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 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
48.8K+ 73.68% |
$1.96M - $2.29M
|
115K
$4.73M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
48.4K+ 139.86% |
$1.94M - $2.26M
|
83K
$3.41M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
48K+ 19.92% |
$1.92M - $2.24M
|
289K
$11.9M
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
44.7K+ 14.86% |
$1.79M - $2.09M
|
346K
$14.2M
|
|
|
May 08, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
42.4KNew |
$1.7M - $1.98M
|
42.4K
$1.74M
|
|
|
May 14, 2025
Q1 2025
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
42KNew |
$1.68M - $1.96M
|
42K
$1.72M
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
39.6K+ 6.12% |
$1.59M - $1.85M
|
687K
$28.2M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
39.3K+ 9.09% |
$1.57M - $1.84M
|
471K
$19.4M
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
38.2K+ 8.24% |
$1.53M - $1.79M
|
501K
$20.6M
|
|
|
May 15, 2025
Q1 2025
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
37.1KNew |
$1.49M - $1.74M
|
37.1K
$1.52M
|
|
|
May 15, 2025
Q1 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
36.4K+ 17.87% |
$1.46M - $1.71M
|
240K
$9.87M
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
36.2K+ 14.58% |
$1.45M - $1.7M
|
285K
$11.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
36.2K+ 92.36% |
$1.45M - $1.7M
|
75.5K
$3.1M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
33.9K+ 10.37% |
$1.36M - $1.59M
|
361K
$14.9M
|
|
|
May 12, 2025
Q1 2025
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
33.4K+ 477.94% |
$1.34M - $1.56M
|
40.3K
$1.66M
|
|
|
Apr 17, 2025
Q1 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
32.7KNew |
$1.31M - $1.53M
|
32.7K
$1.35M
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
29.4K+ 5.52% |
$1.18M - $1.38M
|
562K
$23.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
29K+ 47.38% |
$1.16M - $1.36M
|
90.3K
$3.71M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
28.6KNew |
$1.15M - $1.34M
|
28.6K
$1.18M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
27.8K+ 5.02% |
$1.11M - $1.3M
|
582K
$23.9M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
27.6K+ 15.16% |
$1.11M - $1.29M
|
210K
$8.63M
|
|
|
May 14, 2025
Q1 2025
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
27.3KNew |
$1.09M - $1.28M
|
27.3K
$1.12M
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Insights, Inc.
|
BUY
|
- |
25.9K+ 14.73% |
$1.04M - $1.21M
|
202K
$8.3M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
25.6K+ 146.68% |
$1.02M - $1.2M
|
43.1K
$1.77M
|
|
|
May 14, 2025
Q1 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
25K+ 112.16% |
$1M - $1.17M
|
47.3K
$1.94M
|
|
|
Apr 29, 2025
Q1 2025
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
24.6K+ 5.5% |
$983K - $1.15M
|
471K
$19.4M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
22.8KNew |
$913K - $1.07M
|
22.8K
$937K
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
22.7KNew |
$910K - $1.06M
|
22.7K
$935K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
21.1K+ 21.06% |
$843K - $985K
|
121K
$4.97M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
20.7K+ 16.92% |
$827K - $967K
|
143K
$5.87M
|
|
|
Apr 21, 2025
Q1 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
20.2KNew |
$809K - $946K
|
20.2K
$830K
|
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
20.1K+ 5.76% |
$806K - $943K
|
370K
$15.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
19.7K+ 18.08% |
$790K - $924K
|
129K
$5.3M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
19.6K+ 12.04% |
$784K - $917K
|
182K
$7.49M
|
|
|
May 09, 2025
Q1 2025
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
19.3K+ 59.22% |
$774K - $905K
|
52K
$2.14M
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
19KNew |
$762K - $891K
|
19K
$782K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
18KNew |
$720K - $842K
|
18K
$739K
|
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
BUY
|
- |
17.4K+ 11.35% |
$696K - $814K
|
171K
$7.02M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
16.8K+ 1971.88% |
$671K - $785K
|
17.6K
$724K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
16.3K+ 2.12% |
$651K - $762K
|
784K
$32.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
16.2K+ 8.66% |
$648K - $758K
|
203K
$8.35M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
15.8K+ 2.11% |
$633K - $741K
|
768K
$31.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
15.8K+ 42.34% |
$633K - $740K
|
53.2K
$2.19M
|
|
|
May 05, 2025
Q1 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
15.7K+ 73.04% |
$627K - $734K
|
37.1K
$1.53M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
14.9K+ 85.62% |
$595K - $696K
|
32.2K
$1.32M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
14.7K+ 4.45% |
$590K - $690K
|
346K
$14.2M
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
14.7K+ 9.5% |
$589K - $689K
|
170K
$6.97M
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
14.2K+ 2.36% |
$569K - $666K
|
618K
$25.4M
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
BUY
|
- |
14.2KNew |
$569K - $665K
|
14.2K
$584K
|
|
|
May 13, 2025
Q1 2025
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
14.1KNew |
$565K - $661K
|
14.1K
$580K
|