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 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
1.32K+ 3.43% |
$58.3K - $65.2K
|
39.7K
$1.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
1.31K+ 28.0% |
$58K - $64.8K
|
5.98K
$243K
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
1.31K+ 8.94% |
$57.9K - $64.7K
|
15.9K
$646K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.29K+ 4.56% |
$57.3K - $64.1K
|
29.6K
$1.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
1.29KNew |
$57.1K - $63.9K
|
1.29K
$52.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.28K+ 27.58% |
$56.6K - $63.2K
|
5.9K
$240K
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.25K+ 3.37% |
$55.3K - $61.8K
|
38.2K
$1.55M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
1.24KNew |
$54.9K - $61.3K
|
1.24K
$50.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.24K+ 7.0% |
$54.7K - $61.2K
|
18.9K
$766K
|
|
|
Jan 17, 2025
Q4 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
1.23K+ 4.57% |
$54.3K - $60.7K
|
28K
$1.14M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
1.21K+ 1.56% |
$53.6K - $60K
|
78.7K
$3.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.2K+ 4.03% |
$53.2K - $59.5K
|
30.9K
$1.26M
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.19K+ 20.18% |
$52.5K - $58.7K
|
7.06K
$287K
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.15K+ 24.99% |
$50.8K - $56.8K
|
5.74K
$233K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.14K+ 8.1% |
$50.7K - $56.7K
|
15.3K
$620K
|
|
|
Jan 16, 2025
Q4 2024
|
Ars Investment Partners, LLC
|
BUY
|
- |
1.12K+ 3.86% |
$49.6K - $55.4K
|
30.1K
$1.22M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
1.1K+ 491.48% |
$48.6K - $54.3K
|
1.32K
$53.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1.03K+ 1.66% |
$45.8K - $51.2K
|
63.3K
$2.57M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
1.03KNew |
$45.8K - $51.2K
|
1.03K
$42K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
1.02K+ 4.39% |
$45.2K - $50.5K
|
24.2K
$983K
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
1.01KNew |
$44.7K - $49.9K
|
1.01K
$40.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
999+ 9.99% |
$44.3K - $49.5K
|
11K
$447K
|
|
|
Jan 23, 2025
Q4 2024
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
994+ 1.38% |
$44.1K - $49.3K
|
72.8K
$2.96M
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
948+ 4.58% |
$42K - $47K
|
21.6K
$879K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
925+ 4.17% |
$41K - $45.8K
|
23.1K
$938K
|
|
|
Jan 22, 2025
Q4 2024
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
917+ 0.94% |
$40.7K - $45.4K
|
98.8K
$4.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
900New |
$39.9K - $44.6K
|
900
$36.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
900New |
$39.9K - $44.6K
|
900
$36.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
875+ 1.53% |
$38.8K - $43.4K
|
58K
$2.35M
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
875+ 6.35% |
$38.8K - $43.4K
|
14.7K
$595K
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
874+ 11.82% |
$38.7K - $43.3K
|
8.27K
$336K
|
|
|
Mar 14, 2025
Q4 2024
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
863+ 0.23% |
$38.3K - $42.8K
|
377K
$15.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
862+ 0.58% |
$38.2K - $42.7K
|
149K
$6.03M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
830+ 7.62% |
$36.8K - $41.1K
|
11.7K
$476K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
824New |
$36.5K - $40.8K
|
824
$33.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
806+ 2.05% |
$35.7K - $39.9K
|
40.1K
$1.63M
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
776+ 19.09% |
$34.4K - $38.5K
|
4.84K
$197K
|
|
|
Jan 29, 2025
Q4 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
769+ 3.75% |
$34.1K - $38.1K
|
21.3K
$864K
|
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
750+ 5.38% |
$33.2K - $37.2K
|
14.7K
$597K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
725+ 7.42% |
$32.1K - $35.9K
|
10.5K
$426K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
702+ 10.81% |
$31.1K - $34.8K
|
7.19K
$292K
|
|
|
Feb 04, 2025
Q4 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
661+ 0.89% |
$29.3K - $32.8K
|
74.6K
$3.03M
|
|
|
Jan 29, 2025
Q4 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
633+ 4.63% |
$28.1K - $31.4K
|
14.3K
$581K
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
619+ 2.14% |
$27.4K - $30.7K
|
29.5K
$1.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
615+ 0.97% |
$27.3K - $30.5K
|
63.9K
$2.59M
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
605New |
$26.8K - $30K
|
605
$24.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
590+ 7.17% |
$26.2K - $29.2K
|
8.82K
$358K
|
|
|
Feb 13, 2025
Q4 2024
|
Adams Wealth Management
|
BUY
|
- |
574+ 4.24% |
$25.4K - $28.4K
|
14.1K
$573K
|
|
|
Feb 13, 2025
Q4 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
574+ 4.24% |
$25.4K - $28.4K
|
14.1K
$573K
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
566+ 0.92% |
$25.1K - $28K
|
61.9K
$2.51M
|