Purchases and Sales Made in Q4 2024 in Spdr Portfolio S&P 600 Small C (SPSM)
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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
156+ 0.86% |
$6.92K - $7.73K
|
18.3K
$807K
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
155+ 0.27% |
$6.87K - $7.68K
|
58.4K
$2.57M
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
153+ 0.2% |
$6.78K - $7.58K
|
76.7K
$3.38M
|
|
|
Feb 10, 2025
Q4 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
150+ 1.73% |
$6.65K - $7.43K
|
8.83K
$389K
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
BUY
|
- |
148+ 2.41% |
$6.56K - $7.33K
|
6.28K
$277K
|
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
147+ 0.58% |
$6.52K - $7.28K
|
25.6K
$1.13M
|
|
|
Feb 12, 2025
Q4 2024
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
138+ 0.32% |
$6.12K - $6.84K
|
43.3K
$1.91M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
130New |
$5.76K - $6.44K
|
130
$5.73K
|
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
128+ 0.58% |
$5.67K - $6.34K
|
22K
$972K
|
|
|
Jan 13, 2025
Q4 2024
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
125+ 0.61% |
$5.54K - $6.19K
|
20.7K
$911K
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
123+ 0.95% |
$5.45K - $6.09K
|
13K
$574K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
122+ 4.01% |
$5.41K - $6.05K
|
3.17K
$140K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
119+ 25.16% |
$5.28K - $5.9K
|
592
$26.1K
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
BUY
|
- |
115+ 0.94% |
$5.1K - $5.7K
|
12.4K
$545K
|
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
115+ 0.59% |
$5.1K - $5.7K
|
19.5K
$860K
|
|
|
Feb 10, 2025
Q4 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
112+ 1.73% |
$4.96K - $5.55K
|
6.58K
$290K
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
104+ 1.01% |
$4.61K - $5.15K
|
10.4K
$457K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
103+ 0.55% |
$4.57K - $5.1K
|
18.7K
$824K
|
|
|
Feb 14, 2025
Q4 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
103+ 2.3% |
$4.57K - $5.1K
|
4.57K
$202K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
95+ 70.9% |
$4.21K - $4.71K
|
229
$10.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
87+ 25.51% |
$3.86K - $4.31K
|
428
$18.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
85New |
$3.77K - $4.21K
|
85
$3.75K
|
|
|
Feb 06, 2025
Q4 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
84+ 0.48% |
$3.72K - $4.16K
|
17.5K
$773K
|
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
82+ 0.98% |
$3.64K - $4.06K
|
8.44K
$372K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
BUY
|
- |
76+ 0.51% |
$3.37K - $3.77K
|
14.9K
$658K
|
|
|
Feb 07, 2025
Q4 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
75+ 0.47% |
$3.32K - $3.72K
|
15.9K
$702K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
69+ 1.42% |
$3.06K - $3.42K
|
4.92K
$217K
|
|
|
Feb 11, 2025
Q4 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
67+ 0.44% |
$2.97K - $3.32K
|
15.2K
$672K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
65+ 0.32% |
$2.88K - $3.22K
|
20.1K
$885K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
62+ 86.11% |
$2.75K - $3.07K
|
134
$5.91K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
62New |
$2.75K - $3.07K
|
62
$2.73K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
61+ 4.0% |
$2.7K - $3.02K
|
1.59K
$69.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
60New |
$2.66K - $2.97K
|
60
$2.65K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
59New |
$2.62K - $2.92K
|
59
$2.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
57+ 0.54% |
$2.53K - $2.82K
|
10.7K
$472K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
52+ 0.23% |
$2.31K - $2.58K
|
22.6K
$995K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
50New |
$2.22K - $2.48K
|
50
$2.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
48+ 1.05% |
$2.13K - $2.38K
|
4.62K
$204K
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
48+ 0.39% |
$2.13K - $2.38K
|
12.3K
$543K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
48New |
$2.13K - $2.38K
|
48
$2.12K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
46New |
$2.04K - $2.28K
|
46
$2.03K
|
|
|
Feb 05, 2025
Q4 2024
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
42+ 0.6% |
$1.86K - $2.08K
|
7.03K
$310K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
34+ 0.96% |
$1.51K - $1.68K
|
3.58K
$158K
|
|
|
Jan 27, 2025
Q4 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
34+ 0.51% |
$1.51K - $1.68K
|
6.64K
$293K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
31New |
$1.37K - $1.54K
|
31
$1.37K
|
|
|
Jan 15, 2025
Q4 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
30+ 0.63% |
$1.33K - $1.49K
|
4.82K
$213K
|
|
|
Jan 22, 2025
Q4 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
28+ 0.45% |
$1.24K - $1.39K
|
6.24K
$275K
|
|
|
Feb 13, 2025
Q4 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
25+ 0.03% |
$1.11K - $1.24K
|
82.5K
$3.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
20+ 0.91% |
$887 - $991
|
2.22K
$97.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
18+ 38.3% |
$798 - $892
|
65
$2.87K
|