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 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
44.8K+ 0.81% |
$1.84M - $2.06M
|
5.59M
$263M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
40.5K+ 12.04% |
$1.66M - $1.86M
|
377K
$17.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
40.4K+ 1.81% |
$1.66M - $1.86M
|
2.27M
$107M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
40K+ 22.89% |
$1.64M - $1.84M
|
215K
$10.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
39.9K+ 7.33% |
$1.64M - $1.83M
|
584K
$27.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
BUY
|
- |
39.3K+ 33.77% |
$1.61M - $1.81M
|
156K
$7.33M
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
38K+ 6.45% |
$1.56M - $1.75M
|
628K
$29.6M
|
|
|
Nov 08, 2024
Q3 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
37.8KNew |
$1.55M - $1.74M
|
37.8K
$1.78M
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
37.4K+ 1.74% |
$1.53M - $1.72M
|
2.18M
$103M
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
35.1K+ 2.39% |
$1.44M - $1.62M
|
1.51M
$71M
|
|
|
Nov 07, 2024
Q3 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
35K+ 137.99% |
$1.44M - $1.61M
|
60.4K
$2.85M
|
|
|
Oct 17, 2024
Q3 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
33.9K+ 105.23% |
$1.39M - $1.56M
|
66.1K
$3.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
32.8K+ 162.59% |
$1.34M - $1.51M
|
52.9K
$2.49M
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
32.4K+ 494.5% |
$1.33M - $1.49M
|
38.9K
$1.83M
|
|
|
Nov 08, 2024
Q3 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
31.4K+ 104.07% |
$1.29M - $1.44M
|
61.5K
$2.89M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
31.1K+ 3.38% |
$1.27M - $1.43M
|
952K
$44.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
30.6K+ 4.91% |
$1.26M - $1.41M
|
654K
$30.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
30K+ 321.72% |
$1.23M - $1.38M
|
39.3K
$1.85M
|
|
|
Oct 15, 2024
Q3 2024
|
Liquid Strategies, LLC
Atlanta, GA |
BUY
|
- |
29.8K+ 17.46% |
$1.22M - $1.37M
|
201K
$9.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
29.6K+ 5.14% |
$1.22M - $1.36M
|
606K
$28.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
29.6K+ 16.36% |
$1.21M - $1.36M
|
211K
$9.91M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
29.6K+ 4.35% |
$1.21M - $1.36M
|
709K
$33.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
29.5K+ 29.94% |
$1.21M - $1.36M
|
128K
$6.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
28.4KNew |
$1.17M - $1.31M
|
28.4K
$1.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
27.6K+ 14.53% |
$1.13M - $1.27M
|
218K
$10.2M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
27.1K+ 2.95% |
$1.11M - $1.25M
|
946K
$44.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
26.2KNew |
$1.07M - $1.2M
|
26.2K
$1.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
25.6K+ 5.69% |
$1.05M - $1.18M
|
476K
$22.4M
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
25K+ 18.2% |
$1.03M - $1.15M
|
162K
$7.64M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
24.9K+ 65.59% |
$1.02M - $1.14M
|
62.8K
$2.95M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
24.8KNew |
$1.02M - $1.14M
|
24.8K
$1.17M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
24.7K+ 28.15% |
$1.02M - $1.14M
|
113K
$5.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
24.5KNew |
$1.01M - $1.13M
|
24.5K
$1.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
23.6K+ 175.4% |
$969K - $1.09M
|
37.1K
$1.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
23.5K+ 62.48% |
$963K - $1.08M
|
61K
$2.87M
|
|
|
Nov 01, 2024
Q3 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
22.6KNew |
$929K - $1.04M
|
22.6K
$1.07M
|
|
|
Oct 16, 2024
Q3 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
21.9KNew |
$899K - $1.01M
|
21.9K
$1.03M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
21.3K+ 8.16% |
$874K - $980K
|
282K
$13.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
20.7K+ 270.87% |
$849K - $952K
|
28.3K
$1.33M
|
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
20.3KNew |
$833K - $935K
|
20.3K
$956K
|
|
|
Oct 04, 2024
Q3 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
20.1K+ 35.2% |
$826K - $926K
|
77.3K
$3.64M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
20K+ 27.1% |
$819K - $919K
|
93.7K
$4.41M
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
19.8KNew |
$812K - $910K
|
19.8K
$931K
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
19.6K+ 57.3% |
$803K - $901K
|
53.8K
$2.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
19.1KNew |
$785K - $880K
|
19.1K
$900K
|
|
|
Oct 24, 2024
Q3 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
19K+ 2.88% |
$781K - $876K
|
679K
$32M
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
18.6K+ 2090.77% |
$762K - $854K
|
19.5K
$916K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
18.6K+ 7.46% |
$761K - $854K
|
267K
$12.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
17.9K+ 59.36% |
$733K - $822K
|
48K
$2.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
17.7KNew |
$727K - $815K
|
17.7K
$834K
|