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 |
---|---|---|---|---|---|---|---|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
56+ 1.15% |
$2.24K - $2.62K
|
4.94K
$228K
|
|
Apr 28, 2025
Q1 2025
|
Fusion Family Wealth LLC
|
BUY
|
- |
53+ 0.67% |
$2.12K - $2.48K
|
7.91K
$366K
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
42+ 0.12% |
$1.68K - $1.97K
|
36.1K
$1.67M
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
20+ 90.91% |
$801 - $936
|
42
$1.94K
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
19New |
$761 - $889
|
19
$878
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
14+ 1.86% |
$560 - $655
|
767
$35.4K
|
|
May 07, 2025
Q1 2025
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
5+ 0.03% |
$200 - $234
|
17.5K
$810K
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
1New |
$40 - $46.8
|
1
$46.2
|
|
Q4 2024 | |||||||
Feb 14, 2025
Q4 2024
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
947K+ 193.6% |
$42M - $46.9M
|
1.44M
$66.3M
|
|
Feb 14, 2025
Q4 2024
|
Headland Capital, LLC
Mt. Pleasant, SC |
BUY
|
- |
153KNew |
$6.77M - $7.57M
|
153K
$7.06M
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
120KNew |
$5.32M - $5.95M
|
120K
$5.55M
|
|
Feb 05, 2025
Q4 2024
|
California First Leasing Corp
Newport Beach, CA |
BUY
|
- |
103KNew |
$4.59M - $5.13M
|
103K
$4.78M
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
99.5KNew |
$4.41M - $4.93M
|
99.5K
$4.6M
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
84.1KNew |
$3.73M - $4.17M
|
84.1K
$3.89M
|
|
Feb 14, 2025
Q4 2024
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
76.8K+ 119.19% |
$3.41M - $3.81M
|
141K
$6.53M
|
|
Jan 17, 2025
Q4 2024
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
52K+ 57.4% |
$2.31M - $2.58M
|
143K
$6.59M
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
49.9KNew |
$2.21M - $2.47M
|
49.9K
$2.31M
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
44.3K+ 9.2% |
$1.96M - $2.19M
|
526K
$24.3M
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
35.5KNew |
$1.57M - $1.76M
|
35.5K
$1.64M
|
|
Apr 17, 2025
Q4 2024
|
Lee Kelleher Wealth Management
Fulton, MD |
BUY
|
- |
32.6KNew |
$1.45M - $1.62M
|
32.6K
$1.51M
|
|
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
|
|
Feb 13, 2025
Q4 2024
|
F
|
BUY
|
- |
30K+ 219.42% |
$1.33M - $1.49M
|
43.7K
$2.02M
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
25.2KNew |
$1.12M - $1.25M
|
25.2K
$1.17M
|
|
Feb 14, 2025
Q4 2024
|
Absolute Gestao De Investimentos Ltda.
Sao Paulo, D5 |
BUY
|
- |
25KNew |
$1.11M - $1.24M
|
25K
$1.16M
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
18.5KNew |
$820K - $917K
|
18.5K
$855K
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
12.6KNew |
$558K - $624K
|
12.6K
$582K
|
|
Feb 06, 2025
Q4 2024
|
Mayport, LLC
|
BUY
|
- |
10KNew |
$443K - $496K
|
10K
$462K
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
8.32KNew |
$369K - $412K
|
8.32K
$384K
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
7.72KNew |
$342K - $382K
|
7.72K
$357K
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
7.35KNew |
$326K - $364K
|
7.35K
$340K
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
6.78KNew |
$301K - $336K
|
6.78K
$313K
|
|
Feb 06, 2025
Q4 2024
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
6.65KNew |
$295K - $330K
|
6.65K
$307K
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
6.26KNew |
$278K - $310K
|
6.26K
$289K
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
6.22KNew |
$276K - $308K
|
6.22K
$287K
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.17KNew |
$273K - $306K
|
6.17K
$285K
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
5.2KNew |
$231K - $258K
|
5.2K
$240K
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
4.77KNew |
$211K - $236K
|
4.77K
$220K
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
4.61KNew |
$204K - $228K
|
4.61K
$213K
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
4.53KNew |
$201K - $224K
|
4.53K
$209K
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
3.93KNew |
$174K - $195K
|
3.93K
$182K
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
2.93K+ 1005.15% |
$130K - $145K
|
3.22K
$149K
|
|
Feb 07, 2025
Q4 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
2.07K+ 10.02% |
$91.7K - $103K
|
22.7K
$1.05M
|
|
Feb 11, 2025
Q4 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
1.95KNew |
$86.3K - $96.5K
|
1.95K
$90K
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
1.82K+ 93.86% |
$80.7K - $90.2K
|
3.76K
$174K
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.45K+ 30.22% |
$64.1K - $71.7K
|
6.24K
$288K
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
1.44KNew |
$63.6K - $71.1K
|
1.44K
$66.3K
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
1.32KNew |
$58.4K - $65.3K
|
1.32K
$60.9K
|
|
Feb 13, 2025
Q4 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
1.31K+ 28.0% |
$58K - $64.8K
|
5.98K
$276K
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
1.24KNew |
$54.9K - $61.3K
|
1.24K
$57.2K
|