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 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-1- 0.02% |
$44.3 - $49.6
|
6.59K
$271K
|
|
|
Feb 13, 2025
Q4 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-1- 0.58% |
$44.3 - $49.6
|
172
$7.07K
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-2- 1.21% |
$88.7 - $99.1
|
163
$6.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-5- 0.08% |
$222 - $248
|
6.49K
$267K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-11- 55.0% |
$488 - $545
|
9
$370
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
SELL
|
- |
-12- 0.48% |
$532 - $595
|
2.49K
$102K
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-15- 0.07% |
$665 - $743
|
20.1K
$827K
|
|
|
Feb 11, 2025
Q4 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-15- 0.12% |
$665 - $743
|
12.3K
$506K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-25- 0.55% |
$1.11K - $1.24K
|
4.51K
$185K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-29- 0.54% |
$1.29K - $1.44K
|
5.34K
$219K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-36- 0.65% |
$1.6K - $1.78K
|
5.53K
$227K
|
|
|
Jan 24, 2025
Q4 2024
|
Patron Partners, LLC
|
SELL
|
- |
-42- 0.3% |
$1.86K - $2.08K
|
14.1K
$578K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-46- 0.39% |
$2.04K - $2.28K
|
11.9K
$487K
|
|
|
Jan 06, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-48- 1.04% |
$2.13K - $2.38K
|
4.57K
$188K
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-49- 0.29% |
$2.17K - $2.43K
|
17.1K
$701K
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-50- 40.98% |
$2.22K - $2.48K
|
72
$2.96K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-53- 20.87% |
$2.35K - $2.63K
|
201
$8.26K
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-57- 0.77% |
$2.53K - $2.82K
|
7.33K
$301K
|
|
|
Feb 05, 2025
Q4 2024
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-66- 40.74% |
$2.93K - $3.27K
|
96
$3.95K
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-66- 0.1% |
$2.93K - $3.27K
|
64.6K
$2.66M
|
|
|
Feb 07, 2025
Q4 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-72- 0.5% |
$3.19K - $3.57K
|
14.4K
$594K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-72- 30.9% |
$3.19K - $3.57K
|
161
$6.62K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-75- 0.24% |
$3.32K - $3.72K
|
30.7K
$1.26M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-75- 6.21% |
$3.32K - $3.72K
|
1.13K
$46.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-75- 0.97% |
$3.32K - $3.72K
|
7.68K
$316K
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-76- 1.39% |
$3.37K - $3.77K
|
5.38K
$221K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-98- 0.63% |
$4.34K - $4.86K
|
15.4K
$631K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-98- 0.8% |
$4.34K - $4.86K
|
12.1K
$497K
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-101- 1.15% |
$4.48K - $5K
|
8.68K
$357K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-103- 67.76% |
$4.57K - $5.1K
|
49
$2.01K
|
|
|
Jan 22, 2025
Q4 2024
|
Center For Asset Management LLC
|
SELL
|
- |
-116- 1.51% |
$5.14K - $5.75K
|
7.55K
$310K
|
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-117- 0.39% |
$5.19K - $5.8K
|
29.6K
$1.22M
|
|
|
Apr 22, 2025
Q4 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-120- 0.23% |
$5.32K - $5.95K
|
51.7K
$2.12M
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-129- 1.68% |
$5.72K - $6.39K
|
7.54K
$310K
|
|
|
Feb 14, 2025
Q4 2024
|
Aldebaran Financial Inc.
|
SELL
|
- |
-130- 0.72% |
$5.76K - $6.44K
|
18K
$738K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-134- 0.95% |
$5.94K - $6.64K
|
14K
$574K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-134- 2.89% |
$5.94K - $6.64K
|
4.5K
$185K
|
|
|
Jan 27, 2025
Q4 2024
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-134- 2.17% |
$5.94K - $6.64K
|
6.04K
$248K
|
|
|
Feb 18, 2025
Q4 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-137- 0.44% |
$6.07K - $6.79K
|
30.7K
$1.26M
|
|
|
Feb 10, 2025
Q4 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-139- 1.26% |
$6.16K - $6.89K
|
10.9K
$447K
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-141- 1.09% |
$6.25K - $6.99K
|
12.8K
$526K
|
|
|
Jan 14, 2025
Q4 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-146- 0.73% |
$6.47K - $7.23K
|
19.9K
$819K
|
|
|
Jan 15, 2025
Q4 2024
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-146- 1.02% |
$6.47K - $7.23K
|
14.2K
$584K
|
|
|
Mar 03, 2025
Q4 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-155- 0.78% |
$6.87K - $7.68K
|
19.7K
$809K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-157- 0.12% |
$6.96K - $7.78K
|
136K
$5.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-162- 0.39% |
$7.18K - $8.03K
|
41.3K
$1.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-162- 3.5% |
$7.18K - $8.03K
|
4.46K
$183K
|
|
|
Jan 23, 2025
Q4 2024
|
Brown Financial Advisory
|
SELL
|
- |
-168- 1.23% |
$7.45K - $8.32K
|
13.5K
$555K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-187- 19.89% |
$8.29K - $9.27K
|
753
$30.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-203- 0.4% |
$9K - $10.1K
|
50K
$2.05M
|