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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
604KNew |
$26.8M - $29.9M
|
604K
$27.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
332KNew |
$14.7M - $16.4M
|
332K
$15.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
163K+ 3.13% |
$7.23M - $8.09M
|
5.38M
$249M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
123K+ 6.46% |
$5.46M - $6.11M
|
2.03M
$93.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
120KNew |
$5.32M - $5.95M
|
120K
$5.55M
|
|
|
Jan 13, 2025
Q4 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
109K+ 116.6% |
$4.83M - $5.4M
|
203K
$9.37M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
100K+ 14.14% |
$4.44M - $4.97M
|
809K
$37.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
99.5KNew |
$4.41M - $4.93M
|
99.5K
$4.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
98.1K+ 68.85% |
$4.35M - $4.86M
|
241K
$11.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
92.1K+ 7.45% |
$4.08M - $4.56M
|
1.33M
$61.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
67.1KNew |
$2.97M - $3.32M
|
67.1K
$3.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
66.5KNew |
$2.95M - $3.3M
|
66.5K
$3.08M
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
65.3KNew |
$2.9M - $3.24M
|
65.3K
$3.02M
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
60.2K+ 41.89% |
$2.67M - $2.98M
|
204K
$9.42M
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
55.2K+ 7.09% |
$2.45M - $2.74M
|
835K
$38.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
52K+ 57.4% |
$2.31M - $2.58M
|
143K
$6.59M
|
|
|
Jan 21, 2025
Q4 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
48.9K+ 169.61% |
$2.17M - $2.42M
|
77.7K
$3.59M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
46.2K+ 15.95% |
$2.05M - $2.29M
|
336K
$15.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
45.8KNew |
$2.03M - $2.27M
|
45.8K
$2.12M
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
45.5K+ 22.54% |
$2.02M - $2.25M
|
247K
$11.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
44.3K+ 3.06% |
$1.97M - $2.2M
|
1.49M
$69.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
44.3K+ 9.2% |
$1.96M - $2.19M
|
526K
$24.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
42.3K+ 2047.8% |
$1.88M - $2.1M
|
44.4K
$2.05M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
40.2K+ 298.33% |
$1.78M - $1.99M
|
53.6K
$2.48M
|
|
|
Jan 17, 2025
Q4 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
37.6KNew |
$1.67M - $1.86M
|
37.6K
$1.74M
|
|
|
Jan 27, 2025
Q4 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
34.6KNew |
$1.54M - $1.72M
|
34.6K
$1.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
33.6KNew |
$1.49M - $1.67M
|
33.6K
$1.56M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
33.1K+ 5.05% |
$1.47M - $1.64M
|
687K
$31.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
32.4K+ 595.44% |
$1.44M - $1.6M
|
37.8K
$1.75M
|
|
|
Jan 27, 2025
Q4 2024
|
Deltec Asset Management LLC
|
BUY
|
- |
31KNew |
$1.37M - $1.54M
|
31K
$1.43M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
30.6K+ 6.89% |
$1.35M - $1.51M
|
474K
$21.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
27.8K+ 12.58% |
$1.23M - $1.38M
|
249K
$11.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
27.4K+ 20.14% |
$1.21M - $1.36M
|
163K
$7.55M
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
24.8KNew |
$1.1M - $1.23M
|
24.8K
$1.15M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
24.7K+ 8.15% |
$1.09M - $1.22M
|
327K
$15.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
24.7K+ 10.38% |
$1.09M - $1.22M
|
262K
$12.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
24.4K+ 11.22% |
$1.08M - $1.21M
|
242K
$11.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
22.4K+ 4.43% |
$993K - $1.11M
|
528K
$24.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
21K+ 7.43% |
$930K - $1.04M
|
303K
$14M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
19.8K+ 4.8% |
$877K - $981K
|
432K
$20M
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
19.2K+ 3.05% |
$850K - $951K
|
647K
$29.9M
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
19.1K+ 7.63% |
$846K - $945K
|
269K
$12.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
18.7K+ 24.2% |
$830K - $927K
|
96K
$4.44M
|
|
|
Jan 07, 2025
Q4 2024
|
Range Financial Group LLC
|
BUY
|
- |
18.4K+ 159.75% |
$814K - $910K
|
29.9K
$1.38M
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
17.7K+ 16.13% |
$783K - $876K
|
127K
$5.88M
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
16.2K+ 6.62% |
$720K - $805K
|
262K
$12.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
13.6KNew |
$604K - $675K
|
13.6K
$630K
|
|
|
Jan 17, 2025
Q4 2024
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
13.4KNew |
$594K - $664K
|
13.4K
$620K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
11.8K+ 14.41% |
$524K - $586K
|
93.9K
$4.34M
|
|
|
Jan 29, 2025
Q4 2024
|
G&S Capital LLC
|
BUY
|
- |
11.8K+ 25.71% |
$522K - $583K
|
57.6K
$2.66M
|