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 |
|---|---|---|---|---|---|---|---|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
3.39K+ 5.8% |
$136K - $158K
|
61.8K
$2.51M
|
|
| Q4 2024 | |||||||
|
Feb 12, 2025
Q4 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
2.53M+ 5688.71% |
$112M - $125M
|
2.57M
$104M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.53M+ 7.87% |
$68M - $76M
|
21M
$854M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
1.42MNew |
$62.9M - $70.3M
|
1.42M
$57.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.12M+ 31.82% |
$49.9M - $55.7M
|
4.66M
$189M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.04MNew |
$46M - $51.5M
|
1.04M
$42.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
947K+ 193.6% |
$42M - $46.9M
|
1.44M
$58.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
693K+ 4.48% |
$30.7M - $34.3M
|
16.2M
$656M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
639KNew |
$28.3M - $31.7M
|
639K
$25.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
613K+ 39.85% |
$27.2M - $30.4M
|
2.15M
$87.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
611KNew |
$27.1M - $30.3M
|
611K
$24.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
604KNew |
$26.8M - $29.9M
|
604K
$24.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
533KNew |
$23.6M - $26.4M
|
533K
$21.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
365K+ 5.93% |
$16.2M - $18.1M
|
6.51M
$264M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
358K+ 9.05% |
$15.9M - $17.7M
|
4.31M
$175M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
332KNew |
$14.7M - $16.4M
|
332K
$13.5M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
287KNew |
$12.7M - $14.2M
|
287K
$11.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
271K+ 20.95% |
$12M - $13.4M
|
1.57M
$63.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
246K+ 29.47% |
$10.9M - $12.2M
|
1.08M
$43.8M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
236K+ 44.39% |
$10.5M - $11.7M
|
767K
$31.2M
|
|
|
Feb 14, 2025
Q4 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
185K+ 26.18% |
$8.2M - $9.16M
|
891K
$36.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
176K+ 4.91% |
$7.79M - $8.71M
|
3.75M
$152M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
163K+ 3.13% |
$7.23M - $8.09M
|
5.38M
$219M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
163KNew |
$7.22M - $8.07M
|
163K
$6.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Headland Capital, LLC
Mt. Pleasant, SC |
BUY
|
- |
153KNew |
$6.77M - $7.57M
|
153K
$6.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
146K+ 24.06% |
$6.46M - $7.22M
|
752K
$30.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
129K+ 570.63% |
$5.73M - $6.4M
|
152K
$6.16M
|
|
|
Feb 03, 2025
Q4 2024
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
128KNew |
$5.66M - $6.32M
|
128K
$5.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
126KNew |
$5.58M - $6.24M
|
126K
$5.11M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
123K+ 6.46% |
$5.46M - $6.11M
|
2.03M
$82.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
120KNew |
$5.32M - $5.95M
|
120K
$4.87M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
114K+ 13.31% |
$5.04M - $5.63M
|
968K
$39.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Mason Street Advisors, LLC
Milwaukee, WI |
BUY
|
- |
113K+ 15.23% |
$5M - $5.59M
|
854K
$34.7M
|
|
|
Feb 14, 2025
Q4 2024
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
113KNew |
$4.99M - $5.58M
|
113K
$4.57M
|
|
|
Jan 13, 2025
Q4 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
109K+ 116.6% |
$4.83M - $5.4M
|
203K
$8.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
108K+ 27.09% |
$4.79M - $5.36M
|
507K
$20.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
104K+ 14.42% |
$4.6M - $5.14M
|
823K
$33.4M
|
|
|
Feb 05, 2025
Q4 2024
|
California First Leasing Corp
Newport Beach, CA |
BUY
|
- |
103KNew |
$4.59M - $5.13M
|
103K
$4.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
100K+ 14.14% |
$4.44M - $4.97M
|
809K
$32.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
99.5KNew |
$4.41M - $4.93M
|
99.5K
$4.04M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
98.1K+ 68.85% |
$4.35M - $4.86M
|
241K
$9.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
93.9K+ 4.14% |
$4.16M - $4.65M
|
2.36M
$95.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
92.4K+ 1223.67% |
$4.1M - $4.58M
|
100K
$4.06M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
92.1K+ 7.45% |
$4.08M - $4.56M
|
1.33M
$53.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
86K+ 165.61% |
$3.81M - $4.26M
|
138K
$5.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
84.1KNew |
$3.73M - $4.17M
|
84.1K
$3.41M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
82.5K+ 6.44% |
$3.66M - $4.09M
|
1.36M
$55.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
82K+ 7.06% |
$3.64M - $4.06M
|
1.24M
$50.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
BUY
|
- |
78.6K+ 35.59% |
$3.48M - $3.89M
|
299K
$12.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
76.8K+ 119.19% |
$3.41M - $3.81M
|
141K
$5.74M
|
|