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 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
6.46K+ 110.74% |
$286K - $320K
|
12.3K
$506K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-36- 0.65% |
$1.6K - $1.78K
|
5.53K
$228K
|
|
|
Feb 06, 2025
Q4 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
84+ 0.48% |
$3.72K - $4.16K
|
17.5K
$722K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
6New |
$266 - $297
|
6
$247
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
104K+ 14.42% |
$4.6M - $5.14M
|
823K
$33.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
464+ 0.57% |
$20.6K - $23K
|
82.4K
$3.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
9.84K+ 14.21% |
$436K - $487K
|
79K
$3.26M
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-213- 3.87% |
$9.44K - $10.6K
|
5.29K
$218K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-1.62K- 15.14% |
$71.6K - $80K
|
9.05K
$373K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-2.11K- 26.28% |
$93.4K - $104K
|
5.91K
$244K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
364+ 2.85% |
$16.1K - $18K
|
13.1K
$541K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.04MNew |
$46M - $51.5M
|
1.04M
$42.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
3.59K+ 0.24% |
$159K - $178K
|
1.51M
$62.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
11.4KNew |
$504K - $563K
|
11.4K
$468K
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
BUY
|
- |
176+ 2.47% |
$7.8K - $8.72K
|
7.3K
$301K
|
|
|
Feb 06, 2025
Q4 2024
|
Acas, LLC
|
BUY
|
- |
2.42K+ 36.95% |
$107K - $120K
|
8.97K
$370K
|
|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
129K+ 570.63% |
$5.73M - $6.4M
|
152K
$6.26M
|
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
19K+ 5.76% |
$844K - $944K
|
350K
$14.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
6.65KNew |
$295K - $330K
|
6.65K
$274K
|
|
|
Feb 06, 2025
Q4 2024
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
21.6KNew |
$959K - $1.07M
|
21.6K
$892K
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
48.9K+ 11.39% |
$2.17M - $2.42M
|
478K
$19.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
92.4K+ 1223.67% |
$4.1M - $4.58M
|
100K
$4.12M
|
|
|
Feb 05, 2025
Q4 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
168+ 0.47% |
$7.45K - $8.32K
|
35.9K
$1.48M
|
|
|
Feb 05, 2025
Q4 2024
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-2.15K- 24.78% |
$95.5K - $107K
|
6.54K
$269K
|
|
|
Feb 05, 2025
Q4 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-86.9K- 19.62% |
$3.85M - $4.3M
|
356K
$14.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-809- 4.16% |
$35.9K - $40.1K
|
18.7K
$769K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
3.31K+ 6.71% |
$147K - $164K
|
52.6K
$2.17M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
4.95KNew |
$219K - $245K
|
4.95K
$204K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-75- 0.24% |
$3.32K - $3.72K
|
30.7K
$1.27M
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-50- 40.98% |
$2.22K - $2.48K
|
72
$2.97K
|
|
|
Feb 05, 2025
Q4 2024
|
California First Leasing Corp
Newport Beach, CA |
BUY
|
- |
103KNew |
$4.59M - $5.13M
|
103K
$4.26M
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
368+ 4.06% |
$16.3K - $18.2K
|
9.43K
$388K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
4.26K+ 116.87% |
$189K - $211K
|
7.91K
$326K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
12.6KNew |
$558K - $624K
|
12.6K
$519K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
4.1K+ 9.01% |
$182K - $203K
|
49.6K
$2.05M
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
9.4K+ 9.43% |
$417K - $466K
|
109K
$4.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-66- 40.74% |
$2.93K - $3.27K
|
96
$3.96K
|
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
59.6KNew |
$2.64M - $2.95M
|
59.6K
$2.46M
|
|
|
Feb 05, 2025
Q4 2024
|
Ifg Advisors, LLC
|
SELL
|
- |
-2.26K- 4.28% |
$100K - $112K
|
50.7K
$2.09M
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
4.11K+ 49.42% |
$182K - $204K
|
12.4K
$512K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
87+ 25.51% |
$3.86K - $4.31K
|
428
$17.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
5.34K+ 532.07% |
$237K - $265K
|
6.35K
$262K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
69+ 1.42% |
$3.06K - $3.42K
|
4.92K
$203K
|
|
|
Feb 05, 2025
Q4 2024
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
13.7KNew |
$606K - $678K
|
13.7K
$564K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-1.81K- 4.35% |
$80.2K - $89.7K
|
39.8K
$1.64M
|
|
|
Feb 05, 2025
Q4 2024
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
42+ 0.6% |
$1.86K - $2.08K
|
7.03K
$290K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
48.4K+ 168.94% |
$2.14M - $2.4M
|
77K
$3.17M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
9.42K+ 297.69% |
$417K - $467K
|
12.6K
$518K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
311New |
$13.8K - $15.4K
|
311
$12.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-66- 0.1% |
$2.93K - $3.27K
|
64.6K
$2.66M
|