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 13, 2025
Q2 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
2.93K+ 0.79% |
$104K - $125K
|
373K
$17.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
2.92K+ 7.38% |
$103K - $125K
|
42.5K
$1.95M
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
2.9K+ 3.96% |
$103K - $124K
|
76.1K
$3.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
2.88K+ 13.64% |
$102K - $123K
|
24K
$1.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
2.83K+ 21.35% |
$100K - $121K
|
16.1K
$740K
|
|
|
Jul 22, 2025
Q2 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
BUY
|
- |
2.81K+ 6.58% |
$99.2K - $120K
|
45.5K
$2.09M
|
|
|
Jul 29, 2025
Q2 2025
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
2.66K+ 17.88% |
$94.1K - $114K
|
17.5K
$806K
|
|
|
Jul 24, 2025
Q2 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
2.66K+ 14.16% |
$93.9K - $113K
|
21.4K
$984K
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.62K+ 7.87% |
$92.6K - $112K
|
35.9K
$1.65M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.61K+ 23.41% |
$92.2K - $111K
|
13.7K
$631K
|
|
|
Jul 14, 2025
Q2 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
2.58K+ 2.46% |
$91.2K - $110K
|
107K
$4.93M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2.56K+ 27.22% |
$90.5K - $109K
|
12K
$550K
|
|
|
Aug 14, 2025
Q2 2025
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
2.52K+ 89.34% |
$89.2K - $108K
|
5.35K
$245K
|
|
|
Aug 12, 2025
Q2 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
2.43K+ 222.68% |
$85.7K - $103K
|
3.51K
$161K
|
|
|
Jul 25, 2025
Q2 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
2.39K+ 0.54% |
$84.5K - $102K
|
446K
$20.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
2.37K+ 4.06% |
$83.6K - $101K
|
60.6K
$2.79M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.35K+ 3.41% |
$83K - $100K
|
71.1K
$3.27M
|
|
|
Jul 28, 2025
Q2 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
2.27K+ 13.99% |
$80.3K - $97K
|
18.5K
$850K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.21K+ 13.01% |
$78.2K - $94.5K
|
19.2K
$883K
|
|
|
Jul 31, 2025
Q2 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
2.16K+ 13.34% |
$76.4K - $92.2K
|
18.4K
$843K
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.14K+ 41.79% |
$75.6K - $91.3K
|
7.26K
$333K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.12K+ 1.6% |
$74.9K - $90.4K
|
134K
$6.16M
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
2.07K+ 10.63% |
$73.2K - $88.4K
|
21.6K
$990K
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
2.06KNew |
$72.6K - $87.7K
|
2.06K
$94.4K
|
|
|
Jul 23, 2025
Q2 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
2.01K+ 8.5% |
$71K - $85.7K
|
25.6K
$1.18M
|
|
|
Aug 11, 2025
Q2 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
2.01K+ 20.89% |
$70.9K - $85.6K
|
11.6K
$533K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.95K+ 7.52% |
$68.8K - $83.1K
|
27.8K
$1.28M
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
1.88KNew |
$66.3K - $80K
|
1.88K
$86.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
1.86K+ 6.33% |
$65.8K - $79.4K
|
31.3K
$1.44M
|
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
1.75K+ 2.43% |
$61.7K - $74.5K
|
73.7K
$3.39M
|
|
|
Aug 14, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
1.71K+ 9.13% |
$60.4K - $72.9K
|
20.4K
$938K
|
|
|
Jul 21, 2025
Q2 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
1.69K+ 6.98% |
$59.7K - $72K
|
25.9K
$1.19M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.66K+ 27.57% |
$58.7K - $70.8K
|
7.68K
$353K
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.61K+ 10.4% |
$57K - $68.8K
|
17.1K
$786K
|
|
|
Jul 17, 2025
Q2 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
1.61K+ 2.03% |
$56.9K - $68.7K
|
81K
$3.72M
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.55K+ 11.91% |
$54.6K - $65.9K
|
14.5K
$667K
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1.48K+ 5.25% |
$52.2K - $63K
|
29.6K
$1.36M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.44K+ 2.36% |
$50.7K - $61.2K
|
62.2K
$2.86M
|
|
|
Aug 05, 2025
Q2 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
1.42K+ 9.08% |
$50.1K - $60.4K
|
17K
$781K
|
|
|
Aug 12, 2025
Q2 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
1.36K+ 4.04% |
$48.2K - $58.2K
|
35.2K
$1.61M
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
1.32KNew |
$46.5K - $56.1K
|
1.32K
$60.4K
|
|
|
Jul 29, 2025
Q2 2025
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
1.31K+ 9.27% |
$46.2K - $55.8K
|
15.4K
$708K
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
1.2KNew |
$42.6K - $51.4K
|
1.2K
$55.3K
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
BUY
|
- |
1.2K+ 5.13% |
$42.4K - $51.2K
|
24.6K
$1.13M
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
1.2K+ 5.12% |
$42.3K - $51.1K
|
24.6K
$1.13M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.19KNew |
$42.2K - $50.9K
|
1.19K
$54.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
1.16K+ 0.31% |
$41K - $49.6K
|
374K
$17.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
1.16K+ 4.89% |
$40.9K - $49.4K
|
24.8K
$1.14M
|
|
|
Aug 04, 2025
Q2 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
1.15KNew |
$40.7K - $49.1K
|
1.15K
$52.8K
|
|
|
Jul 22, 2025
Q2 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
1.1K+ 2.7% |
$39K - $47.1K
|
42K
$1.93M
|