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 17, 2025
Q4 2024
|
Lee Kelleher Wealth Management
Fulton, MD |
BUY
|
- |
32.6KNew |
$1.45M - $1.62M
|
32.6K
$1.44M
|
|
|
Jan 27, 2025
Q4 2024
|
Deltec Asset Management LLC
|
BUY
|
- |
31KNew |
$1.37M - $1.54M
|
31K
$1.36M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
30.6K+ 6.89% |
$1.35M - $1.51M
|
474K
$20.9M
|
|
|
Feb 13, 2025
Q4 2024
|
F
|
BUY
|
- |
30K+ 219.42% |
$1.33M - $1.49M
|
43.7K
$1.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
25.2KNew |
$1.12M - $1.25M
|
25.2K
$1.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Absolute Gestao De Investimentos Ltda.
Sao Paulo, D5 |
BUY
|
- |
25KNew |
$1.11M - $1.24M
|
25K
$1.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
21K+ 7.43% |
$930K - $1.04M
|
303K
$13.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
18.5KNew |
$820K - $917K
|
18.5K
$814K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
12.9K+ 4.34% |
$571K - $638K
|
309K
$13.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
12.6KNew |
$558K - $624K
|
12.6K
$554K
|
|
|
Feb 06, 2025
Q4 2024
|
Mayport, LLC
|
BUY
|
- |
10KNew |
$443K - $496K
|
10K
$440K
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
9.45KNew |
$419K - $468K
|
9.45K
$416K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
8.32KNew |
$369K - $412K
|
8.32K
$366K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
7.72KNew |
$342K - $382K
|
7.72K
$339K
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
7.35KNew |
$326K - $364K
|
7.35K
$323K
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
7.1KNew |
$315K - $352K
|
7.1K
$313K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
7.1K+ 13.79% |
$315K - $352K
|
58.6K
$2.58M
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
6.78KNew |
$301K - $336K
|
6.78K
$298K
|
|
|
Feb 06, 2025
Q4 2024
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
6.65KNew |
$295K - $330K
|
6.65K
$293K
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
6.44K+ 115.53% |
$286K - $319K
|
12K
$529K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
6.26KNew |
$278K - $310K
|
6.26K
$275K
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
6.22KNew |
$276K - $308K
|
6.22K
$274K
|
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.17KNew |
$273K - $306K
|
6.17K
$271K
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
5.2KNew |
$231K - $258K
|
5.2K
$229K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
4.77KNew |
$211K - $236K
|
4.77K
$210K
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
4.61KNew |
$204K - $228K
|
4.61K
$203K
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
4.53KNew |
$201K - $224K
|
4.53K
$199K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
3.93KNew |
$174K - $195K
|
3.93K
$173K
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
3.8K+ 32.75% |
$169K - $188K
|
15.4K
$678K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.61K+ 8.82% |
$160K - $179K
|
44.6K
$1.96M
|
|
|
Feb 10, 2025
Q4 2024
|
Wulff, Hansen & Co.
|
BUY
|
- |
3.07K+ 17.02% |
$136K - $152K
|
21.1K
$927K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
2.93K+ 1005.15% |
$130K - $145K
|
3.22K
$141K
|
|
|
Feb 07, 2025
Q4 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
2.07K+ 10.02% |
$91.7K - $103K
|
22.7K
$999K
|
|
|
Feb 11, 2025
Q4 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
1.95KNew |
$86.3K - $96.5K
|
1.95K
$85.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
1.82K+ 93.86% |
$80.7K - $90.2K
|
3.76K
$165K
|
|
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.57K+ 2.7% |
$69.6K - $77.8K
|
59.8K
$2.63M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.45K+ 30.22% |
$64.1K - $71.7K
|
6.24K
$274K
|
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
1.44KNew |
$63.6K - $71.1K
|
1.44K
$63.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
1.32KNew |
$58.4K - $65.3K
|
1.32K
$57.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
1.31K+ 28.0% |
$58K - $64.8K
|
5.98K
$263K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
1.24KNew |
$54.9K - $61.3K
|
1.24K
$54.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Ars Investment Partners, LLC
|
BUY
|
- |
1.12K+ 3.86% |
$49.6K - $55.4K
|
30.1K
$1.32M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
1.03KNew |
$45.8K - $51.2K
|
1.03K
$45.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
1.02K+ 4.39% |
$45.2K - $50.5K
|
24.2K
$1.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
900New |
$39.9K - $44.6K
|
900
$39.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
900New |
$39.9K - $44.6K
|
900
$39.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
824New |
$36.5K - $40.8K
|
824
$36.2K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
605New |
$26.8K - $30K
|
605
$26.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
561New |
$24.9K - $27.8K
|
561
$24.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
540+ 1.62% |
$23.9K - $26.8K
|
33.8K
$1.49M
|