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
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
30.1K+ 3.18% |
$1.33M - $1.49M
|
976K
$43M
|
|
|
Feb 13, 2025
Q4 2024
|
F
|
BUY
|
- |
30K+ 219.42% |
$1.33M - $1.49M
|
43.7K
$1.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
28.7K+ 68.27% |
$1.27M - $1.42M
|
70.8K
$3.12M
|
|
|
Jan 31, 2025
Q4 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
27.8K+ 12.58% |
$1.23M - $1.38M
|
249K
$11M
|
|
|
Jan 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
27.4K+ 20.14% |
$1.21M - $1.36M
|
163K
$7.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
27.1K+ 87.06% |
$1.2M - $1.34M
|
58.3K
$2.57M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
26.6K+ 187.94% |
$1.18M - $1.32M
|
40.8K
$1.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
25.2KNew |
$1.12M - $1.25M
|
25.2K
$1.11M
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
25.1K+ 19.59% |
$1.11M - $1.24M
|
153K
$6.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Absolute Gestao De Investimentos Ltda.
Sao Paulo, D5 |
BUY
|
- |
25KNew |
$1.11M - $1.24M
|
25K
$1.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
24.8K+ 12.88% |
$1.1M - $1.23M
|
217K
$9.58M
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
24.8KNew |
$1.1M - $1.23M
|
24.8K
$1.09M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
24.7K+ 8.15% |
$1.09M - $1.22M
|
327K
$14.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
24.7K+ 10.38% |
$1.09M - $1.22M
|
262K
$11.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
24.4K+ 11.22% |
$1.08M - $1.21M
|
242K
$10.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
24.3K+ 5.54% |
$1.08M - $1.21M
|
463K
$20.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
24.1KNew |
$1.07M - $1.19M
|
24.1K
$1.06M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
23.8K+ 90.52% |
$1.05M - $1.18M
|
50K
$2.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
23.1K+ 14.47% |
$1.02M - $1.14M
|
182K
$8.04M
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
22.4K+ 4.43% |
$993K - $1.11M
|
528K
$23.3M
|
|
|
Feb 18, 2025
Q4 2024
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
22.2KNew |
$983K - $1.1M
|
22.2K
$978K
|
|
|
Feb 06, 2025
Q4 2024
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
21.6KNew |
$959K - $1.07M
|
21.6K
$954K
|
|
|
Feb 13, 2025
Q4 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
21.4K+ 125.56% |
$950K - $1.06M
|
38.5K
$1.7M
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
21K+ 68.68% |
$932K - $1.04M
|
51.7K
$2.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Shapiro Capital Management LLC
Atlanta, GA |
BUY
|
- |
21KNew |
$931K - $1.04M
|
21K
$926K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
21K+ 7.43% |
$930K - $1.04M
|
303K
$13.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
BUY
|
- |
20.8K+ 13.35% |
$922K - $1.03M
|
177K
$7.79M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
19.8K+ 4.8% |
$877K - $981K
|
432K
$19M
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
19.2K+ 3.05% |
$850K - $951K
|
647K
$28.5M
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
19.1K+ 7.63% |
$846K - $945K
|
269K
$11.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
19K+ 5.76% |
$844K - $944K
|
350K
$15.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
18.7K+ 24.2% |
$830K - $927K
|
96K
$4.23M
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
18.5KNew |
$820K - $917K
|
18.5K
$816K
|
|
|
Jan 07, 2025
Q4 2024
|
Range Financial Group LLC
|
BUY
|
- |
18.4K+ 159.75% |
$814K - $910K
|
29.9K
$1.32M
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
18.1KNew |
$803K - $897K
|
18.1K
$798K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
17.8KNew |
$790K - $883K
|
17.8K
$785K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
17.7K+ 3.15% |
$784K - $876K
|
580K
$25.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
17.7K+ 16.13% |
$783K - $876K
|
127K
$5.61M
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
16.2K+ 6.62% |
$720K - $805K
|
262K
$11.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
16.2K+ 15.24% |
$716K - $800K
|
122K
$5.39M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
15.9K+ 0.73% |
$704K - $786K
|
2.2M
$97M
|
|
|
Feb 11, 2025
Q4 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
15.7K+ 72.16% |
$694K - $776K
|
37.4K
$1.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
15.6K+ 6.34% |
$690K - $771K
|
261K
$11.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
15.3K+ 10.95% |
$678K - $758K
|
155K
$6.83M
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
14.2KNew |
$631K - $705K
|
14.2K
$627K
|
|
|
Feb 19, 2025
Q4 2024
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
14.1KNew |
$625K - $698K
|
14.1K
$621K
|
|
|
Feb 05, 2025
Q4 2024
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
13.7KNew |
$606K - $678K
|
13.7K
$603K
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
13.6KNew |
$604K - $675K
|
13.6K
$601K
|
|
|
Jan 17, 2025
Q4 2024
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
13.4KNew |
$594K - $664K
|
13.4K
$591K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
12.9KNew |
$571K - $638K
|
12.9K
$568K
|