Purchases and Sales Made in Q1 2025 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 Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Hancock Prospecting Pty LTD
West Perth, C3 |
BUY
|
- |
1.48MNew |
$59.2M - $69.3M
|
1.48M
$61.1M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.41M+ 6.69% |
$56.3M - $65.9M
|
22.4M
$926M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
973K+ 47.87% |
$38.9M - $45.5M
|
3M
$124M
|
|
|
Apr 11, 2025
Q1 2025
|
Compton Financial Group, LLC
|
BUY
|
- |
558KNew |
$22.3M - $26.1M
|
558K
$23M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
465K+ 8.65% |
$18.6M - $21.8M
|
5.85M
$241M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
439K+ 1.98% |
$17.6M - $20.6M
|
22.6M
$931M
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
328K+ 735.7% |
$13.1M - $15.3M
|
372K
$15.4M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
320K+ 6.87% |
$12.8M - $15M
|
4.98M
$206M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
272K+ 21.45% |
$10.9M - $12.7M
|
1.54M
$63.6M
|
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
270K+ 4817.92% |
$10.8M - $12.6M
|
275K
$11.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
260K+ 171.05% |
$10.4M - $12.2M
|
412K
$17M
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
224K+ 130.47% |
$8.96M - $10.5M
|
396K
$16.3M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
178K+ 201.79% |
$7.12M - $8.32M
|
266K
$11M
|
|
|
Apr 09, 2025
Q1 2025
|
International City Management Association Retirement Corp
Washington, DC |
BUY
|
- |
162KNew |
$6.47M - $7.57M
|
162K
$6.67M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
156K+ 7.23% |
$6.23M - $7.29M
|
2.31M
$95.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
150K+ 2316.59% |
$6M - $7.02M
|
156K
$6.46M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
137KNew |
$5.5M - $6.43M
|
137K
$5.67M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
133K+ 325.6% |
$5.32M - $6.22M
|
174K
$7.17M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
110K+ 1.99% |
$4.41M - $5.16M
|
5.65M
$233M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
106K+ 10.19% |
$4.24M - $4.95M
|
1.14M
$47.2M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
103K+ 6.78% |
$4.1M - $4.8M
|
1.61M
$66.6M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
90.4KNew |
$3.62M - $4.23M
|
90.4K
$3.73M
|
|
|
May 05, 2025
Q1 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
89.1K+ 34.05% |
$3.57M - $4.17M
|
351K
$14.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
83.4K+ 24.84% |
$3.34M - $3.91M
|
419K
$17.3M
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
BUY
|
- |
82.8K+ 10.23% |
$3.31M - $3.88M
|
892K
$36.8M
|
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
BUY
|
- |
80.3K+ 24.24% |
$3.21M - $3.76M
|
411K
$17M
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
79K+ 16.53% |
$3.16M - $3.7M
|
557K
$23M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
78.8K+ 57.89% |
$3.16M - $3.69M
|
215K
$8.88M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
78.6K+ 3.33% |
$3.15M - $3.68M
|
2.44M
$101M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
76.6KNew |
$3.07M - $3.59M
|
76.6K
$3.16M
|
|
|
May 07, 2025
Q1 2025
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
76.5K+ 59.99% |
$3.06M - $3.58M
|
204K
$8.43M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
70K+ 5.57% |
$2.8M - $3.28M
|
1.33M
$54.8M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
69.9K+ 3.93% |
$2.8M - $3.27M
|
1.85M
$76.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
68.7K+ 148.06% |
$2.75M - $3.21M
|
115K
$4.75M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
68.2K+ 127.3% |
$2.73M - $3.19M
|
122K
$5.03M
|
|
|
Apr 23, 2025
Q1 2025
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
BUY
|
- |
68KNew |
$2.72M - $3.18M
|
68K
$2.81M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
66.9K+ 4.27% |
$2.68M - $3.13M
|
1.63M
$67.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
66.1K+ 32.62% |
$2.65M - $3.09M
|
269K
$11.1M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
62K+ 395.93% |
$2.48M - $2.9M
|
77.6K
$3.21M
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
61.1KNew |
$2.44M - $2.86M
|
61.1K
$2.52M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
59.6K+ 3975.97% |
$2.38M - $2.79M
|
61.1K
$2.52M
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
58.4K+ 5.5% |
$2.34M - $2.73M
|
1.12M
$46.2M
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
56.7KNew |
$2.27M - $2.66M
|
56.7K
$2.34M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
56.1K+ 8.17% |
$2.25M - $2.63M
|
743K
$30.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
54.7K+ 21.93% |
$2.19M - $2.56M
|
304K
$12.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
53.7K+ 4.05% |
$2.15M - $2.51M
|
1.38M
$57M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
52.5KNew |
$2.1M - $2.46M
|
52.5K
$2.17M
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
50.3K+ 74.96% |
$2.01M - $2.35M
|
117K
$4.85M
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
49.4K+ 7.32% |
$1.98M - $2.31M
|
724K
$29.9M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
49KNew |
$1.96M - $2.29M
|
49K
$2.02M
|