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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2024
Q3 2024
|
Strategic Equity Management
|
BUY
|
- |
4.7KNew |
$193K - $216K
|
4.7K
$191K
|
|
|
Nov 14, 2024
Q3 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
4.69KNew |
$192K - $216K
|
4.69K
$190K
|
|
|
Oct 31, 2024
Q3 2024
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
4.69KNew |
$192K - $216K
|
4.69K
$190K
|
|
|
Oct 04, 2024
Q3 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
4.61KNew |
$189K - $212K
|
4.61K
$187K
|
|
|
Oct 07, 2024
Q3 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
4.57KNew |
$187K - $210K
|
4.57K
$185K
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
4.56KNew |
$187K - $210K
|
4.56K
$185K
|
|
|
Nov 08, 2024
Q3 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
4.49KNew |
$184K - $207K
|
4.49K
$182K
|
|
|
Oct 28, 2024
Q3 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
4.45KNew |
$182K - $205K
|
4.45K
$181K
|
|
|
Nov 13, 2024
Q3 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
4.44K+ 4.61% |
$182K - $204K
|
101K
$4.09M
|
|
|
Nov 15, 2024
Q3 2024
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
4.3KNew |
$176K - $198K
|
4.3K
$175K
|
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
3.71K+ 52.46% |
$152K - $171K
|
10.8K
$438K
|
|
|
Feb 13, 2025
Q3 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
3.48K+ 50.23% |
$143K - $160K
|
10.4K
$422K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.96KNew |
$121K - $136K
|
2.96K
$120K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
2.93KNew |
$120K - $135K
|
2.93K
$119K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
2.86K+ 19.36% |
$117K - $132K
|
17.7K
$717K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
1.84KNew |
$75.3K - $84.5K
|
1.84K
$74.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
879New |
$36.1K - $40.4K
|
879
$35.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Municipal Employees' Retirement System Of Michigan
|
BUY
|
- |
655+ 4.1% |
$26.9K - $30.1K
|
16.6K
$676K
|
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
353New |
$14.5K - $16.2K
|
353
$14.3K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
353+ 5.63% |
$14.5K - $16.2K
|
6.62K
$269K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
317New |
$13K - $14.6K
|
317
$12.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
305New |
$12.5K - $14K
|
305
$12.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
284+ 0.67% |
$11.6K - $13.1K
|
42.6K
$1.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
256+ 48.58% |
$10.5K - $11.8K
|
783
$31.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
225+ 326.09% |
$9.23K - $10.4K
|
294
$11.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
211New |
$8.66K - $9.71K
|
211
$8.57K
|
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
207+ 7.13% |
$8.49K - $9.52K
|
3.11K
$126K
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
157New |
$6.44K - $7.22K
|
157
$6.37K
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
133+ 5.18% |
$5.46K - $6.12K
|
2.7K
$110K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
125New |
$5.13K - $5.75K
|
125
$5.08K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
99+ 8.59% |
$4.06K - $4.55K
|
1.25K
$50.8K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
91+ 0.19% |
$3.73K - $4.19K
|
47.3K
$1.92M
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
80New |
$3.28K - $3.68K
|
80
$3.25K
|
|
|
Nov 14, 2024
Q3 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
58New |
$2.38K - $2.67K
|
58
$2.35K
|
|
|
Oct 18, 2024
Q3 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
54New |
$2.22K - $2.48K
|
54
$2.19K
|
|
|
Oct 17, 2024
Q3 2024
|
Fusion Family Wealth LLC
|
BUY
|
- |
54+ 0.69% |
$2.22K - $2.48K
|
7.86K
$319K
|
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
34New |
$1.39K - $1.56K
|
34
$1.38K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
25+ 0.67% |
$1.03K - $1.15K
|
3.78K
$153K
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
24New |
$984 - $1.1K
|
24
$974
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
20+ 1.87% |
$820 - $920
|
1.09K
$44.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
10New |
$410 - $460
|
10
$406
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
6New |
$246 - $276
|
6
$244
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1+ 0.07% |
$41 - $46
|
1.43K
$58.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
1+ 0.02% |
$41 - $46
|
5.22K
$212K
|
|
|
Oct 29, 2024
Q3 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
1+ 1.32% |
$41 - $46
|
77
$3.13K
|
|
| Q2 2024 | |||||||
|
Jul 30, 2024
Q2 2024
|
Citizens & Northern Corp
|
BUY
|
- |
47.4KNew |
$1.89M - $2.05M
|
47.4K
$1.93M
|
|
|
Aug 12, 2024
Q2 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
26.3KNew |
$1.05M - $1.14M
|
26.3K
$1.07M
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
25.4K+ 8.32% |
$1.01M - $1.1M
|
331K
$13.4M
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
23.8K+ 550.01% |
$945K - $1.03M
|
28.1K
$1.14M
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
BUY
|
- |
11.2K+ 8.28% |
$444K - $482K
|
146K
$5.94M
|
|