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 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
$551K
|
|
|
Jan 31, 2025
Q4 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-648- 4.77% |
$28.7K - $32.1K
|
12.9K
$569K
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-671- 29.73% |
$29.7K - $33.2K
|
1.59K
$69.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
SELL
|
- |
-686- 5.11% |
$30.4K - $34K
|
12.8K
$561K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-724- 7.21% |
$32.1K - $35.9K
|
9.31K
$410K
|
|
|
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
$644K
|
|
|
Jan 23, 2025
Q4 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-749- 0.74% |
$33.2K - $37.1K
|
101K
$4.42M
|
|
|
Apr 22, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-788- 13.79% |
$34.9K - $39K
|
4.93K
$217K
|
|
|
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
$227K
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-807- 12.04% |
$35.8K - $40K
|
5.9K
$259K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-809- 4.16% |
$35.9K - $40.1K
|
18.7K
$821K
|
|
|
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
$134K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-834- 6.27% |
$37K - $41.3K
|
12.5K
$549K
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-841- 0.32% |
$37.3K - $41.7K
|
262K
$11.5M
|
|
|
May 29, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-841- 0.32% |
$37.3K - $41.7K
|
262K
$11.5M
|
|
|
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
$636K
|
|
|
Jan 22, 2025
Q4 2024
|
Vantage Investment Partners, LLC
|
SELL
|
- |
-915- 10.47% |
$40.6K - $45.3K
|
7.83K
$344K
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-975- 5.53% |
$43.2K - $48.3K
|
16.6K
$732K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-1.06K- 5.61% |
$47K - $52.6K
|
17.8K
$785K
|
|
|
Feb 13, 2025
Q4 2024
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-1.06K- 17.38% |
$47.1K - $52.6K
|
5.05K
$222K
|
|
|
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
$481K
|
|
|
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
|
|
|
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
$1.02M
|
|
|
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
$8.62M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.29K- 15.12% |
$57.1K - $63.8K
|
7.23K
$318K
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-1.41K- 0.54% |
$62.5K - $69.9K
|
258K
$11.3M
|
|
|
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
$777K
|
|
|
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
$4.08M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.48K- 2.02% |
$65.7K - $73.4K
|
72K
$3.17M
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-1.49K- 2.57% |
$66.2K - $74K
|
56.7K
$2.49M
|
|
|
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
$398K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.72K- 1.71% |
$76.4K - $85.4K
|
99.1K
$4.36M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.75K- 27.07% |
$77.8K - $86.9K
|
4.73K
$208K
|