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 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
5.49K+ 67.58% |
$194K - $234K
|
13.6K
$630K
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
5.48KNew |
$194K - $234K
|
5.48K
$253K
|
|
|
Aug 07, 2025
Q2 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
5.38K+ 0.97% |
$190K - $230K
|
562K
$26M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
5.34KNew |
$189K - $228K
|
5.34K
$247K
|
|
|
Aug 08, 2025
Q2 2025
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
5.33K+ 1.39% |
$189K - $228K
|
390K
$18.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
5.31K+ 10.42% |
$188K - $227K
|
56.3K
$2.61M
|
|
|
Aug 06, 2025
Q2 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
5.3K+ 3.8% |
$187K - $226K
|
145K
$6.69M
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
5.26KNew |
$186K - $224K
|
5.26K
$243K
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
5.21KNew |
$184K - $222K
|
5.21K
$241K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.09K+ 2.7% |
$180K - $217K
|
194K
$8.97M
|
|
|
Jul 11, 2025
Q2 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
5.08K+ 13.69% |
$180K - $217K
|
42.2K
$1.95M
|
|
|
Aug 06, 2025
Q2 2025
|
Paulson Wealth Management Inc.
|
BUY
|
- |
5.07K+ 4.97% |
$179K - $216K
|
107K
$4.95M
|
|
|
Aug 07, 2025
Q2 2025
|
Apeiron Ria LLC
|
BUY
|
- |
5.05KNew |
$179K - $216K
|
5.05K
$234K
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
5.04KNew |
$178K - $215K
|
5.04K
$233K
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
5.02KNew |
$177K - $214K
|
5.02K
$232K
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
4.98KNew |
$176K - $213K
|
4.98K
$231K
|
|
|
Jul 11, 2025
Q2 2025
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
4.86KNew |
$172K - $207K
|
4.86K
$225K
|
|
|
Aug 05, 2025
Q2 2025
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
4.78KNew |
$169K - $204K
|
4.78K
$221K
|
|
|
Aug 14, 2025
Q2 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
4.78KNew |
$169K - $204K
|
4.78K
$221K
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
4.78K+ 38.67% |
$169K - $204K
|
17.1K
$793K
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
4.7KNew |
$166K - $200K
|
4.7K
$217K
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
4.68K+ 4137.17% |
$165K - $200K
|
4.79K
$222K
|
|
|
Aug 11, 2025
Q2 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
4.54K+ 49.15% |
$160K - $194K
|
13.8K
$637K
|
|
|
Jul 29, 2025
Q2 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
4.5K+ 27.02% |
$159K - $192K
|
21.1K
$978K
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
4.49K+ 37.58% |
$159K - $191K
|
16.4K
$760K
|
|
|
Aug 11, 2025
Q2 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
4.44K+ 7.13% |
$157K - $189K
|
66.7K
$3.09M
|
|
|
Jul 22, 2025
Q2 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
4.37K+ 13.35% |
$154K - $187K
|
37.1K
$1.72M
|
|
|
Jul 23, 2025
Q2 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
4.37K+ 18.9% |
$154K - $186K
|
27.5K
$1.27M
|
|
|
Jul 30, 2025
Q2 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
4.19K+ 2.55% |
$148K - $179K
|
169K
$7.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
4.18K+ 81.71% |
$148K - $178K
|
9.29K
$430K
|
|
|
Jul 09, 2025
Q2 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
4.17K+ 6.9% |
$147K - $178K
|
64.5K
$2.99M
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
4.14K+ 19.66% |
$146K - $177K
|
25.2K
$1.17M
|
|
|
Aug 07, 2025
Q2 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
4.13K+ 45.67% |
$146K - $176K
|
13.2K
$610K
|
|
|
Aug 06, 2025
Q2 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
4.12K+ 6.39% |
$146K - $176K
|
68.6K
$3.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.1K+ 12.48% |
$145K - $175K
|
37K
$1.71M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.09K+ 7.17% |
$145K - $175K
|
61.1K
$2.83M
|
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
4.07K+ 23.28% |
$144K - $174K
|
21.5K
$997K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
3.97K+ 1.75% |
$140K - $169K
|
231K
$10.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
3.79K+ 62.71% |
$134K - $162K
|
9.84K
$456K
|
|
|
Aug 25, 2025
Q2 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
3.78K+ 24.98% |
$134K - $161K
|
18.9K
$875K
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
3.77K+ 60.91% |
$133K - $161K
|
9.97K
$461K
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
3.62K+ 7.09% |
$128K - $155K
|
54.8K
$2.53M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
3.45K+ 27.37% |
$122K - $147K
|
16K
$742K
|
|
|
Aug 12, 2025
Q2 2025
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
3.43K+ 6.59% |
$121K - $146K
|
55.4K
$2.56M
|
|
|
Aug 07, 2025
Q2 2025
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
3.38K+ 7.9% |
$120K - $144K
|
46.2K
$2.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
3.24K+ 15.65% |
$114K - $138K
|
23.9K
$1.11M
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
3.1K+ 23.89% |
$110K - $132K
|
16.1K
$745K
|
|
|
Oct 10, 2025
Q2 2025
|
Delta Wealth Advisors LLC
Indianapolis, IN |
BUY
|
- |
3.04K+ 17.56% |
$107K - $130K
|
20.4K
$942K
|
|
|
Jul 16, 2025
Q2 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
3.04K+ 4.09% |
$107K - $130K
|
77.2K
$3.57M
|
|
|
Aug 06, 2025
Q2 2025
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
2.95K+ 4.2% |
$104K - $126K
|
73.3K
$3.39M
|