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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-3.68M- 97.69% |
$151M - $169M
|
87K
$4.23M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-581K- 26.24% |
$23.8M - $26.7M
|
1.63M
$79.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-317K- 5.75% |
$13M - $14.6M
|
5.2M
$253M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-305K- 4.72% |
$12.5M - $14M
|
6.15M
$299M
|
|
|
Nov 14, 2024
Q3 2024
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-271K- 17.96% |
$11.1M - $12.5M
|
1.24M
$60.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Marmo Financial Group, LLC
Johnson City, TN |
SELL
|
- |
-231K- 73.21% |
$9.47M - $10.6M
|
84.5K
$4.11M
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-211K- 89.42% |
$8.66M - $9.71M
|
25K
$1.21M
|
|
|
Nov 14, 2024
Q3 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-174K- 10.91% |
$7.14M - $8M
|
1.42M
$69M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-156K- 16.54% |
$6.41M - $7.19M
|
788K
$38.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-152K- 12.43% |
$6.24M - $6.99M
|
1.07M
$52.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-126K- 20.88% |
$5.19M - $5.82M
|
479K
$23.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-102K- 3.02% |
$4.19M - $4.7M
|
3.28M
$159M
|
|
|
Oct 07, 2024
Q3 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-91.9K- 82.75% |
$3.77M - $4.23M
|
19.2K
$931K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-79.6K- 9.96% |
$3.27M - $3.66M
|
720K
$35M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-74.6K- 5.45% |
$3.06M - $3.43M
|
1.29M
$62.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-73.9K- 5.13% |
$3.03M - $3.4M
|
1.37M
$66.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-71.5K- 64.48% |
$2.93M - $3.29M
|
39.4K
$1.92M
|
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-68.8K- 26.18% |
$2.82M - $3.16M
|
194K
$9.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-67.7K- 97.25% |
$2.78M - $3.11M
|
1.91K
$92.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-65K- 25.19% |
$2.67M - $2.99M
|
193K
$9.38M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-61.5K- 3.26% |
$2.52M - $2.83M
|
1.83M
$88.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-54.9K- 12.09% |
$2.25M - $2.53M
|
399K
$19.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Fox Financial, Inc
Wyomissing, PA |
SELL
|
- |
-54.7K- 82.26% |
$2.24M - $2.52M
|
11.8K
$574K
|
|
|
Nov 05, 2024
Q3 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-46.1K- 6.15% |
$1.89M - $2.12M
|
705K
$34.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-44.6K- 7.82% |
$1.83M - $2.05M
|
526K
$25.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-44.2K- 12.96% |
$1.81M - $2.03M
|
297K
$14.4M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-42.3K- 13.52% |
$1.73M - $1.94M
|
270K
$13.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-40.3K- 1.28% |
$1.65M - $1.85M
|
3.1M
$151M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-38.7K- 2.11% |
$1.59M - $1.78M
|
1.79M
$87.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Econ Financial Services Corp
|
SELL
|
- |
-37.5K- 89.12% |
$1.54M - $1.73M
|
4.58K
$223K
|
|
|
Nov 12, 2024
Q3 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-37.1K- 14.38% |
$1.52M - $1.71M
|
221K
$10.7M
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-35.3K- 17.26% |
$1.45M - $1.62M
|
169K
$8.23M
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-33.5K- 94.19% |
$1.37M - $1.54M
|
2.07K
$100K
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-25.2K- 2.07% |
$1.04M - $1.16M
|
1.19M
$58M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-23.1K- 35.79% |
$947K - $1.06M
|
41.4K
$2.01M
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-23.1K- 7.21% |
$947K - $1.06M
|
297K
$14.4M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-21.9K- 73.23% |
$900K - $1.01M
|
8.02K
$390K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-21.2K- 94.75% |
$871K - $977K
|
1.18K
$57.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Range Financial Group LLC
|
SELL
|
- |
-20.2K- 63.74% |
$829K - $930K
|
11.5K
$559K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-19.7K- 40.94% |
$810K - $909K
|
28.5K
$1.38M
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-18.6K- 23.04% |
$764K - $857K
|
62.2K
$3.02M
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-17K- 13.47% |
$697K - $782K
|
109K
$5.31M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-14.8K- 20.36% |
$609K - $683K
|
58.1K
$2.82M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-14.2K- 4.24% |
$582K - $653K
|
321K
$15.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-13.8K- 14.4% |
$567K - $635K
|
82.1K
$3.99M
|
|
|
Nov 21, 2024
Q3 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-12.5K- 14.98% |
$511K - $573K
|
70.7K
$3.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-12.1K- 4.02% |
$497K - $557K
|
289K
$14M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-11.9K- 11.46% |
$490K - $550K
|
92.2K
$4.48M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-11.8K- 2.42% |
$485K - $544K
|
477K
$23.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-11.5K- 46.87% |
$472K - $530K
|
13K
$634K
|