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 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
118New |
$4.05K - $5.05K
|
118
$4.86K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
100New |
$3.43K - $4.28K
|
100
$4.12K
|
|
|
Feb 07, 2024
Q4 2023
|
Arcadia Investment Management Corp
|
BUY
|
- |
89+ 2.34% |
$3.05K - $3.81K
|
3.9K
$161K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
64New |
$2.2K - $2.74K
|
64
$2.64K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
26New |
$892 - $1.11K
|
26
$1.07K
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
13New |
$446 - $557
|
13
$536
|
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
6New |
$206 - $257
|
6
$247
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
4+ 0.25% |
$137 - $171
|
1.59K
$65.6K
|
|
| Q3 2023 | |||||||
|
Nov 03, 2023
Q3 2023
|
Fiducient Advisors LLC
|
BUY
|
- |
991K+ 3590.0% |
$36M - $40.7M
|
1.02M
$42M
|
|
|
Nov 13, 2023
Q3 2023
|
Destiny Capital Securities Corporation
Golden, CO |
BUY
|
- |
125KNew |
$4.55M - $5.14M
|
125K
$5.16M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
115KNew |
$4.19M - $4.73M
|
115K
$4.75M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
CALL |
80.5KNew |
$2.93M - $3.3M
|
80.5K
$3.32M
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
58KNew |
$2.11M - $2.38M
|
58K
$2.39M
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
18.6KNew |
$677K - $764K
|
18.6K
$768K
|
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
5.97KNew |
$217K - $245K
|
5.97K
$246K
|
|
|
Nov 14, 2023
Q3 2023
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
5.74KNew |
$209K - $236K
|
5.74K
$237K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
3K+ 60.0% |
$109K - $123K
|
8K
$330K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
2.47KNew |
$89.8K - $101K
|
2.47K
$102K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
1.69KNew |
$61.4K - $69.3K
|
1.69K
$69.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
1.59KNew |
$57.9K - $65.3K
|
1.59K
$65.6K
|
|
|
Oct 20, 2023
Q3 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
379+ 3.34% |
$13.8K - $15.5K
|
11.7K
$483K
|
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
164New |
$5.96K - $6.73K
|
164
$6.76K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
125New |
$4.54K - $5.13K
|
125
$5.15K
|
|
|
Oct 26, 2023
Q3 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
12New |
$436 - $492
|
12
$495
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
126KNew |
$4.48M - $4.91M
|
126K
$5.19M
|
|
|
Aug 08, 2023
Q2 2023
|
Affinia Financial Group, LLC
Burlington, MA |
BUY
|
- |
84.1KNew |
$2.99M - $3.27M
|
84.1K
$3.46M
|
|
|
Aug 14, 2023
Q2 2023
|
Valley Financial Management, Inc.
New York, NY |
BUY
|
- |
82.3K+ 121.85% |
$2.93M - $3.2M
|
150K
$6.17M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
76.2KNew |
$2.71M - $2.97M
|
76.2K
$3.14M
|
|
|
Aug 04, 2023
Q2 2023
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
65.7KNew |
$2.34M - $2.56M
|
65.7K
$2.71M
|
|
|
Jul 06, 2023
Q2 2023
|
Spence Asset Management
|
BUY
|
- |
59.5KNew |
$2.12M - $2.32M
|
59.5K
$2.45M
|
|
|
Aug 10, 2023
Q2 2023
|
Sws Partners
|
BUY
|
- |
44KNew |
$1.57M - $1.71M
|
44K
$1.81M
|
|
|
Aug 10, 2023
Q2 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
27.3KNew |
$970K - $1.06M
|
27.3K
$1.12M
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
21KNew |
$747K - $818K
|
21K
$866K
|
|
|
Aug 03, 2023
Q2 2023
|
Harbor Advisory Corp
|
BUY
|
- |
18.3KNew |
$651K - $712K
|
18.3K
$754K
|
|
|
Feb 13, 2025
Q2 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
16.9KNew |
$602K - $659K
|
16.9K
$697K
|
|
|
Jul 18, 2023
Q2 2023
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
11.4KNew |
$404K - $442K
|
11.4K
$468K
|
|
|
Jul 21, 2023
Q2 2023
|
Treasure Coast Financial Planning
|
BUY
|
- |
9.83K+ 7.8% |
$350K - $383K
|
136K
$5.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
9.27KNew |
$330K - $361K
|
9.27K
$382K
|
|
|
Jul 11, 2023
Q2 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
8.07KNew |
$287K - $314K
|
8.07K
$332K
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
7.6KNew |
$270K - $296K
|
7.6K
$313K
|
|
|
Aug 11, 2023
Q2 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
6.66KNew |
$237K - $259K
|
6.66K
$275K
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
6.17KNew |
$219K - $240K
|
6.17K
$254K
|
|
|
Jul 25, 2023
Q2 2023
|
Old National Bancorp
|
BUY
|
- |
5.96KNew |
$212K - $232K
|
5.96K
$245K
|
|
|
Aug 11, 2023
Q2 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
5.38KNew |
$191K - $209K
|
5.38K
$222K
|
|
|
Aug 14, 2023
Q2 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
2.46KNew |
$87.5K - $95.8K
|
2.46K
$101K
|
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
2.07KNew |
$73.5K - $80.5K
|
2.07K
$85.1K
|
|
|
Jul 11, 2023
Q2 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1.37KNew |
$48.6K - $53.2K
|
1.37K
$56.3K
|
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
788New |
$28K - $30.7K
|
788
$32.5K
|
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
755New |
$26.9K - $29.4K
|
755
$31.1K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
660+ 2444.44% |
$23.5K - $25.7K
|
687
$28.3K
|
|