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 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.15K+ 17.6% |
$133K - $148K
|
21K
$973K
|
|
|
Oct 16, 2025
Q3 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
2.94K+ 6.06% |
$124K - $138K
|
51.4K
$2.38M
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
BUY
|
- |
2.89K+ 0.94% |
$122K - $136K
|
309K
$14.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.85K+ 1.01% |
$120K - $134K
|
286K
$13.2M
|
|
|
Oct 07, 2025
Q3 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
2.76K+ 1.57% |
$117K - $130K
|
179K
$8.28M
|
|
|
Oct 15, 2025
Q3 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
2.74K+ 17.05% |
$116K - $129K
|
18.8K
$872K
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
2.72K+ 12.65% |
$115K - $128K
|
24.3K
$1.12M
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
2.72KNew |
$115K - $128K
|
2.72K
$126K
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.71K+ 7.12% |
$114K - $128K
|
40.8K
$1.89M
|
|
|
Oct 02, 2025
Q3 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
2.66K+ 52.7% |
$112K - $125K
|
7.7K
$356K
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
BUY
|
- |
2.62K+ 10.41% |
$111K - $124K
|
27.8K
$1.29M
|
|
|
Nov 04, 2025
Q3 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
2.6K+ 0.42% |
$110K - $122K
|
620K
$28.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.49K+ 6.94% |
$105K - $117K
|
38.4K
$1.78M
|
|
|
Oct 23, 2025
Q3 2025
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
2.47K+ 1088.99% |
$104K - $117K
|
2.7K
$125K
|
|
|
Oct 17, 2025
Q3 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
2.36K+ 0.75% |
$99.8K - $111K
|
317K
$14.7M
|
|
|
Oct 06, 2025
Q3 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
2.21K+ 0.59% |
$93.5K - $104K
|
376K
$17.4M
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
2.18K+ 5.13% |
$92.3K - $103K
|
44.7K
$2.07M
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
2.16K+ 9.01% |
$91.5K - $102K
|
26.2K
$1.21M
|
|
|
Nov 05, 2025
Q3 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.02K+ 3.14% |
$85.3K - $95.2K
|
66.3K
$3.07M
|
|
|
Oct 24, 2025
Q3 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
2K+ 9.48% |
$84.6K - $94.5K
|
23.1K
$1.07M
|
|
|
Nov 03, 2025
Q3 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
1.99K+ 8.25% |
$84.1K - $93.8K
|
26.1K
$1.21M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.95K+ 6.55% |
$82.2K - $91.7K
|
31.6K
$1.46M
|
|
|
Nov 03, 2025
Q3 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
1.79K+ 1.24% |
$75.8K - $84.6K
|
146K
$6.78M
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.76K+ 11.46% |
$74.3K - $82.9K
|
17.1K
$792K
|
|
|
Oct 30, 2025
Q3 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
1.67KNew |
$70.5K - $78.7K
|
1.67K
$77.2K
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.65K+ 13.79% |
$69.7K - $77.8K
|
13.6K
$630K
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1.6K+ 16.79% |
$67.8K - $75.6K
|
11.2K
$516K
|
|
|
Oct 22, 2025
Q3 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
1.58K+ 10.07% |
$66.6K - $74.3K
|
17.2K
$797K
|
|
|
Oct 09, 2025
Q3 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
1.45KNew |
$61.1K - $68.2K
|
1.45K
$66.9K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.36KNew |
$57.3K - $63.9K
|
1.36K
$62.8K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.35K+ 14.48% |
$56.8K - $63.4K
|
10.6K
$492K
|
|
|
Nov 04, 2025
Q3 2025
|
Essex Savings Bank
|
BUY
|
- |
1.32K+ 15.07% |
$55.8K - $62.3K
|
10.1K
$467K
|
|
|
Oct 14, 2025
Q3 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
1.3K+ 3.59% |
$54.8K - $61.2K
|
37.4K
$1.73M
|
|
|
Oct 22, 2025
Q3 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
1.29K+ 62.97% |
$54.7K - $61K
|
3.35K
$155K
|
|
|
Oct 20, 2025
Q3 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
1.19K+ 1.1% |
$50.1K - $55.9K
|
109K
$5.02M
|
|
|
Oct 24, 2025
Q3 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
BUY
|
- |
1.15K+ 2.53% |
$48.6K - $54.2K
|
46.6K
$2.16M
|
|
|
Oct 31, 2025
Q3 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
1.09K+ 10.31% |
$45.9K - $51.2K
|
11.6K
$537K
|
|
|
Oct 09, 2025
Q3 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.07K+ 18.54% |
$45.3K - $50.5K
|
6.85K
$317K
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
BUY
|
- |
1.05K+ 4.71% |
$44.3K - $49.5K
|
23.3K
$1.08M
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.03KNew |
$43.5K - $48.6K
|
1.03K
$47.7K
|
|
|
Oct 17, 2025
Q3 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
966+ 2.38% |
$40.8K - $45.6K
|
41.5K
$1.92M
|
|
|
Oct 20, 2025
Q3 2025
|
E&G Advisors, LP
|
BUY
|
- |
945+ 7.51% |
$39.9K - $44.6K
|
13.5K
$626K
|
|
|
Nov 04, 2025
Q3 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
926+ 2.08% |
$39.1K - $43.7K
|
45.4K
$2.1M
|
|
|
Oct 06, 2025
Q3 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
921+ 1.43% |
$38.9K - $43.4K
|
65.4K
$3.03M
|
|
|
Nov 05, 2025
Q3 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
911+ 0.58% |
$38.5K - $43K
|
157K
$7.28M
|
|
|
Nov 04, 2025
Q3 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
728+ 9.05% |
$30.8K - $34.3K
|
8.77K
$406K
|
|
|
Oct 15, 2025
Q3 2025
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
696+ 11.44% |
$29.4K - $32.8K
|
6.78K
$314K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
662+ 4.94% |
$28K - $31.2K
|
14.1K
$650K
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
658+ 8.24% |
$27.8K - $31K
|
8.64K
$400K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
658New |
$27.8K - $31K
|
658
$30.5K
|