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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
201New |
$8.91K - $9.96K
|
201
$8.16K
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
199+ 1.36% |
$8.82K - $9.86K
|
14.9K
$604K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
196+ 1.81% |
$8.69K - $9.71K
|
11K
$447K
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
195+ 8.92% |
$8.64K - $9.66K
|
2.38K
$96.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
194+ 0.89% |
$8.6K - $9.61K
|
22.1K
$895K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
186New |
$8.25K - $9.22K
|
186
$7.55K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
179+ 6.12% |
$7.94K - $8.87K
|
3.11K
$126K
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
BUY
|
- |
176+ 2.47% |
$7.8K - $8.72K
|
7.3K
$296K
|
|
|
Feb 05, 2025
Q4 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
168+ 0.47% |
$7.45K - $8.32K
|
35.9K
$1.46M
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
165New |
$7.31K - $8.18K
|
165
$6.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
BUY
|
- |
163+ 2.22% |
$7.23K - $8.08K
|
7.5K
$304K
|
|
|
Jan 23, 2025
Q4 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
156+ 0.86% |
$6.92K - $7.73K
|
18.3K
$743K
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
153+ 0.2% |
$6.78K - $7.58K
|
76.7K
$3.11M
|
|
|
Feb 10, 2025
Q4 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
150+ 1.73% |
$6.65K - $7.43K
|
8.83K
$358K
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
BUY
|
- |
148+ 2.41% |
$6.56K - $7.33K
|
6.28K
$255K
|
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
147+ 0.58% |
$6.52K - $7.28K
|
25.6K
$1.04M
|
|
|
Feb 12, 2025
Q4 2024
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
138+ 0.32% |
$6.12K - $6.84K
|
43.3K
$1.76M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
130New |
$5.76K - $6.44K
|
130
$5.28K
|
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
128+ 0.58% |
$5.67K - $6.34K
|
22K
$895K
|
|
|
Jan 13, 2025
Q4 2024
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
125+ 0.61% |
$5.54K - $6.19K
|
20.7K
$839K
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
123+ 0.95% |
$5.45K - $6.09K
|
13K
$529K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
122+ 4.01% |
$5.41K - $6.05K
|
3.17K
$129K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
119+ 25.16% |
$5.28K - $5.9K
|
592
$24K
|
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
115+ 0.59% |
$5.1K - $5.7K
|
19.5K
$792K
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
BUY
|
- |
115+ 0.94% |
$5.1K - $5.7K
|
12.4K
$501K
|
|
|
Feb 10, 2025
Q4 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
112+ 1.73% |
$4.96K - $5.55K
|
6.58K
$267K
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
104+ 1.01% |
$4.61K - $5.15K
|
10.4K
$421K
|
|
|
Feb 14, 2025
Q4 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
103+ 2.3% |
$4.57K - $5.1K
|
4.57K
$186K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
103+ 0.55% |
$4.57K - $5.1K
|
18.7K
$758K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
95+ 70.9% |
$4.21K - $4.71K
|
229
$9.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
87+ 25.51% |
$3.86K - $4.31K
|
428
$17.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
85New |
$3.77K - $4.21K
|
85
$3.45K
|
|
|
Feb 06, 2025
Q4 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
84+ 0.48% |
$3.72K - $4.16K
|
17.5K
$712K
|
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
82+ 0.98% |
$3.64K - $4.06K
|
8.44K
$343K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
BUY
|
- |
76+ 0.51% |
$3.37K - $3.77K
|
14.9K
$606K
|
|
|
Feb 07, 2025
Q4 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
75+ 0.47% |
$3.32K - $3.72K
|
15.9K
$646K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
69+ 1.42% |
$3.06K - $3.42K
|
4.92K
$200K
|
|
|
Feb 11, 2025
Q4 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
67+ 0.44% |
$2.97K - $3.32K
|
15.2K
$618K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
65+ 0.32% |
$2.88K - $3.22K
|
20.1K
$815K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
62New |
$2.75K - $3.07K
|
62
$2.52K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
62+ 86.11% |
$2.75K - $3.07K
|
134
$5.44K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
61+ 4.0% |
$2.7K - $3.02K
|
1.59K
$64.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
60New |
$2.66K - $2.97K
|
60
$2.44K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
59New |
$2.62K - $2.92K
|
59
$2.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
57+ 0.54% |
$2.53K - $2.82K
|
10.7K
$434K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
52+ 0.23% |
$2.31K - $2.58K
|
22.6K
$916K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
50New |
$2.22K - $2.48K
|
50
$2.03K
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
48+ 0.39% |
$2.13K - $2.38K
|
12.3K
$500K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
48New |
$2.13K - $2.38K
|
48
$1.95K
|
|
|
Jan 21, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
48+ 1.05% |
$2.13K - $2.38K
|
4.62K
$187K
|