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 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-29.7K- 5.08% |
$1.31M - $1.47M
|
554K
$24.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-30.9K- 14.69% |
$1.37M - $1.53M
|
180K
$7.92M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-32.8K- 1.83% |
$1.45M - $1.63M
|
1.76M
$77.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-37.9K- 57.26% |
$1.68M - $1.88M
|
28.3K
$1.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-40.1K- 49.66% |
$1.78M - $1.99M
|
40.7K
$1.79M
|
|
|
Feb 19, 2025
Q4 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-45.6K- 16.0% |
$2.02M - $2.26M
|
239K
$10.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-46.1K- 41.08% |
$2.04M - $2.28M
|
66.1K
$2.92M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-49.7K- 73.11% |
$2.2M - $2.46M
|
18.3K
$806K
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-51.4K- 0.92% |
$2.28M - $2.55M
|
5.54M
$244M
|
|
|
Feb 11, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-69.4K- 95.5% |
$3.08M - $3.44M
|
3.27K
$144K
|
|
|
Feb 04, 2025
Q4 2024
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-72.8K- 2.22% |
$3.23M - $3.61M
|
3.21M
$141M
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-80K- 32.21% |
$3.55M - $3.96M
|
168K
$7.42M
|
|
|
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
$975M
|
|
|
Feb 05, 2025
Q4 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-86.9K- 19.62% |
$3.85M - $4.3M
|
356K
$15.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-91.7K- 52.05% |
$4.07M - $4.54M
|
84.5K
$3.72M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-95.8K- 8.95% |
$4.25M - $4.75M
|
975K
$43M
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-97.8K- 74.06% |
$4.33M - $4.84M
|
34.2K
$1.51M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-98.3K- 7.2% |
$4.36M - $4.87M
|
1.27M
$55.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Kensington Asset Management, LLC
Austin, TX |
SELL
|
- |
-107K- 59.69% |
$4.73M - $5.29M
|
72.1K
$3.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-121K- 25.33% |
$5.36M - $5.99M
|
356K
$15.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Liquid Strategies, LLC
Atlanta, GA |
SELL
|
- |
-129K- 64.1% |
$5.71M - $6.38M
|
72.1K
$3.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-130K- 63.98% |
$5.74M - $6.42M
|
72.9K
$3.22M
|
|
|
Jan 29, 2025
Q4 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-143K- 55.25% |
$6.33M - $7.07M
|
116K
$5.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-150K- 42.96% |
$6.64M - $7.42M
|
199K
$8.76M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-158K- 31.1% |
$7.01M - $7.84M
|
350K
$15.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-164K- 20.82% |
$7.27M - $8.13M
|
624K
$27.5M
|
|
|
Feb 14, 2025
Q4 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-180K- 12.68% |
$7.98M - $8.92M
|
1.24M
$54.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-183K- 11.19% |
$8.09M - $9.05M
|
1.45M
$63.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-197K- 91.21% |
$8.72M - $9.74M
|
19K
$836K
|
|
|
Feb 13, 2025
Q4 2024
|
Elevatus Welath Management
Victor, NY |
SELL
|
- |
-208K- 28.93% |
$9.2M - $10.3M
|
510K
$22.5M
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-272K- 95.64% |
$12M - $13.5M
|
12.4K
$547K
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-280K- 96.78% |
$12.4M - $13.9M
|
9.31K
$410K
|
|
|
Feb 14, 2025
Q4 2024
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-389K- 27.08% |
$17.2M - $19.3M
|
1.05M
$46.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-570K- 45.99% |
$25.3M - $28.3M
|
670K
$29.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-1.01M- 84.45% |
$44.6M - $49.9M
|
185K
$8.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Cercano Management LLC
Bellevue, WA |
SELL
|
- |
-1.1M- 75.88% |
$48.8M - $54.6M
|
350K
$15.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-4.28M- 96.87% |
$190M - $212M
|
138K
$6.1M
|