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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
SELL
|
- |
-127K- 10.23% |
$5.08M - $5.94M
|
1.11M
$49M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
26+ 1.17% |
$1.04K - $1.22K
|
2.24K
$98.6K
|
|
|
May 15, 2025
Q1 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
7.71KNew |
$309K - $361K
|
7.71K
$339K
|
|
|
May 15, 2025
Q1 2025
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
6.86K+ 0.65% |
$275K - $321K
|
1.05M
$46.4M
|
|
|
May 15, 2025
Q1 2025
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-203- 2.49% |
$8.13K - $9.5K
|
7.94K
$349K
|
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
6.57K+ 25.36% |
$263K - $307K
|
32.4K
$1.43M
|
|
|
May 15, 2025
Q1 2025
|
Shapiro Capital Management LLC
Atlanta, GA |
SELL
|
- |
-15.5K- 73.81% |
$620K - $726K
|
5.5K
$242K
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
522+ 1.03% |
$20.9K - $24.4K
|
51.3K
$2.25M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-2.97K- 2.64% |
$119K - $139K
|
110K
$4.83M
|
|
|
May 15, 2025
Q1 2025
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
SELL
|
- |
-17K- 70.77% |
$682K - $797K
|
7.03K
$309K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.03K- 2.7% |
$41.3K - $48.3K
|
37.3K
$1.64M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.01K+ 7.8% |
$40.2K - $47K
|
13.9K
$611K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-161K- 33.43% |
$6.44M - $7.53M
|
320K
$14.1M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-506- 6.07% |
$20.3K - $23.7K
|
7.83K
$344K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-76.6K- 35.76% |
$3.07M - $3.59M
|
138K
$6.05M
|
|
|
May 15, 2025
Q1 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-4.6K- 13.43% |
$184K - $215K
|
29.6K
$1.3M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
19.6K+ 12.04% |
$784K - $917K
|
182K
$8.02M
|
|
|
May 15, 2025
Q1 2025
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
37.1KNew |
$1.49M - $1.74M
|
37.1K
$1.63M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1K+ 0.88% |
$40.1K - $46.9K
|
115K
$5.06M
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
4.16K+ 5.03% |
$166K - $194K
|
86.7K
$3.81M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.2M- 33.83% |
$88.2M - $103M
|
4.31M
$190M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
320K+ 6.87% |
$12.8M - $15M
|
4.98M
$219M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
42+ 0.12% |
$1.68K - $1.97K
|
36.1K
$1.59M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
103K+ 6.78% |
$4.1M - $4.8M
|
1.61M
$71M
|
|
|
May 15, 2025
Q1 2025
|
Redwood Financial Network Corp
|
SELL
|
- |
-145- 1.04% |
$5.8K - $6.79K
|
13.8K
$608K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-40.1K- 26.09% |
$1.61M - $1.88M
|
114K
$5M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-15.5K- 11.73% |
$619K - $724K
|
116K
$5.12M
|
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-16- 0.17% |
$640 - $749
|
9.38K
$413K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
12K+ 20.6% |
$481K - $562K
|
70.3K
$3.09M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
69.9K+ 3.93% |
$2.8M - $3.27M
|
1.85M
$81.2M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-16.5K- 3.01% |
$662K - $774K
|
533K
$23.4M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
5.32KNew |
$213K - $249K
|
5.32K
$234K
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
13.6K+ 35.22% |
$543K - $635K
|
52K
$2.29M
|
|
|
May 15, 2025
Q1 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-86- 1.54% |
$3.44K - $4.03K
|
5.49K
$241K
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
165+ 0.97% |
$6.6K - $7.72K
|
17.2K
$758K
|
|
|
May 15, 2025
Q1 2025
|
Second Line Capital, LLC
Metairie, LA |
SELL
|
- |
-608- 5.47% |
$24.3K - $28.5K
|
10.5K
$462K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-22.4K- 68.67% |
$895K - $1.05M
|
10.2K
$449K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
11.3KNew |
$453K - $530K
|
11.3K
$498K
|
|
|
May 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
1.86K+ 49.06% |
$74.4K - $87K
|
5.65K
$248K
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-6.27K- 50.9% |
$251K - $294K
|
6.05K
$266K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-13K- 18.53% |
$522K - $610K
|
57.3K
$2.52M
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
663+ 11.56% |
$26.5K - $31K
|
6.4K
$281K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-142- 0.37% |
$5.68K - $6.65K
|
38.1K
$1.68M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-32.2K- 0.2% |
$1.29M - $1.51M
|
16.1M
$710M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-7.71K- 10.58% |
$309K - $361K
|
65.2K
$2.87M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
6.25KNew |
$250K - $293K
|
6.25K
$275K
|
|
|
May 15, 2025
Q1 2025
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
569+ 6.29% |
$22.8K - $26.6K
|
9.62K
$423K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
4.95KNew |
$198K - $232K
|
4.95K
$218K
|
|
|
May 15, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
4.93K+ 50.37% |
$197K - $231K
|
14.7K
$647K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-5.53K- 42.92% |
$221K - $259K
|
7.35K
$324K
|