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
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
7.08K+ 6.94% |
$283K - $332K
|
109K
$4.49M
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
7.08K+ 7.87% |
$283K - $331K
|
97.1K
$3.99M
|
|
|
May 15, 2025
Q1 2025
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
6.86K+ 0.65% |
$275K - $321K
|
1.05M
$43.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
6.68K+ 3.96% |
$268K - $313K
|
176K
$7.21M
|
|
|
May 12, 2025
Q1 2025
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
6.65K+ 28.55% |
$266K - $311K
|
30K
$1.23M
|
|
|
Apr 16, 2025
Q1 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
6.58K+ 6.85% |
$263K - $308K
|
103K
$4.22M
|
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
6.57K+ 25.36% |
$263K - $307K
|
32.4K
$1.33M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
6.56K+ 136.89% |
$263K - $307K
|
11.4K
$467K
|
|
|
May 01, 2025
Q1 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
6.56K+ 3.37% |
$263K - $307K
|
201K
$8.26M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
6.56K+ 2.28% |
$262K - $307K
|
293K
$12.1M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
6.55K+ 8.44% |
$262K - $307K
|
84.1K
$3.46M
|
|
|
Apr 10, 2025
Q1 2025
|
Leverty Financial Group, LLC
|
BUY
|
- |
6.49KNew |
$260K - $304K
|
6.49K
$267K
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
6.44K+ 61.62% |
$258K - $301K
|
16.9K
$694K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
6.37K+ 10.2% |
$255K - $298K
|
68.8K
$2.83M
|
|
|
May 14, 2025
Q1 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
6.3KNew |
$252K - $295K
|
6.3K
$259K
|
|
|
Apr 16, 2025
Q1 2025
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
6.29KNew |
$252K - $294K
|
6.29K
$259K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
6.25KNew |
$250K - $293K
|
6.25K
$257K
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
6.07K+ 5.13% |
$243K - $284K
|
124K
$5.11M
|
|
|
May 09, 2025
Q1 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
5.95K+ 42.04% |
$238K - $278K
|
20.1K
$826K
|
|
|
May 08, 2025
Q1 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
5.94KNew |
$238K - $278K
|
5.94K
$244K
|
|
|
Apr 30, 2025
Q1 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
5.76K+ 8.18% |
$231K - $270K
|
76.2K
$3.13M
|
|
|
Apr 21, 2025
Q1 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
5.64KNew |
$226K - $264K
|
5.64K
$232K
|
|
|
May 02, 2025
Q1 2025
|
Pecaut & Co.
|
BUY
|
- |
5.62K+ 5.93% |
$225K - $263K
|
100K
$4.13M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
5.56KNew |
$222K - $260K
|
5.56K
$228K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
5.52K+ 9.46% |
$221K - $258K
|
63.8K
$2.62M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
5.41K+ 12.19% |
$217K - $253K
|
49.8K
$2.05M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.38K+ 107580.0% |
$215K - $252K
|
5.38K
$221K
|
|
|
Apr 14, 2025
Q1 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
5.37K+ 9.01% |
$215K - $251K
|
65K
$2.67M
|
|
|
May 13, 2025
Q1 2025
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
5.37K+ 8.26% |
$215K - $251K
|
70.3K
$2.89M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
5.32KNew |
$213K - $249K
|
5.32K
$219K
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
BUY
|
- |
5.19K+ 1.79% |
$208K - $243K
|
295K
$12.1M
|
|
|
May 12, 2025
Q1 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
5.15K+ 61.11% |
$206K - $241K
|
13.6K
$558K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
5.06K+ 12.25% |
$202K - $237K
|
46.3K
$1.9M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
4.95K+ 2.42% |
$198K - $232K
|
209K
$8.6M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
4.95KNew |
$198K - $232K
|
4.95K
$203K
|
|
|
May 15, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
4.93K+ 50.37% |
$197K - $231K
|
14.7K
$604K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
4.9K+ 40.42% |
$196K - $229K
|
17K
$699K
|
|
|
May 07, 2025
Q1 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
4.78K+ 6.41% |
$192K - $224K
|
79.4K
$3.26M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
4.61K+ 10.06% |
$184K - $216K
|
50.4K
$2.07M
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
4.55K+ 17.44% |
$182K - $213K
|
30.6K
$1.26M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
4.43K+ 25.85% |
$177K - $207K
|
21.6K
$887K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
4.4K+ 8.36% |
$176K - $206K
|
57K
$2.34M
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
4.29K+ 14.54% |
$172K - $201K
|
33.8K
$1.39M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.19K+ 60.32% |
$168K - $196K
|
11.1K
$458K
|
|
|
Apr 22, 2025
Q1 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
4.17K+ 4.15% |
$167K - $195K
|
105K
$4.31M
|
|
|
Apr 23, 2025
Q1 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
4.16K+ 6.25% |
$166K - $195K
|
70.7K
$2.9M
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
4.16K+ 5.03% |
$166K - $194K
|
86.7K
$3.56M
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
3.93KNew |
$157K - $184K
|
3.93K
$161K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
3.84K+ 9.66% |
$154K - $180K
|
43.6K
$1.79M
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
3.81K+ 1.1% |
$152K - $178K
|
349K
$14.3M
|