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 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
73.5K+ 15.44% |
$3.26M - $3.64M
|
550K
$22.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
70.7KNew |
$3.13M - $3.5M
|
70.7K
$2.87M
|
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
69.8KNew |
$3.09M - $3.46M
|
69.8K
$2.83M
|
|
|
Feb 13, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
69.6K+ 2126.35% |
$3.08M - $3.45M
|
72.8K
$2.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
68.9K+ 1.33% |
$3.06M - $3.42M
|
5.26M
$214M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
67.1KNew |
$2.97M - $3.32M
|
67.1K
$2.72M
|
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
66.5KNew |
$2.95M - $3.3M
|
66.5K
$2.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
65.9KNew |
$2.92M - $3.27M
|
65.9K
$2.68M
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
65.3KNew |
$2.9M - $3.24M
|
65.3K
$2.65M
|
|
|
Feb 12, 2025
Q4 2024
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
63.1KNew |
$2.8M - $3.13M
|
63.1K
$2.56M
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
60.2K+ 41.89% |
$2.67M - $2.98M
|
204K
$8.28M
|
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
59.6KNew |
$2.64M - $2.95M
|
59.6K
$2.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
59.6K+ 209.17% |
$2.64M - $2.95M
|
88.1K
$3.58M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
58.9KNew |
$2.61M - $2.92M
|
58.9K
$2.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
58KNew |
$2.57M - $2.87M
|
58K
$2.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
57.4K+ 3.34% |
$2.54M - $2.84M
|
1.78M
$72.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
55.6K+ 182.32% |
$2.47M - $2.76M
|
86.1K
$3.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
55.2K+ 7.09% |
$2.45M - $2.74M
|
835K
$33.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
52K+ 57.4% |
$2.31M - $2.58M
|
143K
$5.79M
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
BUY
|
- |
50.1K+ 17.83% |
$2.22M - $2.48M
|
331K
$13.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
49.9KNew |
$2.21M - $2.47M
|
49.9K
$2.03M
|
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
BUY
|
- |
49.7K+ 28.88% |
$2.2M - $2.46M
|
222K
$9.01M
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
48.9K+ 11.39% |
$2.17M - $2.42M
|
478K
$19.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
48.9K+ 169.61% |
$2.17M - $2.42M
|
77.7K
$3.15M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
48.4K+ 168.94% |
$2.14M - $2.4M
|
77K
$3.13M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
48.2K+ 6.79% |
$2.14M - $2.39M
|
758K
$30.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
46.2K+ 15.95% |
$2.05M - $2.29M
|
336K
$13.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
45.8KNew |
$2.03M - $2.27M
|
45.8K
$1.86M
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
45.5K+ 22.54% |
$2.02M - $2.25M
|
247K
$10M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
45K+ 3.71% |
$1.99M - $2.23M
|
1.26M
$51M
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
44.3K+ 3.06% |
$1.97M - $2.2M
|
1.49M
$60.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
44.3K+ 9.2% |
$1.96M - $2.19M
|
526K
$21.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Tandem Investment Partners LLC
Bordentown, NJ |
BUY
|
- |
44.2KNew |
$1.96M - $2.19M
|
44.2K
$1.79M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
43.4K+ 22.51% |
$1.93M - $2.15M
|
236K
$9.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
42.3K+ 2047.8% |
$1.88M - $2.1M
|
44.4K
$1.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
41.6KNew |
$1.84M - $2.06M
|
41.6K
$1.69M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
40.2K+ 298.33% |
$1.78M - $1.99M
|
53.6K
$2.18M
|
|
|
Feb 06, 2025
Q4 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
38.9K+ 9.54% |
$1.72M - $1.93M
|
446K
$18.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
38.7K+ 6.09% |
$1.72M - $1.92M
|
675K
$27.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
37.6KNew |
$1.67M - $1.86M
|
37.6K
$1.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
36.1KNew |
$1.6M - $1.79M
|
36.1K
$1.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
35.5KNew |
$1.57M - $1.76M
|
35.5K
$1.44M
|
|
|
Jan 27, 2025
Q4 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
34.6KNew |
$1.54M - $1.72M
|
34.6K
$1.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
33.8K+ 1.09% |
$1.5M - $1.68M
|
3.13M
$127M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
33.6KNew |
$1.49M - $1.67M
|
33.6K
$1.37M
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
33.5K+ 12.51% |
$1.48M - $1.66M
|
301K
$12.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
33.1K+ 5.05% |
$1.47M - $1.64M
|
687K
$27.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
32.6KNew |
$1.45M - $1.62M
|
32.6K
$1.33M
|
|
|
Jan 14, 2025
Q4 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
32.4K+ 595.44% |
$1.44M - $1.6M
|
37.8K
$1.54M
|
|
|
Jan 27, 2025
Q4 2024
|
Deltec Asset Management LLC
|
BUY
|
- |
31KNew |
$1.37M - $1.54M
|
31K
$1.26M
|