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 30, 2023
Q1 2023
|
Fullen Financial Group
|
BUY
|
- |
150+ 0.13% |
$5.41K - $6.31K
|
112K
$4.91M
|
|
|
Apr 24, 2023
Q1 2023
|
First Personal Financial Services
|
BUY
|
- |
107New |
$3.86K - $4.5K
|
107
$4.71K
|
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
76New |
$2.74K - $3.2K
|
76
$3.34K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
56New |
$2.02K - $2.36K
|
56
$2.46K
|
|
|
May 12, 2023
Q1 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
1+ 0.02% |
$36 - $42.1
|
6.36K
$280K
|
|
|
May 04, 2023
Q1 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 0.27% |
$36 - $42.1
|
374
$16.5K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
33KNew |
$1.15M - $1.32M
|
33K
$1.45M
|
|
|
Jan 12, 2023
Q4 2022
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
18.3KNew |
$635K - $728K
|
18.3K
$803K
|
|
|
Feb 14, 2023
Q4 2022
|
Fiduciary Management Inc
Milwaukee, WI |
BUY
|
- |
15KNew |
$523K - $600K
|
15K
$662K
|
|
|
Apr 05, 2023
Q4 2022
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
12.5KNew |
$435K - $498K
|
12.5K
$550K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
12.4KNew |
$433K - $495K
|
12.4K
$547K
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
12KNew |
$419K - $480K
|
12K
$529K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
10.3K+ 17.1% |
$359K - $412K
|
70.7K
$3.11M
|
|
|
Feb 07, 2023
Q4 2022
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
9.3KNew |
$324K - $371K
|
9.3K
$409K
|
|
|
Feb 14, 2023
Q4 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
7.88KNew |
$274K - $314K
|
7.88K
$347K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.65KNew |
$92K - $105K
|
2.65K
$116K
|
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
829+ 7.13% |
$28.8K - $33K
|
12.5K
$548K
|
|
|
Jan 18, 2023
Q4 2022
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
344New |
$12K - $13.7K
|
344
$15.1K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
303New |
$10.5K - $12.1K
|
303
$13.3K
|
|
|
Jan 17, 2023
Q4 2022
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
265+ 2.19% |
$9.22K - $10.6K
|
12.4K
$545K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
143+ 0.87% |
$4.97K - $5.7K
|
16.5K
$726K
|
|
|
Feb 07, 2023
Q4 2022
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
109New |
$3.79K - $4.34K
|
109
$4.79K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
73New |
$2.54K - $2.91K
|
73
$3.21K
|
|
|
Feb 08, 2023
Q4 2022
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
60New |
$2.09K - $2.39K
|
60
$2.64K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
44New |
$1.53K - $1.75K
|
44
$1.94K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
30+ 10.34% |
$1.04K - $1.2K
|
320
$14.1K
|
|
|
Feb 06, 2023
Q4 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.52% |
$34.8 - $39.9
|
194
$8.53K
|
|
| Q3 2022 | |||||||
|
Oct 26, 2022
Q3 2022
|
Udine Wealth Management, Inc.
|
BUY
|
- |
162KNew |
$5.52M - $6.74M
|
162K
$7.14M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
138K+ 345.05% |
$4.69M - $5.72M
|
178K
$7.82M
|
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
47.9K+ 75.08% |
$1.63M - $1.99M
|
112K
$4.91M
|
|
|
Nov 18, 2022
Q3 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
10.4KNew |
$352K - $430K
|
10.4K
$455K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
3.18K+ 2.72% |
$108K - $132K
|
120K
$5.29M
|
|
|
Nov 01, 2022
Q3 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
838+ 9.41% |
$28.5K - $34.8K
|
9.74K
$429K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
801+ 173.75% |
$27.2K - $33.3K
|
1.26K
$55.5K
|
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
440New |
$15K - $18.3K
|
440
$19.4K
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
295New |
$10K - $12.2K
|
295
$13K
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
234New |
$7.95K - $9.72K
|
234
$10.3K
|
|
|
Oct 25, 2022
Q3 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
120New |
$4.08K - $4.98K
|
120
$5.28K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
20New |
$680 - $830
|
20
$880
|
|
| Q2 2022 | |||||||
|
Aug 10, 2022
Q2 2022
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
6.33K+ 30.02% |
$220K - $269K
|
27.4K
$1.2M
|
|
|
Aug 15, 2022
Q2 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
2.03KNew |
$70.8K - $86.5K
|
2.03K
$89.4K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.42KNew |
$49.6K - $60.6K
|
1.42K
$62.6K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
484New |
$16.9K - $20.6K
|
484
$21.3K
|
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
131New |
$4.56K - $5.57K
|
131
$5.76K
|
|
|
Jul 08, 2022
Q2 2022
|
First Community Trust Na
|
BUY
|
- |
55New |
$1.92K - $2.34K
|
55
$2.42K
|
|
|
Aug 10, 2022
Q2 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
22New |
$766 - $936
|
22
$968
|
|
|
Jul 18, 2022
Q2 2022
|
Ellevest, Inc.
|
BUY
|
- |
7New |
$244 - $298
|
7
$308
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
11.9KNew |
$477K - $544K
|
11.9K
$526K
|
|
|
Apr 15, 2022
Q1 2022
|
Claremont Financial Group, Inc.
Claremont, CA |
BUY
|
- |
7.16K+ 9950.0% |
$286K - $326K
|
7.24K
$318K
|
|
|
Apr 26, 2022
Q1 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
206New |
$8.22K - $9.37K
|
206
$9.06K
|
|