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 22, 2024
Q3 2024
|
Sol Capital Management CO
|
BUY
|
- |
3.43K+ 18.27% |
$140K - $158K
|
22.2K
$986K
|
|
|
Oct 22, 2024
Q3 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-1.22K- 21.57% |
$50K - $56.1K
|
4.44K
$197K
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
BUY
|
- |
3.98K+ 59.73% |
$163K - $183K
|
10.6K
$473K
|
|
|
Oct 21, 2024
Q3 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-1.02K- 4.47% |
$41.9K - $47K
|
21.9K
$973K
|
|
|
Oct 21, 2024
Q3 2024
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-2.49K- 20.46% |
$102K - $115K
|
9.7K
$431K
|
|
|
Oct 21, 2024
Q3 2024
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-1.6K- 17.89% |
$65.7K - $73.7K
|
7.35K
$327K
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
99.7KNew |
$4.09M - $4.59M
|
99.7K
$4.44M
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-2.28K- 37.28% |
$93.6K - $105K
|
3.84K
$171K
|
|
|
Oct 21, 2024
Q3 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
9+ 0.12% |
$369 - $414
|
7.45K
$331K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
2.42K+ 3.96% |
$99.3K - $111K
|
63.5K
$2.83M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
9.02K+ 48.11% |
$370K - $415K
|
27.8K
$1.24M
|
|
|
Oct 21, 2024
Q3 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-47- 0.05% |
$1.93K - $2.16K
|
101K
$4.51M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-325- 10.75% |
$13.3K - $15K
|
2.7K
$120K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-75- 0.89% |
$3.08K - $3.45K
|
8.31K
$370K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-559- 31.64% |
$22.9K - $25.7K
|
1.21K
$53.7K
|
|
|
Oct 21, 2024
Q3 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-1.13K- 13.39% |
$46.2K - $51.9K
|
7.29K
$324K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-461- 0.62% |
$18.9K - $21.2K
|
73.5K
$3.27M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-4.49K- 1.53% |
$184K - $206K
|
290K
$12.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
101+ 1.24% |
$4.14K - $4.65K
|
8.23K
$366K
|
|
|
Oct 21, 2024
Q3 2024
|
Moneywise, Inc.
|
BUY
|
- |
28+ 0.24% |
$1.15K - $1.29K
|
11.9K
$530K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
7.8KNew |
$320K - $359K
|
7.8K
$347K
|
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
2+ 0.04% |
$82 - $92
|
5.5K
$245K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
SELL
|
- |
-318- 0.82% |
$13K - $14.6K
|
38.4K
$1.71M
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-2K- 4.45% |
$82K - $92K
|
42.9K
$1.91M
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-3.52K- 10.6% |
$144K - $162K
|
29.7K
$1.32M
|
|
|
Oct 18, 2024
Q3 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-192- 1.45% |
$7.88K - $8.83K
|
13K
$579K
|
|
|
Oct 18, 2024
Q3 2024
|
Econ Financial Services Corp
|
SELL
|
- |
-37.5K- 89.12% |
$1.54M - $1.73M
|
4.58K
$204K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-4- 0.59% |
$164 - $184
|
673
$29.9K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
111K+ 14.89% |
$4.54M - $5.09M
|
854K
$38M
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
16.8K+ 4.24% |
$688K - $771K
|
412K
$18.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-11K- 1.46% |
$453K - $508K
|
744K
$33.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Range Financial Group LLC
|
SELL
|
- |
-20.2K- 63.74% |
$829K - $930K
|
11.5K
$512K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-14.2K- 4.24% |
$582K - $653K
|
321K
$14.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
879New |
$36.1K - $40.4K
|
879
$39.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.42K+ 8.17% |
$58K - $65.1K
|
18.7K
$833K
|
|
|
Oct 18, 2024
Q3 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
54New |
$2.22K - $2.48K
|
54
$2.4K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
1.84KNew |
$75.3K - $84.5K
|
1.84K
$81.7K
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-112- 4.73% |
$4.59K - $5.15K
|
2.26K
$100K
|
|
|
Oct 18, 2024
Q3 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-792- 3.72% |
$32.5K - $36.4K
|
20.5K
$912K
|
|
|
Oct 18, 2024
Q3 2024
|
Act Advisors, Llc.
|
BUY
|
- |
145+ 1.94% |
$5.95K - $6.67K
|
7.61K
$339K
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
8.74K+ 809.92% |
$358K - $402K
|
9.82K
$437K
|
|
|
Oct 18, 2024
Q3 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
253+ 2.53% |
$10.4K - $11.6K
|
10.3K
$457K
|
|
|
Oct 18, 2024
Q3 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
327+ 1.84% |
$13.4K - $15K
|
18.1K
$807K
|
|
|
Oct 18, 2024
Q3 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
116+ 0.95% |
$4.76K - $5.34K
|
12.3K
$548K
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1+ 0.0% |
$41 - $46
|
36.4K
$1.62M
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
157+ 0.16% |
$6.44K - $7.22K
|
97.4K
$4.33M
|
|
|
Oct 18, 2024
Q3 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
4.45K+ 4.06% |
$183K - $205K
|
114K
$5.08M
|
|
|
Oct 18, 2024
Q3 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
1.38K+ 3.84% |
$56.4K - $63.3K
|
37.2K
$1.66M
|
|
|
Oct 18, 2024
Q3 2024
|
E&G Advisors, LP
|
BUY
|
- |
40+ 0.33% |
$1.64K - $1.84K
|
12.2K
$544K
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-592- 0.3% |
$24.3K - $27.2K
|
197K
$8.77M
|