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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
Center For Asset Management LLC
|
SELL
|
- |
-1.05K- 13.92% |
$42.1K - $49.2K
|
6.5K
$267K
|
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-1.08K- 8.3% |
$43.3K - $50.6K
|
11.9K
$491K
|
|
|
Apr 11, 2025
Q1 2025
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-1.12K- 6.35% |
$44.9K - $52.5K
|
16.5K
$680K
|
|
|
Apr 23, 2025
Q1 2025
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-1.19K- 1.51% |
$47.8K - $55.9K
|
78.1K
$3.21M
|
|
|
Apr 21, 2025
Q1 2025
|
Fox Financial, Inc
Wyomissing, PA |
SELL
|
- |
-1.25K- 18.88% |
$49.8K - $58.3K
|
5.35K
$220K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-1.37K- 11.17% |
$54.9K - $64.2K
|
10.9K
$449K
|
|
|
Apr 22, 2025
Q1 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-1.39K- 4.71% |
$55.7K - $65.2K
|
28.2K
$1.16M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.41K- 2.77% |
$56.3K - $65.8K
|
49.3K
$2.03M
|
|
|
May 12, 2025
Q1 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
SELL
|
- |
-1.43K- 2.17% |
$57.1K - $66.8K
|
64.5K
$2.65M
|
|
|
May 09, 2025
Q1 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
SELL
|
- |
-1.5K- 3.4% |
$60K - $70.2K
|
42.7K
$1.75M
|
|
|
May 09, 2025
Q1 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.57K- 2.63% |
$62.9K - $73.5K
|
58.2K
$2.39M
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.59K- 8.74% |
$63.6K - $74.3K
|
16.6K
$681K
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-1.63K- 2.72% |
$65.1K - $76.2K
|
58.3K
$2.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-1.65K- 25.12% |
$66.2K - $77.4K
|
4.93K
$202K
|
|
|
Apr 22, 2025
Q1 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-1.73K- 7.83% |
$69.1K - $80.8K
|
20.3K
$835K
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-1.75K- 18.61% |
$70.2K - $82.1K
|
7.67K
$315K
|
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-1.77K- 15.38% |
$70.9K - $82.9K
|
9.74K
$400K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.85K- 12.07% |
$74.2K - $86.8K
|
13.5K
$555K
|
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-1.92K- 10.76% |
$77K - $90.1K
|
16K
$656K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.94K- 27.44% |
$77.5K - $90.7K
|
5.12K
$210K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.98K- 24.32% |
$79.1K - $92.5K
|
6.15K
$253K
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-1.99K- 11.58% |
$79.5K - $93K
|
15.2K
$624K
|
|
|
Apr 11, 2025
Q1 2025
|
626 Financial, LLC
|
SELL
|
- |
-2.01K- 2.27% |
$80.6K - $94.3K
|
86.5K
$3.56M
|
|
|
Apr 16, 2025
Q1 2025
|
Seros Financial, LLC
Tempe, AZ |
SELL
|
- |
-2.2K- 16.41% |
$88K - $103K
|
11.2K
$460K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-2.32K- 12.15% |
$92.9K - $109K
|
16.8K
$690K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-2.35K- 18.87% |
$94.2K - $110K
|
10.1K
$416K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-2.36K- 2.99% |
$94.4K - $110K
|
76.4K
$3.14M
|
|
|
May 16, 2025
Q1 2025
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-2.37K- 3.48% |
$94.8K - $111K
|
65.6K
$2.7M
|
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-2.38K- 5.98% |
$95.2K - $111K
|
37.4K
$1.54M
|
|
|
May 16, 2025
Q1 2025
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-2.47K- 4.27% |
$99K - $116K
|
55.4K
$2.28M
|
|
|
May 09, 2025
Q1 2025
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-2.51K- 11.8% |
$101K - $118K
|
18.8K
$771K
|
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-2.54K- 10.29% |
$102K - $119K
|
22.2K
$911K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-2.55K- 51.54% |
$102K - $119K
|
2.4K
$98.6K
|
|
|
May 06, 2025
Q1 2025
|
Triumph Capital Management
|
SELL
|
- |
-2.62K- 20.56% |
$105K - $123K
|
10.1K
$416K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2.65K- 3.44% |
$106K - $124K
|
74.4K
$3.06M
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-2.71K- 22.93% |
$109K - $127K
|
9.11K
$375K
|
|
|
Apr 16, 2025
Q1 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-2.73K- 4.81% |
$109K - $128K
|
54K
$2.22M
|
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-2.74K- 4.24% |
$110K - $128K
|
61.9K
$2.54M
|
|
|
May 12, 2025
Q1 2025
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-2.77K- 6.4% |
$111K - $130K
|
40.6K
$1.67M
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-2.86K- 12.93% |
$114K - $134K
|
19.3K
$791K
|
|
|
May 05, 2025
Q1 2025
|
Pachira Investments Inc.
|
SELL
|
- |
-2.92K- 1.49% |
$117K - $137K
|
193K
$7.94M
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-2.94K- 31.01% |
$118K - $138K
|
6.55K
$269K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-2.96K- 2.23% |
$118K - $138K
|
130K
$5.33M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-2.97K- 2.64% |
$119K - $139K
|
110K
$4.51M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-2.97K- 33.04% |
$119K - $139K
|
6.02K
$247K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-3.14K- 6.84% |
$126K - $147K
|
42.7K
$1.76M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-3.43K- 24.69% |
$137K - $160K
|
10.4K
$429K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-3.47K- 43.82% |
$139K - $162K
|
4.44K
$183K
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-3.47K- 28.91% |
$139K - $162K
|
8.52K
$350K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-3.72K- 37.56% |
$149K - $174K
|
6.19K
$254K
|