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 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-27.1K- 43.91% |
$959K - $1.16M
|
34.7K
$1.59M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-27.3K- 46.72% |
$966K - $1.17M
|
31.2K
$1.43M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-27.6K- 9.11% |
$977K - $1.18M
|
276K
$12.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Mjp Associates Inc
|
SELL
|
- |
-28.6K- 27.51% |
$1.01M - $1.22M
|
75.3K
$3.46M
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-28.9K- 49.36% |
$1.02M - $1.23M
|
29.7K
$1.36M
|
|
|
Aug 05, 2025
Q2 2025
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-30K- 7.96% |
$1.06M - $1.28M
|
346K
$15.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Private Wealth Group, LLC
|
SELL
|
- |
-30.8K- 17.0% |
$1.09M - $1.32M
|
150K
$6.91M
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-30.9K- 37.23% |
$1.09M - $1.32M
|
52.1K
$2.39M
|
|
|
Aug 14, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-31.3K- 74.81% |
$1.11M - $1.33M
|
10.5K
$483K
|
|
|
Aug 15, 2025
Q2 2025
|
1248 Management, LLC
Kansas City, MO |
SELL
|
- |
-37.1K- 24.76% |
$1.31M - $1.58M
|
113K
$5.18M
|
|
|
Aug 13, 2025
Q2 2025
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-37.1K- 87.59% |
$1.31M - $1.58M
|
5.26K
$241K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-38.8K- 7.29% |
$1.37M - $1.66M
|
494K
$22.7M
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-43.7K- 11.37% |
$1.54M - $1.86M
|
340K
$15.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-48K- 45.11% |
$1.7M - $2.05M
|
58.4K
$2.68M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-49.2K- 18.76% |
$1.74M - $2.1M
|
213K
$9.78M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-49.4K- 3.21% |
$1.74M - $2.11M
|
1.49M
$68.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-50.7K- 21.98% |
$1.79M - $2.16M
|
180K
$8.26M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-51.3K- 44.58% |
$1.81M - $2.19M
|
63.8K
$2.93M
|
|
|
Oct 17, 2025
Q2 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-55.7K- 61.05% |
$1.97M - $2.38M
|
35.5K
$1.63M
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-56.7K- 24.35% |
$2M - $2.42M
|
176K
$8.09M
|
|
|
Aug 07, 2025
Q2 2025
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-62.4K- 77.24% |
$2.2M - $2.66M
|
18.4K
$844K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-62.7K- 80.7% |
$2.22M - $2.67M
|
15K
$688K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-65.1K- 31.1% |
$2.3M - $2.78M
|
144K
$6.62M
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-67.6K- 52.46% |
$2.39M - $2.89M
|
61.3K
$2.81M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-67.9K- 1.36% |
$2.4M - $2.9M
|
4.91M
$226M
|
|
|
Aug 04, 2025
Q2 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-79.9K- 8.63% |
$2.82M - $3.41M
|
846K
$38.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-86.9K- 34.76% |
$3.07M - $3.71M
|
163K
$7.49M
|
|
|
Aug 13, 2025
Q2 2025
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-88.6K- 12.23% |
$3.13M - $3.78M
|
636K
$29.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-95.7K- 80.76% |
$3.38M - $4.08M
|
22.8K
$1.05M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-107K- 24.74% |
$3.78M - $4.57M
|
325K
$14.9M
|
|
|
Aug 07, 2025
Q2 2025
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-107K- 94.12% |
$3.79M - $4.57M
|
6.69K
$307K
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-110K- 26.22% |
$3.89M - $4.69M
|
309K
$14.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-142K- 47.9% |
$5.01M - $6.05M
|
154K
$7.08M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-158K- 5.23% |
$5.57M - $6.73M
|
2.86M
$131M
|
|
|
Aug 12, 2025
Q2 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-170K- 96.88% |
$6.01M - $7.26M
|
5.48K
$252K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-190K- 13.27% |
$6.72M - $8.11M
|
1.24M
$57M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-204K- 76.57% |
$7.2M - $8.69M
|
62.3K
$2.86M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-204K- 26.05% |
$7.22M - $8.71M
|
580K
$26.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-239K- 22.69% |
$8.46M - $10.2M
|
815K
$37.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-270K- 94.13% |
$9.53M - $11.5M
|
16.8K
$772K
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-270K- 94.13% |
$9.53M - $11.5M
|
16.8K
$772K
|
|
|
Aug 04, 2025
Q2 2025
|
Spinnaker Trust
|
SELL
|
- |
-281K- 34.28% |
$9.93M - $12M
|
539K
$24.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-369K- 47.82% |
$13M - $15.7M
|
402K
$18.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-495K- 98.7% |
$17.5M - $21.1M
|
6.52K
$299K
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-516K- 85.66% |
$18.2M - $22M
|
86.4K
$3.97M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-517K- 46.44% |
$18.3M - $22.1M
|
597K
$27.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-538K- 83.77% |
$19M - $23M
|
104K
$4.79M
|
|
|
Sep 26, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-585K- 50.0% |
$20.7M - $25M
|
585K
$26.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-590K- 88.16% |
$20.9M - $25.2M
|
79.3K
$3.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-972K- 20.49% |
$34.4M - $41.5M
|
3.77M
$173M
|