Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Vantagepoint Investment Advisers LLC
|
BUY
|
- |
1.41MNew |
$59.7M - $66.6M
|
1.41M
$65.4M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
687K+ 121.08% |
$29M - $32.4M
|
1.25M
$58.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
621K+ 19.04% |
$26.2M - $29.3M
|
3.88M
$180M
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
427K+ 1741.16% |
$18M - $20.1M
|
451K
$20.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
322KNew |
$13.6M - $15.2M
|
322K
$14.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
155K+ 64.52% |
$6.57M - $7.33M
|
396K
$18.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Pachira Investments Inc.
|
BUY
|
- |
140KNew |
$5.93M - $6.62M
|
140K
$6.5M
|
|
|
Oct 10, 2025
Q3 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
134K+ 1223.62% |
$5.65M - $6.3M
|
145K
$6.69M
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
114K+ 3.59% |
$4.8M - $5.36M
|
3.28M
$152M
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
104K+ 43.53% |
$4.41M - $4.92M
|
344K
$15.9M
|
|
|
Oct 27, 2025
Q3 2025
|
One Day In July LLC
|
BUY
|
- |
90.7K+ 17.51% |
$3.83M - $4.28M
|
609K
$28.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
83.5K+ 1089.41% |
$3.53M - $3.94M
|
91.2K
$4.22M
|
|
|
Oct 31, 2025
Q3 2025
|
Mason Street Advisors, LLC
Milwaukee, WI |
BUY
|
- |
74.9K+ 6.88% |
$3.17M - $3.53M
|
1.16M
$53.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
72.9KNew |
$3.08M - $3.44M
|
72.9K
$3.38M
|
|
|
Oct 23, 2025
Q3 2025
|
Landmark Wealth Management, Inc.
Normal, IL |
BUY
|
- |
72.1K+ 87.6% |
$3.05M - $3.4M
|
154K
$7.15M
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
66.8K+ 12.38% |
$2.82M - $3.15M
|
606K
$28M
|
|
|
Oct 10, 2025
Q3 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
59.7K+ 97.44% |
$2.52M - $2.82M
|
121K
$5.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
44.4K+ 263.81% |
$1.88M - $2.09M
|
61.2K
$2.83M
|
|
|
Nov 04, 2025
Q3 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
42.8K+ 109.9% |
$1.81M - $2.02M
|
81.8K
$3.79M
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
41.5KNew |
$1.75M - $1.96M
|
41.5K
$1.92M
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
40KNew |
$1.69M - $1.89M
|
40K
$1.85M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
35.6K+ 50.45% |
$1.51M - $1.68M
|
106K
$4.92M
|
|
|
Oct 28, 2025
Q3 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
34.9K+ 177.84% |
$1.47M - $1.64M
|
54.5K
$2.52M
|
|
|
Oct 15, 2025
Q3 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
33.4K+ 4.54% |
$1.41M - $1.57M
|
770K
$35.6M
|
|
|
Oct 09, 2025
Q3 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
33.3K+ 4.79% |
$1.41M - $1.57M
|
729K
$33.7M
|
|
|
Oct 27, 2025
Q3 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
31.5K+ 383.38% |
$1.33M - $1.49M
|
39.7K
$1.84M
|
|
|
Oct 27, 2025
Q3 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
31.5K+ 8.69% |
$1.33M - $1.48M
|
393K
$18.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
29.3K+ 245.8% |
$1.24M - $1.38M
|
41.2K
$1.91M
|
|
|
Nov 05, 2025
Q3 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
28.4K+ 9.19% |
$1.2M - $1.34M
|
338K
$15.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
25.2K+ 28.72% |
$1.06M - $1.19M
|
113K
$5.22M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
21.5K+ 100.27% |
$911K - $1.02M
|
43K
$1.99M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
20.7K+ 368.79% |
$873K - $975K
|
26.3K
$1.22M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
20.5K+ 6.59% |
$865K - $966K
|
331K
$15.3M
|
|
|
Nov 05, 2025
Q3 2025
|
Horan Wealth, LLC
Cincinnati, OH |
BUY
|
- |
20.3KNew |
$856K - $956K
|
20.3K
$938K
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
19.4K+ 296.36% |
$818K - $913K
|
25.9K
$1.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Berman Mc Aleer LLC
Timonium, MD |
BUY
|
- |
18.9KNew |
$799K - $891K
|
18.9K
$875K
|
|
|
Nov 05, 2025
Q3 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
18.3K+ 17.2% |
$774K - $863K
|
125K
$5.77M
|
|
|
Oct 16, 2025
Q3 2025
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
17.7K+ 13.42% |
$749K - $836K
|
150K
$6.94M
|
|
|
Oct 28, 2025
Q3 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
17KNew |
$717K - $800K
|
17K
$785K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
16.5K+ 100.26% |
$696K - $777K
|
32.9K
$1.52M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
16K+ 2.5% |
$676K - $754K
|
654K
$30.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
15.3K+ 11.13% |
$647K - $722K
|
153K
$7.08M
|
|
|
Nov 03, 2025
Q3 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
15.1KNew |
$638K - $712K
|
15.1K
$698K
|
|
|
Nov 04, 2025
Q3 2025
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
14.9K+ 5.33% |
$631K - $704K
|
295K
$13.7M
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
14.7K+ 6.73% |
$621K - $692K
|
233K
$10.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Paulson Wealth Management Inc.
|
BUY
|
- |
14.5K+ 13.54% |
$612K - $683K
|
121K
$5.62M
|
|
|
Oct 28, 2025
Q3 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
13.1K+ 48.16% |
$552K - $616K
|
40.2K
$1.86M
|
|
|
Oct 07, 2025
Q3 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
12.1K+ 42.16% |
$510K - $569K
|
40.7K
$1.88M
|
|
|
Oct 09, 2025
Q3 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
11.9K+ 1.44% |
$505K - $563K
|
839K
$38.8M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
11.8K+ 5.64% |
$500K - $558K
|
222K
$10.3M
|