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
|
Keystone Financial Group
|
BUY
|
- |
327+ 4.74% |
$11.6K - $14K
|
7.23K
$332K
|
|
|
Aug 15, 2025
Q2 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
326+ 1.19% |
$11.5K - $13.9K
|
27.6K
$1.27M
|
|
|
Aug 04, 2025
Q2 2025
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
323+ 2.26% |
$11.4K - $13.8K
|
14.6K
$672K
|
|
|
Aug 14, 2025
Q2 2025
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
298+ 0.82% |
$10.5K - $12.7K
|
36.7K
$1.69M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
294+ 5.13% |
$10.4K - $12.5K
|
6.03K
$277K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
280+ 6.3% |
$9.9K - $12K
|
4.72K
$217K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
273+ 1.62% |
$9.65K - $11.7K
|
17.1K
$787K
|
|
|
Aug 13, 2025
Q2 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
260+ 0.43% |
$9.19K - $11.1K
|
60.4K
$2.77M
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
259New |
$9.16K - $11.1K
|
259
$11.9K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
248+ 2.98% |
$8.77K - $10.6K
|
8.56K
$393K
|
|
|
Aug 15, 2025
Q2 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
247New |
$8.73K - $10.5K
|
247
$11.3K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
240New |
$8.48K - $10.2K
|
240
$11K
|
|
|
Aug 07, 2025
Q2 2025
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
227New |
$8.02K - $9.69K
|
227
$10.4K
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
220+ 3.42% |
$7.78K - $9.39K
|
6.65K
$306K
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
209New |
$7.39K - $8.92K
|
209
$9.6K
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
200New |
$7.07K - $8.54K
|
200
$9.19K
|
|
|
Aug 04, 2025
Q2 2025
|
Welch & Forbes LLC
|
BUY
|
- |
187+ 2.56% |
$6.61K - $7.98K
|
7.49K
$344K
|
|
|
Aug 01, 2025
Q2 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
187New |
$6.61K - $7.98K
|
187
$8.59K
|
|
|
Jul 21, 2025
Q2 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
185+ 3.62% |
$6.54K - $7.9K
|
5.3K
$243K
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
BUY
|
- |
179+ 1.13% |
$6.33K - $7.64K
|
16K
$734K
|
|
|
Aug 11, 2025
Q2 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
178+ 2.61% |
$6.29K - $7.6K
|
6.99K
$321K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
172+ 33.27% |
$6.08K - $7.34K
|
689
$31.6K
|
|
|
Jul 17, 2025
Q2 2025
|
Montis Financial, LLC
|
BUY
|
- |
171+ 1.57% |
$6.04K - $7.3K
|
11.1K
$508K
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
163+ 2.83% |
$5.76K - $6.96K
|
5.92K
$272K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
162+ 1.51% |
$5.73K - $6.91K
|
10.9K
$499K
|
|
|
Aug 05, 2025
Q2 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
155+ 0.65% |
$5.48K - $6.62K
|
24.1K
$1.11M
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
149+ 114.62% |
$5.27K - $6.36K
|
279
$12.8K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
144New |
$5.09K - $6.15K
|
144
$6.61K
|
|
|
Jul 30, 2025
Q2 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
143+ 2.03% |
$5.06K - $6.1K
|
7.18K
$330K
|
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
142+ 2.17% |
$5.02K - $6.06K
|
6.69K
$307K
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
140+ 388.89% |
$4.95K - $5.98K
|
176
$8.08K
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
138New |
$4.88K - $5.89K
|
138
$6.34K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
136+ 0.6% |
$4.81K - $5.8K
|
22.7K
$1.04M
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
134New |
$4.74K - $5.72K
|
134
$6.15K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
134New |
$4.74K - $5.72K
|
134
$6.15K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
111+ 43.02% |
$3.92K - $4.74K
|
369
$16.9K
|
|
|
Aug 01, 2025
Q2 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
106+ 0.84% |
$3.75K - $4.52K
|
12.7K
$584K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
105+ 0.2% |
$3.71K - $4.48K
|
51.4K
$2.36M
|
|
|
Aug 12, 2025
Q2 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
100+ 1.02% |
$3.54K - $4.27K
|
9.88K
$454K
|
|
|
Aug 07, 2025
Q2 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
95+ 306.45% |
$3.36K - $4.05K
|
126
$5.79K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
88+ 0.04% |
$3.11K - $3.76K
|
210K
$9.65M
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
84+ 5.61% |
$2.97K - $3.59K
|
1.58K
$72.7K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
83+ 6.53% |
$2.93K - $3.54K
|
1.36K
$62.2K
|
|
|
Aug 06, 2025
Q2 2025
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
82+ 0.11% |
$2.9K - $3.5K
|
74.2K
$3.41M
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
82+ 22.97% |
$2.9K - $3.5K
|
439
$20.2K
|
|
|
Jul 22, 2025
Q2 2025
|
Vantage Investment Partners, LLC
|
BUY
|
- |
80+ 1.02% |
$2.83K - $3.41K
|
7.91K
$363K
|
|
|
Aug 13, 2025
Q2 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
77+ 2.55% |
$2.72K - $3.29K
|
3.1K
$142K
|
|
|
Aug 12, 2025
Q2 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
71+ 34.3% |
$2.51K - $3.03K
|
278
$12.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
71+ 0.4% |
$2.51K - $3.03K
|
17.9K
$822K
|
|
|
Jul 08, 2025
Q2 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
58+ 0.35% |
$2.05K - $2.48K
|
16.6K
$762K
|