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 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-892K- 93.19% |
$35.7M - $41.8M
|
65.1K
$2.87M
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
38.2K+ 8.24% |
$1.53M - $1.79M
|
501K
$22.1M
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-957- 0.64% |
$38.3K - $44.8K
|
148K
$6.49M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
14+ 1.86% |
$560 - $655
|
767
$33.7K
|
|
|
May 14, 2025
Q1 2025
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
27.3KNew |
$1.09M - $1.28M
|
27.3K
$1.2M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-82.4K- 34.84% |
$3.3M - $3.86M
|
154K
$6.78M
|
|
|
May 14, 2025
Q1 2025
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
7.08K+ 6.94% |
$283K - $332K
|
109K
$4.8M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
12.6KNew |
$504K - $589K
|
12.6K
$554K
|
|
|
May 14, 2025
Q1 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
13.5K+ 5.01% |
$540K - $631K
|
283K
$12.4M
|
|
|
May 14, 2025
Q1 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
10.1K+ 7.12% |
$403K - $471K
|
152K
$6.66M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-647K- 36.74% |
$25.9M - $30.3M
|
1.11M
$49M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-520K- 9.88% |
$20.8M - $24.3M
|
4.74M
$209M
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
61.1KNew |
$2.44M - $2.86M
|
61.1K
$2.69M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-16.7K- 2.88% |
$669K - $782K
|
563K
$24.8M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
10.7K+ 130.49% |
$427K - $500K
|
18.9K
$829K
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
SELL
|
- |
-10K- 66.38% |
$402K - $470K
|
5.08K
$223K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-811- 2.64% |
$32.5K - $38K
|
29.9K
$1.31M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.01K+ 1.22% |
$121K - $141K
|
250K
$11M
|
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
4+ 0.04% |
$160 - $187
|
10.5K
$461K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
70K+ 5.57% |
$2.8M - $3.28M
|
1.33M
$58.3M
|
|
|
May 14, 2025
Q1 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
25K+ 112.16% |
$1M - $1.17M
|
47.3K
$2.08M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-104K- 75.3% |
$4.16M - $4.86M
|
34.1K
$1.5M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
CALL |
-30.3K- 34.16% |
$1.21M - $1.42M
|
58.4K
$2.57M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
90.4KNew |
$3.62M - $4.23M
|
90.4K
$3.98M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
521+ 8.21% |
$20.9K - $24.4K
|
6.87K
$302K
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
22.8KNew |
$913K - $1.07M
|
22.8K
$1M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
3.54K+ 12.08% |
$142K - $166K
|
32.8K
$1.44M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-10.6K- 11.55% |
$423K - $495K
|
80.9K
$3.56M
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
14.7K+ 9.5% |
$589K - $689K
|
170K
$7.46M
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
49.4K+ 7.32% |
$1.98M - $2.31M
|
724K
$31.9M
|
|
|
May 14, 2025
Q1 2025
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-11- 0.05% |
$440 - $515
|
20.1K
$885K
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-50- 83.33% |
$2K - $2.34K
|
10
$440
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
44.7K+ 14.86% |
$1.79M - $2.09M
|
346K
$15.2M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
939+ 16.18% |
$37.6K - $44K
|
6.74K
$297K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-608- 5.03% |
$24.3K - $28.5K
|
11.5K
$505K
|
|
|
May 14, 2025
Q1 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
6.3KNew |
$252K - $295K
|
6.3K
$277K
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-464- 6.73% |
$18.6K - $21.7K
|
6.43K
$283K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-11.4K- 4.38% |
$458K - $536K
|
250K
$11M
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-12.8K- 20.19% |
$511K - $598K
|
50.5K
$2.22M
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-2.55K- 51.54% |
$102K - $119K
|
2.4K
$106K
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-488- 21.42% |
$19.5K - $22.8K
|
1.79K
$78.7K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-9.31KClosed |
$373K - $436K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-34.1K- 56.41% |
$1.36M - $1.59M
|
26.3K
$1.16M
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-19.4K- 30.71% |
$775K - $906K
|
43.7K
$1.92M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
392+ 2.27% |
$15.7K - $18.3K
|
17.7K
$777K
|
|
|
May 14, 2025
Q1 2025
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
1.9K+ 5.5% |
$76K - $88.9K
|
36.4K
$1.6M
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
6.07K+ 5.13% |
$243K - $284K
|
124K
$5.47M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-7.1K- 10.96% |
$284K - $332K
|
57.6K
$2.54M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-176- 41.12% |
$7.05K - $8.24K
|
252
$11.1K
|
|
|
May 14, 2025
Q1 2025
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-133- 1.96% |
$5.32K - $6.23K
|
6.66K
$293K
|