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 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-88- 5.55% |
$3.52K - $4.12K
|
1.5K
$61.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-93- 1.55% |
$3.72K - $4.35K
|
5.9K
$242K
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-96- 71.64% |
$3.84K - $4.49K
|
38
$1.56K
|
|
|
May 06, 2025
Q1 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-100- 1.66% |
$4K - $4.68K
|
5.94K
$244K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-100- 1.2% |
$4K - $4.68K
|
8.21K
$338K
|
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-104- 3.41% |
$4.16K - $4.87K
|
2.95K
$121K
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-104- 1.49% |
$4.16K - $4.87K
|
6.9K
$283K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-104- 2.05% |
$4.16K - $4.87K
|
4.98K
$205K
|
|
|
Apr 28, 2025
Q1 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-123- 1.6% |
$4.92K - $5.76K
|
7.55K
$310K
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-129- 0.72% |
$5.16K - $6.04K
|
17.8K
$733K
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-132- 2.23% |
$5.28K - $6.18K
|
5.78K
$238K
|
|
|
May 14, 2025
Q1 2025
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-133- 1.96% |
$5.32K - $6.23K
|
6.66K
$274K
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
SELL
|
- |
-139- 13.79% |
$5.56K - $6.51K
|
869
$35.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
SELL
|
- |
-140- 1.06% |
$5.6K - $6.55K
|
13.1K
$537K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-141- 1.36% |
$5.64K - $6.6K
|
10.2K
$420K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-141- 4.14% |
$5.64K - $6.6K
|
3.27K
$134K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-142- 0.37% |
$5.68K - $6.65K
|
38.1K
$1.57M
|
|
|
May 15, 2025
Q1 2025
|
Redwood Financial Network Corp
|
SELL
|
- |
-145- 1.04% |
$5.8K - $6.79K
|
13.8K
$568K
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-151- 2.56% |
$6.04K - $7.07K
|
5.75K
$236K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-160- 1.22% |
$6.4K - $7.49K
|
13K
$533K
|
|
|
May 06, 2025
Q1 2025
|
Orin Green Financial, LLC
|
SELL
|
- |
-167- 0.61% |
$6.69K - $7.82K
|
27.3K
$1.12M
|
|
|
Apr 30, 2025
Q1 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-172- 1.66% |
$6.89K - $8.05K
|
10.2K
$419K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-176- 41.12% |
$7.05K - $8.24K
|
252
$10.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-197- 2.51% |
$7.89K - $9.22K
|
7.66K
$315K
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-200- 33.33% |
$8.01K - $9.36K
|
400
$16.4K
|
|
|
May 15, 2025
Q1 2025
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-203- 2.49% |
$8.13K - $9.5K
|
7.94K
$326K
|
|
|
May 05, 2025
Q1 2025
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-205- 0.83% |
$8.21K - $9.6K
|
24.6K
$1.01M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-206- 1.87% |
$8.25K - $9.64K
|
10.8K
$444K
|
|
|
Apr 22, 2025
Q1 2025
|
Moneywise, Inc.
|
SELL
|
- |
-213- 2.32% |
$8.53K - $9.97K
|
8.99K
$369K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-217- 1.22% |
$8.69K - $10.2K
|
17.6K
$723K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-218- 1.91% |
$8.73K - $10.2K
|
11.2K
$460K
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-221- 8.18% |
$8.85K - $10.3K
|
2.48K
$102K
|
|
|
May 08, 2025
Q1 2025
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-235- 0.55% |
$9.41K - $11K
|
42.9K
$1.76M
|
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-235- 1.01% |
$9.41K - $11K
|
23.1K
$949K
|
|
|
May 08, 2025
Q1 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
SELL
|
- |
-254- 0.89% |
$10.2K - $11.9K
|
28.3K
$1.16M
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-263- 5.18% |
$10.5K - $12.3K
|
4.81K
$198K
|
|
|
May 02, 2025
Q1 2025
|
Acas, LLC
|
SELL
|
- |
-267- 2.98% |
$10.7K - $12.5K
|
8.7K
$358K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-279- 57.76% |
$11.2K - $13.1K
|
204
$8.38K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-280- 2.66% |
$11.2K - $13.1K
|
10.2K
$421K
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
SELL
|
- |
-311- 4.13% |
$12.4K - $14.6K
|
7.21K
$296K
|
|
|
Apr 21, 2025
Q1 2025
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-321- 1.31% |
$12.8K - $15K
|
24.2K
$994K
|
|
|
May 07, 2025
Q1 2025
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-324- 2.26% |
$13K - $15.2K
|
14K
$575K
|
|
|
Apr 24, 2025
Q1 2025
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-326- 0.51% |
$13K - $15.3K
|
63.6K
$2.61M
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-333- 5.05% |
$13.3K - $15.6K
|
6.26K
$257K
|
|
|
Apr 30, 2025
Q1 2025
|
Arcadia Investment Management Corp
|
SELL
|
- |
-333- 8.54% |
$13.3K - $15.6K
|
3.57K
$147K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-340- 3.92% |
$13.6K - $15.9K
|
8.34K
$343K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-341- 1.91% |
$13.7K - $16K
|
17.5K
$720K
|
|
|
May 08, 2025
Q1 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-343- 0.67% |
$13.7K - $16.1K
|
51K
$2.1M
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-346- 5.88% |
$13.9K - $16.2K
|
5.54K
$228K
|
|
|
Apr 30, 2025
Q1 2025
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-359- 2.78% |
$14.4K - $16.8K
|
12.6K
$517K
|