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 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-7.65K- 15.87% |
$270K - $326K
|
40.5K
$1.88M
|
|
|
Jul 16, 2025
Q2 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-7.92K- 15.13% |
$280K - $338K
|
44.4K
$2.06M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-8.32K- 10.05% |
$294K - $355K
|
74.5K
$3.45M
|
|
|
Jul 21, 2025
Q2 2025
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-9.05K- 11.59% |
$320K - $386K
|
69K
$3.19M
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-9.06K- 49.12% |
$320K - $387K
|
9.38K
$434K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-9.26K- 2.6% |
$327K - $395K
|
347K
$16.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Pecaut & Co.
|
SELL
|
- |
-9.35K- 9.31% |
$331K - $399K
|
91.1K
$4.21M
|
|
|
Aug 13, 2025
Q2 2025
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-9.36K- 17.99% |
$331K - $400K
|
42.7K
$1.98M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-9.37K- 7.55% |
$331K - $400K
|
115K
$5.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
SELL
|
- |
-9.4K- 4.97% |
$332K - $401K
|
180K
$8.32M
|
|
|
Aug 08, 2025
Q2 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-9.48K- 36.16% |
$335K - $405K
|
16.7K
$774K
|
|
|
Aug 18, 2025
Q2 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-9.63K- 34.31% |
$341K - $411K
|
18.4K
$854K
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
SELL
|
- |
-11K- 9.56% |
$389K - $470K
|
104K
$4.82M
|
|
|
Jul 17, 2025
Q2 2025
|
G&S Capital LLC
|
SELL
|
- |
-11.1K- 18.37% |
$394K - $475K
|
49.5K
$2.29M
|
|
|
Aug 12, 2025
Q2 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-11.2K- 19.19% |
$395K - $477K
|
47K
$2.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-11.4K- 95.81% |
$404K - $488K
|
500
$23.1K
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-11.5K- 18.0% |
$408K - $492K
|
52.5K
$2.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-13.3K- 23.1% |
$471K - $568K
|
44.3K
$2.05M
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-13.3K- 6.66% |
$471K - $569K
|
187K
$8.65M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-13.6K- 27.57% |
$481K - $580K
|
35.7K
$1.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-13.6K- 15.74% |
$482K - $582K
|
73K
$3.38M
|
|
|
Jul 16, 2025
Q2 2025
|
Rainier Family Wealth Inc
Tacoma, WA |
SELL
|
- |
-14K- 14.74% |
$495K - $598K
|
81K
$3.75M
|
|
|
Jul 11, 2025
Q2 2025
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-14.1K- 74.8% |
$497K - $600K
|
4.74K
$219K
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-14.3K- 4.19% |
$504K - $609K
|
326K
$15.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-15.7K- 70.1% |
$554K - $669K
|
6.68K
$309K
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-16.7K- 56.47% |
$592K - $714K
|
12.9K
$597K
|
|
|
Aug 12, 2025
Q2 2025
|
North Star Asset Management Inc
|
SELL
|
- |
-18.1K- 8.81% |
$641K - $773K
|
188K
$8.68M
|
|
|
Jul 28, 2025
Q2 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-18.1K- 39.84% |
$641K - $774K
|
27.4K
$1.27M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-18.5K- 64.53% |
$653K - $788K
|
10.1K
$470K
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-19.4K- 17.1% |
$688K - $830K
|
94.3K
$4.36M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-19.8K- 91.91% |
$699K - $844K
|
1.74K
$80.6K
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-19.8K- 92.11% |
$700K - $845K
|
1.7K
$78.4K
|
|
|
Jul 28, 2025
Q2 2025
|
Rmr Capital Management, LLC
Tustin, CA |
SELL
|
- |
-19.8K- 27.09% |
$700K - $845K
|
53.3K
$2.47M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-20.2K- 28.74% |
$714K - $863K
|
50.1K
$2.32M
|
|
|
Jul 30, 2025
Q2 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-20.4K- 7.41% |
$722K - $871K
|
255K
$11.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-20.9K- 6.88% |
$740K - $893K
|
283K
$13.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-21.5K- 14.48% |
$759K - $917K
|
127K
$5.87M
|
|
|
Aug 14, 2025
Q2 2025
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-21.9K- 42.71% |
$774K - $934K
|
29.4K
$1.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-22.1K- 8.08% |
$782K - $944K
|
252K
$11.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-22.5K- 28.33% |
$797K - $962K
|
57K
$2.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
SELL
|
- |
-23.6K- 36.3% |
$834K - $1.01M
|
41.4K
$1.92M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-23.8K- 29.39% |
$842K - $1.02M
|
57.2K
$2.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-23.9K- 51.49% |
$843K - $1.02M
|
22.5K
$1.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-23.9K- 47.26% |
$843K - $1.02M
|
26.6K
$1.23M
|
|
|
Aug 11, 2025
Q2 2025
|
Goodman Financial Corp
Houston, TX |
SELL
|
- |
-24.3K- 34.46% |
$857K - $1.04M
|
46.1K
$2.13M
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-24.3K- 74.46% |
$860K - $1.04M
|
8.35K
$386K
|
|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-24.4K- 35.09% |
$861K - $1.04M
|
45.1K
$2.09M
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Financial Corp
|
SELL
|
- |
-25.5K- 65.71% |
$903K - $1.09M
|
13.3K
$617K
|
|
|
Jul 10, 2025
Q2 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-25.6K- 52.73% |
$904K - $1.09M
|
22.9K
$1.06M
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-26.5K- 6.7% |
$937K - $1.13M
|
369K
$17.1M
|