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 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-331- 48.89% |
$13.6K - $15.2K
|
346
$15K
|
|
|
Nov 04, 2024
Q3 2024
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-204- 2.51% |
$8.37K - $9.39K
|
7.91K
$342K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-160- 2.33% |
$6.56K - $7.36K
|
6.7K
$290K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-77- 6.75% |
$3.16K - $3.54K
|
1.06K
$46K
|
|
|
Nov 08, 2024
Q3 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-75- 2.76% |
$3.08K - $3.45K
|
2.64K
$114K
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Advisors, LLC
|
SELL
|
- |
-67- 0.81% |
$2.75K - $3.08K
|
8.17K
$353K
|
|
|
Nov 14, 2024
Q3 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-25- 21.19% |
$1.03K - $1.15K
|
93
$4.02K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-4- 0.59% |
$164 - $184
|
673
$29.1K
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-1.12M- 95.41% |
$44.5M - $48.4M
|
53.9K
$2.33M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-47.7K- 96.67% |
$1.89M - $2.06M
|
1.64K
$71.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-30.5K- 61.12% |
$1.21M - $1.32M
|
19.4K
$840K
|
|
|
Jul 15, 2024
Q2 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-8.9K- 55.82% |
$354K - $384K
|
7.04K
$305K
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-8.8K- 50.18% |
$350K - $380K
|
8.74K
$378K
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-4.84K- 39.35% |
$192K - $209K
|
7.45K
$322K
|
|
|
Jul 25, 2024
Q2 2024
|
Spirit Of America Management Corp
|
SELL
|
- |
-4.22K- 99.91% |
$168K - $182K
|
4
$173
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-2.23K- 44.68% |
$88.6K - $96.2K
|
2.76K
$119K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.6K- 7.4% |
$63.8K - $69.2K
|
20.1K
$868K
|
|
|
Jul 19, 2024
Q2 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-600- 7.07% |
$23.9K - $25.9K
|
7.89K
$341K
|
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-223- 2.45% |
$8.86K - $9.62K
|
8.88K
$384K
|
|
|
Aug 13, 2024
Q2 2024
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-155- 0.51% |
$6.16K - $6.69K
|
30.5K
$1.32M
|
|
|
Aug 12, 2024
Q2 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-117- 3.33% |
$4.65K - $5.05K
|
3.39K
$147K
|
|
|
Aug 13, 2024
Q2 2024
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-2- 4.08% |
$79.5 - $86.3
|
47
$2.03K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-44.6K- 5.64% |
$1.78M - $1.92M
|
746K
$32.3M
|
|
|
Apr 11, 2024
Q1 2024
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-33.3K- 87.25% |
$1.33M - $1.43M
|
4.87K
$210K
|
|
|
May 15, 2024
Q1 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-10.2K- 36.3% |
$406K - $439K
|
17.9K
$774K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-8.21K- 5.96% |
$327K - $354K
|
130K
$5.61M
|
|
|
May 14, 2024
Q1 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-3K- 0.93% |
$120K - $129K
|
320K
$13.9M
|
|
|
Apr 23, 2024
Q1 2024
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-2.84K- 1.5% |
$113K - $122K
|
187K
$8.08M
|
|
|
May 15, 2024
Q1 2024
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-2K- 4.75% |
$79.7K - $86.1K
|
40.1K
$1.73M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-1.6K- 57.14% |
$63.8K - $68.9K
|
1.2K
$51.9K
|
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-334- 94.35% |
$13.3K - $14.4K
|
20
$865
|
|
|
May 23, 2024
Q1 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-293- 5.87% |
$11.7K - $12.6K
|
4.7K
$203K
|
|
|
Jun 10, 2025
Q1 2024
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-272Closed |
$10.8K - $11.7K
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-254- 1.87% |
$10.1K - $10.9K
|
13.3K
$576K
|
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-99- 2.08% |
$3.95K - $4.26K
|
4.67K
$202K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1- 0.65% |
$39.9 - $43
|
152
$6.57K
|
|
| Q4 2023 | |||||||
|
Jan 19, 2024
Q4 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-4.24K- 46.5% |
$145K - $182K
|
4.88K
$211K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-4.13K- 31.85% |
$142K - $177K
|
8.83K
$382K
|
|
|
Feb 01, 2024
Q4 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-3.56K- 97.14% |
$122K - $153K
|
105
$4.54K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-1.13K- 19.12% |
$38.8K - $48.5K
|
4.79K
$207K
|
|
|
Feb 06, 2024
Q4 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-907- 14.71% |
$31.1K - $38.8K
|
5.26K
$227K
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-866- 99.77% |
$29.7K - $37.1K
|
2
$86.5
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-779- 8.56% |
$26.7K - $33.4K
|
8.32K
$360K
|
|
|
Feb 05, 2024
Q4 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-627- 9.96% |
$21.5K - $26.9K
|
5.67K
$245K
|
|
|
Jan 08, 2024
Q4 2023
|
Lynch & Associates
|
SELL
|
- |
-213- 1.88% |
$7.31K - $9.12K
|
11.1K
$481K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-198- 46.15% |
$6.79K - $8.48K
|
231
$9.99K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-169- 0.15% |
$5.8K - $7.24K
|
112K
$4.83M
|
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-112- 1.76% |
$3.84K - $4.8K
|
6.26K
$271K
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-100- 75.19% |
$3.43K - $4.28K
|
33
$1.43K
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-64- 25.6% |
$2.2K - $2.74K
|
186
$8.04K
|
|