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
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-1.16K- 3.35% |
$51.4K - $57.5K
|
33.4K
$1.47M
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-1.18K- 1.93% |
$52.3K - $58.5K
|
59.9K
$2.64M
|
|
|
Feb 11, 2025
Q4 2024
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-1.24K- 5.07% |
$55.1K - $61.6K
|
23.3K
$1.03M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.25K- 20.21% |
$55.3K - $61.8K
|
4.92K
$217K
|
|
|
Jan 29, 2025
Q4 2024
|
Pachira Investments Inc.
|
SELL
|
- |
-1.26K- 0.64% |
$55.9K - $62.4K
|
196K
$8.64M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.29K- 15.12% |
$57.1K - $63.8K
|
7.23K
$319K
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-1.41K- 0.54% |
$62.5K - $69.9K
|
258K
$11.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-1.42K- 0.4% |
$62.7K - $70.1K
|
352K
$15.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-1.44K- 7.52% |
$63.7K - $71.2K
|
17.7K
$779K
|
|
|
Feb 19, 2025
Q4 2024
|
Orin Green Financial, LLC
|
SELL
|
- |
-1.44K- 4.98% |
$63.9K - $71.4K
|
27.5K
$1.21M
|
|
|
Jan 31, 2025
Q4 2024
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-1.48K- 1.57% |
$65.6K - $73.3K
|
92.9K
$4.09M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.48K- 2.02% |
$65.7K - $73.4K
|
72K
$3.18M
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-1.49K- 2.57% |
$66.2K - $74K
|
56.7K
$2.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.56K- 5.04% |
$69.2K - $77.4K
|
29.5K
$1.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-1.62K- 15.14% |
$71.6K - $80K
|
9.05K
$399K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.72K- 1.71% |
$76.4K - $85.4K
|
99.1K
$4.37M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.75K- 27.07% |
$77.8K - $86.9K
|
4.73K
$208K
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-1.77K- 15.34% |
$78.6K - $87.8K
|
9.78K
$431K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-1.81K- 4.35% |
$80.2K - $89.7K
|
39.8K
$1.75M
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.83K- 2.1% |
$81.1K - $90.6K
|
85.1K
$3.75M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.84K- 11.68% |
$81.3K - $90.9K
|
13.9K
$612K
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-1.84K- 6.76% |
$81.4K - $91K
|
25.3K
$1.12M
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-1.85K- 9.34% |
$82K - $91.7K
|
18K
$792K
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-1.86K- 9.76% |
$82.3K - $92K
|
17.2K
$757K
|
|
|
Jan 03, 2025
Q4 2024
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-1.87K- 0.23% |
$83.1K - $92.9K
|
812K
$35.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-1.94K- 2.27% |
$85.8K - $95.9K
|
83.4K
$3.68M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-2.03K- 19.88% |
$90K - $101K
|
8.18K
$361K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.06K- 4.08% |
$91.4K - $102K
|
48.4K
$2.14M
|
|
|
Feb 03, 2025
Q4 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-2.11K- 17.05% |
$93.4K - $104K
|
10.2K
$452K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-2.11K- 26.28% |
$93.4K - $104K
|
5.91K
$261K
|
|
|
Jan 23, 2025
Q4 2024
|
Marmo Financial Group, LLC
Johnson City, TN |
SELL
|
- |
-2.12K- 2.51% |
$94K - $105K
|
82.4K
$3.63M
|
|
|
Feb 13, 2025
Q4 2024
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-2.13K- 14.48% |
$94.3K - $105K
|
12.6K
$554K
|
|
|
Feb 05, 2025
Q4 2024
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-2.15K- 24.78% |
$95.5K - $107K
|
6.54K
$288K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-2.26K- 20.35% |
$100K - $112K
|
8.85K
$390K
|
|
|
Feb 05, 2025
Q4 2024
|
Ifg Advisors, LLC
|
SELL
|
- |
-2.26K- 4.28% |
$100K - $112K
|
50.7K
$2.23M
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-2.49K- 29.26% |
$110K - $123K
|
6.02K
$265K
|
|
|
Feb 10, 2025
Q4 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-2.57K- 4.33% |
$114K - $127K
|
56.7K
$2.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-2.59K- 1.32% |
$115K - $129K
|
194K
$8.57M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.66K- 1.84% |
$118K - $132K
|
142K
$6.24M
|
|
|
Jan 27, 2025
Q4 2024
|
Moneywise, Inc.
|
SELL
|
- |
-2.72K- 22.82% |
$121K - $135K
|
9.2K
$406K
|
|
|
Feb 12, 2025
Q4 2024
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-2.93K- 6.38% |
$130K - $145K
|
43.1K
$1.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-2.95K- 37.49% |
$131K - $146K
|
4.91K
$217K
|
|
|
Feb 11, 2025
Q4 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-3.09K- 5.68% |
$137K - $153K
|
51.3K
$2.26M
|
|
|
Jan 13, 2025
Q4 2024
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-3.12K- 32.14% |
$138K - $154K
|
6.58K
$290K
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.18K- 2.02% |
$141K - $157K
|
154K
$6.78M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-3.18K- 43.94% |
$141K - $158K
|
4.06K
$179K
|
|
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-3.4K- 5.38% |
$151K - $168K
|
59.8K
$2.64M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-3.58K- 5.07% |
$159K - $178K
|
67.1K
$2.96M
|
|
|
Jan 17, 2025
Q4 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-3.68K- 19.23% |
$163K - $183K
|
15.5K
$682K
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-3.77K- 17.43% |
$167K - $187K
|
17.9K
$788K
|