Purchases and Sales Made in Q1 2025 in Spdr Portfolio S&P 600 Small C (SPSM)

SPSM Quotes by TradingView

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 24, 2025 Q1 2025
Tsfg, LLC

BUY
 -
6
+ 0.1%
$240 - $281
6.03K $265K
May 07, 2025 Q1 2025
Abbot Financial Management, Inc.

North Andover, MA
BUY
 -
5
+ 0.03%
$200 - $234
17.5K $771K
May 14, 2025 Q1 2025
Graney & King, LLC

Latham, NY
BUY
 -
4
+ 0.04%
$160 - $187
10.5K $461K
May 05, 2025 Q1 2025
Optimist Retirement Group LLC

Bellevue, WA
BUY
 -
4
+ 0.07%
$160 - $187
5.54K $244K
May 09, 2025 Q1 2025
Wambolt & Associates, LLC

BUY
 -
3
+ 0.02%
$120 - $140
15.2K $670K
Apr 24, 2025 Q1 2025
Crescent Grove Advisors, LLC

BUY
 -
3
+ 0.01%
$120 - $140
39.2K $1.72M
Apr 29, 2025 Q1 2025
Elite Financial, Inc.

Lewiston, ID
BUY
 -
3
+ 0.03%
$120 - $140
9.6K $422K
May 09, 2025 Q1 2025
Alpha Core Capital LLC

La Jolla, CA
BUY
 -
3
New
$120 - $140
3 $132
Apr 22, 2025 Q1 2025
Atticus Wealth Management, LLC

BUY
 -
3
+ 0.85%
$120 - $140
357 $15.7K
Apr 25, 2025 Q1 2025
Red Tortoise LLC

Atlanta, GA
BUY
 -
3
+ 0.32%
$120 - $140
932 $41K
Apr 17, 2025 Q1 2025
North Star Investment Management Corp.

Chicago, IL
BUY
 -
2
+ 0.36%
$80.1 - $93.6
559 $24.6K
May 09, 2025 Q1 2025
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
2
+ 0.22%
$80.1 - $93.6
920 $40.5K
May 14, 2025 Q1 2025
Safe Harbor Fiduciary, LLC

Pensacola, FL
BUY
 -
2
+ 0.98%
$80.1 - $93.6
207 $9.11K
May 06, 2025 Q1 2025
Jackson, Grant Investment Advisers, Inc.

BUY
 -
2
+ 0.34%
$80.1 - $93.6
594 $26.1K
May 07, 2025 Q1 2025
Marshall Investment Management, LLC

Littleton, CO
BUY
 -
1
New
$40 - $46.8
1 $44
May 13, 2025 Q1 2025
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
1
+ 0.32%
$40 - $46.8
318 $14K
Apr 21, 2025 Q1 2025
Townsend Asset Management Corp

BUY
 -
1
+ 0.02%
$40 - $46.8
5.29K $233K
May 09, 2025 Q1 2025
Frazier Financial Advisors, LLC

Columbus, OH
SELL
 -
-1
- 0.74%
$40 - $46.8
135 $5.94K
Apr 23, 2025 Q1 2025
Ruedi Wealth Management, Inc.

Champaign, IL
SELL
 -
-1
- 0.58%
$40 - $46.8
171 $7.52K
Apr 14, 2025 Q1 2025
Wfa Asset Management Corp

Whitefish Bay, WI
SELL
 -
-1
- 1.3%
$40 - $46.8
76 $3.34K
May 01, 2025 Q1 2025
Iron Horse Wealth Management, LLC

SELL
 -
-9
- 5.52%
$360 - $421
154 $6.77K
Apr 14, 2025 Q1 2025
Range Financial Group LLC

SELL
 -
-10
- 0.03%
$400 - $468
29.9K $1.31M
May 08, 2025 Q1 2025
Sunburst Financial Group, LLC

SELL
 -
-11
- 0.07%
$440 - $515
15.2K $670K
May 14, 2025 Q1 2025
Baltimore Washington Financial Advisors, Inc.

SELL
 -
-11
- 0.05%
$440 - $515
20.1K $885K
May 08, 2025 Q1 2025
Us Financial Advisors, LLC

Braintree, MA
SELL
 -
-11
- 0.09%
$440 - $515
12.6K $552K
Apr 29, 2025 Q1 2025
Td Private Client Wealth LLC

New York, NY
SELL
 -
-14
- 0.37%
$560 - $655
3.78K $166K
May 15, 2025 Q1 2025
Oxford Financial Group LTD

Indianapolis, IN
SELL
 -
-16
- 0.17%
$640 - $749
9.38K $413K
Apr 14, 2025 Q1 2025
Soa Wealth Advisors, Llc.

SELL
 -
-16
- 33.33%
$640 - $749
32 $1.41K
May 01, 2025 Q1 2025
Sbi Securities Co., Ltd.

Tokyo, M0
SELL
 -
-18
- 5.79%
$721 - $843
293 $12.9K
May 06, 2025 Q1 2025
Noesis Capital Mangement Corp

SELL
 -
-18
- 0.3%
$721 - $843
6K $264K
May 05, 2025 Q1 2025
Pfg Advisors

SELL
 -
-18
- 0.15%
$721 - $843
11.8K $521K
Apr 30, 2025 Q1 2025
Vestia Personal Wealth Advisors

Fort Wayne, IN
SELL
 -
-19
- 0.29%
$761 - $889
6.62K $291K
May 12, 2025 Q1 2025
Ameritas Investment Partners, Inc.

Lincoln, NE
SELL
 -
-23
- 0.51%
$921 - $1.08K
4.47K $197K
Apr 11, 2025 Q1 2025
Procyon Advisors, LLC

SELL
 -
-28
- 0.2%
$1.12K - $1.31K
13.8K $606K
May 12, 2025 Q1 2025
Covestor LTD

Boston, MA
SELL
 -
-29
- 44.62%
$1.16K - $1.36K
36 $1.58K
Apr 22, 2025 Q1 2025
Wolff Wiese Magana LLC

SELL
 -
-35
- 23.65%
$1.4K - $1.64K
113 $4.97K
May 05, 2025 Q1 2025
Kathleen S. Wright Associates Inc.

SELL
 -
-36
- 2.3%
$1.44K - $1.69K
1.53K $67.3K
May 12, 2025 Q1 2025
Cfs Investment Advisory Services, LLC

Totowa, NJ
SELL
 -
-37
- 0.21%
$1.48K - $1.73K
17.5K $768K
Apr 22, 2025 Q1 2025
Professional Financial Advisors, LLC

SELL
 -
-47
- 0.88%
$1.88K - $2.2K
5.31K $234K
Apr 30, 2025 Q1 2025
Stegent Equity Advisors, Inc.

Houston, TX
SELL
 -
-48
- 0.89%
$1.92K - $2.25K
5.37K $236K
May 14, 2025 Q1 2025
Truvestments Capital LLC

Sarasota, FL
SELL
 -
-50
- 83.33%
$2K - $2.34K
10 $440
May 15, 2025 Q1 2025
Ancora Advisors, LLC

Cleveland, OH
SELL
 -
-56
- 4.41%
$2.24K - $2.62K
1.22K $53.4K
May 12, 2025 Q1 2025
Sandy Spring Bank

SELL
 -
-56
- 4.58%
$2.24K - $2.62K
1.17K $51.3K
Apr 30, 2025 Q1 2025
Peterson Wealth Advisors, LLC

SELL
 -
-58
- 0.01%
$2.32K - $2.71K
682K $30M
May 13, 2025 Q1 2025
Laraway Financial Advisors Inc

Saint Cloud, MN
SELL
 -
-60
- 0.77%
$2.4K - $2.81K
7.77K $342K
May 08, 2025 Q1 2025
Elios Financial Group Inc.

Westlake, OH
SELL
 -
-61
- 1.21%
$2.44K - $2.86K
4.99K $219K
May 21, 2025 Q1 2025
Main Line Retirement Advisors, LLC

Radnor, PA
SELL
 -
-61
- 0.98%
$2.44K - $2.86K
6.18K $272K
Apr 21, 2025 Q1 2025
Old Second National Bank Of Aurora

SELL
 -
-63
- 0.6%
$2.52K - $2.95K
10.4K $459K
May 01, 2025 Q1 2025
Stephens Inc

SELL
 -
-70
- 0.65%
$2.8K - $3.28K
10.7K $471K

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