Purchases and Sales Made in Q4 2024 in Spdr Portfolio S&P 600 Small C (SPSM)

SPSM Quotes by TradingView

This table provides information about the institutional ownership of Spdr Portfolio S&P 600 Small C (SPSM) during Q4 2024. The information is specifically focused on institutions that hold shares of SPDR PORTFOLIO S&P 600 SMALL C.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Feb 14, 2025 Q4 2024
Johnson Financial Group, Inc.

Racine, WI
BUY
 -
238
+ 1252.63%
$10.6K - $11.8K
257 $10.4K
Jan 29, 2025 Q4 2024
Hemington Wealth Management

BUY
 -
230
New
$10.2K - $11.4K
230 $9.34K
Jan 27, 2025 Q4 2024
Caitlin John, LLC

Brighton, MI
BUY
 -
213
+ 11.15%
$9.44K - $10.6K
2.12K $86.2K
Feb 13, 2025 Q4 2024
Belpointe Asset Management LLC

BUY
 -
207
+ 2.69%
$9.18K - $10.3K
7.9K $321K
Jan 31, 2025 Q4 2024
Silver Oak Wealth Management LLC

Edina, MN
BUY
 -
202
+ 0.29%
$8.95K - $10K
70.4K $2.86M
Feb 10, 2025 Q4 2024
Van Hulzen Asset Management, LLC

BUY
 -
201
New
$8.91K - $9.96K
201 $8.16K
Jan 14, 2025 Q4 2024
Outlook Wealth Advisors, LLC

BUY
 -
199
+ 1.36%
$8.82K - $9.86K
14.9K $604K
Feb 18, 2025 Q4 2024
Vise Technologies, Inc.

New York, NY
BUY
 -
196
+ 1.81%
$8.69K - $9.71K
11K $447K
Feb 07, 2025 Q4 2024
Sage Mountain Advisors LLC

BUY
 -
195
+ 8.92%
$8.64K - $9.66K
2.38K $96.7K
Jan 22, 2025 Q4 2024
Denver Wealth Management, Inc.

Greenwood Village, CO
BUY
 -
194
+ 0.89%
$8.6K - $9.61K
22.1K $895K
Jan 30, 2025 Q4 2024
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
179
+ 6.12%
$7.94K - $8.87K
3.11K $126K
Feb 06, 2025 Q4 2024
Welch & Forbes LLC

BUY
 -
176
+ 2.47%
$7.8K - $8.72K
7.3K $296K
Feb 05, 2025 Q4 2024
Shoker Investment Counsel, Inc.

Oxford, OH
BUY
 -
168
+ 0.47%
$7.45K - $8.32K
35.9K $1.46M
Jan 28, 2025 Q4 2024
Compass Financial Services Inc

West Des Moines, IA
BUY
 -
165
New
$7.31K - $8.18K
165 $6.7K
Jan 13, 2025 Q4 2024
Marion Wealth Management

BUY
 -
163
+ 2.22%
$7.23K - $8.08K
7.5K $304K
Jan 23, 2025 Q4 2024
Trinity Wealth Management, LLC

BUY
 -
156
+ 0.86%
$6.92K - $7.73K
18.3K $743K
Jan 08, 2025 Q4 2024
Legacy Private Trust Co.

BUY
 -
155
+ 0.27%
$6.87K - $7.68K
58.4K $2.37M
Feb 21, 2025 Q4 2024
Wny Asset Management, LLC

Williamsville, NY
BUY
 -
153
+ 0.2%
$6.78K - $7.58K
76.7K $3.11M
Feb 10, 2025 Q4 2024
Mystic Asset Management, Inc.

Warwick, RI
BUY
 -
150
+ 1.73%
$6.65K - $7.43K
8.83K $358K
Jan 23, 2025 Q4 2024
Keudell

BUY
 -
148
+ 2.41%
$6.56K - $7.33K
6.28K $255K
Feb 12, 2025 Q4 2024
Fsb Premier Wealth Management, Inc.

BUY
 -
147
+ 0.58%
$6.52K - $7.28K
25.6K $1.04M
Feb 12, 2025 Q4 2024
Wescap Management Group, Inc.

Glendale, CA
BUY
 -
138
+ 0.32%
$6.12K - $6.84K
43.3K $1.76M
Jan 22, 2025 Q4 2024
Asset Dedication, LLC

BUY
 -
130
New
$5.76K - $6.44K
130 $5.28K
Feb 03, 2025 Q4 2024
Sunpointe, LLC

St. Louis, MO
BUY
 -
128
+ 0.58%
$5.67K - $6.34K
22K $895K
Jan 13, 2025 Q4 2024
Corrigan Financial, Inc.

Middletown, RI
BUY
 -
125
+ 0.61%
$5.54K - $6.19K
20.7K $839K
Jan 29, 2025 Q4 2024
Mgb Wealth Management, LLC

Addison, TX
BUY
 -
123
+ 0.95%
$5.45K - $6.09K
13K $529K
Feb 12, 2025 Q4 2024
Hazlett, Burt & Watson, Inc.

BUY
 -
122
+ 4.01%
$5.41K - $6.05K
3.17K $129K
Jan 27, 2025 Q4 2024
Jackson, Grant Investment Advisers, Inc.

BUY
 -
119
+ 25.16%
$5.28K - $5.9K
592 $24K
Jan 30, 2025 Q4 2024
White Pine Capital LLC

Golden Valley, MN
BUY
 -
115
+ 0.59%
$5.1K - $5.7K
19.5K $792K
Jan 24, 2025 Q4 2024
E&G Advisors, LP

BUY
 -
115
+ 0.94%
$5.1K - $5.7K
12.4K $501K
Feb 10, 2025 Q4 2024
Intrepid Financial Planning Group LLC

Carmel, IN
BUY
 -
112
+ 1.73%
$4.96K - $5.55K
6.58K $267K
Jan 23, 2025 Q4 2024
Narus Financial Partners, LLC

Salt Lake City, UT
BUY
 -
104
+ 1.01%
$4.61K - $5.15K
10.4K $421K
Feb 14, 2025 Q4 2024
Napa Wealth Management

Napa, CA
BUY
 -
103
+ 2.3%
$4.57K - $5.1K
4.57K $186K
Feb 10, 2025 Q4 2024
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
103
+ 0.55%
$4.57K - $5.1K
18.7K $758K
Feb 14, 2025 Q4 2024
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
95
+ 70.9%
$4.21K - $4.71K
229 $9.3K
Feb 05, 2025 Q4 2024
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
87
+ 25.51%
$3.86K - $4.31K
428 $17.4K
Jan 16, 2025 Q4 2024
Breakwater Investment Management

Seattle, WA
BUY
 -
85
New
$3.77K - $4.21K
85 $3.45K
Feb 06, 2025 Q4 2024
Abbot Financial Management, Inc.

North Andover, MA
BUY
 -
84
+ 0.48%
$3.72K - $4.16K
17.5K $712K
Jan 15, 2025 Q4 2024
Sandy Cove Advisors, LLC

Hingham, MA
BUY
 -
82
+ 0.98%
$3.64K - $4.06K
8.44K $343K
Jan 31, 2025 Q4 2024
Financial Management Network Inc

BUY
 -
76
+ 0.51%
$3.37K - $3.77K
14.9K $606K
Feb 07, 2025 Q4 2024
Ranch Capital Advisors Inc.

Sarasota, FL
BUY
 -
75
+ 0.47%
$3.32K - $3.72K
15.9K $646K
Feb 05, 2025 Q4 2024
Maia Wealth LLC

Denver, CO
BUY
 -
69
+ 1.42%
$3.06K - $3.42K
4.92K $200K
Feb 11, 2025 Q4 2024
Wambolt & Associates, LLC

BUY
 -
67
+ 0.44%
$2.97K - $3.32K
15.2K $618K
Jan 27, 2025 Q4 2024
Money Concepts Capital Corp

BUY
 -
65
+ 0.32%
$2.88K - $3.22K
20.1K $815K
Jan 23, 2025 Q4 2024
New Millennium Group LLC

Sandy, UT
BUY
 -
62
+ 86.11%
$2.75K - $3.07K
134 $5.44K
Jan 23, 2025 Q4 2024
Synergy Asset Management, LLC

Bellevue, WA
BUY
 -
62
New
$2.75K - $3.07K
62 $2.52K
Jan 30, 2025 Q4 2024
Salomon & Ludwin, LLC

BUY
 -
61
+ 4.0%
$2.7K - $3.02K
1.59K $64.4K
Feb 07, 2025 Q4 2024
Truvestments Capital LLC

Sarasota, FL
BUY
 -
60
New
$2.66K - $2.97K
60 $2.44K
Feb 03, 2025 Q4 2024
Tradewinds Capital Management, LLC

BUY
 -
59
New
$2.62K - $2.92K
59 $2.4K

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