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 02, 2025
Q3 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
30+ 0.55% |
$1.27K - $1.41K
|
5.47K
$253K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
27+ 0.57% |
$1.14K - $1.27K
|
4.75K
$220K
|
|
|
Oct 27, 2025
Q3 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
25+ 0.36% |
$1.06K - $1.18K
|
6.89K
$319K
|
|
|
Oct 21, 2025
Q3 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
23+ 0.39% |
$972 - $1.08K
|
5.95K
$275K
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
22+ 66.67% |
$930 - $1.04K
|
55
$2.55K
|
|
|
Oct 15, 2025
Q3 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
20+ 0.31% |
$845 - $943
|
6.43K
$297K
|
|
|
Oct 21, 2025
Q3 2025
|
American National Bank
|
BUY
|
- |
19+ 1.42% |
$803 - $896
|
1.36K
$62.9K
|
|
|
Oct 14, 2025
Q3 2025
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
19+ 0.39% |
$803 - $896
|
4.88K
$226K
|
|
|
Oct 07, 2025
Q3 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
17+ 0.22% |
$718 - $802
|
7.59K
$351K
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
17New |
$718 - $802
|
17
$787
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
17+ 0.05% |
$718 - $802
|
31.2K
$1.44M
|
|
|
Oct 14, 2025
Q3 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
15+ 0.29% |
$634 - $707
|
5.14K
$238K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
11+ 22.45% |
$465 - $519
|
60
$2.78K
|
|
|
Oct 28, 2025
Q3 2025
|
Bfsg, LLC
|
BUY
|
- |
11New |
$465 - $519
|
11
$509
|
|
|
Oct 17, 2025
Q3 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
8+ 0.1% |
$338 - $377
|
7.9K
$365K
|
|
|
Oct 14, 2025
Q3 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
3+ 0.05% |
$127 - $141
|
6.23K
$288K
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3+ 0.33% |
$127 - $141
|
926
$42.9K
|
|
|
Oct 22, 2025
Q3 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
3+ 0.31% |
$127 - $141
|
980
$45.4K
|
|
|
Oct 16, 2025
Q3 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
2+ 0.04% |
$84.5 - $94.3
|
5.29K
$245K
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2+ 0.36% |
$84.5 - $94.3
|
564
$26.1K
|
|
|
Oct 20, 2025
Q3 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
1+ 0.02% |
$42.3 - $47.2
|
6.66K
$308K
|
|
|
Oct 30, 2025
Q3 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
1+ 1.32% |
$42.3 - $47.2
|
77
$3.56K
|
|
|
Oct 31, 2025
Q3 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1+ 0.74% |
$42.3 - $47.2
|
136
$6.29K
|
|
|
Nov 03, 2025
Q3 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1+ 0.31% |
$42.3 - $47.2
|
321
$14.9K
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-2- 0.08% |
$84.5 - $94.3
|
2.39K
$110K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
SELL
|
- |
-5- 0.21% |
$211 - $236
|
2.32K
$108K
|
|
|
Nov 03, 2025
Q3 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-10- 0.1% |
$423 - $472
|
9.87K
$457K
|
|
|
Oct 07, 2025
Q3 2025
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-12- 0.25% |
$507 - $566
|
4.72K
$219K
|
|
|
Oct 17, 2025
Q3 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-13- 0.12% |
$549 - $613
|
11.2K
$517K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-18- 1.03% |
$761 - $849
|
1.72K
$79.7K
|
|
|
Nov 05, 2025
Q3 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-20- 3.9% |
$845 - $943
|
493
$22.8K
|
|
|
Nov 05, 2025
Q3 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
SELL
|
- |
-23- 2.58% |
$972 - $1.08K
|
869
$40.2K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-23- 0.16% |
$972 - $1.08K
|
14.5K
$671K
|
|
|
Oct 23, 2025
Q3 2025
|
Moneywise, Inc.
|
SELL
|
- |
-26- 0.32% |
$1.1K - $1.23K
|
8.04K
$372K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-30- 0.37% |
$1.27K - $1.41K
|
8.18K
$379K
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-31- 9.39% |
$1.31K - $1.46K
|
299
$13.8K
|
|
|
Nov 03, 2025
Q3 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-32- 0.68% |
$1.35K - $1.51K
|
4.66K
$216K
|
|
|
Oct 17, 2025
Q3 2025
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-34- 0.22% |
$1.44K - $1.6K
|
15.2K
$704K
|
|
|
Nov 03, 2025
Q3 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-40- 0.28% |
$1.69K - $1.89K
|
14.4K
$664K
|
|
|
Oct 22, 2025
Q3 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-42- 0.41% |
$1.77K - $1.98K
|
10.3K
$478K
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-48- 13.91% |
$2.03K - $2.26K
|
297
$13.7K
|
|
|
Oct 23, 2025
Q3 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-72- 1.54% |
$3.04K - $3.4K
|
4.6K
$213K
|
|
|
Nov 04, 2025
Q3 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-77- 0.54% |
$3.25K - $3.63K
|
14.2K
$657K
|
|
|
Oct 28, 2025
Q3 2025
|
Financial Management Network Inc
|
SELL
|
- |
-85- 0.57% |
$3.59K - $4.01K
|
15K
$692K
|
|
|
Oct 23, 2025
Q3 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-88- 1.61% |
$3.72K - $4.15K
|
5.39K
$249K
|
|
|
Nov 05, 2025
Q3 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-88- 1.44% |
$3.72K - $4.15K
|
6.02K
$279K
|
|
|
Oct 08, 2025
Q3 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-93- 0.27% |
$3.93K - $4.39K
|
34.6K
$1.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-99- 0.87% |
$4.18K - $4.67K
|
11.2K
$520K
|
|
|
Oct 22, 2025
Q3 2025
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-100- 0.39% |
$4.23K - $4.72K
|
25.8K
$1.19M
|
|
|
Oct 15, 2025
Q3 2025
|
Rainier Family Wealth Inc
Tacoma, WA |
SELL
|
- |
-103- 0.13% |
$4.35K - $4.86K
|
80.9K
$3.75M
|