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 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-7.1K- 10.96% |
$284K - $332K
|
57.6K
$2.65M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-7.59K- 44.33% |
$304K - $355K
|
9.54K
$438K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-7.71K- 10.58% |
$309K - $361K
|
65.2K
$3M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-7.92K- 3.08% |
$317K - $371K
|
249K
$11.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Marmo Financial Group, LLC
Johnson City, TN |
SELL
|
- |
-8.29K- 10.06% |
$332K - $388K
|
74.1K
$3.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-8.44K- 47.31% |
$338K - $395K
|
9.41K
$432K
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-8.56K- 2.81% |
$343K - $401K
|
296K
$13.6M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-8.6K- 1.41% |
$344K - $403K
|
603K
$27.7M
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-9.18K- 32.03% |
$367K - $430K
|
19.5K
$894K
|
|
|
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
$5.7M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
SELL
|
- |
-9.46K- 43.37% |
$379K - $443K
|
12.4K
$567K
|
|
|
Apr 28, 2025
Q1 2025
|
Penobscot Wealth Management
|
SELL
|
- |
-9.47K- 34.13% |
$379K - $443K
|
18.3K
$839K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-9.95K- 5.01% |
$398K - $466K
|
189K
$8.67M
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-9.97K- 35.28% |
$399K - $467K
|
18.3K
$840K
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
SELL
|
- |
-10K- 66.38% |
$402K - $470K
|
5.08K
$233K
|
|
|
May 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
SELL
|
- |
-10.5K- 48.32% |
$419K - $490K
|
11.2K
$514K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-10.6K- 11.55% |
$423K - $495K
|
80.9K
$3.72M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-10.6K- 40.24% |
$426K - $498K
|
15.8K
$726K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-10.7K- 11.38% |
$428K - $500K
|
83.2K
$3.82M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-11K- 6.89% |
$440K - $514K
|
148K
$6.81M
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-11.2K- 4.63% |
$448K - $524K
|
231K
$10.6M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-11.4K- 4.38% |
$458K - $536K
|
250K
$11.5M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-11.7K- 93.24% |
$470K - $549K
|
850
$39K
|
|
|
Apr 25, 2025
Q1 2025
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-12.2K- 10.3% |
$490K - $573K
|
106K
$4.89M
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-12.8K- 20.19% |
$511K - $598K
|
50.5K
$2.32M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-13K- 18.53% |
$522K - $610K
|
57.3K
$2.63M
|
|
|
May 15, 2025
Q1 2025
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-13.6K- 15.46% |
$543K - $635K
|
74.2K
$3.41M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-13.6K- 19.26% |
$546K - $638K
|
57.1K
$2.62M
|
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-13.7K- 24.15% |
$548K - $641K
|
43K
$1.98M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-14K- 3.87% |
$559K - $654K
|
347K
$16M
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-15.1K- 30.5% |
$606K - $709K
|
34.5K
$1.59M
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
SELL
|
- |
-15.2K- 1.82% |
$609K - $712K
|
819K
$37.6M
|
|
|
May 09, 2025
Q1 2025
|
Banco Santander, S.A.
|
SELL
|
- |
-15.3K- 5.11% |
$612K - $716K
|
284K
$13M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-15.5K- 11.73% |
$619K - $724K
|
116K
$5.35M
|
|
|
May 15, 2025
Q1 2025
|
Shapiro Capital Management LLC
Atlanta, GA |
SELL
|
- |
-15.5K- 73.81% |
$620K - $726K
|
5.5K
$253K
|
|
|
May 01, 2025
Q1 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-15.6K- 4.39% |
$626K - $732K
|
340K
$15.6M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-15.9K- 49.81% |
$636K - $743K
|
16K
$735K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-16.5K- 3.01% |
$662K - $774K
|
533K
$24.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-16.7K- 71.43% |
$667K - $780K
|
6.67K
$306K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-16.7K- 2.88% |
$669K - $782K
|
563K
$25.9M
|
|
|
May 15, 2025
Q1 2025
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
SELL
|
- |
-17K- 70.77% |
$682K - $797K
|
7.03K
$323K
|
|
|
May 02, 2025
Q1 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-17.8K- 62.02% |
$711K - $832K
|
10.9K
$500K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-17.8K- 1.23% |
$711K - $832K
|
1.43M
$65.8M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-18.2K- 24.79% |
$727K - $850K
|
55.1K
$2.53M
|
|
|
Apr 08, 2025
Q1 2025
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-18.5K- 5.23% |
$741K - $867K
|
336K
$15.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-18.8K- 20.2% |
$751K - $878K
|
74.1K
$3.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-19.1K- 7.57% |
$763K - $892K
|
233K
$10.7M
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-19.4K- 30.71% |
$775K - $906K
|
43.7K
$2.01M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-19.7K- 1.08% |
$790K - $924K
|
1.8M
$82.7M
|