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 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
17K+ 12.18% |
$699K - $784K
|
157K
$7.63M
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
17K+ 101.19% |
$697K - $782K
|
33.8K
$1.64M
|
|
Oct 24, 2024
Q3 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
16.9K+ 62.03% |
$692K - $776K
|
44.1K
$2.14M
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
16.8K+ 4.24% |
$688K - $771K
|
412K
$20M
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
16.5K+ 4.91% |
$679K - $761K
|
354K
$17.2M
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
15.9K+ 9.03% |
$654K - $734K
|
193K
$9.36M
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
15.9K+ 104.64% |
$654K - $733K
|
31.2K
$1.52M
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
15.9K+ 5.55% |
$653K - $732K
|
303K
$14.7M
|
|
Oct 07, 2024
Q3 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
15.9K+ 4.73% |
$652K - $731K
|
352K
$17.1M
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
15.9K+ 3.52% |
$651K - $731K
|
467K
$22.7M
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
15.9K+ 6.55% |
$651K - $730K
|
258K
$12.6M
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
BUY
|
- |
15.8K+ 5.83% |
$650K - $729K
|
287K
$14M
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
15.8KNew |
$649K - $728K
|
15.8K
$769K
|
|
Oct 07, 2024
Q3 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
15.7K+ 6.13% |
$645K - $724K
|
272K
$13.2M
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
15.7K+ 22.9% |
$642K - $720K
|
84K
$4.08M
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
15.5KNew |
$634K - $711K
|
15.5K
$751K
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
15.5KNew |
$634K - $711K
|
15.5K
$751K
|
|
Oct 09, 2024
Q3 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
14.2KNew |
$583K - $654K
|
14.2K
$691K
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
13.8K+ 32.97% |
$566K - $635K
|
55.6K
$2.7M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
13.3K+ 3.98% |
$547K - $614K
|
348K
$16.9M
|
|
Oct 15, 2024
Q3 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
12.9K+ 12.58% |
$529K - $594K
|
115K
$5.61M
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
12.8KNew |
$525K - $589K
|
12.8K
$622K
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
12.6K+ 128.77% |
$517K - $580K
|
22.4K
$1.09M
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
12.6K+ 70.03% |
$515K - $578K
|
30.5K
$1.48M
|
|
Oct 23, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
12.5K+ 24.66% |
$513K - $576K
|
63.3K
$3.08M
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
12K+ 1.15% |
$492K - $552K
|
1.06M
$51.4M
|
|
Nov 14, 2024
Q3 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
12K+ 155.41% |
$492K - $551K
|
19.7K
$957K
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
11.6K+ 1.99% |
$477K - $535K
|
596K
$29M
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
10.7K+ 10.81% |
$439K - $492K
|
110K
$5.33M
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
10.5K+ 91.86% |
$430K - $483K
|
21.9K
$1.06M
|
|
Oct 31, 2024
Q3 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
10.3K+ 2.59% |
$422K - $474K
|
407K
$19.8M
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
10.2KNew |
$418K - $469K
|
10.2K
$495K
|
|
Oct 16, 2024
Q3 2024
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
10.1K+ 17.7% |
$415K - $466K
|
67.4K
$3.27M
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
9.73K+ 123.29% |
$399K - $448K
|
17.6K
$857K
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
9.52K+ 9.79% |
$391K - $438K
|
107K
$5.19M
|
|
Nov 12, 2024
Q3 2024
|
Mjp Associates Inc
|
BUY
|
- |
9.2K+ 7.49% |
$378K - $423K
|
132K
$6.42M
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
9.02K+ 48.11% |
$370K - $415K
|
27.8K
$1.35M
|
|
Oct 10, 2024
Q3 2024
|
Montis Financial, LLC
|
BUY
|
- |
9.02KNew |
$370K - $415K
|
9.02K
$438K
|
|
Oct 25, 2024
Q3 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
9.01KNew |
$370K - $415K
|
9.01K
$438K
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
8.74K+ 809.92% |
$358K - $402K
|
9.82K
$477K
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
8.71K+ 12.84% |
$357K - $401K
|
76.6K
$3.72M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
8.7K+ 20.82% |
$357K - $400K
|
50.5K
$2.45M
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.25K+ 2.14% |
$338K - $379K
|
394K
$19.1M
|
|
Oct 24, 2024
Q3 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
7.95K+ 4.62% |
$326K - $366K
|
180K
$8.75M
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
7.93K+ 12.94% |
$325K - $365K
|
69.2K
$3.36M
|
|
Nov 13, 2024
Q3 2024
|
Kensington Asset Management, LLC
Austin, TX |
BUY
|
- |
7.86K+ 4.6% |
$322K - $362K
|
179K
$8.69M
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
7.86KNew |
$322K - $361K
|
7.86K
$382K
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
7.84K+ 9.6% |
$322K - $361K
|
89.5K
$4.35M
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
7.8KNew |
$320K - $359K
|
7.8K
$379K
|
|
Oct 25, 2024
Q3 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
7.6K+ 8.42% |
$312K - $349K
|
97.8K
$4.76M
|