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 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
17+ 5.04% |
$754 - $842
|
354
$15.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
15+ 0.66% |
$665 - $743
|
2.28K
$101K
|
|
|
Feb 13, 2025
Q4 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
11+ 5.67% |
$488 - $545
|
205
$9.04K
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
10+ 0.21% |
$443 - $496
|
4.89K
$215K
|
|
|
Jan 23, 2025
Q4 2024
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
9+ 0.07% |
$399 - $446
|
12.5K
$552K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
8+ 11.11% |
$355 - $396
|
80
$3.53K
|
|
|
Feb 14, 2025
Q4 2024
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
8+ 0.1% |
$355 - $396
|
8.15K
$359K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
6New |
$266 - $297
|
6
$265
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
6+ 0.11% |
$266 - $297
|
5.36K
$236K
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
6+ 0.02% |
$266 - $297
|
39.2K
$1.73M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
6+ 0.08% |
$266 - $297
|
7.52K
$332K
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
6+ 0.65% |
$266 - $297
|
929
$41K
|
|
|
Jan 16, 2025
Q4 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
5+ 0.02% |
$222 - $248
|
23.7K
$1.04M
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
5+ 0.09% |
$222 - $248
|
5.81K
$256K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
5+ 0.55% |
$222 - $248
|
918
$40.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
4+ 0.05% |
$177 - $198
|
7.83K
$345K
|
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
3+ 0.02% |
$133 - $149
|
13.7K
$606K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
3+ 0.25% |
$133 - $149
|
1.22K
$53.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
3+ 2.26% |
$133 - $149
|
136
$6K
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
3+ 0.06% |
$133 - $149
|
5.43K
$239K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
3+ 0.21% |
$133 - $149
|
1.46K
$64.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
2+ 1.57% |
$88.7 - $99.1
|
129
$5.69K
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
2+ 0.03% |
$88.7 - $99.1
|
6.05K
$267K
|
|
|
Feb 14, 2025
Q4 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
2+ 0.03% |
$88.7 - $99.1
|
6.8K
$300K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.75% |
$44.3 - $49.6
|
135
$5.95K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1+ 0.01% |
$44.3 - $49.6
|
13.6K
$602K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1+ 0.89% |
$44.3 - $49.6
|
113
$4.98K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1- 0.01% |
$44.3 - $49.6
|
8.13K
$358K
|
|
|
Feb 13, 2025
Q4 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-1- 0.58% |
$44.3 - $49.6
|
172
$7.58K
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-1- 0.02% |
$44.3 - $49.6
|
6.59K
$291K
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-2- 1.21% |
$88.7 - $99.1
|
163
$7.19K
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-5- 0.08% |
$222 - $248
|
6.49K
$286K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-11- 55.0% |
$488 - $545
|
9
$397
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
SELL
|
- |
-12- 0.48% |
$532 - $595
|
2.49K
$110K
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-15- 0.07% |
$665 - $743
|
20.1K
$887K
|
|
|
Feb 11, 2025
Q4 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-15- 0.12% |
$665 - $743
|
12.3K
$542K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-25- 0.55% |
$1.11K - $1.24K
|
4.51K
$199K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-29- 0.54% |
$1.29K - $1.44K
|
5.34K
$235K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-36- 0.65% |
$1.6K - $1.78K
|
5.53K
$244K
|
|
|
Jan 24, 2025
Q4 2024
|
Patron Partners, LLC
|
SELL
|
- |
-42- 0.3% |
$1.86K - $2.08K
|
14.1K
$620K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-46- 0.39% |
$2.04K - $2.28K
|
11.9K
$523K
|
|
|
Jan 06, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-48- 1.04% |
$2.13K - $2.38K
|
4.57K
$201K
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-49- 0.29% |
$2.17K - $2.43K
|
17.1K
$752K
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-50- 40.98% |
$2.22K - $2.48K
|
72
$3.17K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-53- 20.87% |
$2.35K - $2.63K
|
201
$8.86K
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-57- 0.77% |
$2.53K - $2.82K
|
7.33K
$323K
|
|
|
Feb 05, 2025
Q4 2024
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-66- 40.74% |
$2.93K - $3.27K
|
96
$4.23K
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-66- 0.1% |
$2.93K - $3.27K
|
64.6K
$2.85M
|
|
|
Feb 07, 2025
Q4 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-72- 0.5% |
$3.19K - $3.57K
|
14.4K
$637K
|
|
|
Jan 14, 2025
Q4 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-75- 0.97% |
$3.32K - $3.72K
|
7.68K
$338K
|