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 05, 2025
Q4 2024
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
13.7KNew |
$606K - $678K
|
13.7K
$555K
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
13.6KNew |
$604K - $675K
|
13.6K
$553K
|
|
Jan 17, 2025
Q4 2024
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
13.4KNew |
$594K - $664K
|
13.4K
$544K
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
12.9KNew |
$571K - $638K
|
12.9K
$523K
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
12.9KNew |
$571K - $638K
|
12.9K
$523K
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
12.9K+ 4.34% |
$571K - $638K
|
309K
$12.6M
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
12.6KNew |
$558K - $624K
|
12.6K
$511K
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
12.5K+ 13.25% |
$552K - $617K
|
106K
$4.32M
|
|
Feb 04, 2025
Q4 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
12K+ 10.4% |
$532K - $595K
|
127K
$5.18M
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
11.8K+ 14.41% |
$524K - $586K
|
93.9K
$3.81M
|
|
Jan 29, 2025
Q4 2024
|
G&S Capital LLC
|
BUY
|
- |
11.8K+ 25.71% |
$522K - $583K
|
57.6K
$2.34M
|
|
Feb 11, 2025
Q4 2024
|
Pecaut & Co.
|
BUY
|
- |
11.7K+ 14.12% |
$520K - $581K
|
94.8K
$3.85M
|
|
Feb 06, 2025
Q4 2024
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
11.4KNew |
$504K - $563K
|
11.4K
$461K
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
10.9K+ 3.25% |
$482K - $539K
|
345K
$14M
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
10.5KNew |
$464K - $519K
|
10.5K
$425K
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
10.4K+ 17.14% |
$459K - $513K
|
70.8K
$2.87M
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
10.2K+ 45.5% |
$451K - $505K
|
32.6K
$1.32M
|
|
Feb 06, 2025
Q4 2024
|
Mayport, LLC
|
BUY
|
- |
10KNew |
$443K - $496K
|
10K
$406K
|
|
Jan 08, 2025
Q4 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
9.97K+ 10.19% |
$442K - $494K
|
108K
$4.38M
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
9.91KNew |
$439K - $491K
|
9.91K
$402K
|
|
Jan 16, 2025
Q4 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
9.91K+ 69.72% |
$439K - $491K
|
24.1K
$979K
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
9.9K+ 18.06% |
$439K - $491K
|
64.7K
$2.63M
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
9.84K+ 14.21% |
$436K - $487K
|
79K
$3.21M
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
9.78KNew |
$433K - $484K
|
9.78K
$397K
|
|
Mar 06, 2025
Q4 2024
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
9.59KNew |
$425K - $475K
|
9.59K
$389K
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
9.52K+ 43.83% |
$422K - $472K
|
31.2K
$1.27M
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
9.45KNew |
$419K - $468K
|
9.45K
$384K
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
9.42K+ 297.69% |
$417K - $467K
|
12.6K
$511K
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
9.4K+ 9.43% |
$417K - $466K
|
109K
$4.43M
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
9.36KNew |
$415K - $464K
|
9.36K
$380K
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9.3K+ 2.36% |
$412K - $461K
|
403K
$16.4M
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
9.29K+ 25.05% |
$412K - $460K
|
46.4K
$1.88M
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
9.27K+ 5.71% |
$411K - $459K
|
172K
$6.97M
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
9.14KNew |
$405K - $453K
|
9.14K
$371K
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
8.95K+ 7.28% |
$397K - $444K
|
132K
$5.35M
|
|
Jan 22, 2025
Q4 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
8.75K+ 3.75% |
$388K - $433K
|
242K
$9.81M
|
|
Jan 31, 2025
Q4 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
8.45K+ 40.62% |
$375K - $419K
|
29.2K
$1.19M
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
8.32KNew |
$369K - $412K
|
8.32K
$338K
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
8.32KNew |
$369K - $412K
|
8.32K
$338K
|
|
Feb 19, 2025
Q4 2024
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
7.91KNew |
$351K - $392K
|
7.91K
$321K
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
7.89K+ 1.69% |
$350K - $391K
|
475K
$19.3M
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
7.82K+ 11.21% |
$347K - $387K
|
77.6K
$3.15M
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
7.74K+ 14.16% |
$343K - $384K
|
62.4K
$2.53M
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
7.72KNew |
$342K - $382K
|
7.72K
$313K
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
7.69K+ 6.15% |
$341K - $381K
|
133K
$5.39M
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
7.63K+ 2.57% |
$338K - $378K
|
304K
$12.4M
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
7.42K+ 8.83% |
$329K - $368K
|
91.5K
$3.71M
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
7.41K+ 6.94% |
$328K - $367K
|
114K
$4.63M
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
7.35KNew |
$326K - $364K
|
7.35K
$298K
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
7.3K+ 2.82% |
$324K - $362K
|
266K
$10.8M
|