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
|
Bellwether Advisors, LLC
|
BUY
|
- |
561New |
$24.9K - $27.8K
|
561
$22.8K
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
559+ 9.74% |
$24.8K - $27.7K
|
6.3K
$256K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
557New |
$24.7K - $27.6K
|
557
$22.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
540+ 1.62% |
$23.9K - $26.8K
|
33.8K
$1.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
516+ 4.03% |
$22.9K - $25.6K
|
13.3K
$541K
|
|
|
Jan 17, 2025
Q4 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
509+ 10.53% |
$22.6K - $25.2K
|
5.34K
$217K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
505+ 1.95% |
$22.4K - $25K
|
26.5K
$1.07M
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
499+ 1.47% |
$22.1K - $24.7K
|
34.5K
$1.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
476New |
$21.1K - $23.6K
|
476
$19.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
464+ 0.57% |
$20.6K - $23K
|
82.4K
$3.35M
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
456+ 23.01% |
$20.2K - $22.6K
|
2.44K
$99K
|
|
|
Jan 27, 2025
Q4 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
425+ 0.97% |
$18.8K - $21.1K
|
44.3K
$1.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
422+ 5.59% |
$18.7K - $20.9K
|
7.97K
$324K
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
416+ 3.65% |
$18.4K - $20.6K
|
11.8K
$480K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
411New |
$18.2K - $20.4K
|
411
$16.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
402New |
$17.8K - $19.9K
|
402
$16.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
396+ 8.6% |
$17.6K - $19.6K
|
5K
$203K
|
|
|
Feb 14, 2025
Q4 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
395+ 3.7% |
$17.5K - $19.6K
|
11.1K
$450K
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
393+ 3.31% |
$17.4K - $19.5K
|
12.3K
$498K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
388+ 0.9% |
$17.2K - $19.2K
|
43.3K
$1.76M
|
|
|
Feb 12, 2025
Q4 2024
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
385+ 5.84% |
$17.1K - $19.1K
|
6.98K
$283K
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
379New |
$16.8K - $18.8K
|
379
$15.4K
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
373+ 6.04% |
$16.5K - $18.5K
|
6.55K
$266K
|
|
|
Jan 22, 2025
Q4 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
369+ 0.62% |
$16.4K - $18.3K
|
59.9K
$2.43M
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
368+ 4.06% |
$16.3K - $18.2K
|
9.43K
$383K
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
365New |
$16.2K - $18.1K
|
365
$14.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
364+ 2.85% |
$16.1K - $18K
|
13.1K
$533K
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
357+ 0.3% |
$15.8K - $17.7K
|
118K
$4.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
353+ 4.42% |
$15.6K - $17.5K
|
8.33K
$338K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
342New |
$15.2K - $16.9K
|
342
$13.9K
|
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
332+ 0.77% |
$14.7K - $16.5K
|
43.4K
$1.76M
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
319+ 3.17% |
$14.1K - $15.8K
|
10.4K
$422K
|
|
|
Jan 22, 2025
Q4 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
318+ 5.26% |
$14.1K - $15.8K
|
6.37K
$258K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
311New |
$13.8K - $15.4K
|
311
$12.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
BUY
|
- |
300+ 0.78% |
$13.3K - $14.9K
|
38.7K
$1.57M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
293+ 3.29% |
$13K - $14.5K
|
9.21K
$374K
|
|
|
Jan 23, 2025
Q4 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
291+ 2.59% |
$12.9K - $14.4K
|
11.5K
$467K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
272+ 7.08% |
$12.1K - $13.5K
|
4.11K
$167K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
253New |
$11.2K - $12.5K
|
253
$10.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
251+ 3.85% |
$11.1K - $12.4K
|
6.78K
$275K
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
250+ 1.4% |
$11.1K - $12.4K
|
18.2K
$737K
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
247+ 4.61% |
$10.9K - $12.2K
|
5.61K
$228K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
245New |
$10.9K - $12.1K
|
245
$9.95K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
243+ 6.83% |
$10.8K - $12K
|
3.8K
$154K
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
238+ 1252.63% |
$10.6K - $11.8K
|
257
$10.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
230New |
$10.2K - $11.4K
|
230
$9.34K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
207+ 2.69% |
$9.18K - $10.3K
|
7.9K
$321K
|
|
|
Jan 31, 2025
Q4 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
202+ 0.29% |
$8.95K - $10K
|
70.4K
$2.86M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
201New |
$8.91K - $9.96K
|
201
$8.16K
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
199+ 1.36% |
$8.82K - $9.86K
|
14.9K
$604K
|