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 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
554+ 2.64% |
$22.2K - $25.9K
|
21.5K
$885K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
534New |
$21.4K - $25K
|
534
$21.9K
|
|
|
May 15, 2025
Q1 2025
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
530+ 7.92% |
$21.2K - $24.8K
|
7.23K
$297K
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
527+ 9.04% |
$21.1K - $24.7K
|
6.36K
$261K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Marin
Novato, CA |
BUY
|
- |
523+ 4.81% |
$20.9K - $24.5K
|
11.4K
$468K
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
522+ 1.03% |
$20.9K - $24.4K
|
51.3K
$2.11M
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
BUY
|
- |
522+ 6.96% |
$20.9K - $24.4K
|
8.02K
$330K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
521+ 8.21% |
$20.9K - $24.4K
|
6.87K
$282K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
516New |
$20.7K - $24.2K
|
516
$21.2K
|
|
|
Apr 10, 2025
Q1 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
488+ 2.67% |
$19.5K - $22.8K
|
18.8K
$772K
|
|
|
Apr 23, 2025
Q1 2025
|
E&G Advisors, LP
|
BUY
|
- |
475+ 3.85% |
$19K - $22.2K
|
12.8K
$527K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
475New |
$19K - $22.2K
|
475
$19.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
457New |
$18.3K - $21.4K
|
457
$18.8K
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
426+ 4.83% |
$17.1K - $19.9K
|
9.25K
$380K
|
|
|
Apr 17, 2025
Q1 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
415+ 6.12% |
$16.6K - $19.4K
|
7.19K
$296K
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
404+ 8.76% |
$16.2K - $18.9K
|
5.02K
$206K
|
|
|
May 07, 2025
Q1 2025
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
392+ 1.09% |
$15.7K - $18.3K
|
36.3K
$1.49M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
392+ 2.27% |
$15.7K - $18.3K
|
17.7K
$726K
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
390+ 17.08% |
$15.6K - $18.3K
|
2.67K
$110K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
385+ 340.71% |
$15.4K - $18K
|
498
$20.5K
|
|
|
Apr 11, 2025
Q1 2025
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
360+ 2.54% |
$14.4K - $16.9K
|
14.6K
$598K
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
342+ 4.29% |
$13.7K - $16K
|
8.31K
$342K
|
|
|
May 12, 2025
Q1 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
340+ 0.82% |
$13.6K - $15.9K
|
41.9K
$1.72M
|
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
334+ 2.1% |
$13.4K - $15.6K
|
16.2K
$668K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
329+ 6.08% |
$13.2K - $15.4K
|
5.74K
$236K
|
|
|
Apr 28, 2025
Q1 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
326+ 0.74% |
$13K - $15.3K
|
44.6K
$1.83M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
325+ 4.49% |
$13K - $15.2K
|
7.56K
$311K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
313+ 2.62% |
$12.5K - $14.7K
|
12.2K
$503K
|
|
|
May 07, 2025
Q1 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
311+ 1.41% |
$12.4K - $14.6K
|
22.4K
$919K
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
BUY
|
- |
300+ 1.3% |
$12K - $14K
|
23.4K
$961K
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
300New |
$12K - $14K
|
300
$12.3K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
299+ 3.3% |
$12K - $14K
|
9.35K
$384K
|
|
|
May 13, 2025
Q1 2025
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
285+ 0.39% |
$11.4K - $13.3K
|
73.1K
$3M
|
|
|
May 02, 2025
Q1 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
276+ 1.39% |
$11K - $12.9K
|
20.2K
$830K
|
|
|
May 09, 2025
Q1 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
275+ 1.73% |
$11K - $12.9K
|
16.2K
$665K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
258New |
$10.3K - $12.1K
|
258
$10.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Burt Wealth Advisors
|
BUY
|
- |
257+ 4.31% |
$10.3K - $12K
|
6.21K
$255K
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
255+ 4.96% |
$10.2K - $11.9K
|
5.4K
$222K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
254+ 1.47% |
$10.2K - $11.9K
|
17.5K
$718K
|
|
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
249New |
$9.97K - $11.7K
|
249
$10.2K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
247+ 2.99% |
$9.89K - $11.6K
|
8.51K
$350K
|
|
|
Apr 10, 2025
Q1 2025
|
Act Advisors, Llc.
|
BUY
|
- |
235+ 2.33% |
$9.41K - $11K
|
10.3K
$424K
|
|
|
May 13, 2025
Q1 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
227+ 3.45% |
$9.09K - $10.6K
|
6.81K
$280K
|
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
223+ 1.23% |
$8.93K - $10.4K
|
18.3K
$753K
|
|
|
Apr 11, 2025
Q1 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
220+ 0.37% |
$8.81K - $10.3K
|
60.1K
$2.47M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
213+ 0.37% |
$8.53K - $9.97K
|
58.2K
$2.39M
|
|
|
Apr 24, 2025
Q1 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
202+ 0.4% |
$8.09K - $9.46K
|
51.1K
$2.1M
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
197+ 3.51% |
$7.89K - $9.22K
|
5.8K
$239K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
190+ 2.09% |
$7.61K - $8.89K
|
9.3K
$382K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
184+ 1.27% |
$7.37K - $8.61K
|
14.6K
$602K
|