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
|
Iag Wealth Partners, LLC
|
BUY
|
- |
1.09K+ 0.91% |
$38.6K - $46.6K
|
121K
$5.55M
|
|
|
Aug 13, 2025
Q2 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
1.08K+ 2.38% |
$38.2K - $46.1K
|
46.5K
$2.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.07K+ 15.51% |
$37.6K - $45.5K
|
7.93K
$364K
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
1KNew |
$35.4K - $42.7K
|
1K
$45.9K
|
|
|
Aug 04, 2025
Q2 2025
|
Noesis Capital Mangement Corp
|
BUY
|
- |
995+ 16.58% |
$35.2K - $42.5K
|
7K
$321K
|
|
|
Aug 12, 2025
Q2 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
992+ 12.93% |
$35.1K - $42.3K
|
8.66K
$398K
|
|
|
Aug 08, 2025
Q2 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
989+ 17.84% |
$35K - $42.2K
|
6.53K
$300K
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
877+ 11.93% |
$31K - $37.4K
|
8.23K
$378K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
862+ 11.41% |
$30.5K - $36.8K
|
8.42K
$387K
|
|
|
Jul 15, 2025
Q2 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
862+ 1.34% |
$30.5K - $36.8K
|
65.1K
$2.99M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
841+ 18.93% |
$29.7K - $35.9K
|
5.28K
$243K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
809+ 50.31% |
$28.6K - $34.5K
|
2.42K
$111K
|
|
|
Aug 08, 2025
Q2 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
802+ 4.84% |
$28.4K - $34.2K
|
17.4K
$798K
|
|
|
Jul 31, 2025
Q2 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
800New |
$28.3K - $34.1K
|
800
$36.7K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
796+ 110.4% |
$28.1K - $34K
|
1.52K
$69.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
792+ 12.88% |
$28K - $33.8K
|
6.94K
$319K
|
|
|
Jul 11, 2025
Q2 2025
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
787+ 5.41% |
$27.8K - $33.6K
|
15.3K
$705K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
787+ 4.61% |
$27.8K - $33.6K
|
17.9K
$821K
|
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
BUY
|
- |
690+ 3.2% |
$24.4K - $29.4K
|
22.3K
$1.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
688+ 13.71% |
$24.3K - $29.4K
|
5.71K
$262K
|
|
|
Jul 23, 2025
Q2 2025
|
Center For Asset Management LLC
|
BUY
|
- |
670+ 10.31% |
$23.7K - $28.6K
|
7.17K
$329K
|
|
|
Jul 28, 2025
Q2 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
653+ 5.83% |
$23.1K - $27.9K
|
11.9K
$544K
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
653+ 3.56% |
$23.1K - $27.9K
|
19K
$872K
|
|
|
Jul 24, 2025
Q2 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
638+ 4.06% |
$22.6K - $27.2K
|
16.3K
$750K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
637+ 19.51% |
$22.5K - $27.2K
|
3.9K
$179K
|
|
|
Aug 14, 2025
Q2 2025
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
635+ 6.6% |
$22.4K - $27.1K
|
10.3K
$471K
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
629+ 13.2% |
$22.2K - $26.8K
|
5.4K
$248K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
628+ 6.13% |
$22.2K - $26.8K
|
10.9K
$500K
|
|
|
Aug 14, 2025
Q2 2025
|
Acas, LLC
|
BUY
|
- |
613+ 7.04% |
$21.7K - $26.2K
|
9.32K
$428K
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
607+ 4.15% |
$21.5K - $25.9K
|
15.2K
$700K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
556+ 1.11% |
$19.7K - $23.7K
|
50.7K
$2.33M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
546+ 8.62% |
$19.3K - $23.3K
|
6.88K
$316K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
533New |
$18.8K - $22.7K
|
533
$24.5K
|
|
|
Aug 08, 2025
Q2 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
524+ 225.86% |
$18.5K - $22.4K
|
756
$34.7K
|
|
|
Sep 25, 2025
Q2 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
510+ 9.3% |
$18K - $21.8K
|
6K
$275K
|
|
|
Aug 12, 2025
Q2 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
499+ 2.9% |
$17.6K - $21.3K
|
17.7K
$814K
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
497+ 40.91% |
$17.6K - $21.2K
|
1.71K
$78.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
494+ 16466.67% |
$17.5K - $21.1K
|
497
$22.8K
|
|
|
Jul 24, 2025
Q2 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
487+ 6.86% |
$17.2K - $20.8K
|
7.59K
$349K
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
467New |
$16.5K - $19.9K
|
467
$21.4K
|
|
|
Jul 09, 2025
Q2 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
425+ 6.96% |
$15K - $18.1K
|
6.53K
$300K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
415+ 8.94% |
$14.7K - $17.7K
|
5.06K
$232K
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
413+ 5.99% |
$14.6K - $17.6K
|
7.31K
$336K
|
|
|
Aug 04, 2025
Q2 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
362New |
$12.8K - $15.5K
|
362
$16.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Wulff, Hansen & Co.
|
BUY
|
- |
360+ 1.71% |
$12.7K - $15.4K
|
21.4K
$985K
|
|
|
Aug 12, 2025
Q2 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
360+ 47.31% |
$12.7K - $15.4K
|
1.12K
$51.5K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
351+ 9.28% |
$12.4K - $15K
|
4.13K
$190K
|
|
|
Sep 25, 2025
Q2 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
344+ 819.05% |
$12.2K - $14.7K
|
386
$17.7K
|
|
|
Aug 06, 2025
Q2 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
341+ 6.92% |
$12.1K - $14.6K
|
5.27K
$242K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
340+ 2.78% |
$12K - $14.5K
|
12.6K
$578K
|