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 15, 2025
Q1 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
1.66K+ 4.8% |
$66.6K - $77.8K
|
36.3K
$1.49M
|
|
|
Apr 17, 2025
Q1 2025
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
1.64K+ 4.37% |
$65.8K - $76.9K
|
39.3K
$1.61M
|
|
|
Apr 08, 2025
Q1 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
1.6K+ 0.62% |
$63.9K - $74.8K
|
258K
$10.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.6K+ 10.45% |
$63.9K - $74.7K
|
16.9K
$693K
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.58K+ 10.75% |
$63.2K - $74K
|
16.3K
$669K
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
1.5K+ 10.65% |
$60K - $70.2K
|
15.6K
$641K
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.5K+ 10.99% |
$60K - $70.1K
|
15.1K
$622K
|
|
|
May 09, 2025
Q1 2025
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
1.47K+ 6.61% |
$58.7K - $68.6K
|
23.6K
$972K
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
1.42K+ 14.51% |
$56.8K - $66.4K
|
11.2K
$460K
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.39K+ 3.64% |
$55.6K - $65.1K
|
39.6K
$1.63M
|
|
|
Apr 28, 2025
Q1 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
1.37K+ 4.9% |
$55K - $64.3K
|
29.4K
$1.21M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.32K+ 2931.11% |
$52.8K - $61.7K
|
1.36K
$56.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.27K+ 14066.67% |
$50.7K - $59.3K
|
1.28K
$52.4K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.16K+ 3.83% |
$46.3K - $54.2K
|
31.4K
$1.29M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.11K+ 35.88% |
$44.6K - $52.1K
|
4.22K
$173K
|
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
1.08K+ 9.74% |
$43.2K - $50.6K
|
12.2K
$500K
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
1.07KNew |
$43K - $50.3K
|
1.07K
$44.1K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
1.07K+ 5.31% |
$42.7K - $49.9K
|
21.1K
$869K
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.04K+ 0.4% |
$41.6K - $48.7K
|
263K
$10.8M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.03K+ 10.53% |
$41.2K - $48.2K
|
10.8K
$444K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.02K+ 11.53% |
$40.9K - $47.8K
|
9.88K
$406K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.01K+ 7.8% |
$40.2K - $47K
|
13.9K
$571K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1K+ 0.88% |
$40.1K - $46.9K
|
115K
$4.73M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
BUY
|
- |
998+ 16.9% |
$39.9K - $46.7K
|
6.9K
$284K
|
|
|
May 05, 2025
Q1 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
950+ 10.76% |
$38K - $44.5K
|
9.78K
$402K
|
|
|
May 15, 2025
Q1 2025
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
941+ 7.03% |
$37.7K - $44K
|
14.3K
$588K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
939+ 16.18% |
$37.6K - $44K
|
6.74K
$277K
|
|
|
Apr 28, 2025
Q1 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
932+ 4.11% |
$37.3K - $43.6K
|
23.6K
$971K
|
|
|
May 08, 2025
Q1 2025
|
Mengis Capital Management, Inc.
|
BUY
|
- |
928+ 10.31% |
$37.1K - $43.4K
|
9.93K
$408K
|
|
|
Apr 28, 2025
Q1 2025
|
Tkg Advisors, LLC
|
BUY
|
- |
920+ 3.15% |
$36.8K - $43.1K
|
30.2K
$1.24M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
902+ 13.34% |
$36.1K - $42.2K
|
7.67K
$315K
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
895+ 18.19% |
$35.8K - $41.9K
|
5.82K
$239K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
890+ 6.26% |
$35.6K - $41.7K
|
15.1K
$621K
|
|
|
May 13, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
872+ 4.89% |
$34.9K - $40.8K
|
18.7K
$769K
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
828+ 4.44% |
$33.1K - $38.8K
|
19.5K
$801K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
825+ 105.36% |
$33K - $38.6K
|
1.61K
$66.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
BUY
|
- |
810+ 12.89% |
$32.4K - $37.9K
|
7.09K
$291K
|
|
|
Apr 22, 2025
Q1 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
803+ 0.81% |
$32.1K - $37.6K
|
99.6K
$4.09M
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
788+ 16.0% |
$31.5K - $36.9K
|
5.71K
$235K
|
|
|
Apr 16, 2025
Q1 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
765+ 14.32% |
$30.6K - $35.8K
|
6.11K
$251K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
761New |
$30.5K - $35.6K
|
761
$31.3K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
665+ 4.48% |
$26.6K - $31.1K
|
15.5K
$637K
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
663+ 11.56% |
$26.5K - $31K
|
6.4K
$263K
|
|
|
May 15, 2025
Q1 2025
|
Tfg Advisers LLC
|
BUY
|
- |
654+ 1.17% |
$26.2K - $30.6K
|
56.4K
$2.32M
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
596+ 158.09% |
$23.9K - $27.9K
|
973
$40K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
582+ 14.34% |
$23.3K - $27.2K
|
4.64K
$191K
|
|
|
May 15, 2025
Q1 2025
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
569+ 6.29% |
$22.8K - $26.6K
|
9.62K
$395K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
568+ 5.47% |
$22.7K - $26.6K
|
11K
$450K
|
|
|
May 01, 2025
Q1 2025
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
567+ 3.96% |
$22.7K - $26.5K
|
14.9K
$612K
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
562+ 4.52% |
$22.5K - $26.3K
|
13K
$534K
|