Latest Institutional Transactions on Spdr Portfolio S&P 600 Small C (SPSM)

SPSM Quotes by TradingView

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 22, 2022 Q1 2022
Pacific Financial Group Inc

SELL
 -
-79.5K
Closed
$3.17M - $3.62M
0 $0
Apr 15, 2022 Q1 2022
Claremont Financial Group, Inc.

Claremont, CA
BUY
 -
7.16K
+ 9950.0%
$286K - $326K
7.24K $318K
Q4 2021
Feb 15, 2022 Q4 2021
Punch & Associates Investment Management, Inc.

Edina, MN
BUY
 -
239
New
$10.1K - $11.2K
239 $10.5K
Feb 14, 2022 Q4 2021
Graves Light Lenhart Wealth, Inc.

Harrisonburg, VA
BUY
 -
795
New
$33.6K - $37.3K
795 $35K
Feb 14, 2022 Q4 2021
Better Money Decisions, LLC

SELL
 -
-5.92K
Closed
$250K - $278K
0 $0
Feb 11, 2022 Q4 2021
Kowal Investment Group, LLC

Waukesha, WI
SELL
 -
-435
Closed
$18.4K - $20.4K
0 $0
Feb 07, 2022 Q4 2021
Whitener Capital Management, Inc.

Rocky Mount, NC
BUY
 -
215K
New
$9.07M - $10.1M
215K $9.44M
Feb 02, 2022 Q4 2021
Sterling Financial Planning, Inc.

SELL
 -
-1.5K
Closed
$63.3K - $70.4K
0 $0
Feb 02, 2022 Q4 2021
Tectonic Advisors LLC

Plano, TX
SELL
 -
-3.02K
Closed
$127K - $142K
0 $0
Jan 28, 2022 Q4 2021
Rpg Investment Advisory, LLC

SELL
 -
-146
Closed
$6.17K - $6.85K
0 $0
Jan 18, 2022 Q4 2021
Global Trust Asset Management, LLC

SELL
 -
-57
Closed
$2.41K - $2.68K
0 $0
Jan 18, 2022 Q4 2021
Ballast, Inc.

SELL
 -
-4.83K
Closed
$204K - $227K
0 $0
Q3 2021
Nov 12, 2021 Q3 2021
Glovista Investments LLC

Jersey City, NJ
SELL
 -
-51.7K
Closed
$2.1M - $2.29M
0 $0
Nov 10, 2021 Q3 2021
Frisch Financial Group, Inc.

Melville, NY
BUY
 -
20.5K
New
$833K - $905K
20.5K $900K
Oct 27, 2021 Q3 2021
Forte Capital LLC

SELL
 -
-4.57K
Closed
$186K - $202K
0 $0
Oct 27, 2021 Q3 2021
Wealth Trust Asset Management, LLC

Destin, FL
SELL
 -
-57.2K
Closed
$2.33M - $2.53M
0 $0
Oct 22, 2021 Q3 2021
Parallel Advisors, LLC

BUY
 CALL
116
New
$4.72K - $5.13K
116 $5.1K
Oct 20, 2021 Q3 2021
Johnson Bixby & Associates, LLC

BUY
 -
111K
New
$4.51M - $4.9M
111K $4.87M
Oct 14, 2021 Q3 2021
Red Door Wealth Management, LLC

SELL
 -
-32
Closed
$1.3K - $1.42K
0 $0
Oct 12, 2021 Q3 2021
Peak Financial Advisors LLC

SELL
 -
-4.8K
Closed
$195K - $212K
0 $0
Oct 05, 2021 Q3 2021
Savior LLC

SELL
 -
-1.05K
Closed
$42.7K - $46.4K
0 $0
Q2 2021
Aug 13, 2021 Q2 2021
Pfs Investments Inc.

Duluth, GA
SELL
 -
-1.66M
Closed
$68.7M - $75.1M
0 $0
Aug 13, 2021 Q2 2021
Eudaimonia Partners, LLC

Winchester, TN
SELL
 -
-1.78K
Closed
$73.6K - $80.5K
0 $0
Aug 10, 2021 Q2 2021
Black Swift Group, LLC

Boulder, CO
SELL
 -
-23
Closed
$953 - $1.04K
0 $0
Aug 09, 2021 Q2 2021
Vectors Research Management, LLC

New York, NY
SELL
 -
-126
Closed
$5.22K - $5.71K
0 $0
Aug 04, 2021 Q2 2021
Evensky & Katz LLC

SELL
 -
-4
Closed
$166 - $181
0 $0
Aug 02, 2021 Q2 2021
Hills Bank & Trust CO

SELL
 -
-2.9K
Closed
$120K - $131K
0 $0
Jul 22, 2021 Q2 2021
Valley Brook Capital Group, Inc.

Venetia, PA
SELL
 -
-65
Closed
$2.69K - $2.94K
0 $0
Q1 2021
May 17, 2021 Q1 2021
Freestone Capital Holdings, LLC

Seattle, WA
SELL
 -
-1.4K
Closed
$49.7K - $62.8K
0 $0
May 14, 2021 Q1 2021
Donoghue Forlines LLC

SELL
 -
-175K
Closed
$6.19M - $7.82M
0 $0
May 11, 2021 Q1 2021
Nvwm, LLC

SELL
 -
-350
Closed
$12.4K - $15.7K
0 $0
May 10, 2021 Q1 2021
Safeguard Investment Advisory Group, LLC

SELL
 -
-136
Closed
$4.82K - $6.09K
0 $0
Apr 30, 2021 Q1 2021
Inspire Advisors, LLC

Meridian, ID
SELL
 -
-65
Closed
$2.3K - $2.91K
0 $0
Apr 27, 2021 Q1 2021
Rocky Mountain Advisers, LLC

SELL
 -
-35
Closed
$1.24K - $1.57K
0 $0
Apr 26, 2021 Q1 2021
Forth Right Wealth Management, LLC

SELL
 -
-234
Closed
$8.29K - $10.5K
0 $0
Apr 07, 2021 Q1 2021
Echo Wealth Management, LLC

SELL
 -
-6.46K
Closed
$229K - $289K
0 $0
Q4 2020
Feb 09, 2021 Q4 2020
Baron Financial Group, LLC

Fair Lawn, NJ
SELL
 -
-25
Closed
$694 - $899
0 $0
Feb 09, 2021 Q4 2020
Center For Financial Planning, Inc.

Southfied, MI
BUY
 -
500
New
$13.9K - $18K
500 $22K
Jan 27, 2021 Q4 2020
Accel Wealth Management

BUY
 -
350
New
$9.72K - $12.6K
350 $15.4K
Jan 25, 2021 Q4 2020
Janney Capital Management LLC

SELL
 -
-19.1K
Closed
$530K - $687K
0 $0
Jan 12, 2021 Q4 2020
Mcia Inc

BUY
 -
118K
New
$3.27M - $4.24M
118K $5.18M
Q3 2020
Nov 18, 2020 Q3 2020
S. R. Schill & Associates

Mercer Island, WA
SELL
 -
-339K
Closed
$8.67M - $10M
0 $0
Nov 13, 2020 Q3 2020
Evoke Wealth, LLC

SELL
 -
-38
Closed
$972 - $1.12K
0 $0
Nov 12, 2020 Q3 2020
Matrix Trust CO

SELL
 -
-430K
Closed
$11M - $12.7M
0 $0
Oct 16, 2020 Q3 2020
Toth Financial Advisory Corp

SELL
 -
-167
Closed
$4.27K - $4.94K
0 $0
Oct 14, 2020 Q3 2020
Inspirion Wealth Advisors, LLC

SELL
 -
-34.1K
Closed
$873K - $1.01M
0 $0
Q2 2020
Mar 24, 2023 Q2 2020
American Portfolios Advisors

Holbrook, NY
BUY
 -
520
+ 10.51%
$10.3K - $15.3K
5.47K $240K
Aug 14, 2020 Q2 2020
Claraphi Advisory Network, LLC

SELL
 -
-408
Closed
$8.11K - $12K
0 $0
Aug 11, 2020 Q2 2020
Demars Financial Group, LLC

BUY
 -
82
New
$1.63K - $2.41K
82 $3.61K

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