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
|
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
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
18KNew |
$720K - $842K
|
18K
$791K
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
4.55K+ 17.44% |
$182K - $213K
|
30.6K
$1.35M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
14.9K+ 85.62% |
$595K - $696K
|
32.2K
$1.42M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-56- 4.41% |
$2.24K - $2.62K
|
1.22K
$53.4K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
178K+ 201.79% |
$7.12M - $8.32M
|
266K
$11.7M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-3.3K- 41.77% |
$132K - $154K
|
4.6K
$202K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-118K- 3.78% |
$4.74M - $5.54M
|
3.02M
$133M
|
|
|
May 15, 2025
Q1 2025
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
170+ 0.03% |
$6.81K - $7.96K
|
670K
$29.5M
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
22.7KNew |
$910K - $1.06M
|
22.7K
$1M
|
|
|
May 15, 2025
Q1 2025
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
941+ 7.03% |
$37.7K - $44K
|
14.3K
$630K
|
|
|
May 15, 2025
Q1 2025
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
530+ 7.92% |
$21.2K - $24.8K
|
7.23K
$318K
|
|
|
May 15, 2025
Q1 2025
|
Hancock Prospecting Pty LTD
West Perth, C3 |
BUY
|
- |
1.48MNew |
$59.2M - $69.3M
|
1.48M
$65.1M
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
761New |
$30.5K - $35.6K
|
761
$33.5K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
5.06K+ 12.25% |
$202K - $237K
|
46.3K
$2.04M
|
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
20.1K+ 5.76% |
$806K - $943K
|
370K
$16.3M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3.15K+ 6.3% |
$126K - $147K
|
53.1K
$2.34M
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-2.71K- 22.93% |
$109K - $127K
|
9.11K
$401K
|
|
|
May 14, 2025
Q1 2025
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
42KNew |
$1.68M - $1.96M
|
42K
$1.85M
|
|
|
May 14, 2025
Q1 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
12.4K+ 157.2% |
$498K - $582K
|
20.3K
$895K
|
|
|
May 14, 2025
Q1 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
2.14K+ 17.94% |
$85.6K - $100K
|
14.1K
$618K
|