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 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-3.81K- 10.93% |
$152K - $178K
|
31K
$1.28M
|
|
|
Apr 11, 2025
Q1 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-3.81K- 20.11% |
$153K - $178K
|
15.1K
$622K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-3.85K- 21.67% |
$154K - $180K
|
13.9K
$572K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-3.88K- 11.46% |
$155K - $182K
|
30K
$1.23M
|
|
|
Apr 14, 2025
Q1 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-3.89K- 3.05% |
$156K - $182K
|
124K
$5.08M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-3.91K- 1.47% |
$157K - $183K
|
262K
$10.8M
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-3.95K- 30.37% |
$158K - $185K
|
9.05K
$372K
|
|
|
Apr 29, 2025
Q1 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
SELL
|
- |
-4.01K- 5.75% |
$161K - $188K
|
65.8K
$2.7M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-4.33K- 42.95% |
$173K - $202K
|
5.74K
$236K
|
|
|
Apr 28, 2025
Q1 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-4.43K- 45.73% |
$177K - $207K
|
5.26K
$216K
|
|
|
Apr 25, 2025
Q1 2025
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-4.47K- 28.85% |
$179K - $209K
|
11K
$453K
|
|
|
May 12, 2025
Q1 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-4.58K- 13.08% |
$183K - $215K
|
30.5K
$1.25M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-4.59K- 8.69% |
$184K - $215K
|
48.2K
$1.98M
|
|
|
May 15, 2025
Q1 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-4.6K- 13.43% |
$184K - $215K
|
29.6K
$1.22M
|
|
|
Apr 24, 2025
Q1 2025
|
Patron Partners, LLC
|
SELL
|
- |
-4.72K- 33.56% |
$189K - $221K
|
9.34K
$384K
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-4.76K- 34.86% |
$191K - $223K
|
8.9K
$366K
|
|
|
May 05, 2025
Q1 2025
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-4.83K- 2.61% |
$193K - $226K
|
181K
$7.42M
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-4.85K- 33.12% |
$194K - $227K
|
9.8K
$403K
|
|
|
May 02, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-4.92K- 33.45% |
$197K - $230K
|
9.78K
$402K
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-5.26K- 47.78% |
$210K - $246K
|
5.75K
$236K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-5.26K- 9.5% |
$211K - $246K
|
50.1K
$2.06M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-5.36K- 17.14% |
$214K - $251K
|
25.9K
$1.06M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-5.45K- 40.95% |
$218K - $255K
|
7.86K
$323K
|
|
|
Apr 14, 2025
Q1 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-5.49K- 40.33% |
$220K - $257K
|
8.13K
$334K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-5.53K- 42.92% |
$221K - $259K
|
7.35K
$302K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-5.56K- 5.62% |
$223K - $260K
|
93.5K
$3.84M
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-5.58K- 52.18% |
$223K - $261K
|
5.11K
$210K
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-5.65K- 37.96% |
$226K - $264K
|
9.23K
$379K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-5.68K- 12.55% |
$227K - $266K
|
39.6K
$1.63M
|
|
|
May 07, 2025
Q1 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
SELL
|
- |
-5.96K- 43.59% |
$239K - $279K
|
7.72K
$317K
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-6.07K- 49.51% |
$243K - $284K
|
6.19K
$255K
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-6.27K- 50.9% |
$251K - $294K
|
6.05K
$249K
|
|
|
May 09, 2025
Q1 2025
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-6.5K- 17.46% |
$260K - $304K
|
30.7K
$1.26M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-6.75K- 16.85% |
$270K - $316K
|
33.3K
$1.37M
|
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-6.79K- 46.36% |
$272K - $318K
|
7.86K
$323K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-6.9K- 6.48% |
$276K - $323K
|
99.5K
$4.09M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-6.94K- 36.77% |
$278K - $325K
|
11.9K
$491K
|
|
|
May 12, 2025
Q1 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-7.01K- 45.81% |
$281K - $328K
|
8.3K
$341K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-7.1K- 10.96% |
$284K - $332K
|
57.6K
$2.37M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-7.59K- 44.33% |
$304K - $355K
|
9.54K
$392K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-7.71K- 10.58% |
$309K - $361K
|
65.2K
$2.68M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-7.92K- 3.08% |
$317K - $371K
|
249K
$10.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Marmo Financial Group, LLC
Johnson City, TN |
SELL
|
- |
-8.29K- 10.06% |
$332K - $388K
|
74.1K
$3.05M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-8.44K- 47.31% |
$338K - $395K
|
9.41K
$387K
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-8.56K- 2.81% |
$343K - $401K
|
296K
$12.2M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-8.6K- 1.41% |
$344K - $403K
|
603K
$24.8M
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-9.18K- 32.03% |
$367K - $430K
|
19.5K
$800K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-9.31KClosed |
$373K - $436K
|
0
$0
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-9.43K- 7.06% |
$378K - $441K
|
124K
$5.1M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
SELL
|
- |
-9.46K- 43.37% |
$379K - $443K
|
12.4K
$508K
|