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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
33.8K+ 1.09% |
$1.5M - $1.68M
|
3.13M
$127M
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
238+ 1252.63% |
$10.6K - $11.8K
|
257
$10.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
8.32KNew |
$369K - $412K
|
8.32K
$338K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
9.9K+ 18.06% |
$439K - $491K
|
64.7K
$2.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
126KNew |
$5.58M - $6.24M
|
126K
$5.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.21K+ 11.11% |
$98K - $110K
|
22.1K
$898K
|
|
|
Feb 14, 2025
Q4 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
5.25K+ 11.54% |
$233K - $260K
|
50.7K
$2.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
103+ 2.3% |
$4.57K - $5.1K
|
4.57K
$186K
|
|
|
Feb 14, 2025
Q4 2024
|
Absolute Gestao De Investimentos Ltda.
Sao Paulo, D5 |
BUY
|
- |
25KNew |
$1.11M - $1.24M
|
25K
$1.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
SELL
|
- |
-18.5K- 11.57% |
$821K - $917K
|
141K
$5.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
12.9K+ 4.34% |
$571K - $638K
|
309K
$12.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
900New |
$39.9K - $44.6K
|
900
$36.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
639KNew |
$28.3M - $31.7M
|
639K
$25.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
379New |
$16.8K - $18.8K
|
379
$15.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.12M+ 31.82% |
$49.9M - $55.7M
|
4.66M
$189M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4.21K+ 13.5% |
$186K - $208K
|
35.4K
$1.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-4.26K- 12.69% |
$189K - $211K
|
29.3K
$1.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.15K+ 24.99% |
$50.8K - $56.8K
|
5.74K
$233K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-130K- 63.98% |
$5.74M - $6.42M
|
72.9K
$2.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
6.96K+ 36.39% |
$309K - $345K
|
26.1K
$1.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.53K+ 9.68% |
$68K - $76K
|
17.4K
$705K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
59.6K+ 209.17% |
$2.64M - $2.95M
|
88.1K
$3.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
3.3K+ 71.74% |
$146K - $164K
|
7.9K
$321K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
516+ 4.03% |
$22.9K - $25.6K
|
13.3K
$541K
|
|
|
Feb 14, 2025
Q4 2024
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-570K- 45.99% |
$25.3M - $28.3M
|
670K
$27.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Second Line Capital, LLC
Metairie, LA |
SELL
|
- |
-554- 4.75% |
$24.6K - $27.5K
|
11.1K
$451K
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
900New |
$39.9K - $44.6K
|
900
$36.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
402New |
$17.8K - $19.9K
|
402
$16.3K
|
|
|
Feb 14, 2025
Q4 2024
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
113KNew |
$4.99M - $5.58M
|
113K
$4.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Headland Capital, LLC
Mt. Pleasant, SC |
BUY
|
- |
153KNew |
$6.77M - $7.57M
|
153K
$6.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
58KNew |
$2.57M - $2.87M
|
58K
$2.36M
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.19K+ 20.18% |
$52.5K - $58.7K
|
7.06K
$287K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
2.28KNew |
$101K - $113K
|
2.28K
$92.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-834- 6.27% |
$37K - $41.3K
|
12.5K
$506K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1- 0.01% |
$44.3 - $49.6
|
8.13K
$330K
|
|
|
Feb 14, 2025
Q4 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
2+ 0.03% |
$88.7 - $99.1
|
6.8K
$276K
|
|
|
Feb 14, 2025
Q4 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
1.7K+ 23.73% |
$75.4K - $84.2K
|
8.87K
$360K
|
|
|
Feb 14, 2025
Q4 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
185K+ 26.18% |
$8.2M - $9.16M
|
891K
$36.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
10.2K+ 45.5% |
$451K - $505K
|
32.6K
$1.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
12.9KNew |
$571K - $638K
|
12.9K
$523K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1+ 0.89% |
$44.3 - $49.6
|
113
$4.59K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
806+ 2.05% |
$35.7K - $39.9K
|
40.1K
$1.63M
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-49- 0.29% |
$2.17K - $2.43K
|
17.1K
$693K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
12.5K+ 13.25% |
$552K - $617K
|
106K
$4.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
35.5KNew |
$1.57M - $1.76M
|
35.5K
$1.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
28.7K+ 68.27% |
$1.27M - $1.42M
|
70.8K
$2.87M
|
|
|
Feb 13, 2025
Q4 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
32.6KNew |
$1.45M - $1.62M
|
32.6K
$1.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-1.11K- 9.19% |
$49K - $54.8K
|
10.9K
$444K
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
5.2KNew |
$231K - $258K
|
5.2K
$211K
|
|
|
Feb 13, 2025
Q4 2024
|
Tandem Investment Partners LLC
Bordentown, NJ |
BUY
|
- |
44.2KNew |
$1.96M - $2.19M
|
44.2K
$1.79M
|