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 23, 2025
Q1 2025
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-29.3K- 25.38% |
$1.17M - $1.37M
|
86.3K
$3.55M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-31.8K- 94.52% |
$1.27M - $1.49M
|
1.84K
$75.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-32.1K- 52.58% |
$1.29M - $1.5M
|
29K
$1.19M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-32.2K- 0.2% |
$1.29M - $1.51M
|
16.1M
$663M
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
SELL
|
- |
-32.6K- 23.88% |
$1.3M - $1.53M
|
104K
$4.27M
|
|
|
May 14, 2025
Q1 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-32.8K- 38.5% |
$1.31M - $1.53M
|
52.4K
$2.15M
|
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
SELL
|
- |
-33.7K- 14.08% |
$1.35M - $1.58M
|
206K
$8.46M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-34.1K- 56.41% |
$1.36M - $1.59M
|
26.3K
$1.08M
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-35.3K- 23.68% |
$1.41M - $1.65M
|
114K
$4.67M
|
|
|
May 13, 2025
Q1 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-36K- 42.57% |
$1.44M - $1.68M
|
48.5K
$1.99M
|
|
|
May 06, 2025
Q1 2025
|
Landmark Wealth Management, Inc.
Normal, IL |
SELL
|
- |
-38.3K- 45.52% |
$1.53M - $1.79M
|
45.8K
$1.88M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-38.6K- 3.58% |
$1.55M - $1.81M
|
1.04M
$42.8M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-40.1K- 26.09% |
$1.61M - $1.88M
|
114K
$4.67M
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-41K- 6.0% |
$1.64M - $1.92M
|
642K
$26.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-42.1K- 16.06% |
$1.69M - $1.97M
|
220K
$9.05M
|
|
|
May 08, 2025
Q1 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-48.5K- 19.52% |
$1.94M - $2.27M
|
200K
$8.23M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-48.7K- 56.57% |
$1.95M - $2.28M
|
37.4K
$1.54M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-50K- 17.78% |
$2M - $2.34M
|
231K
$9.5M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-50.1K- 5.32% |
$2M - $2.34M
|
891K
$36.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-52.9K- 18.91% |
$2.12M - $2.48M
|
227K
$9.33M
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
SELL
|
- |
-58.7K- 58.68% |
$2.35M - $2.75M
|
41.3K
$1.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-59.2K- 13.59% |
$2.37M - $2.77M
|
376K
$15.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-59.6K- 97.55% |
$2.38M - $2.79M
|
1.5K
$61.6K
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-60.4K- 21.76% |
$2.42M - $2.83M
|
217K
$8.92M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-61.1K- 50.14% |
$2.45M - $2.86M
|
60.8K
$2.5M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-64K- 18.26% |
$2.56M - $2.99M
|
286K
$11.8M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-74.6K- 7.64% |
$2.99M - $3.49M
|
902K
$37.1M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-76.6K- 35.76% |
$3.07M - $3.59M
|
138K
$5.66M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-82.4K- 34.84% |
$3.3M - $3.86M
|
154K
$6.33M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-85K- 85.84% |
$3.4M - $3.98M
|
14K
$576K
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-93.1K- 57.49% |
$3.73M - $4.36M
|
68.8K
$2.83M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-93.4K- 9.92% |
$3.74M - $4.37M
|
848K
$34.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-100K- 60.98% |
$4.01M - $4.68M
|
64K
$2.63M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-104K- 75.3% |
$4.16M - $4.86M
|
34.1K
$1.4M
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-104K- 82.92% |
$4.18M - $4.88M
|
21.5K
$883K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-118K- 3.78% |
$4.74M - $5.54M
|
3.02M
$124M
|
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-123K- 73.04% |
$4.92M - $5.76M
|
45.4K
$1.87M
|
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
SELL
|
- |
-127K- 10.23% |
$5.08M - $5.94M
|
1.11M
$45.8M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-129K- 32.05% |
$5.17M - $6.05M
|
274K
$11.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-138K- 84.57% |
$5.53M - $6.46M
|
25.2K
$1.03M
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-144K- 27.24% |
$5.76M - $6.73M
|
384K
$15.8M
|
|
|
Apr 02, 2025
Q1 2025
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-144K- 17.74% |
$5.77M - $6.74M
|
668K
$27.5M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-161K- 33.43% |
$6.44M - $7.53M
|
320K
$13.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-172K- 71.16% |
$6.9M - $8.07M
|
69.8K
$2.87M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-192K- 30.73% |
$7.68M - $8.98M
|
432K
$17.8M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-200K- 24.33% |
$8.02M - $9.38M
|
623K
$25.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-204K- 20.94% |
$8.17M - $9.56M
|
771K
$31.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-216K- 28.51% |
$8.65M - $10.1M
|
542K
$22.3M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-377K- 58.96% |
$15.1M - $17.6M
|
262K
$10.8M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-379K- 27.79% |
$15.2M - $17.8M
|
986K
$40.5M
|