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
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-14.1K- 74.8% |
$497K - $600K
|
4.74K
$208K
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-15.7K- 70.1% |
$554K - $669K
|
6.68K
$294K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-18.5K- 64.53% |
$653K - $788K
|
10.1K
$446K
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-19.4K- 17.1% |
$688K - $830K
|
94.3K
$4.15M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-19.8K- 91.91% |
$699K - $844K
|
1.74K
$76.6K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-20.9K- 6.88% |
$740K - $893K
|
283K
$12.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-25.6K- 52.73% |
$904K - $1.09M
|
22.9K
$1.01M
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-26.5K- 6.7% |
$937K - $1.13M
|
369K
$16.2M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-27.1K- 43.91% |
$959K - $1.16M
|
34.7K
$1.52M
|
|
|
Jul 22, 2025
Q2 2025
|
Private Wealth Group, LLC
|
SELL
|
- |
-30.8K- 17.0% |
$1.09M - $1.32M
|
150K
$6.62M
|
|
|
Jul 15, 2025
Q2 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-50.7K- 21.98% |
$1.79M - $2.16M
|
180K
$7.91M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-51.3K- 44.58% |
$1.81M - $2.19M
|
63.8K
$2.81M
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-56.7K- 24.35% |
$2M - $2.42M
|
176K
$7.75M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-62.7K- 80.7% |
$2.22M - $2.67M
|
15K
$659K
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-67.6K- 52.46% |
$2.39M - $2.89M
|
61.3K
$2.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-142K- 47.9% |
$5.01M - $6.05M
|
154K
$6.78M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-204K- 26.05% |
$7.22M - $8.71M
|
580K
$25.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-369K- 47.82% |
$13M - $15.7M
|
402K
$17.7M
|