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 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-365- 2.08% |
$16.2K - $18.1K
|
17.2K
$759K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-370- 13.71% |
$16.4K - $18.3K
|
2.33K
$103K
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-394- 7.2% |
$17.5K - $19.5K
|
5.08K
$224K
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-420- 0.39% |
$18.6K - $20.8K
|
106K
$4.69M
|
|
|
Feb 11, 2025
Q4 2024
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
SELL
|
- |
-422- 3.91% |
$18.7K - $20.9K
|
10.4K
$458K
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-436- 4.39% |
$19.3K - $21.6K
|
9.49K
$419K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-441- 11.46% |
$19.5K - $21.9K
|
3.41K
$150K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-445- 3.12% |
$19.7K - $22K
|
13.8K
$608K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-451- 2.8% |
$20K - $22.3K
|
15.7K
$690K
|
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-460- 4.86% |
$20.4K - $22.8K
|
9.01K
$397K
|
|
|
Jan 29, 2025
Q4 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-464- 2.95% |
$20.6K - $23K
|
15.2K
$672K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-466- 2.09% |
$20.7K - $23.1K
|
21.8K
$962K
|
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-471- 6.41% |
$20.9K - $23.3K
|
6.88K
$303K
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-484- 3.72% |
$21.5K - $24K
|
12.5K
$553K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-492- 1.39% |
$21.8K - $24.4K
|
34.8K
$1.54M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-500- 5.98% |
$22.2K - $24.8K
|
7.87K
$347K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-501- 0.23% |
$22.2K - $24.8K
|
214K
$9.44M
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-539- 9.0% |
$23.9K - $26.7K
|
5.45K
$240K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-550- 47.83% |
$24.4K - $27.3K
|
600
$26.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Second Line Capital, LLC
Metairie, LA |
SELL
|
- |
-554- 4.75% |
$24.6K - $27.5K
|
11.1K
$490K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-557- 12.8% |
$24.7K - $27.6K
|
3.8K
$167K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-576- 1.08% |
$25.5K - $28.5K
|
52.9K
$2.33M
|
|
|
Jan 27, 2025
Q4 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
SELL
|
- |
-600- 9.78% |
$26.6K - $29.7K
|
5.54K
$244K
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-644- 4.89% |
$28.5K - $31.9K
|
12.5K
$552K
|
|
|
Jan 31, 2025
Q4 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-648- 4.77% |
$28.7K - $32.1K
|
12.9K
$570K
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-671- 29.73% |
$29.7K - $33.2K
|
1.59K
$69.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
SELL
|
- |
-686- 5.11% |
$30.4K - $34K
|
12.8K
$562K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-724- 7.21% |
$32.1K - $35.9K
|
9.31K
$411K
|
|
|
Jan 29, 2025
Q4 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-725- 9.74% |
$32.1K - $35.9K
|
6.72K
$296K
|
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-744- 4.83% |
$33K - $36.9K
|
14.6K
$646K
|
|
|
Jan 23, 2025
Q4 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-749- 0.74% |
$33.2K - $37.1K
|
101K
$4.43M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-795- 2.29% |
$35.2K - $39.4K
|
33.8K
$1.49M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-795- 13.35% |
$35.2K - $39.4K
|
5.16K
$228K
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-807- 12.04% |
$35.8K - $40K
|
5.9K
$260K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-809- 4.16% |
$35.9K - $40.1K
|
18.7K
$823K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-812- 69.05% |
$36K - $40.2K
|
364
$16K
|
|
|
Feb 11, 2025
Q4 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-814- 21.06% |
$36.1K - $40.3K
|
3.05K
$135K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-834- 6.27% |
$37K - $41.3K
|
12.5K
$550K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-869- 22.9% |
$38.5K - $43.1K
|
2.93K
$129K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-871- 3.42% |
$38.6K - $43.2K
|
24.6K
$1.08M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-874- 5.7% |
$38.7K - $43.3K
|
14.5K
$637K
|
|
|
Jan 22, 2025
Q4 2024
|
Vantage Investment Partners, LLC
|
SELL
|
- |
-915- 10.47% |
$40.6K - $45.3K
|
7.83K
$345K
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-975- 5.53% |
$43.2K - $48.3K
|
16.6K
$734K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-1.06K- 5.61% |
$47K - $52.6K
|
17.8K
$787K
|
|
|
Feb 13, 2025
Q4 2024
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-1.06K- 17.38% |
$47.1K - $52.6K
|
5.05K
$223K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-1.07K- 17.08% |
$47.4K - $53K
|
5.2K
$229K
|
|
|
Feb 13, 2025
Q4 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-1.11K- 9.19% |
$49K - $54.8K
|
10.9K
$482K
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-1.11K- 1.78% |
$49.3K - $55.1K
|
61.3K
$2.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Penobscot Wealth Management
|
SELL
|
- |
-1.12K- 3.89% |
$49.8K - $55.6K
|
27.7K
$1.22M
|
|
|
Jan 24, 2025
Q4 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-1.13K- 2.56% |
$49.9K - $55.8K
|
42.9K
$1.89M
|