Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-4.28M- 96.87% |
$190M - $212M
|
138K
$6.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Cercano Management LLC
Bellevue, WA |
SELL
|
- |
-1.1M- 75.88% |
$48.8M - $54.6M
|
350K
$15.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-1.01M- 84.45% |
$44.6M - $49.9M
|
185K
$8.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-570K- 45.99% |
$25.3M - $28.3M
|
670K
$29.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-389K- 27.08% |
$17.2M - $19.3M
|
1.05M
$46.2M
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-280K- 96.78% |
$12.4M - $13.9M
|
9.31K
$410K
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-272K- 95.64% |
$12M - $13.5M
|
12.4K
$547K
|
|
|
Feb 13, 2025
Q4 2024
|
Elevatus Welath Management
Victor, NY |
SELL
|
- |
-208K- 28.93% |
$9.2M - $10.3M
|
510K
$22.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-197K- 91.21% |
$8.72M - $9.74M
|
19K
$836K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-183K- 11.19% |
$8.09M - $9.05M
|
1.45M
$63.9M
|
|
|
Feb 14, 2025
Q4 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-180K- 12.68% |
$7.98M - $8.92M
|
1.24M
$54.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-164K- 20.82% |
$7.27M - $8.13M
|
624K
$27.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-158K- 31.1% |
$7.01M - $7.84M
|
350K
$15.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-150K- 42.96% |
$6.64M - $7.42M
|
199K
$8.76M
|
|
|
Jan 29, 2025
Q4 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-143K- 55.25% |
$6.33M - $7.07M
|
116K
$5.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-130K- 63.98% |
$5.74M - $6.42M
|
72.9K
$3.22M
|
|
|
Jan 21, 2025
Q4 2024
|
Liquid Strategies, LLC
Atlanta, GA |
SELL
|
- |
-129K- 64.1% |
$5.71M - $6.38M
|
72.1K
$3.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-121K- 25.33% |
$5.36M - $5.99M
|
356K
$15.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Kensington Asset Management, LLC
Austin, TX |
SELL
|
- |
-107K- 59.69% |
$4.73M - $5.29M
|
72.1K
$3.18M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-98.3K- 7.2% |
$4.36M - $4.87M
|
1.27M
$55.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-97.8K- 74.06% |
$4.33M - $4.84M
|
34.2K
$1.51M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-95.8K- 8.95% |
$4.25M - $4.75M
|
975K
$43M
|
|
|
Feb 07, 2025
Q4 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-91.7K- 52.05% |
$4.07M - $4.54M
|
84.5K
$3.72M
|
|
|
Feb 05, 2025
Q4 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-86.9K- 19.62% |
$3.85M - $4.3M
|
356K
$15.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-83.1K- 0.37% |
$3.68M - $4.12M
|
22.1M
$975M
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-80K- 32.21% |
$3.55M - $3.96M
|
168K
$7.42M
|
|
|
Feb 04, 2025
Q4 2024
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-72.8K- 2.22% |
$3.23M - $3.61M
|
3.21M
$141M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-51.4K- 0.92% |
$2.28M - $2.55M
|
5.54M
$244M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-49.7K- 73.11% |
$2.2M - $2.46M
|
18.3K
$806K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-46.1K- 41.08% |
$2.04M - $2.28M
|
66.1K
$2.92M
|
|
|
Feb 19, 2025
Q4 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-45.6K- 16.0% |
$2.02M - $2.26M
|
239K
$10.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-40.1K- 49.66% |
$1.78M - $1.99M
|
40.7K
$1.79M
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-37.9K- 57.26% |
$1.68M - $1.88M
|
28.3K
$1.25M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-32.8K- 1.83% |
$1.45M - $1.63M
|
1.76M
$77.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-30.9K- 14.69% |
$1.37M - $1.53M
|
180K
$7.92M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-29.7K- 5.08% |
$1.31M - $1.47M
|
554K
$24.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-26.4K- 14.86% |
$1.17M - $1.31M
|
151K
$6.66M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-23.3K- 10.24% |
$1.03M - $1.15M
|
204K
$9.01M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-23K- 24.9% |
$1.02M - $1.14M
|
69.3K
$3.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-22.7K- 37.26% |
$1.01M - $1.13M
|
38.3K
$1.69M
|
|
|
Jan 15, 2025
Q4 2024
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-22.1K- 7.95% |
$981K - $1.1M
|
256K
$11.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-21.1K- 3.0% |
$937K - $1.05M
|
683K
$30.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-20.4K- 7.51% |
$906K - $1.01M
|
252K
$11.1M
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-20.2K- 11.96% |
$897K - $1M
|
149K
$6.57M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-20.2K- 4.34% |
$895K - $1M
|
445K
$19.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-20K- 36.64% |
$887K - $991K
|
34.6K
$1.52M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-19.5K- 6.55% |
$862K - $964K
|
277K
$12.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-18.6K- 32.13% |
$826K - $923K
|
39.4K
$1.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
SELL
|
- |
-18.5K- 11.57% |
$821K - $917K
|
141K
$6.24M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-17.7K- 1.84% |
$783K - $875K
|
941K
$41.5M
|