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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
249K+ 18.04% |
$8.81M - $10.6M
|
1.63M
$71.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Surience Private Wealth LLC
|
BUY
|
- |
235KNew |
$8.29M - $10M
|
235K
$10.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
226K+ 25.33% |
$7.99M - $9.64M
|
1.12M
$49.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
164K+ 5.45% |
$5.78M - $6.98M
|
3.17M
$139M
|
|
|
Jul 02, 2025
Q2 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
159K+ 23.82% |
$5.63M - $6.79M
|
827K
$36.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
127K+ 17.02% |
$4.47M - $5.4M
|
870K
$38.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
114K+ 56.52% |
$4.02M - $4.85M
|
315K
$13.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
107K+ 17.57% |
$3.79M - $4.57M
|
717K
$31.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
81.5K+ 37.91% |
$2.88M - $3.48M
|
297K
$13M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
68K+ 14.44% |
$2.41M - $2.9M
|
539K
$23.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
66.4K+ 16.14% |
$2.35M - $2.84M
|
478K
$21M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
56.3KNew |
$1.99M - $2.4M
|
56.3K
$2.47M
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
50.3KNew |
$1.78M - $2.15M
|
50.3K
$2.21M
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
49.4K+ 7.19% |
$1.75M - $2.11M
|
736K
$32.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
48.6KNew |
$1.72M - $2.08M
|
48.6K
$2.14M
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
46.4K+ 7.51% |
$1.64M - $1.98M
|
664K
$29.2M
|
|
|
Jul 02, 2025
Q2 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
38.2K+ 11.38% |
$1.35M - $1.63M
|
374K
$16.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
38.1K+ 92.25% |
$1.35M - $1.63M
|
79.4K
$3.49M
|
|
|
Jul 08, 2025
Q2 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
36.1KNew |
$1.28M - $1.54M
|
36.1K
$1.59M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
35.2K+ 12.19% |
$1.24M - $1.5M
|
324K
$14.2M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
31.5K+ 585.12% |
$1.11M - $1.34M
|
36.9K
$1.62M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
28.6KNew |
$1.01M - $1.22M
|
28.6K
$1.26M
|
|
|
Jul 17, 2025
Q2 2025
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
BUY
|
- |
24.1K+ 35.38% |
$851K - $1.03M
|
92.1K
$4.05M
|
|
|
Jul 23, 2025
Q2 2025
|
626 Financial, LLC
|
BUY
|
- |
23.3K+ 26.87% |
$822K - $992K
|
110K
$4.83M
|
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
22.7K+ 8.52% |
$801K - $967K
|
289K
$12.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
21.6K+ 123.8% |
$762K - $920K
|
39K
$1.71M
|
|
|
Jul 01, 2025
Q2 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
20.2KNew |
$713K - $861K
|
20.2K
$888K
|
|
|
Jul 07, 2025
Q2 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
18.4K+ 7.14% |
$651K - $786K
|
276K
$12.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
BUY
|
- |
17.9K+ 10.48% |
$632K - $764K
|
189K
$8.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
15.3K+ 165.04% |
$540K - $652K
|
24.5K
$1.08M
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
BUY
|
- |
14.8K+ 103.76% |
$521K - $630K
|
29K
$1.27M
|
|
|
Jul 21, 2025
Q2 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
14.6K+ 7.18% |
$515K - $622K
|
218K
$9.58M
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
13.8K+ 2.02% |
$488K - $589K
|
696K
$30.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
13.3K+ 11.21% |
$471K - $568K
|
132K
$5.81M
|
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
12.2K+ 9.75% |
$432K - $522K
|
138K
$6.06M
|
|
|
Jul 18, 2025
Q2 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
11.7KNew |
$414K - $499K
|
11.7K
$515K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
11.6K+ 2.4% |
$411K - $496K
|
497K
$21.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
10.7K+ 52.95% |
$378K - $457K
|
30.9K
$1.36M
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
10.4K+ 47.69% |
$368K - $445K
|
32.3K
$1.42M
|
|
|
Jul 22, 2025
Q2 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
10.2K+ 4.26% |
$362K - $437K
|
250K
$11M
|
|
|
Jul 22, 2025
Q2 2025
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
10.1KNew |
$357K - $431K
|
10.1K
$444K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
9.94KNew |
$351K - $424K
|
9.94K
$437K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
9.77K+ 4.22% |
$345K - $417K
|
241K
$10.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Insights, Inc.
|
BUY
|
- |
9.58K+ 4.74% |
$339K - $409K
|
212K
$9.31M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
8.33K+ 3.34% |
$295K - $356K
|
257K
$11.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
7.84K+ 7.64% |
$277K - $334K
|
110K
$4.86M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
7.45K+ 14.78% |
$263K - $318K
|
57.9K
$2.55M
|
|
|
Jul 14, 2025
Q2 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
7.19KNew |
$254K - $307K
|
7.19K
$316K
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
6.92K+ 10.05% |
$245K - $295K
|
75.8K
$3.33M
|
|
|
Jul 15, 2025
Q2 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
6.43KNew |
$227K - $275K
|
6.43K
$283K
|