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 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-58Closed |
$2.45K - $2.72K
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-57Closed |
$2.41K - $2.68K
|
0
$0
|
|
Q3 2021 | |||||||
Oct 27, 2021
Q3 2021
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-57.2KClosed |
$2.33M - $2.53M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Glovista Investments LLC
Jersey City, NJ |
SELL
|
- |
-51.7KClosed |
$2.1M - $2.29M
|
0
$0
|
|
Oct 12, 2021
Q3 2021
|
Peak Financial Advisors LLC
|
SELL
|
- |
-4.8KClosed |
$195K - $212K
|
0
$0
|
|
Oct 27, 2021
Q3 2021
|
Forte Capital LLC
|
SELL
|
- |
-4.57KClosed |
$186K - $202K
|
0
$0
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-1.05KClosed |
$42.7K - $46.4K
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-32Closed |
$1.3K - $1.42K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 13, 2021
Q2 2021
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-1.66MClosed |
$68.7M - $75.1M
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Hills Bank & Trust CO
|
SELL
|
- |
-2.9KClosed |
$120K - $131K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1.78KClosed |
$73.6K - $80.5K
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-126Closed |
$5.22K - $5.71K
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-65Closed |
$2.69K - $2.94K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-23Closed |
$953 - $1.04K
|
0
$0
|
|
Aug 04, 2021
Q2 2021
|
Evensky & Katz LLC
|
SELL
|
- |
-4Closed |
$166 - $181
|
0
$0
|
|
Q1 2021 | |||||||
May 14, 2021
Q1 2021
|
Donoghue Forlines LLC
|
SELL
|
- |
-175KClosed |
$6.19M - $7.82M
|
0
$0
|
|
Apr 07, 2021
Q1 2021
|
Echo Wealth Management, LLC
|
SELL
|
- |
-6.46KClosed |
$229K - $289K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.4KClosed |
$49.7K - $62.8K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Nvwm, LLC
|
SELL
|
- |
-350Closed |
$12.4K - $15.7K
|
0
$0
|
|
Apr 26, 2021
Q1 2021
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-234Closed |
$8.29K - $10.5K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-136Closed |
$4.82K - $6.09K
|
0
$0
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-65Closed |
$2.3K - $2.91K
|
0
$0
|
|
Apr 27, 2021
Q1 2021
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-35Closed |
$1.24K - $1.57K
|
0
$0
|
|
Q4 2020 | |||||||
Jan 25, 2021
Q4 2020
|
Janney Capital Management LLC
|
SELL
|
- |
-19.1KClosed |
$530K - $687K
|
0
$0
|
|
Feb 09, 2021
Q4 2020
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-25Closed |
$694 - $899
|
0
$0
|
|
Q3 2020 | |||||||
Nov 12, 2020
Q3 2020
|
Matrix Trust CO
|
SELL
|
- |
-430KClosed |
$11M - $12.7M
|
0
$0
|
|
Nov 18, 2020
Q3 2020
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-339KClosed |
$8.67M - $10M
|
0
$0
|
|
Oct 14, 2020
Q3 2020
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-34.1KClosed |
$873K - $1.01M
|
0
$0
|
|
Oct 16, 2020
Q3 2020
|
Toth Financial Advisory Corp
|
SELL
|
- |
-167Closed |
$4.27K - $4.94K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Evoke Wealth, LLC
|
SELL
|
- |
-38Closed |
$972 - $1.12K
|
0
$0
|
|
Q2 2020 | |||||||
Aug 06, 2020
Q2 2020
|
Royal Fund Management, LLC
|
SELL
|
- |
-141KClosed |
$2.81M - $4.15M
|
0
$0
|
|
Aug 03, 2020
Q2 2020
|
First Ascent Asset Management, LLC
|
SELL
|
- |
-57.8KClosed |
$1.15M - $1.7M
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-47.7KClosed |
$947K - $1.4M
|
0
$0
|
|
Jul 22, 2020
Q2 2020
|
Brightworth
|
SELL
|
- |
-12.7KClosed |
$252K - $372K
|
0
$0
|
|
Jul 29, 2020
Q2 2020
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-9.37KClosed |
$186K - $276K
|
0
$0
|
|
Jul 13, 2020
Q2 2020
|
Manchester Financial Inc
|
SELL
|
- |
-2.72KClosed |
$54K - $79.9K
|
0
$0
|
|
Jan 02, 2024
Q2 2020
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-2.1K- 25.93% |
$41.7K - $61.7K
|
6K
$292K
|
|
Jul 22, 2020
Q2 2020
|
Barnett & Company, Inc.
|
SELL
|
- |
-716Closed |
$14.2K - $21K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-408Closed |
$8.11K - $12K
|
0
$0
|
|
Jul 24, 2020
Q2 2020
|
Focused Wealth Management, Inc
|
SELL
|
- |
-34Closed |
$676 - $999
|
0
$0
|
|
Q1 2020 | |||||||
May 05, 2020
Q1 2020
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-79.5KClosed |
$1.51M - $2.65M
|
0
$0
|
|
Apr 10, 2020
Q1 2020
|
Lantz Financial LLC
|
SELL
|
- |
-34.9KClosed |
$661K - $1.16M
|
0
$0
|
|
Apr 08, 2020
Q1 2020
|
Paragon Advisors, LLC
|
SELL
|
- |
-28.4KClosed |
$539K - $949K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-19.4KClosed |
$368K - $648K
|
0
$0
|
|
Apr 30, 2020
Q1 2020
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-14.3KClosed |
$270K - $476K
|
0
$0
|
|
Apr 22, 2020
Q1 2020
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-13.6KClosed |
$259K - $455K
|
0
$0
|
|
Apr 06, 2020
Q1 2020
|
Rda Financial Network
|
SELL
|
- |
-12.7KClosed |
$240K - $423K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-12.6KClosed |
$238K - $419K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Wt Wealth Management
|
SELL
|
- |
-9.6KClosed |
$182K - $320K
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Bell Rock Capital LLC
|
SELL
|
- |
-9.4KClosed |
$178K - $314K
|
0
$0
|