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 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
21.8K+ 2.3% |
$770K - $930K
|
969K
$44.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
21.6K+ 123.8% |
$762K - $920K
|
39K
$1.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
21KNew |
$743K - $897K
|
21K
$972K
|
|
|
Jul 01, 2025
Q2 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
20.2KNew |
$713K - $861K
|
20.2K
$934K
|
|
|
Jul 29, 2025
Q2 2025
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
19.8K+ 7.59% |
$699K - $843K
|
280K
$13M
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
19.3K+ 332.3% |
$683K - $825K
|
25.1K
$1.16M
|
|
|
Jul 31, 2025
Q2 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
19.3K+ 18.11% |
$682K - $823K
|
126K
$5.82M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
19.2K+ 19.27% |
$678K - $819K
|
119K
$5.49M
|
|
|
Aug 08, 2025
Q2 2025
|
Wrapmanager Inc
|
BUY
|
- |
18.4K+ 10.23% |
$652K - $787K
|
199K
$9.2M
|
|
|
Jul 07, 2025
Q2 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
18.4K+ 7.14% |
$651K - $786K
|
276K
$12.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
18.2K+ 2.05% |
$645K - $779K
|
909K
$42.1M
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
17.9KNew |
$633K - $764K
|
17.9K
$829K
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
BUY
|
- |
17.9K+ 10.48% |
$632K - $764K
|
189K
$8.73M
|
|
|
Sep 03, 2025
Q2 2025
|
American Trust
Lexington, KY |
BUY
|
- |
17.6KNew |
$620K - $749K
|
17.6K
$812K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
16.6K+ 9.78% |
$587K - $708K
|
186K
$8.62M
|
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
16.2K+ 17.87% |
$571K - $689K
|
107K
$4.93M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
15.7K+ 59.58% |
$555K - $670K
|
42K
$1.94M
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
15.5K+ 48.13% |
$548K - $662K
|
47.7K
$2.21M
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
15.3K+ 165.04% |
$540K - $652K
|
24.5K
$1.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
15KNew |
$532K - $642K
|
15K
$696K
|
|
|
Jul 29, 2025
Q2 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
15K+ 20.86% |
$529K - $638K
|
86.7K
$4.01M
|
|
|
Jul 23, 2025
Q2 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
14.8KNew |
$524K - $633K
|
14.8K
$686K
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
BUY
|
- |
14.8K+ 103.76% |
$521K - $630K
|
29K
$1.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
14.6K+ 18.39% |
$517K - $625K
|
94.2K
$4.36M
|
|
|
Aug 13, 2025
Q2 2025
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
14.6K+ 13.39% |
$517K - $624K
|
124K
$5.73M
|
|
|
Jul 21, 2025
Q2 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
14.6K+ 7.18% |
$515K - $622K
|
218K
$10.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Compton Financial Group, LLC
|
BUY
|
- |
14K+ 2.5% |
$493K - $596K
|
572K
$26.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
13.8K+ 0.85% |
$489K - $590K
|
1.63M
$75.5M
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
13.8K+ 2.02% |
$488K - $589K
|
696K
$32.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
13.6K+ 77.03% |
$480K - $579K
|
31.2K
$1.44M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
13.5K+ 23.66% |
$478K - $577K
|
70.7K
$3.27M
|
|
|
Jul 21, 2025
Q2 2025
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
13.3K+ 11.21% |
$471K - $568K
|
132K
$6.12M
|
|
|
Jul 31, 2025
Q2 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
13.1K+ 11.16% |
$463K - $559K
|
131K
$6.04M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
12.8K+ 23.16% |
$451K - $544K
|
67.8K
$3.14M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
12.6K+ 936.93% |
$445K - $537K
|
13.9K
$644K
|
|
|
Sep 25, 2025
Q2 2025
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
12.4K+ 54.78% |
$437K - $528K
|
34.9K
$1.62M
|
|
|
Sep 25, 2025
Q2 2025
|
Adams Wealth Management
|
BUY
|
- |
12.4K+ 54.78% |
$437K - $528K
|
34.9K
$1.62M
|
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
12.2K+ 9.75% |
$432K - $522K
|
138K
$6.37M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
12.2K+ 131.17% |
$431K - $520K
|
21.5K
$995K
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
12.1K+ 4.59% |
$428K - $516K
|
276K
$12.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
12.1KNew |
$427K - $515K
|
12.1K
$559K
|
|
|
Jul 24, 2025
Q2 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
12.1K+ 60.01% |
$426K - $515K
|
32.2K
$1.49M
|
|
|
Jul 18, 2025
Q2 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
11.7KNew |
$414K - $499K
|
11.7K
$542K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
11.6K+ 2.4% |
$411K - $496K
|
497K
$23M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
11.1K+ 25.05% |
$391K - $473K
|
55.3K
$2.56M
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
BUY
|
- |
10.9K+ 3.69% |
$386K - $465K
|
306K
$14.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
10.7K+ 20.04% |
$379K - $458K
|
64.3K
$2.98M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
10.7K+ 52.95% |
$378K - $457K
|
30.9K
$1.43M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
10.6K+ 3.06% |
$376K - $454K
|
358K
$16.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
10.4K+ 47.69% |
$368K - $445K
|
32.3K
$1.49M
|