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 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-192K- 30.73% |
$7.68M - $8.98M
|
432K
$19M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-200K- 24.33% |
$8.02M - $9.38M
|
623K
$27.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-204K- 20.94% |
$8.17M - $9.56M
|
771K
$33.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-216K- 28.51% |
$8.65M - $10.1M
|
542K
$23.8M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-377K- 58.96% |
$15.1M - $17.6M
|
262K
$11.5M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-379K- 27.79% |
$15.2M - $17.8M
|
986K
$43.4M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-470K- 37.79% |
$18.8M - $22M
|
774K
$34M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-520K- 9.88% |
$20.8M - $24.3M
|
4.74M
$209M
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-569K- 38.04% |
$22.8M - $26.6M
|
926K
$40.7M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-581K- 26.42% |
$23.3M - $27.2M
|
1.62M
$71.2M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-647K- 36.74% |
$25.9M - $30.3M
|
1.11M
$49M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-657K- 17.49% |
$26.3M - $30.7M
|
3.1M
$136M
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-777K- 87.22% |
$31.1M - $36.4M
|
114K
$5.01M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-892K- 93.19% |
$35.7M - $41.8M
|
65.1K
$2.87M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-1.4M- 98.52% |
$55.9M - $65.4M
|
21K
$925K
|
|
|
Apr 29, 2025
Q1 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-1.52M- 47.35% |
$60.8M - $71.1M
|
1.69M
$74.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-2.01M- 78.35% |
$80.6M - $94.3M
|
557K
$24.5M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.2M- 33.83% |
$88.2M - $103M
|
4.31M
$190M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-2.67M- 62.02% |
$107M - $125M
|
1.64M
$72M
|