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
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
759+ 5.03% |
$31.1K - $34.9K
|
15.8K
$749K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
735+ 0.69% |
$30.1K - $33.8K
|
107K
$5.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
734+ 3.27% |
$30.1K - $33.8K
|
23.2K
$1.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
719+ 0.19% |
$29.5K - $33.1K
|
377K
$17.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
707+ 3.37% |
$29K - $32.5K
|
21.7K
$1.03M
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
679+ 3.61% |
$27.9K - $31.2K
|
19.5K
$921K
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
672+ 8.73% |
$27.6K - $30.9K
|
8.37K
$396K
|
|
|
Nov 04, 2024
Q3 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
670+ 0.79% |
$27.5K - $30.8K
|
85.3K
$4.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Municipal Employees' Retirement System Of Michigan
|
BUY
|
- |
655+ 4.1% |
$26.9K - $30.1K
|
16.6K
$787K
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
598+ 11.09% |
$24.5K - $27.5K
|
5.99K
$283K
|
|
|
Nov 14, 2024
Q3 2024
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
565+ 1.01% |
$23.2K - $26K
|
56.2K
$2.66M
|
|
|
Nov 13, 2024
Q3 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
544+ 5.99% |
$22.3K - $25K
|
9.63K
$455K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
536+ 4.72% |
$22K - $24.7K
|
11.9K
$563K
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
520+ 8.73% |
$21.3K - $23.9K
|
6.48K
$306K
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
513+ 2.43% |
$21K - $23.6K
|
21.7K
$1.02M
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
510+ 2.53% |
$20.9K - $23.5K
|
20.7K
$979K
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
508+ 1.79% |
$20.8K - $23.4K
|
28.8K
$1.36M
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
BUY
|
- |
500+ 76.92% |
$20.5K - $23K
|
1.15K
$54.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
495+ 2.46% |
$20.3K - $22.8K
|
20.7K
$977K
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
477+ 48.62% |
$19.6K - $21.9K
|
1.46K
$68.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
472+ 3.28% |
$19.4K - $21.7K
|
14.9K
$703K
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
466+ 9.4% |
$19.1K - $21.4K
|
5.42K
$256K
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
464+ 0.18% |
$19K - $21.3K
|
259K
$12.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
434+ 6.74% |
$17.8K - $20K
|
6.87K
$325K
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
BUY
|
- |
423+ 0.52% |
$17.4K - $19.5K
|
81.9K
$3.87M
|
|
|
Oct 31, 2024
Q3 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
419+ 2.93% |
$17.2K - $19.3K
|
14.7K
$695K
|
|
|
Oct 08, 2024
Q3 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
408+ 0.86% |
$16.7K - $18.8K
|
47.9K
$2.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
399+ 1.2% |
$16.4K - $18.4K
|
33.6K
$1.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
398+ 2.94% |
$16.3K - $18.3K
|
13.9K
$660K
|
|
|
Nov 29, 2024
Q3 2024
|
American Trust
Lexington, KY |
BUY
|
- |
390+ 3.47% |
$16K - $17.9K
|
11.6K
$549K
|
|
|
Nov 04, 2024
Q3 2024
|
Patron Partners, LLC
|
BUY
|
- |
387+ 2.82% |
$15.9K - $17.8K
|
14.1K
$667K
|
|
|
Nov 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
353+ 2.57% |
$14.5K - $16.2K
|
14.1K
$667K
|
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
353New |
$14.5K - $16.2K
|
353
$16.7K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
353+ 5.63% |
$14.5K - $16.2K
|
6.62K
$313K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
341New |
$14K - $15.7K
|
341
$16.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
327+ 1.84% |
$13.4K - $15K
|
18.1K
$858K
|
|
|
Nov 05, 2024
Q3 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
326+ 3.45% |
$13.4K - $15K
|
9.77K
$462K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
321+ 4.52% |
$13.2K - $14.8K
|
7.42K
$351K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
317New |
$13K - $14.6K
|
317
$15K
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
305New |
$12.5K - $14K
|
305
$14.4K
|
|
|
Nov 12, 2024
Q3 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
300+ 1.57% |
$12.3K - $13.8K
|
19.4K
$917K
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
284+ 0.67% |
$11.6K - $13.1K
|
42.6K
$2.01M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
283+ 0.21% |
$11.6K - $13K
|
138K
$6.53M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
282+ 7.07% |
$11.6K - $13K
|
4.27K
$202K
|
|
|
Oct 07, 2024
Q3 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
275+ 1.04% |
$11.3K - $12.7K
|
26.8K
$1.27M
|
|
|
Nov 06, 2024
Q3 2024
|
Bank Of Marin
Novato, CA |
BUY
|
- |
272+ 2.53% |
$11.2K - $12.5K
|
11K
$521K
|
|
|
Oct 29, 2024
Q3 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
267+ 1.3% |
$11K - $12.3K
|
20.8K
$984K
|
|
|
Nov 12, 2024
Q3 2024
|
Wulff, Hansen & Co.
|
BUY
|
- |
265+ 1.49% |
$10.9K - $12.2K
|
18K
$852K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
262+ 0.48% |
$10.7K - $12.1K
|
54.7K
$2.59M
|
|
|
Nov 08, 2024
Q3 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
260+ 1.51% |
$10.7K - $12K
|
17.4K
$825K
|