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
|
Nikulski Financial, Inc.
|
SELL
|
- |
-972- 3.0% |
$34.4K - $41.5K
|
31.5K
$1.46M
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-983- 1.3% |
$34.7K - $42K
|
74.5K
$3.45M
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.04K- 7.71% |
$36.8K - $44.4K
|
12.5K
$577K
|
|
|
Aug 28, 2025
Q2 2025
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-1.05K- 19.57% |
$37K - $44.6K
|
4.3K
$199K
|
|
|
Aug 06, 2025
Q2 2025
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-1.05K- 2.59% |
$37.2K - $44.9K
|
39.5K
$1.83M
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
SELL
|
- |
-1.09K- 15.37% |
$38.5K - $46.5K
|
6K
$278K
|
|
|
Aug 13, 2025
Q2 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-1.16K- 2.96% |
$41K - $49.6K
|
38K
$1.76M
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-1.31K- 14.23% |
$46.1K - $55.7K
|
7.86K
$364K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.32K- 3.06% |
$46.8K - $56.5K
|
41.9K
$1.94M
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-1.37K- 14.62% |
$48.3K - $58.3K
|
7.99K
$370K
|
|
|
Aug 07, 2025
Q2 2025
|
Brio Consultants, LLC
|
SELL
|
- |
-1.38K- 14.51% |
$48.9K - $59.1K
|
8.15K
$377K
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-1.39K- 4.93% |
$49.1K - $59.2K
|
26.8K
$1.24M
|
|
|
Jul 08, 2025
Q2 2025
|
Range Financial Group LLC
|
SELL
|
- |
-1.41K- 4.72% |
$49.8K - $60.1K
|
28.4K
$1.32M
|
|
|
Jul 29, 2025
Q2 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-1.51K- 1.98% |
$53.4K - $64.5K
|
74.7K
$3.46M
|
|
|
Aug 13, 2025
Q2 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-1.6K- 7.89% |
$56.7K - $68.5K
|
18.7K
$867K
|
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-1.79K- 8.07% |
$63.2K - $76.3K
|
20.4K
$943K
|
|
|
Aug 08, 2025
Q2 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-1.91K- 14.81% |
$67.5K - $81.5K
|
11K
$509K
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-1.92K- 34.05% |
$68K - $82.1K
|
3.73K
$172K
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-1.98K- 21.13% |
$69.9K - $84.4K
|
7.38K
$342K
|
|
|
Jul 14, 2025
Q2 2025
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-2.08K- 18.84% |
$73.4K - $88.6K
|
8.94K
$414K
|
|
|
Aug 07, 2025
Q2 2025
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-2.08K- 6.38% |
$73.5K - $88.7K
|
30.5K
$1.41M
|
|
|
Aug 20, 2025
Q2 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
SELL
|
- |
-2.14K- 15.21% |
$75.6K - $91.2K
|
11.9K
$551K
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-2.21K- 18.73% |
$78.3K - $94.5K
|
9.6K
$444K
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-2.22K- 27.79% |
$78.6K - $94.9K
|
5.78K
$267K
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-2.29K- 4.31% |
$80.9K - $97.7K
|
50.8K
$2.35M
|
|
|
Jul 28, 2025
Q2 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-2.29K- 4.05% |
$81.1K - $97.9K
|
54.4K
$2.52M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.31K- 16.6% |
$81.7K - $98.7K
|
11.6K
$538K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-2.32K- 1.42% |
$82.1K - $99.1K
|
161K
$7.47M
|
|
|
Aug 05, 2025
Q2 2025
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-2.33K- 3.76% |
$82.3K - $99.3K
|
59.5K
$2.76M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2.38K- 3.2% |
$84.2K - $102K
|
72K
$3.33M
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-2.39K- 19.28% |
$84.3K - $102K
|
9.98K
$462K
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-2.41K- 21.96% |
$85.1K - $103K
|
8.55K
$396K
|
|
|
Aug 14, 2025
Q2 2025
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-2.43K- 7.5% |
$86K - $104K
|
30K
$1.39M
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-2.5K- 8.35% |
$88.5K - $107K
|
27.5K
$1.27M
|
|
|
Aug 01, 2025
Q2 2025
|
Penobscot Wealth Management
|
SELL
|
- |
-2.52K- 13.82% |
$89.2K - $108K
|
15.7K
$729K
|
|
|
Jul 23, 2025
Q2 2025
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-2.53K- 14.15% |
$89.5K - $108K
|
15.4K
$711K
|
|
|
Aug 15, 2025
Q2 2025
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-2.53K- 3.86% |
$89.5K - $108K
|
63.1K
$2.92M
|
|
|
Aug 05, 2025
Q2 2025
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-2.55K- 4.34% |
$90.2K - $109K
|
56.3K
$2.61M
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
SELL
|
- |
-2.62K- 4.64% |
$92.5K - $112K
|
53.8K
$2.49M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.76K- 8.29% |
$97.6K - $118K
|
30.6K
$1.41M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.77K- 7.26% |
$97.8K - $118K
|
35.4K
$1.64M
|
|
|
Jul 25, 2025
Q2 2025
|
Bill Few Associates, Inc.
|
SELL
|
- |
-2.78K- 5.43% |
$98.2K - $119K
|
48.4K
$2.24M
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-2.84K- 18.7% |
$100K - $121K
|
12.3K
$571K
|
|
|
Aug 13, 2025
Q2 2025
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-2.99K- 9.73% |
$106K - $127K
|
27.7K
$1.28M
|
|
|
Aug 12, 2025
Q2 2025
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-3K- 15.26% |
$106K - $128K
|
16.6K
$770K
|
|
|
Aug 14, 2025
Q2 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-3.03K- 2.44% |
$107K - $129K
|
121K
$5.62M
|
|
|
Aug 04, 2025
Q2 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-3.1K- 24.43% |
$110K - $132K
|
9.6K
$444K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.2K- 8.56% |
$113K - $137K
|
34.2K
$1.58M
|
|
|
Jul 16, 2025
Q2 2025
|
Marmo Financial Group, LLC
Johnson City, TN |
SELL
|
- |
-3.22K- 4.34% |
$114K - $137K
|
70.9K
$3.28M
|
|
|
Jul 28, 2025
Q2 2025
|
Ifg Advisors, LLC
|
SELL
|
- |
-3.24K- 6.48% |
$114K - $138K
|
46.7K
$2.16M
|