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 28, 2025
Q1 2025
|
Penobscot Wealth Management
|
SELL
|
- |
-9.47K- 34.13% |
$379K - $443K
|
18.3K
$751K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-9.95K- 5.01% |
$398K - $466K
|
189K
$7.76M
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-9.97K- 35.28% |
$399K - $467K
|
18.3K
$752K
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
SELL
|
- |
-10K- 66.38% |
$402K - $470K
|
5.08K
$209K
|
|
|
May 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
SELL
|
- |
-10.5K- 48.32% |
$419K - $490K
|
11.2K
$460K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-10.6K- 11.55% |
$423K - $495K
|
80.9K
$3.32M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-10.6K- 40.24% |
$426K - $498K
|
15.8K
$650K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-10.7K- 11.38% |
$428K - $500K
|
83.2K
$3.42M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-11K- 6.89% |
$440K - $514K
|
148K
$6.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-11.2K- 4.63% |
$448K - $524K
|
231K
$9.47M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-11.4K- 4.38% |
$458K - $536K
|
250K
$10.3M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-11.7K- 93.24% |
$470K - $549K
|
850
$34.9K
|
|
|
Apr 25, 2025
Q1 2025
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-12.2K- 10.3% |
$490K - $573K
|
106K
$4.38M
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-12.8K- 20.19% |
$511K - $598K
|
50.5K
$2.07M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-13K- 18.53% |
$522K - $610K
|
57.3K
$2.36M
|
|
|
May 15, 2025
Q1 2025
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-13.6K- 15.46% |
$543K - $635K
|
74.2K
$3.05M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-13.6K- 19.26% |
$546K - $638K
|
57.1K
$2.35M
|
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-13.7K- 24.15% |
$548K - $641K
|
43K
$1.77M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-14K- 3.87% |
$559K - $654K
|
347K
$14.3M
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-15.1K- 30.5% |
$606K - $709K
|
34.5K
$1.42M
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
SELL
|
- |
-15.2K- 1.82% |
$609K - $712K
|
819K
$33.7M
|
|
|
May 09, 2025
Q1 2025
|
Banco Santander, S.A.
|
SELL
|
- |
-15.3K- 5.11% |
$612K - $716K
|
284K
$11.7M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-15.5K- 11.73% |
$619K - $724K
|
116K
$4.78M
|
|
|
May 15, 2025
Q1 2025
|
Shapiro Capital Management LLC
Atlanta, GA |
SELL
|
- |
-15.5K- 73.81% |
$620K - $726K
|
5.5K
$226K
|
|
|
May 01, 2025
Q1 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-15.6K- 4.39% |
$626K - $732K
|
340K
$14M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-15.9K- 49.81% |
$636K - $743K
|
16K
$658K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-16.5K- 3.01% |
$662K - $774K
|
533K
$21.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-16.7K- 71.43% |
$667K - $780K
|
6.67K
$274K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-16.7K- 2.88% |
$669K - $782K
|
563K
$23.2M
|
|
|
May 15, 2025
Q1 2025
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
SELL
|
- |
-17K- 70.77% |
$682K - $797K
|
7.03K
$289K
|
|
|
May 02, 2025
Q1 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-17.8K- 62.02% |
$711K - $832K
|
10.9K
$447K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-17.8K- 1.23% |
$711K - $832K
|
1.43M
$58.8M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-18.2K- 24.79% |
$727K - $850K
|
55.1K
$2.26M
|
|
|
Apr 08, 2025
Q1 2025
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-18.5K- 5.23% |
$741K - $867K
|
336K
$13.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-18.8K- 20.2% |
$751K - $878K
|
74.1K
$3.05M
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-19.1K- 7.57% |
$763K - $892K
|
233K
$9.57M
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-19.4K- 30.71% |
$775K - $906K
|
43.7K
$1.79M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-19.7K- 1.08% |
$790K - $924K
|
1.8M
$74M
|
|
|
Apr 28, 2025
Q1 2025
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-19.9K- 52.7% |
$798K - $933K
|
17.9K
$735K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-20.2K- 38.19% |
$809K - $945K
|
32.7K
$1.34M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-20.7K- 2.14% |
$827K - $967K
|
947K
$38.9M
|
|
|
May 12, 2025
Q1 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-20.9K- 53.16% |
$838K - $979K
|
18.4K
$758K
|
|
|
Apr 16, 2025
Q1 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
SELL
|
- |
-21K- 32.14% |
$841K - $983K
|
44.3K
$1.82M
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-22.4K- 68.67% |
$895K - $1.05M
|
10.2K
$419K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-23.3K- 78.61% |
$932K - $1.09M
|
6.34K
$260K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-23.6K- 28.78% |
$947K - $1.11M
|
58.5K
$2.4M
|
|
|
May 05, 2025
Q1 2025
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-24.5K- 29.38% |
$981K - $1.15M
|
58.9K
$2.42M
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-25.9K- 59.76% |
$1.04M - $1.21M
|
17.4K
$716K
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
SELL
|
- |
-28.1K- 12.92% |
$1.12M - $1.31M
|
189K
$7.78M
|
|
|
May 15, 2025
Q1 2025
|
1248 Management, LLC
Kansas City, MO |
SELL
|
- |
-28.2K- 25.0% |
$1.13M - $1.32M
|
84.5K
$3.47M
|