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 12, 2025
Q4 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-206- 3.57% |
$9.13K - $10.2K
|
5.57K
$229K
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
SELL
|
- |
-207- 3.61% |
$9.18K - $10.3K
|
5.53K
$227K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-212- 0.38% |
$9.4K - $10.5K
|
55.4K
$2.28M
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-213- 3.87% |
$9.44K - $10.6K
|
5.29K
$217K
|
|
|
Feb 12, 2025
Q4 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
SELL
|
- |
-215- 4.05% |
$9.53K - $10.7K
|
5.1K
$210K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-230- 1.98% |
$10.2K - $11.4K
|
11.4K
$469K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-236- 0.23% |
$10.5K - $11.7K
|
102K
$4.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-254- 5.25% |
$11.3K - $12.6K
|
4.59K
$188K
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-273- 0.53% |
$12.1K - $13.5K
|
50.9K
$2.09M
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-280- 5.43% |
$12.4K - $13.9K
|
4.88K
$201K
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-286- 4.86% |
$12.7K - $14.2K
|
5.6K
$230K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-287- 2.88% |
$12.7K - $14.2K
|
9.68K
$398K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-302- 1.73% |
$13.4K - $15K
|
17.1K
$704K
|
|
|
Feb 03, 2025
Q4 2024
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-305- 2.09% |
$13.5K - $15.1K
|
14.3K
$588K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-311- 1.91% |
$13.8K - $15.4K
|
15.9K
$655K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-315- 4.32% |
$14K - $15.6K
|
6.97K
$287K
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-319- 0.77% |
$14.1K - $15.8K
|
41.2K
$1.69M
|
|
|
Feb 11, 2025
Q4 2024
|
Continental Investors Services, Inc.
Longview, WA |
SELL
|
- |
-321- 2.34% |
$14.2K - $15.9K
|
13.4K
$550K
|
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-333- 6.43% |
$14.8K - $16.5K
|
4.85K
$199K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-335- 3.01% |
$14.9K - $16.6K
|
10.8K
$443K
|
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-336- 1.01% |
$14.9K - $16.6K
|
32.8K
$1.35M
|
|
|
Apr 14, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-337- 0.37% |
$14.9K - $16.7K
|
90K
$3.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-340- 2.99% |
$15.1K - $16.8K
|
11K
$453K
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-341- 6.72% |
$15.1K - $16.9K
|
4.74K
$195K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-351- 21.75% |
$15.6K - $17.4K
|
1.26K
$51.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-360- 70.87% |
$16K - $17.8K
|
148
$6.08K
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-365- 2.08% |
$16.2K - $18.1K
|
17.2K
$708K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-370- 13.71% |
$16.4K - $18.3K
|
2.33K
$95.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-394- 7.2% |
$17.5K - $19.5K
|
5.08K
$209K
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-420- 0.39% |
$18.6K - $20.8K
|
106K
$4.37M
|
|
|
Feb 11, 2025
Q4 2024
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
SELL
|
- |
-422- 3.91% |
$18.7K - $20.9K
|
10.4K
$427K
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-436- 4.39% |
$19.3K - $21.6K
|
9.49K
$390K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-441- 11.46% |
$19.5K - $21.9K
|
3.41K
$140K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-445- 3.12% |
$19.7K - $22K
|
13.8K
$567K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-451- 2.8% |
$20K - $22.3K
|
15.7K
$644K
|
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-460- 4.86% |
$20.4K - $22.8K
|
9.01K
$370K
|
|
|
Jan 29, 2025
Q4 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-464- 2.95% |
$20.6K - $23K
|
15.2K
$627K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-466- 2.09% |
$20.7K - $23.1K
|
21.8K
$897K
|
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-471- 6.41% |
$20.9K - $23.3K
|
6.88K
$283K
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-484- 3.72% |
$21.5K - $24K
|
12.5K
$515K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-492- 1.39% |
$21.8K - $24.4K
|
34.8K
$1.43M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-500- 5.98% |
$22.2K - $24.8K
|
7.87K
$323K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-501- 0.23% |
$22.2K - $24.8K
|
214K
$8.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-539- 9.0% |
$23.9K - $26.7K
|
5.45K
$224K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-550- 47.83% |
$24.4K - $27.3K
|
600
$24.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Second Line Capital, LLC
Metairie, LA |
SELL
|
- |
-554- 4.75% |
$24.6K - $27.5K
|
11.1K
$457K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-557- 12.8% |
$24.7K - $27.6K
|
3.8K
$156K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-576- 1.08% |
$25.5K - $28.5K
|
52.9K
$2.17M
|
|
|
Jan 27, 2025
Q4 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
SELL
|
- |
-600- 9.78% |
$26.6K - $29.7K
|
5.54K
$228K
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-644- 4.89% |
$28.5K - $31.9K
|
12.5K
$515K
|