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 29, 2025
Q2 2025
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-14- 0.22% |
$495 - $598
|
6.28K
$290K
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
SELL
|
- |
-19- 0.74% |
$672 - $811
|
2.54K
$118K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-22- 0.49% |
$778 - $939
|
4.45K
$206K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-31- 96.88% |
$1.1K - $1.32K
|
1
$46.3
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-40- 0.37% |
$1.41K - $1.71K
|
10.8K
$498K
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-40Closed |
$1.41K - $1.71K
|
0
$0
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
SELL
|
- |
-47- 0.31% |
$1.66K - $2.01K
|
15K
$696K
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-48- 0.9% |
$1.7K - $2.05K
|
5.27K
$244K
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-51- 0.79% |
$1.8K - $2.18K
|
6.43K
$298K
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-52- 0.98% |
$1.84K - $2.22K
|
5.27K
$244K
|
|
|
Aug 11, 2025
Q2 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
SELL
|
- |
-56- 0.79% |
$1.98K - $2.39K
|
7.04K
$326K
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-56- 0.52% |
$1.98K - $2.39K
|
10.6K
$493K
|
|
|
Jul 21, 2025
Q2 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-61- 0.58% |
$2.16K - $2.6K
|
10.4K
$480K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-62- 0.86% |
$2.19K - $2.65K
|
7.15K
$331K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-67- 0.59% |
$2.37K - $2.86K
|
11.3K
$524K
|
|
|
Aug 13, 2025
Q2 2025
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-75- 1.5% |
$2.65K - $3.2K
|
4.91K
$227K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-75- 0.1% |
$2.65K - $3.2K
|
76.1K
$3.52M
|
|
|
Aug 14, 2025
Q2 2025
|
Redwood Financial Network Corp
|
SELL
|
- |
-90- 0.65% |
$3.18K - $3.84K
|
13.7K
$635K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-99- 19.88% |
$3.5K - $4.23K
|
399
$18.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
SELL
|
- |
-100- 11.11% |
$3.54K - $4.27K
|
800
$37K
|
|
|
Aug 19, 2025
Q2 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-100- 1.03% |
$3.54K - $4.27K
|
9.61K
$445K
|
|
|
Jul 30, 2025
Q2 2025
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-101- 0.8% |
$3.57K - $4.31K
|
12.5K
$577K
|
|
|
Aug 08, 2025
Q2 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-103- 1.96% |
$3.64K - $4.4K
|
5.16K
$239K
|
|
|
Aug 12, 2025
Q2 2025
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-108- 0.54% |
$3.82K - $4.61K
|
20K
$926K
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-113- 23.59% |
$3.99K - $4.82K
|
366
$16.9K
|
|
|
Aug 07, 2025
Q2 2025
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-113- 0.46% |
$3.99K - $4.82K
|
24.4K
$1.13M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-119- 88.15% |
$4.21K - $5.08K
|
16
$740
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-120- 0.28% |
$4.24K - $5.12K
|
42.5K
$1.97M
|
|
|
Oct 20, 2025
Q2 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-124- 2.0% |
$4.38K - $5.29K
|
6.07K
$281K
|
|
|
Aug 04, 2025
Q2 2025
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-126- 0.98% |
$4.45K - $5.38K
|
12.7K
$586K
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-132- 0.51% |
$4.67K - $5.63K
|
26K
$1.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Aldebaran Financial Inc.
|
SELL
|
- |
-139- 0.81% |
$4.91K - $5.93K
|
17.1K
$792K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-142- 0.49% |
$5.02K - $6.06K
|
28.6K
$1.32M
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-144- 2.99% |
$5.09K - $6.15K
|
4.67K
$216K
|
|
|
Jul 31, 2025
Q2 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-144- 4.88% |
$5.09K - $6.15K
|
2.8K
$130K
|
|
|
Jul 09, 2025
Q2 2025
|
Defined Wealth Management, LLC
|
SELL
|
- |
-146- 0.34% |
$5.16K - $6.23K
|
43.3K
$2M
|
|
|
Aug 12, 2025
Q2 2025
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-151- 1.08% |
$5.34K - $6.44K
|
13.8K
$640K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-157- 6.67% |
$5.55K - $6.7K
|
2.2K
$102K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-160- 1.03% |
$5.66K - $6.83K
|
15.3K
$710K
|
|
|
Aug 13, 2025
Q2 2025
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-165- 0.39% |
$5.83K - $7.04K
|
41.8K
$1.93M
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-167- 2.67% |
$5.9K - $7.13K
|
6.09K
$282K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
SELL
|
- |
-169- 3.19% |
$5.97K - $7.21K
|
5.13K
$237K
|
|
|
Jul 30, 2025
Q2 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-170- 1.33% |
$6.01K - $7.26K
|
12.6K
$585K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-174- 12.76% |
$6.15K - $7.43K
|
1.19K
$55.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-186- 2.37% |
$6.58K - $7.94K
|
7.68K
$355K
|
|
|
Aug 14, 2025
Q2 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-203- 3.17% |
$7.18K - $8.66K
|
6.2K
$287K
|
|
|
Jul 16, 2025
Q2 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
SELL
|
- |
-215- 3.25% |
$7.6K - $9.18K
|
6.41K
$296K
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-230- 0.77% |
$8.13K - $9.82K
|
29.7K
$1.37M
|
|
|
Jul 14, 2025
Q2 2025
|
E&G Advisors, LP
|
SELL
|
- |
-240- 1.87% |
$8.48K - $10.2K
|
12.6K
$582K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-245- 11.9% |
$8.66K - $10.5K
|
1.81K
$84K
|