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 16, 2022
Q3 2022
|
Milestone Wealth, LLC
Buffalo, NY |
SELL
|
- |
-10- 6.99% |
$340 - $415
|
133
$6.29K
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-398K- 76.24% |
$13.9M - $16.9M
|
124K
$5.87M
|
|
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
$270K
|
|
Jul 26, 2022
Q2 2022
|
Trh Financial, LLC
|
SELL
|
- |
-9.33K- 26.29% |
$325K - $397K
|
26.2K
$1.24M
|
|
Jul 20, 2022
Q2 2022
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-9.06KClosed |
$315K - $385K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-7.11KClosed |
$248K - $303K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-6.15KClosed |
$214K - $261K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-5.88KClosed |
$205K - $250K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-5.87KClosed |
$204K - $250K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-5.51KClosed |
$192K - $234K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-5.5KClosed |
$192K - $234K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Sadoff Investment Management LLC
|
SELL
|
- |
-5.36KClosed |
$187K - $228K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-5.17KClosed |
$180K - $220K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-5.04KClosed |
$176K - $214K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-4.75KClosed |
$166K - $202K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-3.59KClosed |
$125K - $153K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
SELL
|
- |
-1.18K- 14.98% |
$41K - $50.1K
|
6.69K
$316K
|
|
Jul 12, 2022
Q2 2022
|
Flower City Capital
|
SELL
|
- |
-1.08K- 14.58% |
$37.8K - $46.1K
|
6.35K
$300K
|
|
Aug 01, 2022
Q2 2022
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-900- 55.11% |
$31.3K - $38.3K
|
733
$34.7K
|
|
Jul 22, 2022
Q2 2022
|
Sns Financial Group, LLC
|
SELL
|
- |
-864- 8.12% |
$30.1K - $36.7K
|
9.78K
$463K
|
|
Jul 05, 2022
Q2 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-667Closed |
$23.2K - $28.4K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-549- 38.05% |
$19.1K - $23.3K
|
894
$42.3K
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-290Closed |
$10.1K - $12.3K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Stewardship Advisors, LLC
|
SELL
|
- |
-192- 2.49% |
$6.69K - $8.17K
|
7.51K
$355K
|
|
Jul 25, 2022
Q2 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-173- 2.85% |
$6.03K - $7.36K
|
5.91K
$279K
|
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-126Closed |
$4.39K - $5.36K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
January Capital Advisors LLC
|
SELL
|
- |
-64- 0.31% |
$2.23K - $2.72K
|
20.3K
$962K
|
|
Q1 2022 | |||||||
Apr 26, 2022
Q1 2022
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-182KClosed |
$7.26M - $8.27M
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Pacific Financial Group Inc
|
SELL
|
- |
-79.5KClosed |
$3.17M - $3.62M
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Curran Financial Partners, LLC
|
SELL
|
- |
-5.85KClosed |
$233K - $266K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Round Table Services, LLC
|
SELL
|
- |
-3.49K- 24.05% |
$139K - $159K
|
11K
$521K
|
|
May 09, 2022
Q1 2022
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-3.19KClosed |
$127K - $145K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
West Branch Capital LLC
|
SELL
|
- |
-1.9K- 44.74% |
$75.6K - $86.2K
|
2.34K
$111K
|
|
May 04, 2022
Q1 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.04K- 54.83% |
$41.5K - $47.3K
|
856
$40.5K
|
|
May 12, 2022
Q1 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-820Closed |
$32.7K - $37.3K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-400Closed |
$16K - $18.2K
|
0
$0
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-366Closed |
$14.6K - $16.7K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-53Closed |
$2.12K - $2.41K
|
0
$0
|
|
May 27, 2022
Q1 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-19Closed |
$758 - $865
|
0
$0
|
|
Q4 2021 | |||||||
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-5.92KClosed |
$250K - $278K
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
Ballast, Inc.
|
SELL
|
- |
-4.83KClosed |
$204K - $227K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-3.02KClosed |
$127K - $142K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-1.5KClosed |
$63.3K - $70.4K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-441- 26.31% |
$18.6K - $20.7K
|
1.24K
$58.4K
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-435Closed |
$18.4K - $20.4K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-146Closed |
$6.17K - $6.85K
|
0
$0
|