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 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-22.8K- 8.9% |
$828K - $934K
|
233K
$10.1M
|
|
|
Dec 19, 2024
Q3 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-6.64KClosed |
$241K - $272K
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-3.53K- 46.79% |
$128K - $145K
|
4.01K
$174K
|
|
|
Oct 23, 2023
Q3 2023
|
Cavalier Investments, LLC
|
SELL
|
- |
-3.52K- 12.74% |
$128K - $144K
|
24.1K
$1.04M
|
|
|
Oct 05, 2023
Q3 2023
|
Qp Wealth Management, LLC
|
SELL
|
- |
-3.23K- 17.36% |
$118K - $133K
|
15.4K
$666K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-2.79K- 1.34% |
$101K - $114K
|
205K
$8.85M
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-1.98K- 24.99% |
$72.1K - $81.3K
|
5.95K
$257K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-1.93K- 11.47% |
$70.1K - $79.1K
|
14.9K
$644K
|
|
|
Nov 13, 2023
Q3 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1.8K- 17.93% |
$65.4K - $73.8K
|
8.24K
$356K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-1.22K- 30.84% |
$44.4K - $50.1K
|
2.74K
$119K
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-698- 3.67% |
$25.4K - $28.6K
|
18.3K
$792K
|
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-306- 14.32% |
$11.1K - $12.6K
|
1.83K
$79.2K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-219Closed |
$7.96K - $8.98K
|
0
$0
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
SELL
|
- |
-106- 34.64% |
$3.85K - $4.35K
|
200
$8.65K
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-100- 1.08% |
$3.64K - $4.1K
|
9.17K
$396K
|
|
|
Oct 25, 2023
Q3 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-96- 0.41% |
$3.49K - $3.94K
|
23.4K
$1.01M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-30- 0.09% |
$1.09K - $1.23K
|
33.8K
$1.46M
|
|
| Q2 2023 | |||||||
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
SELL
|
- |
-400- 24.88% |
$14.2K - $15.6K
|
1.21K
$52.2K
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
SELL
|
- |
-382- 32.32% |
$13.6K - $14.9K
|
800
$34.6K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-119K- 99.99% |
$4.27M - $4.99M
|
16
$692
|
|
|
Apr 12, 2023
Q1 2023
|
One Advisory Partners, LLC
|
SELL
|
- |
-45.9K- 88.66% |
$1.65M - $1.93M
|
5.87K
$254K
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-6.65K- 3.31% |
$240K - $280K
|
194K
$8.39M
|
|
|
Apr 28, 2023
Q1 2023
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-3.53K- 99.97% |
$127K - $149K
|
1
$43.3
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-2.13K- 1.81% |
$76.7K - $89.5K
|
115K
$4.99M
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
SELL
|
- |
-535- 6.82% |
$19.3K - $22.5K
|
7.31K
$316K
|
|
|
Apr 04, 2023
Q1 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-448- 7.59% |
$16.1K - $18.9K
|
5.45K
$236K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-124- 1.44% |
$4.47K - $5.22K
|
8.49K
$367K
|
|
| Q4 2022 | |||||||
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-2.86K- 27.49% |
$99.6K - $114K
|
7.55K
$327K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1.96K- 97.42% |
$68.2K - $78.1K
|
52
$2.25K
|
|
|
Jan 25, 2023
Q4 2022
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-960- 72.29% |
$33.4K - $38.3K
|
368
$15.9K
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-735- 5.2% |
$25.6K - $29.3K
|
13.4K
$580K
|
|
|
Feb 03, 2023
Q4 2022
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-540- 82.07% |
$18.8K - $21.5K
|
118
$5.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-475- 0.63% |
$16.5K - $18.9K
|
74.6K
$3.23M
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-87.3K- 66.32% |
$2.97M - $3.62M
|
44.3K
$1.92M
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-2.79K- 2.56% |
$94.8K - $116K
|
106K
$4.6M
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.86KClosed |
$63.3K - $77.3K
|
0
$0
|
|
|
Oct 31, 2022
Q3 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-1.42KClosed |
$48.1K - $58.8K
|
0
$0
|
|
|
Mar 14, 2023
Q3 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-1.16K- 5.09% |
$39.6K - $48.3K
|
21.7K
$939K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-399- 30.25% |
$13.6K - $16.6K
|
920
$39.8K
|
|
|
Oct 21, 2022
Q3 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-289- 38.08% |
$9.82K - $12K
|
470
$20.3K
|
|
|
Oct 06, 2022
Q3 2022
|
Independence Bank Of Kentucky
|
SELL
|
- |
-257- 5.72% |
$8.74K - $10.7K
|
4.23K
$183K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-223- 4.22% |
$7.58K - $9.26K
|
5.07K
$219K
|
|
|
Oct 21, 2022
Q3 2022
|
Straight Path Wealth Management
|
SELL
|
- |
-170- 0.35% |
$5.78K - $7.06K
|
48.2K
$2.08M
|
|
|
Nov 16, 2022
Q3 2022
|
Milestone Wealth, LLC
Buffalo, NY |
SELL
|
- |
-10- 6.99% |
$340 - $415
|
133
$5.75K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-398K- 76.24% |
$13.9M - $16.9M
|
124K
$5.37M
|
|
|
Aug 09, 2022
Q2 2022
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-366KClosed |
$12.7M - $15.6M
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-185KClosed |
$6.43M - $7.86M
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Tlwm
San Antonio, TX |
SELL
|
- |
-178KClosed |
$6.2M - $7.57M
|
0
$0
|
|
|
Oct 04, 2022
Q2 2022
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
- |
-109KClosed |
$3.78M - $4.62M
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-19.2K- 77.06% |
$668K - $815K
|
5.71K
$247K
|
|