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 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
4.65K+ 51.6% |
$206K - $230K
|
13.7K
$602K
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
4.61KNew |
$204K - $229K
|
4.61K
$203K
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
4.61KNew |
$204K - $228K
|
4.61K
$203K
|
|
|
Jan 17, 2025
Q4 2024
|
Private Wealth Group, LLC
|
BUY
|
- |
4.56K+ 2.57% |
$202K - $226K
|
182K
$8.03M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.44K+ 2.8% |
$197K - $220K
|
163K
$7.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Mjp Associates Inc
|
BUY
|
- |
4.29K+ 3.25% |
$190K - $213K
|
136K
$6.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
4.28K+ 6.72% |
$190K - $212K
|
68K
$3M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
4.26K+ 116.87% |
$189K - $211K
|
7.91K
$349K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4.21K+ 13.5% |
$186K - $208K
|
35.4K
$1.56M
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
4.18K+ 11.22% |
$185K - $207K
|
41.4K
$1.83M
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
4.11K+ 49.42% |
$182K - $204K
|
12.4K
$548K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
4.1K+ 9.01% |
$182K - $203K
|
49.6K
$2.19M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.06K+ 64.26% |
$180K - $201K
|
10.4K
$457K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
4.02K+ 2.51% |
$178K - $199K
|
164K
$7.24M
|
|
|
Feb 12, 2025
Q4 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
3.98K+ 7.41% |
$176K - $197K
|
57.7K
$2.55M
|
|
|
Jan 29, 2025
Q4 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
3.98K+ 21.26% |
$176K - $197K
|
22.7K
$1M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.96K+ 10.78% |
$175K - $196K
|
40.7K
$1.79M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
3.93KNew |
$174K - $195K
|
3.93K
$173K
|
|
|
Jan 14, 2025
Q4 2024
|
626 Financial, LLC
|
BUY
|
- |
3.93K+ 4.64% |
$174K - $195K
|
88.5K
$3.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Landmark Wealth Management, Inc.
Normal, IL |
BUY
|
- |
3.86K+ 4.81% |
$171K - $191K
|
84.1K
$3.71M
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
3.8K+ 32.75% |
$169K - $188K
|
15.4K
$680K
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
3.8K+ 0.36% |
$169K - $188K
|
1.06M
$46.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
3.76K+ 5.65% |
$167K - $187K
|
70.3K
$3.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.66K+ 53.26% |
$162K - $181K
|
10.5K
$464K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.61K+ 8.82% |
$160K - $179K
|
44.6K
$1.97M
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
3.59K+ 0.24% |
$159K - $178K
|
1.51M
$66.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
3.55K+ 38.99% |
$158K - $176K
|
12.7K
$558K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.54K+ 5.64% |
$157K - $176K
|
66.3K
$2.92M
|
|
|
Feb 06, 2025
Q4 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
3.49K+ 5.67% |
$154K - $173K
|
65K
$2.86M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.46K+ 12.44% |
$153K - $171K
|
31.2K
$1.38M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.41K+ 59.88% |
$151K - $169K
|
9.11K
$402K
|
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
3.41KNew |
$151K - $169K
|
3.41K
$150K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
3.39K+ 29.63% |
$150K - $168K
|
14.8K
$654K
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
3.38K+ 4.45% |
$150K - $167K
|
79.2K
$3.49M
|
|
|
Jan 29, 2025
Q4 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
3.33K+ 2.92% |
$148K - $165K
|
117K
$5.18M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
3.32K+ 2.0% |
$147K - $164K
|
169K
$7.44M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
3.31K+ 6.71% |
$147K - $164K
|
52.6K
$2.32M
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
3.18K+ 32.34% |
$141K - $157K
|
13K
$573K
|
|
|
Feb 10, 2025
Q4 2024
|
Wulff, Hansen & Co.
|
BUY
|
- |
3.07K+ 17.02% |
$136K - $152K
|
21.1K
$929K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
2.93K+ 1005.15% |
$130K - $145K
|
3.22K
$142K
|
|
|
Feb 11, 2025
Q4 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
2.91K+ 4.33% |
$129K - $144K
|
70.2K
$3.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2.8K+ 18.61% |
$124K - $139K
|
17.8K
$787K
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
2.79K+ 13.58% |
$124K - $138K
|
23.3K
$1.03M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.78K+ 5.8% |
$123K - $138K
|
50.7K
$2.24M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
2.78K+ 7.63% |
$123K - $138K
|
39.2K
$1.73M
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
2.77K+ 6.63% |
$123K - $137K
|
44.6K
$1.96M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
2.75K+ 0.96% |
$122K - $136K
|
290K
$12.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
2.69K+ 5.93% |
$119K - $133K
|
48K
$2.12M
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
2.67K+ 0.39% |
$118K - $132K
|
682K
$30.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
2.64K+ 17.78% |
$117K - $131K
|
17.5K
$772K
|