Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
1.49M+ 9.21% |
$52.5M - $63.4M
|
17.6M
$809M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.47M+ 128.5% |
$52M - $62.8M
|
2.61M
$120M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.27M+ 5.65% |
$45M - $54.4M
|
23.8M
$1.09B
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
968K+ 4.32% |
$34.2M - $41.3M
|
23.4M
$1.07B
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
706K+ 113.3% |
$25M - $30.1M
|
1.33M
$61M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
606K+ 107.62% |
$21.4M - $25.9M
|
1.17M
$53.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
500K+ 8.84% |
$17.7M - $21.3M
|
6.15M
$282M
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
426K+ 288.6% |
$15.1M - $18.2M
|
574K
$26.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
425K+ 89563.16% |
$15M - $18.2M
|
426K
$19.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
416K+ 7.11% |
$14.7M - $17.7M
|
6.26M
$288M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
319K+ 41.2% |
$11.3M - $13.6M
|
1.09M
$50.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
249K+ 18.04% |
$8.81M - $10.6M
|
1.63M
$74.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Mason Street Advisors, LLC
Milwaukee, WI |
BUY
|
- |
235K+ 27.57% |
$8.32M - $10M
|
1.09M
$50M
|
|
|
Jul 15, 2025
Q2 2025
|
Surience Private Wealth LLC
|
BUY
|
- |
235KNew |
$8.29M - $10M
|
235K
$10.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
226K+ 25.33% |
$7.99M - $9.64M
|
1.12M
$51.4M
|
|
|
Aug 01, 2025
Q2 2025
|
Banco Santander, S.A.
|
BUY
|
- |
219K+ 77.2% |
$7.75M - $9.36M
|
503K
$23.1M
|
|
|
Sep 24, 2025
Q2 2025
|
Fortitude Financial, LLC
Spokane, WA |
BUY
|
- |
208KNew |
$7.35M - $8.87M
|
208K
$9.55M
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
205K+ 59.95% |
$7.25M - $8.76M
|
547K
$25.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
202K+ 289.83% |
$7.15M - $8.64M
|
272K
$12.5M
|
|
|
Aug 14, 2025
Q2 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
175K+ 15.74% |
$6.19M - $7.48M
|
1.29M
$59.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
164K+ 5.45% |
$5.78M - $6.98M
|
3.17M
$145M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
163K+ 5.27% |
$5.78M - $6.97M
|
3.26M
$150M
|
|
|
Jul 02, 2025
Q2 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
159K+ 23.82% |
$5.63M - $6.79M
|
827K
$38M
|
|
|
Aug 07, 2025
Q2 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
149K+ 1225.9% |
$5.27M - $6.36M
|
161K
$7.41M
|
|
|
Aug 13, 2025
Q2 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
142KNew |
$5.01M - $6.05M
|
142K
$6.51M
|
|
|
Jul 28, 2025
Q2 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
129KNew |
$4.57M - $5.52M
|
129K
$5.94M
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
129KNew |
$4.55M - $5.5M
|
129K
$5.92M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
127K+ 17.02% |
$4.47M - $5.4M
|
870K
$40M
|
|
|
Aug 12, 2025
Q2 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
120K+ 591.49% |
$4.25M - $5.13M
|
141K
$6.46M
|
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
114K+ 56.52% |
$4.02M - $4.85M
|
315K
$14.5M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
113K+ 64.83% |
$3.98M - $4.81M
|
286K
$13.2M
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
110K+ 19.66% |
$3.87M - $4.68M
|
667K
$30.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
109K+ 6.04% |
$3.84M - $4.64M
|
1.91M
$87.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
107K+ 17.57% |
$3.79M - $4.57M
|
717K
$32.9M
|
|
|
Aug 04, 2025
Q2 2025
|
One Day In July LLC
|
BUY
|
- |
107K+ 25.94% |
$3.77M - $4.55M
|
518K
$23.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
97.2K+ 80.3% |
$3.44M - $4.15M
|
218K
$10M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
93.8K+ 12.23% |
$3.32M - $4M
|
861K
$39.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Af Advisors, Inc.
|
BUY
|
- |
90KNew |
$3.18M - $3.84M
|
90K
$4.13M
|
|
|
Aug 08, 2025
Q2 2025
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
86.2K+ 99.89% |
$3.05M - $3.68M
|
172K
$7.92M
|
|
|
Aug 01, 2025
Q2 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
85.8K+ 24.82% |
$3.03M - $3.66M
|
431K
$19.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
81.5K+ 37.91% |
$2.88M - $3.48M
|
297K
$13.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
80.1KNew |
$2.83M - $3.42M
|
80.1K
$3.68M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
75.9K+ 7.7% |
$2.68M - $3.24M
|
1.06M
$48.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
75.8K+ 5.72% |
$2.68M - $3.24M
|
1.4M
$64.4M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
75.7K+ 5.08% |
$2.68M - $3.23M
|
1.57M
$71.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
74.4K+ 151.86% |
$2.63M - $3.18M
|
123K
$5.67M
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
71.5K+ 23.1% |
$2.53M - $3.05M
|
381K
$17.5M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
68K+ 14.44% |
$2.41M - $2.9M
|
539K
$24.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
66.4K+ 16.14% |
$2.35M - $2.84M
|
478K
$22M
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
65.9KNew |
$2.33M - $2.81M
|
65.9K
$3.03M
|