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 |
---|---|---|---|---|---|---|---|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-17.7K- 1.84% |
$783K - $875K
|
941K
$38.6M
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-17.4K- 92.86% |
$771K - $862K
|
1.34K
$54.9K
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-16.5K- 21.46% |
$732K - $818K
|
60.4K
$2.48M
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-15.8K- 6.03% |
$702K - $785K
|
247K
$10.1M
|
|
Feb 12, 2025
Q4 2024
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-15.6K- 41.12% |
$690K - $771K
|
22.3K
$914K
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-13.3K- 4.93% |
$591K - $660K
|
257K
$10.5M
|
|
Jan 16, 2025
Q4 2024
|
Prairie Sky Financial Group LLC
Westchester, IL |
SELL
|
- |
-12K- 20.94% |
$534K - $597K
|
45.5K
$1.87M
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-10.4K- 8.06% |
$460K - $515K
|
119K
$4.86M
|
|
Feb 04, 2025
Q4 2024
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-10.2K- 7.89% |
$451K - $504K
|
119K
$4.87M
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-9.32K- 5.52% |
$413K - $462K
|
159K
$6.53M
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-9.18K- 8.41% |
$407K - $455K
|
100K
$4.1M
|
|
Jan 21, 2025
Q4 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-9.04K- 13.42% |
$401K - $448K
|
58.3K
$2.39M
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-8.68K- 22.3% |
$385K - $430K
|
30.2K
$1.24M
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-8.39K- 14.45% |
$372K - $416K
|
49.7K
$2.04M
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-8.09K- 3.15% |
$359K - $401K
|
249K
$10.2M
|
|
Jan 15, 2025
Q4 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-7.84K- 18.27% |
$347K - $388K
|
35.1K
$1.44M
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-7.65K- 2.98% |
$339K - $379K
|
249K
$10.2M
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-7.61K- 10.77% |
$337K - $377K
|
63K
$2.59M
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-7.13K- 10.46% |
$316K - $353K
|
61.1K
$2.51M
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-6.95K- 54.49% |
$308K - $344K
|
5.81K
$238K
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-6.81K- 36.33% |
$302K - $337K
|
11.9K
$490K
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-6.66K- 3.95% |
$295K - $330K
|
162K
$6.64M
|
|
Feb 11, 2025
Q4 2024
|
Goodman Financial Corp
Houston, TX |
SELL
|
- |
-6.5K- 8.67% |
$288K - $322K
|
68.4K
$2.81M
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-6.37K- 0.35% |
$282K - $316K
|
1.82M
$74.6M
|
|
Jan 30, 2025
Q4 2024
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-6.16K- 14.2% |
$273K - $305K
|
37.2K
$1.53M
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-6.11K- 7.7% |
$271K - $303K
|
73.2K
$3M
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-6.01K- 50.05% |
$266K - $298K
|
5.99K
$246K
|
|
Feb 13, 2025
Q4 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-5.63K- 5.36% |
$249K - $279K
|
99.4K
$4.08M
|
|
Jan 23, 2025
Q4 2024
|
Fox Financial, Inc
Wyomissing, PA |
SELL
|
- |
-5.21K- 44.11% |
$231K - $258K
|
6.6K
$271K
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5.16K- 99.9% |
$229K - $256K
|
5
$205
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-4.5K- 13.59% |
$200K - $223K
|
28.6K
$1.18M
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-4.43K- 15.2% |
$196K - $219K
|
24.7K
$1.01M
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-4.4K- 3.19% |
$195K - $218K
|
134K
$5.48M
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-4.29K- 5.74% |
$190K - $213K
|
70.5K
$2.89M
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-4.26K- 12.69% |
$189K - $211K
|
29.3K
$1.2M
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-4.21K- 14.65% |
$187K - $209K
|
24.5K
$1.01M
|
|
Jan 14, 2025
Q4 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-3.99K- 6.56% |
$177K - $198K
|
56.8K
$2.33M
|
|
Feb 11, 2025
Q4 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-3.77K- 17.43% |
$167K - $187K
|
17.9K
$734K
|
|
Jan 17, 2025
Q4 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-3.68K- 19.23% |
$163K - $183K
|
15.5K
$635K
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-3.58K- 5.07% |
$159K - $178K
|
67.1K
$2.75M
|
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-3.4K- 5.38% |
$151K - $168K
|
59.8K
$2.45M
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-3.18K- 43.94% |
$141K - $158K
|
4.06K
$166K
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.18K- 2.02% |
$141K - $157K
|
154K
$6.3M
|
|
Jan 13, 2025
Q4 2024
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-3.12K- 32.14% |
$138K - $154K
|
6.58K
$270K
|
|
Feb 11, 2025
Q4 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-3.09K- 5.68% |
$137K - $153K
|
51.3K
$2.11M
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-2.95K- 37.49% |
$131K - $146K
|
4.91K
$201K
|
|
Feb 12, 2025
Q4 2024
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-2.93K- 6.38% |
$130K - $145K
|
43.1K
$1.77M
|
|
Jan 27, 2025
Q4 2024
|
Moneywise, Inc.
|
SELL
|
- |
-2.72K- 22.82% |
$121K - $135K
|
9.2K
$377K
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.66K- 1.84% |
$118K - $132K
|
142K
$5.81M
|
|
Feb 13, 2025
Q4 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-2.59K- 1.32% |
$115K - $129K
|
194K
$7.98M
|