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 |
---|---|---|---|---|---|---|---|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
585New |
$23.3K - $25.2K
|
585
$25.7K
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
562New |
$22.3K - $24.3K
|
562
$24.7K
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
500New |
$19.9K - $21.6K
|
500
$22K
|
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
375New |
$14.9K - $16.2K
|
375
$16.5K
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
305New |
$12.1K - $13.2K
|
305
$13.4K
|
|
Aug 08, 2024
Q2 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
246New |
$9.78K - $10.6K
|
246
$10.8K
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
215New |
$8.55K - $9.28K
|
215
$9.46K
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
132New |
$5.25K - $5.7K
|
132
$5.81K
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
74New |
$2.94K - $3.19K
|
74
$3.26K
|
|
Jul 09, 2024
Q2 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
16+ 0.48% |
$636 - $690
|
3.36K
$148K
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
15New |
$596 - $647
|
15
$660
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
BUY
|
- |
13New |
$517 - $561
|
13
$572
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
9+ 69.23% |
$358 - $388
|
22
$968
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
8+ 0.53% |
$318 - $345
|
1.52K
$66.8K
|
|
Jul 17, 2024
Q2 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.59% |
$159 - $173
|
684
$30.1K
|
|
Q1 2024 | |||||||
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
47.4KNew |
$1.89M - $2.04M
|
47.4K
$2.08M
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
43.4KNew |
$1.73M - $1.87M
|
43.4K
$1.91M
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
17.5KNew |
$699K - $755K
|
17.5K
$771K
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
10.1KNew |
$402K - $434K
|
10.1K
$444K
|
|
May 03, 2024
Q1 2024
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
6KNew |
$239K - $258K
|
6K
$264K
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
5.69KNew |
$227K - $245K
|
5.69K
$250K
|
|
May 09, 2024
Q1 2024
|
Belvedere Trading LLC
|
BUY
|
CALL |
5.3KNew |
$211K - $228K
|
5.3K
$233K
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
5.06KNew |
$202K - $218K
|
5.06K
$223K
|
|
Apr 26, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
4.92KNew |
$196K - $212K
|
4.92K
$217K
|
|
Apr 17, 2024
Q1 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
4.78KNew |
$190K - $206K
|
4.78K
$210K
|
|
May 09, 2024
Q1 2024
|
Belvedere Trading LLC
|
BUY
|
- |
2.69KNew |
$107K - $116K
|
2.69K
$118K
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
2.26KNew |
$90.2K - $97.4K
|
2.26K
$99.6K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
2.01K+ 14.45% |
$80.3K - $86.7K
|
16K
$702K
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1.52KNew |
$60.5K - $65.3K
|
1.52K
$66.8K
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.47KNew |
$58.7K - $63.4K
|
1.47K
$64.8K
|
|
Apr 15, 2024
Q1 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
1.05K+ 2.17% |
$41.8K - $45.1K
|
49.5K
$2.18M
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
406New |
$16.2K - $17.5K
|
406
$17.9K
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
358+ 265.19% |
$14.3K - $15.4K
|
493
$21.7K
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
316+ 1.74% |
$12.6K - $13.6K
|
18.5K
$814K
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
298New |
$11.9K - $12.8K
|
298
$13.1K
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
280New |
$11.2K - $12.1K
|
280
$12.3K
|
|
May 02, 2024
Q1 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
214New |
$8.53K - $9.21K
|
214
$9.41K
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
175+ 69.72% |
$6.97K - $7.53K
|
426
$18.7K
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
90New |
$3.59K - $3.87K
|
90
$3.96K
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
69New |
$2.75K - $2.97K
|
69
$3.04K
|
|
Apr 24, 2024
Q1 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
41New |
$1.63K - $1.76K
|
41
$1.8K
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
28New |
$1.12K - $1.21K
|
28
$1.23K
|
|
May 15, 2024
Q1 2024
|
Ziegler Capital Management, LLC
|
BUY
|
- |
23+ 0.17% |
$917 - $990
|
13.6K
$597K
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
18+ 0.28% |
$717 - $775
|
6.39K
$281K
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
8+ 0.09% |
$319 - $344
|
8.52K
$375K
|
|
Q4 2023 | |||||||
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
557KNew |
$19.1M - $23.9M
|
557K
$24.5M
|
|
Jan 16, 2024
Q4 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
370KNew |
$12.7M - $15.8M
|
370K
$16.3M
|
|
Feb 15, 2024
Q4 2023
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
235KNew |
$8.06M - $10.1M
|
235K
$10.3M
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
133KNew |
$4.56M - $5.69M
|
133K
$5.84M
|
|
Jan 30, 2024
Q4 2023
|
Astor Investment Management LLC
|
BUY
|
- |
106KNew |
$3.63M - $4.54M
|
106K
$4.66M
|