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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-75- 0.24% |
$3.32K - $3.72K
|
30.7K
$1.35M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-75- 6.21% |
$3.32K - $3.72K
|
1.13K
$50K
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-76- 1.39% |
$3.37K - $3.77K
|
5.38K
$237K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-98- 0.8% |
$4.34K - $4.86K
|
12.1K
$533K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-98- 0.63% |
$4.34K - $4.86K
|
15.4K
$677K
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-101- 1.15% |
$4.48K - $5K
|
8.68K
$383K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-103- 67.76% |
$4.57K - $5.1K
|
49
$2.16K
|
|
|
Jan 22, 2025
Q4 2024
|
Center For Asset Management LLC
|
SELL
|
- |
-116- 1.51% |
$5.14K - $5.75K
|
7.55K
$333K
|
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-117- 0.39% |
$5.19K - $5.8K
|
29.6K
$1.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-129- 1.68% |
$5.72K - $6.39K
|
7.54K
$332K
|
|
|
Feb 14, 2025
Q4 2024
|
Aldebaran Financial Inc.
|
SELL
|
- |
-130- 0.72% |
$5.76K - $6.44K
|
18K
$792K
|
|
|
Jan 27, 2025
Q4 2024
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-134- 2.17% |
$5.94K - $6.64K
|
6.04K
$266K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-134- 0.95% |
$5.94K - $6.64K
|
14K
$616K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-134- 2.89% |
$5.94K - $6.64K
|
4.5K
$198K
|
|
|
Feb 18, 2025
Q4 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-137- 0.44% |
$6.07K - $6.79K
|
30.7K
$1.35M
|
|
|
Feb 10, 2025
Q4 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-139- 1.26% |
$6.16K - $6.89K
|
10.9K
$479K
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-141- 1.09% |
$6.25K - $6.99K
|
12.8K
$565K
|
|
|
Jan 15, 2025
Q4 2024
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-146- 1.02% |
$6.47K - $7.23K
|
14.2K
$626K
|
|
|
Jan 14, 2025
Q4 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-146- 0.73% |
$6.47K - $7.23K
|
19.9K
$878K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-157- 0.12% |
$6.96K - $7.78K
|
136K
$6M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-162- 0.39% |
$7.18K - $8.03K
|
41.3K
$1.82M
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-162- 3.5% |
$7.18K - $8.03K
|
4.46K
$197K
|
|
|
Jan 23, 2025
Q4 2024
|
Brown Financial Advisory
|
SELL
|
- |
-168- 1.23% |
$7.45K - $8.32K
|
13.5K
$595K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-187- 19.89% |
$8.29K - $9.27K
|
753
$33.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-203- 0.4% |
$9K - $10.1K
|
50K
$2.2M
|
|
|
Feb 12, 2025
Q4 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-206- 3.57% |
$9.13K - $10.2K
|
5.57K
$246K
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
SELL
|
- |
-207- 3.61% |
$9.18K - $10.3K
|
5.53K
$244K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-212- 0.38% |
$9.4K - $10.5K
|
55.4K
$2.44M
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-213- 3.87% |
$9.44K - $10.6K
|
5.29K
$233K
|
|
|
Feb 12, 2025
Q4 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
SELL
|
- |
-215- 4.05% |
$9.53K - $10.7K
|
5.1K
$225K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-230- 1.98% |
$10.2K - $11.4K
|
11.4K
$503K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-236- 0.23% |
$10.5K - $11.7K
|
102K
$4.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-254- 5.25% |
$11.3K - $12.6K
|
4.59K
$202K
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-273- 0.53% |
$12.1K - $13.5K
|
50.9K
$2.25M
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-280- 5.43% |
$12.4K - $13.9K
|
4.88K
$215K
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-286- 4.86% |
$12.7K - $14.2K
|
5.6K
$247K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-287- 2.88% |
$12.7K - $14.2K
|
9.68K
$427K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-302- 1.73% |
$13.4K - $15K
|
17.1K
$755K
|
|
|
Feb 03, 2025
Q4 2024
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-305- 2.09% |
$13.5K - $15.1K
|
14.3K
$631K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-311- 1.91% |
$13.8K - $15.4K
|
15.9K
$702K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-315- 4.32% |
$14K - $15.6K
|
6.97K
$307K
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-319- 0.77% |
$14.1K - $15.8K
|
41.2K
$1.82M
|
|
|
Feb 11, 2025
Q4 2024
|
Continental Investors Services, Inc.
Longview, WA |
SELL
|
- |
-321- 2.34% |
$14.2K - $15.9K
|
13.4K
$590K
|
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-333- 6.43% |
$14.8K - $16.5K
|
4.85K
$214K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-335- 3.01% |
$14.9K - $16.6K
|
10.8K
$475K
|
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-336- 1.01% |
$14.9K - $16.6K
|
32.8K
$1.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-340- 2.99% |
$15.1K - $16.8K
|
11K
$486K
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-341- 6.72% |
$15.1K - $16.9K
|
4.74K
$209K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-351- 21.75% |
$15.6K - $17.4K
|
1.26K
$55.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-360- 70.87% |
$16K - $17.8K
|
148
$6.53K
|