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 13, 2025
Q4 2024
|
Elevatus Welath Management
Victor, NY |
SELL
|
- |
-208K- 28.93% |
$9.2M - $10.3M
|
510K
$22M
|
|
|
Jan 21, 2025
Q4 2024
|
Liquid Strategies, LLC
Atlanta, GA |
SELL
|
- |
-129K- 64.1% |
$5.71M - $6.38M
|
72.1K
$3.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Kensington Asset Management, LLC
Austin, TX |
SELL
|
- |
-107K- 59.69% |
$4.73M - $5.29M
|
72.1K
$3.12M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-46.1K- 41.08% |
$2.04M - $2.28M
|
66.1K
$2.86M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-17.4K- 92.86% |
$771K - $862K
|
1.34K
$57.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-2.95K- 37.49% |
$131K - $146K
|
4.91K
$212K
|
|
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-2.27K- 3.06% |
$101K - $113K
|
72K
$3.11M
|
|
|
Feb 05, 2025
Q4 2024
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-2.15K- 24.78% |
$95.5K - $107K
|
6.54K
$283K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.56K- 5.04% |
$69.2K - $77.4K
|
29.5K
$1.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-1.11K- 9.19% |
$49K - $54.8K
|
10.9K
$473K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-1.07K- 17.08% |
$47.4K - $53K
|
5.2K
$225K
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-807- 12.04% |
$35.8K - $40K
|
5.9K
$255K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-795- 13.35% |
$35.2K - $39.4K
|
5.16K
$223K
|
|
|
Feb 11, 2025
Q4 2024
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
SELL
|
- |
-422- 3.91% |
$18.7K - $20.9K
|
10.4K
$449K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-370- 13.71% |
$16.4K - $18.3K
|
2.33K
$101K
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-341- 6.72% |
$15.1K - $16.9K
|
4.74K
$205K
|
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-333- 6.43% |
$14.8K - $16.5K
|
4.85K
$210K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-315- 4.32% |
$14K - $15.6K
|
6.97K
$302K
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
SELL
|
- |
-207- 3.61% |
$9.18K - $10.3K
|
5.53K
$239K
|
|
|
Jan 23, 2025
Q4 2024
|
Brown Financial Advisory
|
SELL
|
- |
-168- 1.23% |
$7.45K - $8.32K
|
13.5K
$584K
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-162- 3.5% |
$7.18K - $8.03K
|
4.46K
$193K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-103- 67.76% |
$4.57K - $5.1K
|
49
$2.12K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-72- 30.9% |
$3.19K - $3.57K
|
161
$6.96K
|
|
|
Feb 05, 2025
Q4 2024
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-66- 40.74% |
$2.93K - $3.27K
|
96
$4.15K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-53- 20.87% |
$2.35K - $2.63K
|
201
$8.69K
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-50- 40.98% |
$2.22K - $2.48K
|
72
$3.11K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-36- 0.65% |
$1.6K - $1.78K
|
5.53K
$239K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-25- 0.55% |
$1.11K - $1.24K
|
4.51K
$195K
|
|
|
Feb 11, 2025
Q4 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-15- 0.12% |
$665 - $743
|
12.3K
$532K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-211K- 89.42% |
$8.66M - $9.71M
|
25K
$1.08M
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-71.5K- 64.48% |
$2.93M - $3.29M
|
39.4K
$1.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Econ Financial Services Corp
|
SELL
|
- |
-37.5K- 89.12% |
$1.54M - $1.73M
|
4.58K
$198K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-14.2K- 4.24% |
$582K - $653K
|
321K
$13.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-11.5K- 46.87% |
$472K - $530K
|
13K
$564K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-11K- 1.46% |
$453K - $508K
|
744K
$32.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-9.59K- 4.78% |
$394K - $441K
|
191K
$8.26M
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-8.58K- 38.37% |
$352K - $395K
|
13.8K
$596K
|
|
|
Oct 29, 2024
Q3 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-7.04K- 45.57% |
$289K - $324K
|
8.4K
$363K
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-4.21K- 3.45% |
$173K - $194K
|
118K
$5.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Syntrinsic LLC
Denver, CO |
SELL
|
- |
-3.85K- 2.78% |
$158K - $177K
|
134K
$5.81M
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
SELL
|
- |
-3.67K- 21.35% |
$150K - $169K
|
13.5K
$584K
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-3.34K- 11.21% |
$137K - $154K
|
26.4K
$1.14M
|
|
|
Nov 07, 2024
Q3 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-2.9K- 22.84% |
$119K - $134K
|
9.81K
$424K
|
|
|
Oct 22, 2024
Q3 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-1.22K- 21.57% |
$50K - $56.1K
|
4.44K
$192K
|
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-1K- 17.3% |
$41K - $46K
|
4.78K
$207K
|
|
|
Nov 14, 2024
Q3 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-920- 10.34% |
$37.7K - $42.3K
|
7.98K
$345K
|
|
|
Feb 18, 2025
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-535- 2.05% |
$21.9K - $24.6K
|
25.6K
$1.11M
|
|
|
Nov 06, 2024
Q3 2024
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-411- 4.17% |
$16.9K - $18.9K
|
9.46K
$409K
|
|
|
Oct 08, 2024
Q3 2024
|
Partnership Wealth Management, LLC
Towson, MD |
SELL
|
- |
-349- 29.98% |
$14.3K - $16.1K
|
815
$35.2K
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-331- 48.89% |
$13.6K - $15.2K
|
346
$15K
|
|