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 07, 2024
Q4 2023
|
Wall Capital Group, Inc.
|
BUY
|
- |
97.5K+ 70.14% |
$3.34M - $4.17M
|
236K
$10.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
21.4KNew |
$735K - $917K
|
21.4K
$942K
|
|
|
Feb 08, 2024
Q4 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
18.5KNew |
$636K - $794K
|
18.5K
$816K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
9.99K+ 6.37% |
$342K - $428K
|
167K
$7.34M
|
|
|
Jan 18, 2024
Q4 2023
|
Navalign, LLC
|
BUY
|
- |
9.15KNew |
$314K - $392K
|
9.15K
$402K
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
9.03KNew |
$310K - $387K
|
9.03K
$397K
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
7.94K+ 43.72% |
$272K - $340K
|
26.1K
$1.15M
|
|
|
Jan 09, 2024
Q4 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
6.83KNew |
$234K - $292K
|
6.83K
$300K
|
|
|
Feb 07, 2024
Q4 2023
|
ETF Store, Inc.
|
BUY
|
- |
6.24KNew |
$214K - $267K
|
6.24K
$274K
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
5.48KNew |
$188K - $235K
|
5.48K
$241K
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
5.12KNew |
$175K - $219K
|
5.12K
$225K
|
|
|
Feb 02, 2024
Q4 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
4.88KNew |
$167K - $209K
|
4.88K
$215K
|
|
|
Feb 14, 2024
Q4 2023
|
Amundi
Paris, I0 |
BUY
|
- |
3.4KNew |
$117K - $146K
|
3.4K
$150K
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
2.39K+ 220.65% |
$82.1K - $103K
|
3.48K
$153K
|
|
|
Jan 29, 2024
Q4 2023
|
Emc Capital Management
Houston, TX |
BUY
|
- |
1.83K+ 173.81% |
$62.6K - $78.2K
|
2.88K
$126K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
1.54KNew |
$52.9K - $66K
|
1.54K
$67.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.28K+ 497.67% |
$44K - $55K
|
1.54K
$67.8K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
1.17K+ 29125.0% |
$40K - $49.9K
|
1.17K
$51.4K
|
|
|
Jan 17, 2024
Q4 2023
|
Flagship Private Wealth, LLC
|
BUY
|
- |
1.16K+ 10.61% |
$39.8K - $49.6K
|
12.1K
$532K
|
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
1.09KNew |
$37.4K - $46.6K
|
1.09K
$47.9K
|
|
|
Feb 06, 2024
Q4 2023
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
1.03K+ 0.95% |
$35.4K - $44.2K
|
109K
$4.8M
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
982+ 0.1% |
$33.7K - $42.1K
|
1.02M
$44.7M
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
825New |
$28.3K - $35.3K
|
825
$36.3K
|
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
670New |
$23K - $28.7K
|
670
$29.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
623+ 8.42% |
$21.4K - $26.7K
|
8.03K
$353K
|
|
|
Jan 18, 2024
Q4 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
330New |
$11.3K - $14.1K
|
330
$14.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
118New |
$4.05K - $5.05K
|
118
$5.19K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
100New |
$3.43K - $4.28K
|
100
$4.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
64New |
$2.2K - $2.74K
|
64
$2.82K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
26New |
$892 - $1.11K
|
26
$1.14K
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
13New |
$446 - $557
|
13
$572
|
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
6New |
$206 - $257
|
6
$264
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
4+ 0.25% |
$137 - $171
|
1.59K
$70K
|
|
| Q3 2023 | |||||||
|
Nov 03, 2023
Q3 2023
|
Fiducient Advisors LLC
|
BUY
|
- |
991K+ 3590.0% |
$36M - $40.7M
|
1.02M
$44.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Destiny Capital Securities Corporation
Golden, CO |
BUY
|
- |
125KNew |
$4.55M - $5.14M
|
125K
$5.51M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
115KNew |
$4.19M - $4.73M
|
115K
$5.07M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
CALL |
80.5KNew |
$2.93M - $3.3M
|
80.5K
$3.54M
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
58KNew |
$2.11M - $2.38M
|
58K
$2.55M
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
18.6KNew |
$677K - $764K
|
18.6K
$820K
|
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
5.97KNew |
$217K - $245K
|
5.97K
$263K
|
|
|
Nov 14, 2023
Q3 2023
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
5.74KNew |
$209K - $236K
|
5.74K
$253K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
3K+ 60.0% |
$109K - $123K
|
8K
$352K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
2.47KNew |
$89.8K - $101K
|
2.47K
$109K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
1.69KNew |
$61.4K - $69.3K
|
1.69K
$74.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
1.59KNew |
$57.9K - $65.3K
|
1.59K
$70.1K
|
|
|
Oct 20, 2023
Q3 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
379+ 3.34% |
$13.8K - $15.5K
|
11.7K
$515K
|
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
164New |
$5.96K - $6.73K
|
164
$7.21K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
125New |
$4.54K - $5.13K
|
125
$5.5K
|
|
|
Oct 26, 2023
Q3 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
12New |
$436 - $492
|
12
$528
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
126KNew |
$4.48M - $4.91M
|
126K
$5.54M
|
|