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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
651+ 1.77% |
$27.5K - $30.7K
|
37.4K
$1.73M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
634+ 0.47% |
$26.8K - $29.9K
|
135K
$6.24M
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
634+ 173.22% |
$26.8K - $29.9K
|
1K
$46.3K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
617+ 1.33% |
$26.1K - $29.1K
|
47K
$2.18M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
589+ 6.82% |
$24.9K - $27.8K
|
9.22K
$427K
|
|
|
Oct 20, 2025
Q3 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
581+ 0.89% |
$24.6K - $27.4K
|
65.7K
$3.04M
|
|
|
Oct 09, 2025
Q3 2025
|
Act Advisors, Llc.
|
BUY
|
- |
544+ 5.56% |
$23K - $25.7K
|
10.3K
$478K
|
|
|
Oct 29, 2025
Q3 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
533+ 0.98% |
$22.5K - $25.1K
|
54.9K
$2.54M
|
|
|
Oct 27, 2025
Q3 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
525New |
$22.2K - $24.8K
|
525
$24.3K
|
|
|
Oct 09, 2025
Q3 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
497+ 0.65% |
$21K - $23.4K
|
76.6K
$3.55M
|
|
|
Oct 23, 2025
Q3 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
465+ 2.85% |
$19.7K - $21.9K
|
16.8K
$778K
|
|
|
Oct 20, 2025
Q3 2025
|
Semitam Bonam LLC
Goshen, NY |
BUY
|
- |
437+ 0.95% |
$18.5K - $20.6K
|
46.2K
$2.14M
|
|
|
Oct 23, 2025
Q3 2025
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
425+ 0.62% |
$18K - $20K
|
69.4K
$3.21M
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
BUY
|
- |
417+ 1.7% |
$17.6K - $19.7K
|
25K
$1.16M
|
|
|
Oct 15, 2025
Q3 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
412+ 5.74% |
$17.4K - $19.4K
|
7.59K
$351K
|
|
|
Nov 04, 2025
Q3 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
370+ 46.25% |
$15.6K - $17.4K
|
1.17K
$54.1K
|
|
|
Oct 14, 2025
Q3 2025
|
S.A. Mason LLC
|
BUY
|
- |
341+ 13.41% |
$14.4K - $16.1K
|
2.88K
$133K
|
|
|
Oct 15, 2025
Q3 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
311+ 5.91% |
$13.1K - $14.7K
|
5.58K
$258K
|
|
|
Nov 05, 2025
Q3 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
297+ 1.68% |
$12.6K - $14K
|
18K
$834K
|
|
|
Oct 31, 2025
Q3 2025
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
283+ 1.61% |
$12K - $13.3K
|
17.8K
$825K
|
|
|
Oct 31, 2025
Q3 2025
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
267+ 0.64% |
$11.3K - $12.6K
|
42.3K
$1.96M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
244+ 0.58% |
$10.3K - $11.5K
|
42.1K
$1.95M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
233+ 0.26% |
$9.85K - $11K
|
89.7K
$4.15M
|
|
|
Oct 28, 2025
Q3 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
219+ 0.27% |
$9.25K - $10.3K
|
81.3K
$3.76M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
204New |
$8.62K - $9.62K
|
204
$9.44K
|
|
|
Nov 05, 2025
Q3 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
200+ 2.52% |
$8.45K - $9.43K
|
8.13K
$376K
|
|
|
Oct 14, 2025
Q3 2025
|
Apeiron Ria LLC
|
BUY
|
- |
194+ 3.84% |
$8.2K - $9.15K
|
5.25K
$243K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
183+ 0.15% |
$7.73K - $8.63K
|
119K
$5.5M
|
|
|
Oct 07, 2025
Q3 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
179+ 0.41% |
$7.56K - $8.44K
|
43.5K
$2.01M
|
|
|
Oct 20, 2025
Q3 2025
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
169+ 1.1% |
$7.14K - $7.97K
|
15.5K
$718K
|
|
|
Oct 14, 2025
Q3 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
165+ 3.06% |
$6.97K - $7.78K
|
5.56K
$257K
|
|
|
Oct 24, 2025
Q3 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
136+ 0.72% |
$5.75K - $6.41K
|
19.1K
$885K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
123+ 69.89% |
$5.2K - $5.8K
|
299
$13.8K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
119+ 100.0% |
$5.03K - $5.61K
|
238
$11K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
112New |
$4.73K - $5.28K
|
112
$5.18K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
92+ 0.38% |
$3.89K - $4.34K
|
24K
$1.11M
|
|
|
Oct 23, 2025
Q3 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
92+ 25.41% |
$3.89K - $4.34K
|
454
$21K
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
BUY
|
- |
87New |
$3.68K - $4.1K
|
87
$4.03K
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
86+ 1.04% |
$3.63K - $4.06K
|
8.33K
$385K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
83+ 0.76% |
$3.51K - $3.91K
|
11K
$507K
|
|
|
Oct 27, 2025
Q3 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
80+ 1.24% |
$3.38K - $3.77K
|
6.51K
$301K
|
|
|
Oct 31, 2025
Q3 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
80+ 0.26% |
$3.38K - $3.77K
|
31.4K
$1.45M
|
|
|
Nov 04, 2025
Q3 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
72+ 0.86% |
$3.04K - $3.4K
|
8.42K
$390K
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
68New |
$2.87K - $3.21K
|
68
$3.15K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
68+ 0.81% |
$2.87K - $3.21K
|
8.49K
$393K
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
43+ 1.35% |
$1.82K - $2.03K
|
3.24K
$150K
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
39+ 0.46% |
$1.65K - $1.84K
|
8.6K
$398K
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
38New |
$1.61K - $1.79K
|
38
$1.76K
|
|
|
Nov 05, 2025
Q3 2025
|
Rmr Wealth Builders
|
BUY
|
- |
37+ 0.39% |
$1.56K - $1.74K
|
9.47K
$438K
|
|
|
Oct 09, 2025
Q3 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
33+ 0.63% |
$1.39K - $1.56K
|
5.25K
$243K
|