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 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
1.24KNew |
$54.9K - $61.3K
|
1.24K
$54.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.24K+ 7.0% |
$54.7K - $61.2K
|
18.9K
$832K
|
|
|
Jan 17, 2025
Q4 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
1.23K+ 4.57% |
$54.3K - $60.7K
|
28K
$1.24M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
1.21K+ 1.56% |
$53.6K - $60K
|
78.7K
$3.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.2K+ 4.03% |
$53.2K - $59.5K
|
30.9K
$1.36M
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.19K+ 20.18% |
$52.5K - $58.7K
|
7.06K
$311K
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.15K+ 24.99% |
$50.8K - $56.8K
|
5.74K
$253K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.14K+ 8.1% |
$50.7K - $56.7K
|
15.3K
$673K
|
|
|
Jan 16, 2025
Q4 2024
|
Ars Investment Partners, LLC
|
BUY
|
- |
1.12K+ 3.86% |
$49.6K - $55.4K
|
30.1K
$1.33M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
1.1K+ 491.48% |
$48.6K - $54.3K
|
1.32K
$58.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1.03K+ 1.66% |
$45.8K - $51.2K
|
63.3K
$2.79M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
1.03KNew |
$45.8K - $51.2K
|
1.03K
$45.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
1.02K+ 4.39% |
$45.2K - $50.5K
|
24.2K
$1.07M
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
1.01KNew |
$44.7K - $49.9K
|
1.01K
$44.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
999+ 9.99% |
$44.3K - $49.5K
|
11K
$485K
|
|
|
Jan 23, 2025
Q4 2024
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
994+ 1.38% |
$44.1K - $49.3K
|
72.8K
$3.21M
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
948+ 4.58% |
$42K - $47K
|
21.6K
$954K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
925+ 4.17% |
$41K - $45.8K
|
23.1K
$1.02M
|
|
|
Jan 22, 2025
Q4 2024
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
917+ 0.94% |
$40.7K - $45.4K
|
98.8K
$4.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
900New |
$39.9K - $44.6K
|
900
$39.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
900New |
$39.9K - $44.6K
|
900
$39.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
875+ 6.35% |
$38.8K - $43.4K
|
14.7K
$646K
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
875+ 1.53% |
$38.8K - $43.4K
|
58K
$2.56M
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
874+ 11.82% |
$38.7K - $43.3K
|
8.27K
$364K
|
|
|
Feb 14, 2025
Q4 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
862+ 0.58% |
$38.2K - $42.7K
|
149K
$6.55M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
830+ 7.62% |
$36.8K - $41.1K
|
11.7K
$517K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
824New |
$36.5K - $40.8K
|
824
$36.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
806+ 2.05% |
$35.7K - $39.9K
|
40.1K
$1.77M
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
776+ 19.09% |
$34.4K - $38.5K
|
4.84K
$213K
|
|
|
Jan 29, 2025
Q4 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
769+ 3.75% |
$34.1K - $38.1K
|
21.3K
$938K
|
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
750+ 5.38% |
$33.2K - $37.2K
|
14.7K
$648K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
725+ 7.42% |
$32.1K - $35.9K
|
10.5K
$463K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
702+ 10.81% |
$31.1K - $34.8K
|
7.19K
$317K
|
|
|
Feb 04, 2025
Q4 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
661+ 0.89% |
$29.3K - $32.8K
|
74.6K
$3.29M
|
|
|
Jan 29, 2025
Q4 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
633+ 4.63% |
$28.1K - $31.4K
|
14.3K
$631K
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
619+ 2.14% |
$27.4K - $30.7K
|
29.5K
$1.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
615+ 0.97% |
$27.3K - $30.5K
|
63.9K
$2.82M
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
590+ 7.17% |
$26.2K - $29.2K
|
8.82K
$389K
|
|
|
Feb 13, 2025
Q4 2024
|
Adams Wealth Management
|
BUY
|
- |
574+ 4.24% |
$25.4K - $28.4K
|
14.1K
$622K
|
|
|
Feb 13, 2025
Q4 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
574+ 4.24% |
$25.4K - $28.4K
|
14.1K
$622K
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
566+ 0.92% |
$25.1K - $28K
|
61.9K
$2.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
561New |
$24.9K - $27.8K
|
561
$24.7K
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
559+ 9.74% |
$24.8K - $27.7K
|
6.3K
$278K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
557New |
$24.7K - $27.6K
|
557
$24.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
540+ 1.62% |
$23.9K - $26.8K
|
33.8K
$1.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
516+ 4.03% |
$22.9K - $25.6K
|
13.3K
$587K
|
|
|
Jan 17, 2025
Q4 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
509+ 10.53% |
$22.6K - $25.2K
|
5.34K
$236K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
505+ 1.95% |
$22.4K - $25K
|
26.5K
$1.17M
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
499+ 1.47% |
$22.1K - $24.7K
|
34.5K
$1.52M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
476New |
$21.1K - $23.6K
|
476
$21K
|