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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-7.65K- 2.98% |
$339K - $379K
|
249K
$10.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-7.84K- 18.27% |
$347K - $388K
|
35.1K
$1.44M
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-8.09K- 3.15% |
$359K - $401K
|
249K
$10.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-8.39K- 14.45% |
$372K - $416K
|
49.7K
$2.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-8.68K- 22.3% |
$385K - $430K
|
30.2K
$1.24M
|
|
|
Apr 01, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-8.96K- 70.28% |
$397K - $444K
|
3.79K
$156K
|
|
|
Jan 21, 2025
Q4 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-9.04K- 13.42% |
$401K - $448K
|
58.3K
$2.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-9.18K- 8.41% |
$407K - $455K
|
100K
$4.11M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-9.32K- 5.52% |
$413K - $462K
|
159K
$6.55M
|
|
|
Feb 04, 2025
Q4 2024
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-10.2K- 7.89% |
$451K - $504K
|
119K
$4.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-10.4K- 8.06% |
$460K - $515K
|
119K
$4.87M
|
|
|
Jan 16, 2025
Q4 2024
|
Prairie Sky Financial Group LLC
Westchester, IL |
SELL
|
- |
-12K- 20.94% |
$534K - $597K
|
45.5K
$1.87M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-13.3K- 4.93% |
$591K - $660K
|
257K
$10.6M
|
|
|
Feb 12, 2025
Q4 2024
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-15.6K- 41.12% |
$690K - $771K
|
22.3K
$916K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-15.8K- 6.03% |
$702K - $785K
|
247K
$10.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-16.5K- 21.46% |
$732K - $818K
|
60.4K
$2.48M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-17.4K- 92.86% |
$771K - $862K
|
1.34K
$55K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-17.7K- 1.84% |
$783K - $875K
|
941K
$38.7M
|
|
|
Mar 05, 2025
Q4 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-17.9K- 9.23% |
$794K - $887K
|
176K
$7.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
SELL
|
- |
-18.5K- 11.57% |
$821K - $917K
|
141K
$5.81M
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-18.6K- 32.13% |
$826K - $923K
|
39.4K
$1.62M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-19.5K- 6.55% |
$862K - $964K
|
277K
$11.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-20K- 36.64% |
$887K - $991K
|
34.6K
$1.42M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-20.2K- 4.34% |
$895K - $1M
|
445K
$18.3M
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-20.2K- 11.96% |
$897K - $1M
|
149K
$6.12M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-20.4K- 7.51% |
$906K - $1.01M
|
252K
$10.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-21.1K- 3.0% |
$937K - $1.05M
|
683K
$28.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-22.1K- 7.95% |
$981K - $1.1M
|
256K
$10.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-22.7K- 37.26% |
$1.01M - $1.13M
|
38.3K
$1.57M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-23K- 24.9% |
$1.02M - $1.14M
|
69.3K
$2.85M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-23.3K- 10.24% |
$1.03M - $1.15M
|
204K
$8.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-26.4K- 14.86% |
$1.17M - $1.31M
|
151K
$6.21M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-29.7K- 5.08% |
$1.31M - $1.47M
|
554K
$22.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-30.9K- 14.69% |
$1.37M - $1.53M
|
180K
$7.38M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-32.8K- 1.83% |
$1.45M - $1.63M
|
1.76M
$72.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-37.9K- 57.26% |
$1.68M - $1.88M
|
28.3K
$1.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-40.1K- 49.66% |
$1.78M - $1.99M
|
40.7K
$1.67M
|
|
|
Feb 19, 2025
Q4 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-45.6K- 16.0% |
$2.02M - $2.26M
|
239K
$9.84M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-46.1K- 41.08% |
$2.04M - $2.28M
|
66.1K
$2.72M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-49.7K- 73.11% |
$2.2M - $2.46M
|
18.3K
$752K
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-51.4K- 0.92% |
$2.28M - $2.55M
|
5.54M
$228M
|
|
|
Feb 11, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-69.4K- 95.5% |
$3.08M - $3.44M
|
3.27K
$134K
|
|
|
Mar 25, 2025
Q4 2024
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-72.1K- 65.23% |
$3.2M - $3.57M
|
38.4K
$1.58M
|
|
|
Feb 04, 2025
Q4 2024
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-72.8K- 2.22% |
$3.23M - $3.61M
|
3.21M
$132M
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-80K- 32.21% |
$3.55M - $3.96M
|
168K
$6.92M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-83.1K- 0.37% |
$3.68M - $4.12M
|
22.1M
$909M
|
|
|
Feb 05, 2025
Q4 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-86.9K- 19.62% |
$3.85M - $4.3M
|
356K
$14.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-91.7K- 52.05% |
$4.07M - $4.54M
|
84.5K
$3.47M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-95.8K- 8.95% |
$4.25M - $4.75M
|
975K
$40.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-97.8K- 74.06% |
$4.33M - $4.84M
|
34.2K
$1.41M
|