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 14, 2025
Q2 2025
|
E&G Advisors, LP
|
SELL
|
- |
-240- 1.87% |
$8.48K - $10.2K
|
12.6K
$554K
|
|
|
Jul 16, 2025
Q2 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-316- 1.98% |
$11.2K - $13.5K
|
15.6K
$688K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-358- 73.97% |
$12.7K - $15.3K
|
126
$5.54K
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
SELL
|
- |
-390- 4.26% |
$13.8K - $16.6K
|
8.77K
$386K
|
|
|
Jul 23, 2025
Q2 2025
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-484- 0.76% |
$17.1K - $20.7K
|
63.1K
$2.78M
|
|
|
Jul 21, 2025
Q2 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-500- 7.43% |
$17.7K - $21.3K
|
6.23K
$274K
|
|
|
Jul 21, 2025
Q2 2025
|
Stanich Group LLC
Montauk, NY |
SELL
|
- |
-503- 9.68% |
$17.8K - $21.5K
|
4.69K
$206K
|
|
|
Jul 14, 2025
Q2 2025
|
Act Advisors, Llc.
|
SELL
|
- |
-525- 5.09% |
$18.6K - $22.4K
|
9.78K
$430K
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-527- 8.29% |
$18.6K - $22.5K
|
5.83K
$256K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-626- 1.46% |
$22.1K - $26.7K
|
42.1K
$1.85M
|
|
|
Jul 09, 2025
Q2 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-642- 3.18% |
$22.7K - $27.4K
|
19.6K
$860K
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
SELL
|
- |
-730- 6.2% |
$25.8K - $31.2K
|
11K
$486K
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-768- 11.04% |
$27.1K - $32.8K
|
6.19K
$272K
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-830- 8.14% |
$29.3K - $35.4K
|
9.37K
$412K
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-857- 7.27% |
$30.3K - $36.6K
|
10.9K
$481K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
SELL
|
- |
-893- 6.83% |
$31.6K - $38.1K
|
12.2K
$536K
|
|
|
Jul 15, 2025
Q2 2025
|
Moneywise, Inc.
|
SELL
|
- |
-921- 10.25% |
$32.6K - $39.3K
|
8.07K
$355K
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
SELL
|
- |
-1.09K- 15.37% |
$38.5K - $46.5K
|
6K
$264K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.32K- 3.06% |
$46.8K - $56.5K
|
41.9K
$1.84M
|
|
|
Jul 08, 2025
Q2 2025
|
Range Financial Group LLC
|
SELL
|
- |
-1.41K- 4.72% |
$49.8K - $60.1K
|
28.4K
$1.25M
|
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-1.79K- 8.07% |
$63.2K - $76.3K
|
20.4K
$896K
|
|
|
Jul 14, 2025
Q2 2025
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-2.08K- 18.84% |
$73.4K - $88.6K
|
8.94K
$393K
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-2.21K- 18.73% |
$78.3K - $94.5K
|
9.6K
$422K
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-2.22K- 27.79% |
$78.6K - $94.9K
|
5.78K
$254K
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-2.5K- 8.35% |
$88.5K - $107K
|
27.5K
$1.21M
|
|
|
Jul 23, 2025
Q2 2025
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-2.53K- 14.15% |
$89.5K - $108K
|
15.4K
$676K
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
SELL
|
- |
-2.62K- 4.64% |
$92.5K - $112K
|
53.8K
$2.37M
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-2.84K- 18.7% |
$100K - $121K
|
12.3K
$543K
|
|
|
Jul 16, 2025
Q2 2025
|
Marmo Financial Group, LLC
Johnson City, TN |
SELL
|
- |
-3.22K- 4.34% |
$114K - $137K
|
70.9K
$3.12M
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-3.29K- 6.09% |
$116K - $140K
|
50.7K
$2.23M
|
|
|
Jul 03, 2025
Q2 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-3.41K- 9.01% |
$120K - $145K
|
34.4K
$1.51M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-3.44K- 30.28% |
$121K - $147K
|
7.92K
$348K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.62K- 35.4% |
$128K - $155K
|
6.61K
$291K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-3.76K- 22.4% |
$133K - $161K
|
13K
$573K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.04K- 4.32% |
$143K - $172K
|
89.5K
$3.93M
|
|
|
Jul 16, 2025
Q2 2025
|
Nova Point Capital, LLC
|
SELL
|
- |
-4.06K- 9.1% |
$144K - $173K
|
40.6K
$1.79M
|
|
|
Jul 22, 2025
Q2 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-4.15K- 10.22% |
$147K - $177K
|
36.5K
$1.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-4.38K- 0.52% |
$155K - $187K
|
844K
$37.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-4.83K- 47.66% |
$171K - $206K
|
5.3K
$233K
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-5.32K- 6.97% |
$188K - $227K
|
71.1K
$3.13M
|
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-6.59K- 36.0% |
$233K - $281K
|
11.7K
$515K
|
|
|
Jul 21, 2025
Q2 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-6.64K- 26.38% |
$235K - $284K
|
18.5K
$816K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-7.28K- 46.09% |
$257K - $311K
|
8.52K
$375K
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-7.64K- 22.12% |
$270K - $326K
|
26.9K
$1.18M
|
|
|
Jul 16, 2025
Q2 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-7.92K- 15.13% |
$280K - $338K
|
44.4K
$1.95M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-8.32K- 10.05% |
$294K - $355K
|
74.5K
$3.28M
|
|
|
Jul 21, 2025
Q2 2025
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-9.05K- 11.59% |
$320K - $386K
|
69K
$3.04M
|
|
|
Jul 17, 2025
Q2 2025
|
G&S Capital LLC
|
SELL
|
- |
-11.1K- 18.37% |
$394K - $475K
|
49.5K
$2.18M
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-13.3K- 6.66% |
$471K - $569K
|
187K
$8.22M
|
|
|
Jul 16, 2025
Q2 2025
|
Rainier Family Wealth Inc
Tacoma, WA |
SELL
|
- |
-14K- 14.74% |
$495K - $598K
|
81K
$3.56M
|