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 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
3+ 2.26% |
$133 - $149
|
136
$5.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
63.1KNew |
$2.8M - $3.13M
|
63.1K
$2.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.49K+ 6.96% |
$111K - $124K
|
38.3K
$1.58M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-203- 0.4% |
$9K - $10.1K
|
50K
$2.06M
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
416+ 3.65% |
$18.4K - $20.6K
|
11.8K
$487K
|
|
|
Feb 12, 2025
Q4 2024
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-15.6K- 41.12% |
$690K - $771K
|
22.3K
$918K
|
|
|
Feb 12, 2025
Q4 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-1.01M- 84.45% |
$44.6M - $49.9M
|
185K
$7.64M
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
84.1KNew |
$3.73M - $4.17M
|
84.1K
$3.47M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-451- 2.8% |
$20K - $22.3K
|
15.7K
$645K
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1.03K+ 1.66% |
$45.8K - $51.2K
|
63.3K
$2.61M
|
|
|
Feb 12, 2025
Q4 2024
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
385+ 5.84% |
$17.1K - $19.1K
|
6.98K
$288K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
1.1K+ 491.48% |
$48.6K - $54.3K
|
1.32K
$54.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
146K+ 24.06% |
$6.46M - $7.22M
|
752K
$31M
|
|
|
Feb 12, 2025
Q4 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-1.16K- 3.35% |
$51.4K - $57.5K
|
33.4K
$1.38M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
243+ 6.83% |
$10.8K - $12K
|
3.8K
$157K
|
|
|
Feb 12, 2025
Q4 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
SELL
|
- |
-215- 4.05% |
$9.53K - $10.7K
|
5.1K
$210K
|
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
147+ 0.58% |
$6.52K - $7.28K
|
25.6K
$1.05M
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
122+ 4.01% |
$5.41K - $6.05K
|
3.17K
$131K
|
|
|
Feb 12, 2025
Q4 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
2.53M+ 5688.71% |
$112M - $125M
|
2.57M
$106M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-441- 11.46% |
$19.5K - $21.9K
|
3.41K
$140K
|
|
|
Feb 12, 2025
Q4 2024
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-2.93K- 6.38% |
$130K - $145K
|
43.1K
$1.78M
|
|
|
Feb 12, 2025
Q4 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-206- 3.57% |
$9.13K - $10.2K
|
5.57K
$230K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
287KNew |
$12.7M - $14.2M
|
287K
$11.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
3.98K+ 7.41% |
$176K - $197K
|
57.7K
$2.38M
|
|
|
Feb 12, 2025
Q4 2024
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
65.9KNew |
$2.92M - $3.27M
|
65.9K
$2.72M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-187- 19.89% |
$8.29K - $9.27K
|
753
$31K
|
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-460- 4.86% |
$20.4K - $22.8K
|
9.01K
$371K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
9.52K+ 43.83% |
$422K - $472K
|
31.2K
$1.29M
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
41.6KNew |
$1.84M - $2.06M
|
41.6K
$1.71M
|
|
|
Feb 12, 2025
Q4 2024
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
138+ 0.32% |
$6.12K - $6.84K
|
43.3K
$1.79M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-162- 0.39% |
$7.18K - $8.03K
|
41.3K
$1.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-17.7K- 1.84% |
$783K - $875K
|
941K
$38.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
176K+ 4.91% |
$7.79M - $8.71M
|
3.75M
$155M
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.18K- 2.02% |
$141K - $157K
|
154K
$6.33M
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
15+ 0.66% |
$665 - $743
|
2.28K
$94.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
33.5K+ 12.51% |
$1.48M - $1.66M
|
301K
$12.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
2+ 1.57% |
$88.7 - $99.1
|
129
$5.32K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
3+ 0.25% |
$133 - $149
|
1.22K
$50.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
15.7K+ 72.16% |
$694K - $776K
|
37.4K
$1.54M
|
|
|
Feb 11, 2025
Q4 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
6.28K+ 3.96% |
$279K - $311K
|
165K
$6.79M
|
|
|
Feb 11, 2025
Q4 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-814- 21.06% |
$36.1K - $40.3K
|
3.05K
$126K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-370- 13.71% |
$16.4K - $18.3K
|
2.33K
$96K
|
|
|
Feb 11, 2025
Q4 2024
|
Pecaut & Co.
|
BUY
|
- |
11.7K+ 14.12% |
$520K - $581K
|
94.8K
$3.91M
|
|
|
Feb 11, 2025
Q4 2024
|
Goodman Financial Corp
Houston, TX |
SELL
|
- |
-6.5K- 8.67% |
$288K - $322K
|
68.4K
$2.82M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-557- 12.8% |
$24.7K - $27.6K
|
3.8K
$156K
|
|
|
Feb 11, 2025
Q4 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
1.95KNew |
$86.3K - $96.5K
|
1.95K
$80.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-1.85K- 9.34% |
$82K - $91.7K
|
18K
$740K
|
|
|
Feb 11, 2025
Q4 2024
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-1.24K- 5.07% |
$55.1K - $61.6K
|
23.3K
$960K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
31New |
$1.37K - $1.54K
|
31
$1.28K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
2.93K+ 1005.15% |
$130K - $145K
|
3.22K
$133K
|