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 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
11.8K+ 5.64% |
$500K - $558K
|
222K
$10.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
11.2K+ 3.04% |
$475K - $530K
|
380K
$17.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
10.8K+ 3.02% |
$457K - $509K
|
369K
$17.1M
|
|
|
Oct 16, 2025
Q3 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
10.3K+ 77.94% |
$437K - $487K
|
23.6K
$1.09M
|
|
|
Oct 10, 2025
Q3 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
9.65KNew |
$408K - $455K
|
9.65K
$446K
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
9.26K+ 54.05% |
$391K - $437K
|
26.4K
$1.22M
|
|
|
Nov 03, 2025
Q3 2025
|
Absolute Capital Management, LLC
|
BUY
|
- |
9.14KNew |
$386K - $431K
|
9.14K
$423K
|
|
|
Oct 24, 2025
Q3 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
8.98K+ 8.13% |
$379K - $423K
|
119K
$5.53M
|
|
|
Oct 24, 2025
Q3 2025
|
Deltec Asset Management LLC
|
BUY
|
- |
8.83K+ 28.48% |
$373K - $416K
|
39.8K
$1.84M
|
|
|
Oct 06, 2025
Q3 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
8.65K+ 3.0% |
$366K - $408K
|
297K
$13.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
8.36K+ 60.71% |
$353K - $394K
|
22.1K
$1.02M
|
|
|
Oct 15, 2025
Q3 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
7.96KNew |
$336K - $375K
|
7.96K
$368K
|
|
|
Oct 15, 2025
Q3 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
7.68K+ 82.62% |
$324K - $362K
|
17K
$785K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
7.4K+ 93.29% |
$313K - $349K
|
15.3K
$710K
|
|
|
Nov 05, 2025
Q3 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
7.16K+ 119.49% |
$302K - $337K
|
13.1K
$608K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
6.85K+ 11.02% |
$290K - $323K
|
69K
$3.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
6.75KNew |
$285K - $318K
|
6.75K
$312K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
6.43KNew |
$272K - $303K
|
6.43K
$297K
|
|
|
Oct 14, 2025
Q3 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
6.3KNew |
$266K - $297K
|
6.3K
$292K
|
|
|
Nov 03, 2025
Q3 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
6K+ 14.28% |
$253K - $283K
|
48K
$2.22M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
5.94K+ 3.26% |
$251K - $280K
|
188K
$8.71M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
5.93K+ 8.05% |
$251K - $280K
|
79.6K
$3.69M
|
|
|
Oct 20, 2025
Q3 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
5.79K+ 2.66% |
$245K - $273K
|
223K
$10.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
5.77KNew |
$244K - $272K
|
5.77K
$267K
|
|
|
Oct 27, 2025
Q3 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
5.75KNew |
$243K - $271K
|
5.75K
$266K
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
5.59K+ 32.62% |
$236K - $263K
|
22.7K
$1.05M
|
|
|
Oct 20, 2025
Q3 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
5.55K+ 20.2% |
$234K - $262K
|
33K
$1.53M
|
|
|
Oct 22, 2025
Q3 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
5.47K+ 6.31% |
$231K - $258K
|
92.1K
$4.26M
|
|
|
Nov 03, 2025
Q3 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
4.97K+ 10.68% |
$210K - $234K
|
51.5K
$2.38M
|
|
|
Oct 09, 2025
Q3 2025
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
4.96K+ 10.92% |
$210K - $234K
|
50.4K
$2.33M
|
|
|
Oct 20, 2025
Q3 2025
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
4.96KNew |
$210K - $234K
|
4.96K
$230K
|
|
|
Oct 23, 2025
Q3 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
4.71K+ 1.63% |
$199K - $222K
|
293K
$13.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
4.68K+ 11.09% |
$198K - $221K
|
46.9K
$2.17M
|
|
|
Oct 10, 2025
Q3 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
4.68KNew |
$198K - $220K
|
4.68K
$216K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4.66K+ 0.65% |
$197K - $220K
|
721K
$33.4M
|
|
|
Oct 30, 2025
Q3 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
4.63K+ 6.0% |
$196K - $218K
|
81.9K
$3.79M
|
|
|
Oct 23, 2025
Q3 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
4.5KNew |
$190K - $212K
|
4.5K
$208K
|
|
|
Oct 10, 2025
Q3 2025
|
Marion Wealth Management
|
BUY
|
- |
4.49KNew |
$190K - $212K
|
4.49K
$208K
|
|
|
Oct 22, 2025
Q3 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
4.45KNew |
$188K - $210K
|
4.45K
$206K
|
|
|
Oct 20, 2025
Q3 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
4.45KNew |
$188K - $210K
|
4.45K
$206K
|
|
|
Nov 03, 2025
Q3 2025
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
4.2K+ 7.88% |
$178K - $198K
|
57.5K
$2.66M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.07K+ 47.83% |
$172K - $192K
|
12.6K
$583K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
4.07K+ 32.35% |
$172K - $192K
|
16.7K
$771K
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
4.06K+ 23.69% |
$172K - $192K
|
21.2K
$981K
|
|
|
Oct 16, 2025
Q3 2025
|
Wealth Management Resources, Inc.
|
BUY
|
- |
3.92K+ 4.29% |
$165K - $185K
|
95.3K
$4.41M
|
|
|
Oct 15, 2025
Q3 2025
|
Ars Investment Partners, LLC
|
BUY
|
- |
3.79K+ 15.28% |
$160K - $179K
|
28.6K
$1.32M
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
3.37KNew |
$143K - $159K
|
3.37K
$156K
|
|
|
Oct 28, 2025
Q3 2025
|
Sol Capital Management CO
|
BUY
|
- |
3.33K+ 13.52% |
$141K - $157K
|
27.9K
$1.29M
|
|
|
Nov 05, 2025
Q3 2025
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
3.28K+ 4.47% |
$138K - $155K
|
76.6K
$3.54M
|
|
|
Oct 24, 2025
Q3 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
3.21K+ 5.47% |
$135K - $151K
|
61.8K
$2.86M
|