
|
5.71K
$277K
|
|
|
Jul 26, 2022
Q2 2022
|
Trh Financial, LLC
|
SELL
|
- |
-9.33K- 26.29% |
$325K - $397K
|
26.2K
$1.27M
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
484New |
$16.9K - $20.6K
|
484
$23.5K
|
|
|
Jul 25, 2022
Q2 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-173- 2.85% |
$6.03K - $7.36K
|
5.91K
$287K
|
|
|
Jul 22, 2022
Q2 2022
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-5.88KClosed |
$205K - $250K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Sns Financial Group, LLC
|
SELL
|
- |
-864- 8.12% |
$30.1K - $36.7K
|
9.78K
$475K
|
|
|
Jul 20, 2022
Q2 2022
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-9.06KClosed |
$315K - $385K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Ellevest, Inc.
|
BUY
|
- |
7New |
$244 - $298
|
7
$340
|
|
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-126Closed |
$4.39K - $5.36K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-290Closed |
$10.1K - $12.3K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Flower City Capital
|
SELL
|
- |
-1.08K- 14.58% |
$37.8K - $46.1K
|
6.35K
$309K
|
|
|
Jul 11, 2022
Q2 2022
|
Stewardship Advisors, LLC
|
SELL
|
- |
-192- 2.49% |
$6.69K - $8.17K
|
7.51K
$365K
|
|
|
Jul 08, 2022
Q2 2022
|
First Community Trust Na
|
BUY
|
- |
55New |
$1.92K - $2.34K
|
55
$2.67K
|
|
|
Jul 05, 2022
Q2 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-667Closed |
$23.2K - $28.4K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 27, 2022
Q1 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-19Closed |
$758 - $865
|
0
$0
|
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-366Closed |
$14.6K - $16.7K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-400Closed |
$16K - $18.2K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-820Closed |
$32.7K - $37.3K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
11.9KNew |
$477K - $544K
|
11.9K
$581K
|
|
|
May 11, 2022
Q1 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-53Closed |
$2.12K - $2.41K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-3.19KClosed |
$127K - $145K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.04K- 54.83% |
$41.5K - $47.3K
|
856
$41.6K
|
|
|
May 03, 2022
Q1 2022
|
Round Table Services, LLC
|
SELL
|
- |
-3.49K- 24.05% |
$139K - $159K
|
11K
$536K
|
|
|
May 03, 2022
Q1 2022
|
West Branch Capital LLC
|
SELL
|
- |
-1.9K- 44.74% |
$75.6K - $86.2K
|
2.34K
$114K
|
|