Purchases and Sales Made in Q4 2024 in Spdr Portfolio S&P 600 Small C (SPSM)

SPSM Quotes by TradingView

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 04, 2025 Q4 2024
Sterling Investment Advisors, Ltd.

BUY
 -
661
+ 0.89%
$29.3K - $32.8K
74.6K $3.07M
Jan 29, 2025 Q4 2024
Apcm Wealth Management For Individuals

BUY
 -
633
+ 4.63%
$28.1K - $31.4K
14.3K $588K
Feb 06, 2025 Q4 2024
Bedel Financial Consulting, Inc.

BUY
 -
619
+ 2.14%
$27.4K - $30.7K
29.5K $1.21M
Jan 24, 2025 Q4 2024
Cfm Wealth Partners LLC

BUY
 -
615
+ 0.97%
$27.3K - $30.5K
63.9K $2.63M
Mar 06, 2025 Q4 2024
Copia Wealth Management

Bend, OR
BUY
 -
605
New
$26.8K - $30K
605 $24.9K
Jan 30, 2025 Q4 2024
Vicus Capital

State College, PA
BUY
 -
590
+ 7.17%
$26.2K - $29.2K
8.82K $363K
Feb 13, 2025 Q4 2024
Cache Tech Inc.

Logan, UT
BUY
 -
574
+ 4.24%
$25.4K - $28.4K
14.1K $580K
Feb 13, 2025 Q4 2024
Adams Wealth Management

BUY
 -
574
+ 4.24%
$25.4K - $28.4K
14.1K $580K
Jan 15, 2025 Q4 2024
Meridian Financial, LLC

Holliston, MA
BUY
 -
566
+ 0.92%
$25.1K - $28K
61.9K $2.54M
Feb 14, 2025 Q4 2024
Bellwether Advisors, LLC

BUY
 -
561
New
$24.9K - $27.8K
561 $23.1K
Feb 10, 2025 Q4 2024
North Star Investment Management Corp.

Chicago, IL
BUY
 -
557
New
$24.7K - $27.6K
557 $22.9K
Jan 16, 2025 Q4 2024
Lbmc Investment Advisors, LLC

BUY
 -
540
+ 1.62%
$23.9K - $26.8K
33.8K $1.39M
Feb 14, 2025 Q4 2024
Hilltop Holdings Inc.

Dallas, TX
BUY
 -
516
+ 4.03%
$22.9K - $25.6K
13.3K $547K
Jan 17, 2025 Q4 2024
High Probability Advisors, LLC

Pittsford, NY
BUY
 -
509
+ 10.53%
$22.6K - $25.2K
5.34K $220K
Jan 30, 2025 Q4 2024
Csenge Advisory Group

BUY
 -
505
+ 1.95%
$22.4K - $25K
26.5K $1.09M
Jan 22, 2025 Q4 2024
Lebenthal Global Advisors, LLC

BUY
 -
499
+ 1.47%
$22.1K - $24.7K
34.5K $1.42M
Feb 10, 2025 Q4 2024
Horizon Investments, LLC

Charlotte, NC
BUY
 -
476
New
$21.1K - $23.6K
476 $19.6K
Feb 06, 2025 Q4 2024
Spc Financial, Inc.

BUY
 -
464
+ 0.57%
$20.6K - $23K
82.4K $3.39M
Mar 04, 2025 Q4 2024
Dogwood Wealth Management LLC

Lenexa, KS
BUY
 -
456
+ 23.01%
$20.2K - $22.6K
2.44K $100K
Jan 27, 2025 Q4 2024
Nova Point Capital, LLC

BUY
 -
425
+ 0.97%
$18.8K - $21.1K
44.3K $1.82M
Jan 17, 2025 Q4 2024
Independent Wealth Network Inc.

BUY
 -
422
+ 5.59%
$18.7K - $20.9K
7.97K $328K
Feb 12, 2025 Q4 2024
Vertex Planning Partners, LLC

Downers Grove, IL
BUY
 -
416
+ 3.65%
$18.4K - $20.6K
11.8K $486K
Jan 27, 2025 Q4 2024
Crewe Advisors LLC

BUY
 -
411
New
$18.2K - $20.4K
411 $16.9K
Feb 14, 2025 Q4 2024
Measured Risk Portfolios, Inc.

San Diego, CA
BUY
 -
402
New
$17.8K - $19.9K
402 $16.5K
Jan 27, 2025 Q4 2024
Lion Street Advisors, LLC

BUY
 -
396
+ 8.6%
$17.6K - $19.6K
5K $206K
Feb 14, 2025 Q4 2024
Private Advisory Group LLC

Redmond, WA
BUY
 -
395
+ 3.7%
$17.5K - $19.6K
11.1K $456K
Feb 10, 2025 Q4 2024
Balboa Wealth Partners

Newport Beach, CA
BUY
 -
393
+ 3.31%
$17.4K - $19.5K
12.3K $504K
Jan 17, 2025 Q4 2024
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
388
+ 0.9%
$17.2K - $19.2K
43.3K $1.78M
Feb 12, 2025 Q4 2024
Charter Research & Investment Group, Inc.

Southport, CT
BUY
 -
385
+ 5.84%
$17.1K - $19.1K
6.98K $287K
Feb 14, 2025 Q4 2024
Minot De Blois Advisors LLC

Boston, MA
BUY
 -
379
New
$16.8K - $18.8K
379 $15.6K
Jan 23, 2025 Q4 2024
N.E.W. Advisory Services LLC

BUY
 -
373
+ 6.04%
$16.5K - $18.5K
6.55K $269K
Jan 22, 2025 Q4 2024
Dhk Financial Advisors, Inc.

Portsmouth, NH
BUY
 -
369
+ 0.62%
$16.4K - $18.3K
59.9K $2.46M
Feb 05, 2025 Q4 2024
Richard W. Paul & Associates, LLC

Novi, MI
BUY
 -
368
+ 4.06%
$16.3K - $18.2K
9.43K $387K
Feb 10, 2025 Q4 2024
Curio Wealth, LLC

Annapolis, MD
BUY
 -
365
New
$16.2K - $18.1K
365 $15K
Feb 06, 2025 Q4 2024
Cullen/Frost Bankers, Inc.

BUY
 -
364
+ 2.85%
$16.1K - $18K
13.1K $540K
Feb 14, 2025 Q4 2024
Vivaldi Capital Management LP

Chicago, IL
BUY
 -
357
+ 0.3%
$15.8K - $17.7K
118K $4.86M
Feb 13, 2025 Q4 2024
Prospera Financial Services Inc

BUY
 -
353
+ 4.42%
$15.6K - $17.5K
8.33K $342K
Feb 21, 2025 Q4 2024
Vermillion Wealth Management, Inc.

Rosemount, MN
BUY
 -
342
New
$15.2K - $16.9K
342 $14.1K
Jan 15, 2025 Q4 2024
Defined Wealth Management, LLC

BUY
 -
332
+ 0.77%
$14.7K - $16.5K
43.4K $1.78M
Feb 13, 2025 Q4 2024
Savvy Advisors, Inc.

New York, NY
BUY
 -
319
+ 3.17%
$14.1K - $15.8K
10.4K $427K
Jan 22, 2025 Q4 2024
Vci Wealth Management LLC

St Louis, MO
BUY
 -
318
+ 5.26%
$14.1K - $15.8K
6.37K $262K
Feb 05, 2025 Q4 2024
Sbi Securities Co., Ltd.

Tokyo, M0
BUY
 -
311
New
$13.8K - $15.4K
311 $12.8K
Feb 13, 2025 Q4 2024
Integrity Financial Corp

BUY
 -
300
+ 0.78%
$13.3K - $14.9K
38.7K $1.59M
Jan 13, 2025 Q4 2024
Claro Advisors LLC

Boston, MA
BUY
 -
293
+ 3.29%
$13K - $14.5K
9.21K $379K
Jan 23, 2025 Q4 2024
Paladin Advisory Group, LLC

BUY
 -
291
+ 2.59%
$12.9K - $14.4K
11.5K $473K
Jan 21, 2025 Q4 2024
Castleview Partners, LLC

Dallas, TX
BUY
 -
272
+ 7.08%
$12.1K - $13.5K
4.11K $169K
Jan 22, 2025 Q4 2024
Valued Wealth Advisors LLC

Holladay, UT
BUY
 -
253
New
$11.2K - $12.5K
253 $10.4K
Jan 16, 2025 Q4 2024
Lockerman Financial Group, Inc.

BUY
 -
251
+ 3.85%
$11.1K - $12.4K
6.78K $279K
Feb 10, 2025 Q4 2024
Collaborative Wealth Managment Inc.

Lake Mary, FL
BUY
 -
250
+ 1.4%
$11.1K - $12.4K
18.2K $747K

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