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
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
2+ 0.98% |
$80.1 - $93.6
|
207
$9.11K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
385+ 340.71% |
$15.4K - $18K
|
498
$21.9K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.43K+ 18.34% |
$137K - $160K
|
22.1K
$973K
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
2.48K+ 9.8% |
$99.4K - $116K
|
27.8K
$1.22M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-64K- 18.26% |
$2.56M - $2.99M
|
286K
$12.6M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
329+ 6.08% |
$13.2K - $15.4K
|
5.74K
$252K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-6.75K- 16.85% |
$270K - $316K
|
33.3K
$1.47M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-2.97K- 33.04% |
$119K - $139K
|
6.02K
$265K
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
828+ 4.44% |
$33.1K - $38.8K
|
19.5K
$857K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-206- 1.87% |
$8.25K - $9.64K
|
10.8K
$475K
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
2.54K+ 534.03% |
$102K - $119K
|
3.02K
$133K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1+ 0.32% |
$40 - $46.8
|
318
$14K
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-129- 0.72% |
$5.16K - $6.04K
|
17.8K
$784K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-50.1K- 5.32% |
$2M - $2.34M
|
891K
$39.2M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
BUY
|
- |
998+ 16.9% |
$39.9K - $46.7K
|
6.9K
$304K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.56KNew |
$103K - $120K
|
2.56K
$113K
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
390+ 17.08% |
$15.6K - $18.3K
|
2.67K
$118K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
475New |
$19K - $22.2K
|
475
$20.9K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-141- 4.14% |
$5.64K - $6.6K
|
3.27K
$144K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
15.8K+ 2.11% |
$633K - $741K
|
768K
$33.8M
|
|
|
May 13, 2025
Q1 2025
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
126+ 0.65% |
$5.04K - $5.9K
|
19.6K
$864K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Marin
Novato, CA |
BUY
|
- |
523+ 4.81% |
$20.9K - $24.5K
|
11.4K
$501K
|
|
|
May 13, 2025
Q1 2025
|
Adams Wealth Management
|
BUY
|
- |
8.46K+ 60.02% |
$339K - $396K
|
22.6K
$993K
|
|
|
May 13, 2025
Q1 2025
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
14.1KNew |
$565K - $661K
|
14.1K
$621K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-48.7K- 56.57% |
$1.95M - $2.28M
|
37.4K
$1.65M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
133K+ 325.6% |
$5.32M - $6.22M
|
174K
$7.64M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
48.4K+ 139.86% |
$1.94M - $2.26M
|
83K
$3.65M
|
|
|
May 13, 2025
Q1 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
227+ 3.45% |
$9.09K - $10.6K
|
6.81K
$300K
|
|
|
May 13, 2025
Q1 2025
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-667- 0.92% |
$26.7K - $31.2K
|
72.2K
$3.17M
|
|
|
May 13, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
872+ 4.89% |
$34.9K - $40.8K
|
18.7K
$823K
|
|
|
May 13, 2025
Q1 2025
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
5.37K+ 8.26% |
$215K - $251K
|
70.3K
$3.09M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
106K+ 10.19% |
$4.24M - $4.95M
|
1.14M
$50.3M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
8.83K+ 24.96% |
$354K - $413K
|
44.2K
$1.94M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
78.6K+ 3.33% |
$3.15M - $3.68M
|
2.44M
$107M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-340- 3.92% |
$13.6K - $15.9K
|
8.34K
$367K
|
|
|
May 13, 2025
Q1 2025
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
8.46K+ 60.02% |
$339K - $396K
|
22.6K
$993K
|
|
|
May 13, 2025
Q1 2025
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
285+ 0.39% |
$11.4K - $13.3K
|
73.1K
$3.22M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-132- 2.23% |
$5.28K - $6.18K
|
5.78K
$254K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-38.6K- 3.58% |
$1.55M - $1.81M
|
1.04M
$45.8M
|
|
|
May 13, 2025
Q1 2025
|
Pennington Partners & Co., LLC
Bethesda, MD |
BUY
|
- |
9.67KNew |
$387K - $452K
|
9.67K
$425K
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
76.6KNew |
$3.07M - $3.59M
|
76.6K
$3.37M
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
300New |
$12K - $14K
|
300
$13.2K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
439K+ 1.98% |
$17.6M - $20.6M
|
22.6M
$992M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
24+ 1.82% |
$961 - $1.12K
|
1.34K
$59.1K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
156K+ 7.23% |
$6.23M - $7.29M
|
2.31M
$102M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
6.55K+ 8.44% |
$262K - $307K
|
84.1K
$3.7M
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
137+ 0.35% |
$5.48K - $6.41K
|
38.9K
$1.71M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
568+ 5.47% |
$22.7K - $26.6K
|
11K
$482K
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-60.4K- 21.76% |
$2.42M - $2.83M
|
217K
$9.55M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
3.16K+ 34.3% |
$126K - $148K
|
12.4K
$544K
|