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 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-143- 6.91% |
$5.87K - $6.58K
|
1.93K
$85.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-1.72K- 16.49% |
$70.4K - $79K
|
8.69K
$387K
|
|
|
Oct 15, 2024
Q3 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
12.9K+ 12.58% |
$529K - $594K
|
115K
$5.14M
|
|
|
Oct 15, 2024
Q3 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-6.77K- 2.57% |
$278K - $311K
|
257K
$11.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Five Oceans Advisors
|
SELL
|
- |
-1.24K- 17.82% |
$51K - $57.2K
|
5.73K
$255K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.05K+ 1.3% |
$84.2K - $94.4K
|
159K
$7.09M
|
|
|
Oct 15, 2024
Q3 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
1.63K+ 2.73% |
$66.8K - $74.9K
|
61.3K
$2.73M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.67K+ 7.86% |
$110K - $123K
|
36.7K
$1.63M
|
|
|
Oct 15, 2024
Q3 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
5.58KNew |
$229K - $257K
|
5.58K
$248K
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
BUY
|
- |
15.8K+ 5.83% |
$650K - $729K
|
287K
$12.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
143KNew |
$5.85M - $6.56M
|
143K
$6.34M
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
7+ 0.08% |
$287 - $322
|
8.51K
$379K
|
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.16K+ 3.05% |
$47.7K - $53.5K
|
39.2K
$1.75M
|
|
|
Oct 15, 2024
Q3 2024
|
626 Financial, LLC
|
BUY
|
- |
115+ 0.14% |
$4.72K - $5.29K
|
84.6K
$3.76M
|
|
|
Oct 15, 2024
Q3 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
6.51K+ 16.76% |
$267K - $299K
|
45.3K
$2.02M
|
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-2.9K- 13.24% |
$119K - $134K
|
19K
$846K
|
|
|
Oct 15, 2024
Q3 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
5.44KNew |
$223K - $250K
|
5.44K
$242K
|
|
|
Oct 15, 2024
Q3 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-2.03K- 25.15% |
$83.4K - $93.5K
|
6.05K
$269K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
536+ 4.72% |
$22K - $24.7K
|
11.9K
$529K
|
|
|
Oct 15, 2024
Q3 2024
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-314- 4.59% |
$12.9K - $14.4K
|
6.53K
$290K
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-893- 12.64% |
$36.6K - $41.1K
|
6.17K
$275K
|
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-3.57K- 22.95% |
$147K - $164K
|
12K
$534K
|
|
|
Oct 15, 2024
Q3 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
40+ 0.3% |
$1.64K - $1.84K
|
13.2K
$586K
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
38K+ 6.45% |
$1.56M - $1.75M
|
628K
$27.9M
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
80New |
$3.28K - $3.68K
|
80
$3.56K
|
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
1.44K+ 19.25% |
$58.9K - $66K
|
8.89K
$395K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-40.3K- 1.28% |
$1.65M - $1.85M
|
3.1M
$138M
|
|
|
Oct 11, 2024
Q3 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
4.62KNew |
$189K - $212K
|
4.62K
$205K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-40- 5.26% |
$1.64K - $1.84K
|
721
$32.1K
|
|
|
Oct 11, 2024
Q3 2024
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-2.88K- 13.11% |
$118K - $133K
|
19.1K
$850K
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
1.38K+ 10.76% |
$56.8K - $63.7K
|
14.2K
$634K
|
|
|
Oct 11, 2024
Q3 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
4.17K+ 15.06% |
$171K - $192K
|
31.9K
$1.42M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
254New |
$10.4K - $11.7K
|
254
$11.3K
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
94.6K+ 5.22% |
$3.88M - $4.35M
|
1.91M
$84.9M
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
BUY
|
- |
500+ 76.92% |
$20.5K - $23K
|
1.15K
$51.2K
|
|
|
Oct 10, 2024
Q3 2024
|
Willner & Heller, LLC
|
BUY
|
- |
4.63KNew |
$190K - $213K
|
4.63K
$206K
|
|
|
Oct 10, 2024
Q3 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-1- -0.0% |
$41 - $46
|
23.7K
$1.05M
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
82+ 1.4% |
$3.36K - $3.77K
|
5.96K
$265K
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-547- 10.62% |
$22.4K - $25.2K
|
4.61K
$205K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-42.3K- 13.52% |
$1.73M - $1.94M
|
270K
$12M
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
18.6K+ 2090.77% |
$762K - $854K
|
19.5K
$866K
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
853+ 0.18% |
$35K - $39.2K
|
465K
$20.7M
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
25K+ 18.2% |
$1.03M - $1.15M
|
162K
$7.22M
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
321+ 4.52% |
$13.2K - $14.8K
|
7.42K
$330K
|
|
|
Oct 10, 2024
Q3 2024
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-215- 3.86% |
$8.82K - $9.89K
|
5.36K
$238K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-454- 4.33% |
$18.6K - $20.9K
|
10K
$447K
|
|
|
Oct 10, 2024
Q3 2024
|
Montis Financial, LLC
|
BUY
|
- |
9.02KNew |
$370K - $415K
|
9.02K
$401K
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-817- 0.24% |
$33.5K - $37.6K
|
334K
$14.9M
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-4.2K- 2.43% |
$172K - $193K
|
169K
$7.5M
|
|
|
Oct 09, 2024
Q3 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
17+ 0.32% |
$697 - $782
|
5.31K
$236K
|