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
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
174+ 2.42% |
$6.97K - $8.14K
|
7.36K
$302K
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
174New |
$6.97K - $8.14K
|
174
$7.15K
|
|
|
May 15, 2025
Q1 2025
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
170+ 0.03% |
$6.81K - $7.96K
|
670K
$27.5M
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
165+ 0.97% |
$6.6K - $7.72K
|
17.2K
$708K
|
|
|
May 07, 2025
Q1 2025
|
Financial Management Network Inc
|
BUY
|
- |
156+ 1.04% |
$6.24K - $7.3K
|
15.1K
$620K
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
150+ 0.82% |
$6K - $7.02K
|
18.4K
$758K
|
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
144New |
$5.76K - $6.74K
|
144
$5.92K
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
144New |
$5.76K - $6.74K
|
144
$5.92K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
137+ 0.35% |
$5.48K - $6.41K
|
38.9K
$1.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
133+ 6.91% |
$5.32K - $6.23K
|
2.06K
$84.6K
|
|
|
Apr 11, 2025
Q1 2025
|
Horizon Wealth Management, LLC
|
BUY
|
- |
128+ 1.01% |
$5.12K - $5.99K
|
12.8K
$526K
|
|
|
May 13, 2025
Q1 2025
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
126+ 0.65% |
$5.04K - $5.9K
|
19.6K
$807K
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
BUY
|
- |
125New |
$5K - $5.85K
|
125
$5.14K
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
115+ 31.59% |
$4.6K - $5.38K
|
479
$19.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
114+ 0.03% |
$4.56K - $5.34K
|
356K
$14.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
93+ 0.21% |
$3.72K - $4.35K
|
43.5K
$1.79M
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
87+ 1.24% |
$3.48K - $4.07K
|
7.13K
$293K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
83New |
$3.32K - $3.89K
|
83
$3.41K
|
|
|
Apr 15, 2025
Q1 2025
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
81+ 0.39% |
$3.24K - $3.79K
|
20.7K
$853K
|
|
|
May 05, 2025
Q1 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
79+ 0.63% |
$3.16K - $3.7K
|
12.6K
$518K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
76+ 0.9% |
$3.04K - $3.56K
|
8.51K
$350K
|
|
|
Apr 23, 2025
Q1 2025
|
S.A. Mason LLC
|
BUY
|
- |
74+ 2.97% |
$2.96K - $3.46K
|
2.56K
$105K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
61+ 0.01% |
$2.44K - $2.86K
|
507K
$20.8M
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
56+ 1.15% |
$2.24K - $2.62K
|
4.94K
$203K
|
|
|
Apr 28, 2025
Q1 2025
|
Fusion Family Wealth LLC
|
BUY
|
- |
53+ 0.67% |
$2.12K - $2.48K
|
7.91K
$325K
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
BUY
|
- |
50+ 0.43% |
$2K - $2.34K
|
11.8K
$484K
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
45+ 0.65% |
$1.8K - $2.11K
|
6.96K
$286K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
42+ 0.12% |
$1.68K - $1.97K
|
36.1K
$1.48M
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
40New |
$1.6K - $1.87K
|
40
$1.64K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
38+ 2.59% |
$1.52K - $1.78K
|
1.5K
$61.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
37+ 0.69% |
$1.48K - $1.73K
|
5.42K
$223K
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
BUY
|
- |
34+ 0.36% |
$1.36K - $1.59K
|
9.39K
$386K
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
33+ 41.25% |
$1.32K - $1.54K
|
113
$4.64K
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
30+ 0.33% |
$1.2K - $1.4K
|
9.17K
$377K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
29+ 0.81% |
$1.16K - $1.36K
|
3.61K
$148K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
26+ 1.17% |
$1.04K - $1.22K
|
2.24K
$92.1K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
24+ 1.82% |
$961 - $1.12K
|
1.34K
$55.2K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
20+ 90.91% |
$801 - $936
|
42
$1.73K
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
19New |
$761 - $889
|
19
$781
|
|
|
Apr 21, 2025
Q1 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
18+ 0.24% |
$721 - $843
|
7.56K
$311K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
14+ 1.86% |
$560 - $655
|
767
$31.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
13+ 0.25% |
$520 - $609
|
5.11K
$210K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
9+ 0.71% |
$360 - $421
|
1.27K
$52.3K
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
8+ 0.04% |
$320 - $374
|
22.6K
$927K
|
|
|
Apr 23, 2025
Q1 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
7+ 0.1% |
$280 - $328
|
6.73K
$277K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
6+ 0.1% |
$240 - $281
|
6.03K
$248K
|
|
|
May 07, 2025
Q1 2025
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
5+ 0.03% |
$200 - $234
|
17.5K
$721K
|
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
4+ 0.04% |
$160 - $187
|
10.5K
$431K
|
|
|
May 05, 2025
Q1 2025
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
4+ 0.07% |
$160 - $187
|
5.54K
$228K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
3New |
$120 - $140
|
3
$123
|