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
|
Wealth Management Resources, Inc.
|
BUY
|
- |
10.3K+ 12.74% |
$365K - $441K
|
91.4K
$4.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
10.2K+ 4.26% |
$362K - $437K
|
250K
$11.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Scott Marsh Financial, LLC
Millcreek, UT |
BUY
|
- |
10.1KNew |
$358K - $432K
|
10.1K
$465K
|
|
|
Jul 22, 2025
Q2 2025
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
10.1KNew |
$357K - $431K
|
10.1K
$463K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
9.94KNew |
$351K - $424K
|
9.94K
$456K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
9.77K+ 4.22% |
$345K - $417K
|
241K
$11.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
9.69K+ 16.99% |
$342K - $413K
|
66.7K
$3.06M
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Insights, Inc.
|
BUY
|
- |
9.58K+ 4.74% |
$339K - $409K
|
212K
$9.72M
|
|
|
Aug 11, 2025
Q2 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
9.35K+ 9.63% |
$330K - $399K
|
106K
$4.89M
|
|
|
Sep 22, 2025
Q2 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
9.05KNew |
$320K - $386K
|
9.05K
$416K
|
|
|
Aug 14, 2025
Q2 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
9.05K+ 47.51% |
$320K - $386K
|
28.1K
$1.29M
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
8.91K+ 16.8% |
$315K - $380K
|
61.9K
$2.84M
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
8.75KNew |
$309K - $374K
|
8.75K
$402K
|
|
|
Aug 14, 2025
Q2 2025
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
8.73K+ 78.06% |
$309K - $373K
|
19.9K
$915K
|
|
|
Aug 07, 2025
Q2 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
8.36K+ 11.83% |
$296K - $357K
|
79K
$3.63M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
8.33K+ 3.34% |
$295K - $356K
|
257K
$11.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
8.11KNew |
$287K - $346K
|
8.11K
$373K
|
|
|
Jul 16, 2025
Q2 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
7.84K+ 7.64% |
$277K - $334K
|
110K
$5.07M
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
7.79K+ 15.48% |
$275K - $332K
|
58.1K
$2.67M
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
7.64K+ 39.26% |
$270K - $326K
|
27.1K
$1.25M
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
7.48K+ 8.89% |
$264K - $319K
|
91.6K
$4.21M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
7.45K+ 14.78% |
$263K - $318K
|
57.9K
$2.66M
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
7.31K+ 2.49% |
$258K - $312K
|
301K
$13.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
7.23K+ 13.03% |
$255K - $308K
|
62.7K
$2.88M
|
|
|
Jul 14, 2025
Q2 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
7.19KNew |
$254K - $307K
|
7.19K
$330K
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
7.18KNew |
$254K - $307K
|
7.18K
$330K
|
|
|
Aug 13, 2025
Q2 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
7.11KNew |
$251K - $304K
|
7.11K
$327K
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
7.06KNew |
$250K - $301K
|
7.06K
$324K
|
|
|
Aug 08, 2025
Q2 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
7.01K+ 10.98% |
$248K - $299K
|
70.8K
$3.25M
|
|
|
Aug 11, 2025
Q2 2025
|
October Effect LTD
Virginia Beach, VA |
BUY
|
- |
6.94KNew |
$245K - $296K
|
6.94K
$319K
|
|
|
Jul 25, 2025
Q2 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
6.92KNew |
$245K - $295K
|
6.92K
$318K
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
6.92K+ 10.05% |
$245K - $295K
|
75.8K
$3.48M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.72K+ 47.92% |
$238K - $287K
|
20.7K
$953K
|
|
|
Aug 14, 2025
Q2 2025
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
6.52KNew |
$230K - $278K
|
6.52K
$299K
|
|
|
Jul 15, 2025
Q2 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
6.43KNew |
$227K - $275K
|
6.43K
$296K
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
6.39K+ 58.07% |
$226K - $273K
|
17.4K
$798K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
6.31K+ 12.08% |
$223K - $269K
|
58.5K
$2.69M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
6.21K+ 15.46% |
$220K - $265K
|
46.4K
$2.13M
|
|
|
Jul 29, 2025
Q2 2025
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
6.15K+ 15.66% |
$217K - $263K
|
45.4K
$2.09M
|
|
|
Jul 30, 2025
Q2 2025
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
6.08KNew |
$215K - $260K
|
6.08K
$279K
|
|
|
Jul 17, 2025
Q2 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
6.07K+ 84.36% |
$215K - $259K
|
13.3K
$609K
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
6.04K+ 44.49% |
$213K - $258K
|
19.6K
$901K
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
6.01K+ 5.48% |
$212K - $257K
|
116K
$5.31M
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.86K+ 5.16% |
$207K - $250K
|
119K
$5.49M
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
5.86KNew |
$207K - $250K
|
5.86K
$269K
|
|
|
Aug 08, 2025
Q2 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
5.73K+ 2.03% |
$203K - $245K
|
288K
$13.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
5.68K+ 13.56% |
$201K - $243K
|
47.6K
$2.19M
|
|
|
Aug 11, 2025
Q2 2025
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
5.68K+ 15.64% |
$201K - $242K
|
42K
$1.93M
|
|
|
Oct 28, 2025
Q2 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
5.64KNew |
$199K - $241K
|
5.64K
$259K
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
5.64KNew |
$199K - $241K
|
5.64K
$259K
|