Latest Institutional Purchases of Spdr Portfolio S&P 600 Small C (SPSM)
This list provides information on the latest institutional transactions involving Spdr Portfolio S&P 600 Small C (SPSM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.52M+ 8.46% |
$62.4M - $69.9M
|
19.5M
$887M
|
|
Nov 14, 2024
Q3 2024
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
1.45MNew |
$59.5M - $66.8M
|
1.45M
$66M
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
825K+ 5.63% |
$33.8M - $38M
|
15.5M
$704M
|
|
Nov 14, 2024
Q3 2024
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
717KNew |
$29.4M - $33M
|
717K
$32.6M
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
706KNew |
$29M - $32.5M
|
706K
$32.1M
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
519K+ 16.96% |
$21.3M - $23.9M
|
3.58M
$163M
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
497K+ 14.38% |
$20.4M - $22.9M
|
3.95M
$180M
|
|
Nov 14, 2024
Q3 2024
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
489KNew |
$20.1M - $22.5M
|
489K
$22.2M
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
457K+ 14.86% |
$18.8M - $21M
|
3.54M
$161M
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
443KNew |
$18.2M - $20.4M
|
443K
$20.2M
|
|
Nov 12, 2024
Q3 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
439KNew |
$18M - $20.2M
|
439K
$20M
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
429K+ 141583.5% |
$17.6M - $19.7M
|
429K
$19.5M
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
363K+ 77.13% |
$14.9M - $16.7M
|
834K
$37.9M
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
331K+ 23.81% |
$13.6M - $15.2M
|
1.72M
$78.2M
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
296KNew |
$12.2M - $13.6M
|
296K
$13.5M
|
|
Nov 14, 2024
Q3 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
278K+ 137.08% |
$11.4M - $12.8M
|
481K
$21.9M
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
274K+ 2747.46% |
$11.2M - $12.6M
|
284K
$12.9M
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
266K+ 28.14% |
$10.9M - $12.2M
|
1.21M
$55.1M
|
|
Oct 16, 2024
Q3 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
216KNew |
$8.84M - $9.92M
|
216K
$9.81M
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
180K+ 0.82% |
$7.39M - $8.29M
|
22.2M
$1.01B
|
|
Nov 14, 2024
Q3 2024
|
Univest Financial Corp
|
BUY
|
- |
172KNew |
$7.06M - $7.92M
|
172K
$7.83M
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
143K+ 12.51% |
$5.85M - $6.56M
|
1.28M
$58.3M
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
143KNew |
$5.85M - $6.56M
|
143K
$6.48M
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
124K+ 8.78% |
$5.1M - $5.72M
|
1.54M
$70M
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
124K+ 2.42% |
$5.07M - $5.68M
|
5.22M
$237M
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
BUY
|
- |
120K+ 20.34% |
$4.92M - $5.51M
|
709K
$32.3M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
111K+ 14.89% |
$4.54M - $5.09M
|
854K
$38.8M
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
110K+ 10.43% |
$4.5M - $5.05M
|
1.16M
$52.8M
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
99.7KNew |
$4.09M - $4.59M
|
99.7K
$4.54M
|
|
Nov 13, 2024
Q3 2024
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
97.9KNew |
$4.02M - $4.5M
|
97.9K
$4.45M
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
95.4K+ 232.96% |
$3.91M - $4.39M
|
136K
$6.2M
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
94.6K+ 5.22% |
$3.88M - $4.35M
|
1.91M
$86.8M
|
|
Nov 05, 2024
Q3 2024
|
One Day In July LLC
|
BUY
|
- |
89.4K+ 46.64% |
$3.67M - $4.11M
|
281K
$12.8M
|
|
Oct 22, 2024
Q3 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
78.1K+ 46.67% |
$3.2M - $3.59M
|
245K
$11.2M
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
73.7K+ 272.46% |
$3.02M - $3.39M
|
101K
$4.58M
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
BUY
|
- |
72.2K+ 10.22% |
$2.96M - $3.32M
|
779K
$35.5M
|
|
Nov 12, 2024
Q3 2024
|
Mason Street Advisors, LLC
Milwaukee, WI |
BUY
|
- |
65.4K+ 9.68% |
$2.68M - $3.01M
|
741K
$33.7M
|
|
Nov 14, 2024
Q3 2024
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
64.5KNew |
$2.64M - $2.97M
|
64.5K
$2.93M
|
|
Oct 08, 2024
Q3 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
59.3K+ 4.26% |
$2.43M - $2.73M
|
1.45M
$66M
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
57.1KNew |
$2.34M - $2.63M
|
57.1K
$2.6M
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
54.5K+ 36.97% |
$2.23M - $2.51M
|
202K
$9.18M
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
51.9KNew |
$2.13M - $2.39M
|
51.9K
$2.36M
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
50.2K+ 8.56% |
$2.06M - $2.31M
|
636K
$28.9M
|
|
Oct 09, 2024
Q3 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
49.8K+ 53.01% |
$2.04M - $2.29M
|
144K
$6.53M
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
49.5KNew |
$2.03M - $2.28M
|
49.5K
$2.25M
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
49.1K+ 177.02% |
$2.02M - $2.26M
|
76.9K
$3.5M
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
49K+ 15.4% |
$2.01M - $2.25M
|
367K
$16.7M
|
|
Oct 23, 2024
Q3 2024
|
Louisiana State Employees Retirement System
|
BUY
|
- |
48.4K+ 24.2% |
$1.99M - $2.23M
|
248K
$11.3M
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
48.1K+ 5.28% |
$1.97M - $2.21M
|
959K
$43.6M
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
46.9K+ 50.55% |
$1.92M - $2.16M
|
140K
$6.35M
|