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
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.63K+ 41.41% |
$117K - $130K
|
8.99K
$396K
|
|
|
Jan 27, 2025
Q4 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
2.63K+ 0.75% |
$116K - $130K
|
354K
$15.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.58K+ 0.43% |
$114K - $128K
|
599K
$26.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
2.54K+ 43.27% |
$113K - $126K
|
8.42K
$371K
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
2.53K+ 41.93% |
$112K - $125K
|
8.56K
$377K
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
2.53K+ 5.27% |
$112K - $125K
|
50.5K
$2.22M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.53K+ 3.17% |
$112K - $125K
|
82.2K
$3.62M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.49K+ 6.96% |
$111K - $124K
|
38.3K
$1.69M
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
2.49K+ 58.37% |
$111K - $124K
|
6.76K
$298K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2.47K+ 5.77% |
$110K - $122K
|
45.3K
$2M
|
|
|
Jan 13, 2025
Q4 2024
|
Act Advisors, Llc.
|
BUY
|
- |
2.46K+ 32.33% |
$109K - $122K
|
10.1K
$444K
|
|
|
Feb 20, 2025
Q4 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
2.44K+ 20.83% |
$108K - $121K
|
14.1K
$624K
|
|
|
Feb 06, 2025
Q4 2024
|
Acas, LLC
|
BUY
|
- |
2.42K+ 36.95% |
$107K - $120K
|
8.97K
$395K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.37K+ 3.77% |
$105K - $118K
|
65.4K
$2.88M
|
|
|
Feb 04, 2025
Q4 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
2.36K+ 35.53% |
$105K - $117K
|
9K
$397K
|
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
BUY
|
- |
2.35K+ 26.06% |
$104K - $116K
|
11.4K
$501K
|
|
|
Feb 13, 2025
Q4 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
2.29K+ 5.82% |
$101K - $113K
|
41.6K
$1.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
2.28KNew |
$101K - $113K
|
2.28K
$100K
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.21K+ 11.11% |
$98K - $110K
|
22.1K
$975K
|
|
|
Feb 07, 2025
Q4 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
2.07K+ 10.02% |
$91.7K - $103K
|
22.7K
$1M
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
2.03K+ 2.37% |
$90.1K - $101K
|
87.8K
$3.87M
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
2.02K+ 3.76% |
$89.6K - $100K
|
55.7K
$2.46M
|
|
|
Feb 11, 2025
Q4 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
1.95KNew |
$86.3K - $96.5K
|
1.95K
$85.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
1.82K+ 93.86% |
$80.7K - $90.2K
|
3.76K
$166K
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
1.8K+ 20.29% |
$80K - $89.4K
|
10.7K
$471K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.8K+ 8.8% |
$79.6K - $89K
|
22.2K
$979K
|
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
1.76K+ 8.96% |
$78.2K - $87.4K
|
21.5K
$946K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.74K+ 0.36% |
$76.9K - $86K
|
481K
$21.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
1.73K+ 76.34% |
$76.6K - $85.7K
|
3.99K
$176K
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
1.72K+ 12.63% |
$76.1K - $85.1K
|
15.3K
$675K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.71K+ 6.34% |
$75.9K - $84.9K
|
28.7K
$1.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
1.7K+ 23.73% |
$75.4K - $84.2K
|
8.87K
$391K
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
1.7K+ 32.48% |
$75.1K - $84K
|
6.91K
$305K
|
|
|
Feb 14, 2025
Q4 2024
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
1.68K+ 2.99% |
$74.6K - $83.4K
|
57.9K
$2.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.53K+ 9.68% |
$68K - $76K
|
17.4K
$765K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.52K+ 7.8% |
$67.3K - $75.2K
|
21K
$925K
|
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
1.49K+ 12.32% |
$66.2K - $74K
|
13.6K
$601K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.45K+ 30.22% |
$64.1K - $71.7K
|
6.24K
$275K
|
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
1.44KNew |
$63.6K - $71.1K
|
1.44K
$63.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
1.41K+ 18.5% |
$62.6K - $70K
|
9.05K
$399K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.4K+ 25.18% |
$61.9K - $69.2K
|
6.95K
$306K
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
1.35K+ 4.24% |
$60K - $67.1K
|
33.3K
$1.47M
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
1.32KNew |
$58.4K - $65.3K
|
1.32K
$58.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
1.32K+ 3.43% |
$58.3K - $65.2K
|
39.7K
$1.75M
|
|
|
Feb 13, 2025
Q4 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
1.31K+ 28.0% |
$58K - $64.8K
|
5.98K
$264K
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
1.31K+ 8.94% |
$57.9K - $64.7K
|
15.9K
$701K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.29K+ 4.56% |
$57.3K - $64.1K
|
29.6K
$1.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
1.29KNew |
$57.1K - $63.9K
|
1.29K
$56.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.28K+ 27.58% |
$56.6K - $63.2K
|
5.9K
$260K
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.25K+ 3.37% |
$55.3K - $61.8K
|
38.2K
$1.68M
|