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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
May 15, 2020
Q1 2020
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-9.3KClosed |
$176K - $310K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-9.04KClosed |
$171K - $302K
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Crumly & Associates Inc.
|
SELL
|
- |
-8.24KClosed |
$156K - $275K
|
0
$0
|
|
|
Apr 20, 2020
Q1 2020
|
Apexium Financial, LP
|
SELL
|
- |
-7.11KClosed |
$135K - $237K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-5.18KClosed |
$98.2K - $173K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-3.95KClosed |
$75K - $132K
|
0
$0
|
|
|
Sep 08, 2021
Q1 2020
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-3.03KClosed |
$57.5K - $101K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-1.67KClosed |
$31.6K - $55.7K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-672Closed |
$12.7K - $22.4K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-280Closed |
$5.31K - $9.34K
|
0
$0
|
|
|
Apr 08, 2020
Q1 2020
|
First Premier Bank
|
SELL
|
- |
-183Closed |
$3.47K - $6.11K
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-55Closed |
$1.04K - $1.84K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 04, 2020
Q4 2019
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-15.8KClosed |
$459K - $519K
|
0
$0
|
|
|
Feb 10, 2020
Q4 2019
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-10.8KClosed |
$314K - $355K
|
0
$0
|
|
|
Jan 30, 2020
Q4 2019
|
Concorde Asset Management, LLC
|
SELL
|
- |
-8.67KClosed |
$251K - $284K
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Lake Point Wealth Management
|
SELL
|
- |
-1K- 96.54% |
$29.1K - $32.9K
|
36
$1.48K
|
|
|
Feb 10, 2020
Q4 2019
|
Barclays PLC
London, X0 |
SELL
|
- |
-4Closed |
$116 - $131
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 15, 2019
Q3 2019
|
Wealthsource Partners, LLC
|
SELL
|
- |
-14.6KClosed |
$437K - $456K
|
0
$0
|
|
|
Apr 01, 2020
Q3 2019
|
Archer Investment Corp
|
SELL
|
- |
-88Closed |
$2.63K - $2.74K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Jul 24, 2019
Q2 2019
|
Financial Consulate, Inc
|
SELL
|
- |
-19.8KClosed |
N/A
|
0
$0
|
|
|
Jul 09, 2019
Q2 2019
|
Stone House Investment Management, LLC
|
SELL
|
- |
-8.11KClosed |
N/A
|
0
$0
|
|
|
Jul 25, 2019
Q2 2019
|
D. Scott Neal, Inc.
|
SELL
|
- |
-7.51KClosed |
N/A
|
0
$0
|
|
|
Jul 23, 2019
Q2 2019
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-475Closed |
N/A
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-418Closed |
N/A
|
0
$0
|
|
|
Jul 09, 2019
Q2 2019
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-79Closed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 13, 2019
Q1 2019
|
Copperwynd Financial, LLC
|
SELL
|
- |
-164KClosed |
N/A
|
0
$0
|
|
|
Apr 12, 2019
Q1 2019
|
Churchill Management Corp
|
SELL
|
- |
-53.3KClosed |
N/A
|
0
$0
|
|
|
Apr 15, 2019
Q1 2019
|
Affiance Financial, LLC
|
SELL
|
- |
-44.4KClosed |
N/A
|
0
$0
|
|
|
May 03, 2019
Q1 2019
|
Smart Money Group LLC
|
SELL
|
- |
-8.63KClosed |
N/A
|
0
$0
|
|
|
May 16, 2019
Q1 2019
|
Wealthpoint, LLC
|
SELL
|
- |
-1KClosed |
N/A
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-701Closed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Jan 29, 2019
Q4 2018
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-80.7KClosed |
N/A
|
0
$0
|
|
|
Jan 24, 2019
Q4 2018
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-77.6KClosed |
N/A
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-36.3KClosed |
N/A
|
0
$0
|
|
|
Mar 11, 2024
Q4 2018
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-11.5KClosed |
N/A
|
0
$0
|
|
|
Jan 31, 2019
Q4 2018
|
Wedbush Securities Inc
|
SELL
|
- |
-8.23KClosed |
N/A
|
0
$0
|
|
|
Jan 24, 2019
Q4 2018
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-4.43KClosed |
N/A
|
0
$0
|
|
|
Feb 05, 2019
Q4 2018
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-1.78KClosed |
N/A
|
0
$0
|
|
|
Feb 05, 2019
Q4 2018
|
Destination Wealth Management
|
SELL
|
- |
-1.54KClosed |
N/A
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
Signature Wealth Management Group
|
SELL
|
- |
-641Closed |
N/A
|
0
$0
|
|
|
Jan 15, 2019
Q4 2018
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-38Closed |
N/A
|
0
$0
|
|
|
Jan 30, 2019
Q4 2018
|
Mc Adam, LLC
|
SELL
|
- |
-30Closed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 07, 2018
Q3 2018
|
Jrm Investment Counsel, LLC
|
SELL
|
- |
-14.4KClosed |
N/A
|
0
$0
|
|
| Q2 2018 | |||||||
|
Jul 24, 2018
Q2 2018
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-8.85KClosed |
N/A
|
0
$0
|
|
|
Aug 16, 2018
Q2 2018
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-322Closed |
N/A
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 14, 2018
Q1 2018
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-9.92KClosed |
N/A
|
0
$0
|
|
|
Nov 09, 2023
Q1 2018
|
Brewin Dolphin LTD
London, X0 |
SELL
|
- |
-645- 57.33% |
N/A
|
480
$19.8K
|
|