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 23, 2025
Q2 2025
|
Louisiana State Employees Retirement System
|
BUY
|
- |
63K+ 138.77% |
$2.23M - $2.69M
|
108K
$4.98M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
62.1K+ 6.89% |
$2.2M - $2.65M
|
964K
$44.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
56.3KNew |
$1.99M - $2.4M
|
56.3K
$2.58M
|
|
|
Aug 13, 2025
Q2 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
54.8K+ 9.75% |
$1.94M - $2.34M
|
617K
$28.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
53.4K+ 156.84% |
$1.89M - $2.28M
|
87.5K
$4.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
53.4K+ 87.42% |
$1.89M - $2.28M
|
114K
$5.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
53K+ 100.51% |
$1.87M - $2.26M
|
106K
$4.86M
|
|
|
Aug 04, 2025
Q2 2025
|
Univest Financial Corp
|
BUY
|
- |
52.3K+ 22.34% |
$1.85M - $2.23M
|
286K
$13.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
52.3K+ 117.25% |
$1.85M - $2.23M
|
96.8K
$4.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
51.7K+ 20.72% |
$1.83M - $2.21M
|
302K
$13.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
50.3KNew |
$1.78M - $2.15M
|
50.3K
$2.31M
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
49.4K+ 7.19% |
$1.75M - $2.11M
|
736K
$33.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
48.6KNew |
$1.72M - $2.08M
|
48.6K
$2.23M
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
46.4K+ 7.51% |
$1.64M - $1.98M
|
664K
$30.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
45.9K+ 2.85% |
$1.62M - $1.96M
|
1.66M
$76.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Semitam Bonam LLC
Goshen, NY |
BUY
|
- |
45.8KNew |
$1.62M - $1.95M
|
45.8K
$2.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
44.2K+ 13.81% |
$1.56M - $1.89M
|
364K
$16.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
43K+ 3.85% |
$1.52M - $1.84M
|
1.16M
$53.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
41.8KNew |
$1.48M - $1.78M
|
41.8K
$1.92M
|
|
|
Aug 12, 2025
Q2 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
40.7K+ 108.88% |
$1.44M - $1.74M
|
78.1K
$3.59M
|
|
|
Jul 28, 2025
Q2 2025
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
38.3K+ 18.77% |
$1.35M - $1.64M
|
242K
$11.1M
|
|
|
Jul 02, 2025
Q2 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
38.2K+ 11.38% |
$1.35M - $1.63M
|
374K
$17.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
38.1K+ 92.25% |
$1.35M - $1.63M
|
79.4K
$3.65M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
37K+ 6.35% |
$1.31M - $1.58M
|
619K
$28.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Landmark Wealth Management, Inc.
Normal, IL |
BUY
|
- |
36.5K+ 79.79% |
$1.29M - $1.56M
|
82.3K
$3.78M
|
|
|
Jul 08, 2025
Q2 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
36.1KNew |
$1.28M - $1.54M
|
36.1K
$1.66M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
35.2K+ 12.19% |
$1.24M - $1.5M
|
324K
$14.9M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
34.6K+ 25.18% |
$1.22M - $1.48M
|
172K
$7.91M
|
|
|
Aug 04, 2025
Q2 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
34.3K+ 9.79% |
$1.21M - $1.47M
|
385K
$17.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
33.1K+ 21.46% |
$1.17M - $1.41M
|
187K
$8.59M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
32.2K+ 86.3% |
$1.14M - $1.37M
|
69.4K
$3.19M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
31.5K+ 585.12% |
$1.11M - $1.34M
|
36.9K
$1.69M
|
|
|
Aug 12, 2025
Q2 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
30.9K+ 54.41% |
$1.09M - $1.32M
|
87.6K
$4.02M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
28.6KNew |
$1.01M - $1.22M
|
28.6K
$1.31M
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
28.3K+ 239.24% |
$1M - $1.21M
|
40.2K
$1.84M
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
27.5K+ 330.08% |
$973K - $1.17M
|
35.9K
$1.65M
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
27.3K+ 51.39% |
$966K - $1.17M
|
80.5K
$3.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
25.9K+ 4.78% |
$916K - $1.11M
|
568K
$26.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
25.7K+ 9.0% |
$907K - $1.09M
|
311K
$14.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Securities, Inc.
|
BUY
|
- |
25KNew |
$882K - $1.06M
|
25K
$1.15M
|
|
|
Aug 08, 2025
Q2 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
24.9K+ 10018.47% |
$882K - $1.06M
|
25.2K
$1.16M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
24.5K+ 84.66% |
$867K - $1.05M
|
53.5K
$2.46M
|
|
|
Jul 17, 2025
Q2 2025
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
BUY
|
- |
24.1K+ 35.38% |
$851K - $1.03M
|
92.1K
$4.23M
|
|
|
Jul 23, 2025
Q2 2025
|
626 Financial, LLC
|
BUY
|
- |
23.3K+ 26.87% |
$822K - $992K
|
110K
$5.04M
|
|
|
Aug 01, 2025
Q2 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
22.8K+ 10.52% |
$807K - $975K
|
240K
$11M
|
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
22.7K+ 8.52% |
$801K - $967K
|
289K
$13.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
22.6K+ 18.25% |
$797K - $963K
|
146K
$6.71M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
22.4K+ 10.16% |
$791K - $955K
|
242K
$11.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
21.9K+ 8.15% |
$774K - $934K
|
291K
$13.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
21.8K+ 4.31% |
$772K - $932K
|
529K
$24.3M
|