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 30, 2025
Q3 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
SELL
|
- |
-107- 1.41% |
$4.52K - $5.05K
|
7.48K
$346K
|
|
|
Oct 14, 2025
Q3 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-124- 0.63% |
$5.24K - $5.85K
|
19.4K
$899K
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-143- 1.04% |
$6.04K - $6.74K
|
13.6K
$628K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-152- 12.74% |
$6.42K - $7.17K
|
1.04K
$48.2K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-156- 3.77% |
$6.59K - $7.36K
|
3.98K
$184K
|
|
|
Nov 04, 2025
Q3 2025
|
Compass Financial Services Inc
West Des Moines, IA |
SELL
|
- |
-165- 21.83% |
$6.97K - $7.78K
|
591
$27.4K
|
|
|
Oct 21, 2025
Q3 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-165- 2.26% |
$6.97K - $7.78K
|
7.14K
$331K
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-172- 0.23% |
$7.27K - $8.11K
|
74.3K
$3.44M
|
|
|
Oct 31, 2025
Q3 2025
|
October Effect LTD
Virginia Beach, VA |
SELL
|
- |
-177- 2.55% |
$7.48K - $8.35K
|
6.76K
$313K
|
|
|
Oct 08, 2025
Q3 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-187- 18.7% |
$7.9K - $8.82K
|
813
$37.6K
|
|
|
Oct 22, 2025
Q3 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-209- 1.53% |
$8.83K - $9.86K
|
13.4K
$621K
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-216- 0.3% |
$9.13K - $10.2K
|
71.8K
$3.32M
|
|
|
Nov 03, 2025
Q3 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-222- 2.97% |
$9.38K - $10.5K
|
7.26K
$336K
|
|
|
Oct 20, 2025
Q3 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-223- 0.12% |
$9.42K - $10.5K
|
187K
$8.64M
|
|
|
Nov 04, 2025
Q3 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-229- 2.38% |
$9.68K - $10.8K
|
9.38K
$434K
|
|
|
Nov 03, 2025
Q3 2025
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-237- 1.43% |
$10K - $11.2K
|
16.4K
$757K
|
|
|
Oct 09, 2025
Q3 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-240- 0.47% |
$10.1K - $11.3K
|
50.5K
$2.34M
|
|
|
Oct 27, 2025
Q3 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-255- 1.35% |
$10.8K - $12K
|
18.7K
$863K
|
|
|
Oct 30, 2025
Q3 2025
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-260- 5.28% |
$11K - $12.3K
|
4.66K
$216K
|
|
|
Oct 14, 2025
Q3 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-271- 2.47% |
$11.5K - $12.8K
|
10.7K
$496K
|
|
|
Oct 23, 2025
Q3 2025
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-276- 2.21% |
$11.7K - $13K
|
12.2K
$565K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-283- 46.32% |
$12K - $13.3K
|
328
$15.2K
|
|
|
Oct 17, 2025
Q3 2025
|
Range Financial Group LLC
|
SELL
|
- |
-291- 1.02% |
$12.3K - $13.7K
|
28.2K
$1.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
SELL
|
- |
-294- 1.3% |
$12.4K - $13.9K
|
22.4K
$1.04M
|
|
|
Nov 04, 2025
Q3 2025
|
Tsfg, LLC
|
SELL
|
- |
-315- 5.22% |
$13.3K - $14.9K
|
5.72K
$265K
|
|
|
Oct 30, 2025
Q3 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-320- 17.88% |
$13.5K - $15.1K
|
1.47K
$68K
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-325- 0.62% |
$13.7K - $15.3K
|
52.2K
$2.42M
|
|
|
Oct 28, 2025
Q3 2025
|
Montis Financial, LLC
|
SELL
|
- |
-373- 3.37% |
$15.8K - $17.6K
|
10.7K
$494K
|
|
|
Oct 20, 2025
Q3 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-389- 32.39% |
$16.4K - $18.3K
|
812
$37.6K
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-401- 6.61% |
$16.9K - $18.9K
|
5.67K
$262K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-408- 1.47% |
$17.2K - $19.2K
|
27.4K
$1.27M
|
|
|
Oct 14, 2025
Q3 2025
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-429- 0.16% |
$18.1K - $20.2K
|
276K
$12.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
SELL
|
- |
-480- 25.6% |
$20.3K - $22.6K
|
1.4K
$64.6K
|
|
|
Oct 31, 2025
Q3 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-486- 8.11% |
$20.5K - $22.9K
|
5.51K
$255K
|
|
|
Oct 09, 2025
Q3 2025
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-489- 1.01% |
$20.7K - $23.1K
|
48.2K
$2.23M
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-545- 0.77% |
$23K - $25.7K
|
70.5K
$3.26M
|
|
|
Oct 14, 2025
Q3 2025
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-558- 8.54% |
$23.6K - $26.3K
|
5.98K
$277K
|
|
|
Oct 15, 2025
Q3 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-567- 1.65% |
$24K - $26.7K
|
33.8K
$1.57M
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-576- 3.29% |
$24.3K - $27.2K
|
16.9K
$784K
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-595- 7.52% |
$25.1K - $28.1K
|
7.32K
$339K
|
|
|
Oct 23, 2025
Q3 2025
|
G&S Capital LLC
|
SELL
|
- |
-598- 1.21% |
$25.3K - $28.2K
|
48.9K
$2.26M
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-613- 1.58% |
$25.9K - $28.9K
|
38.1K
$1.76M
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-662- 4.42% |
$28K - $31.2K
|
14.3K
$663K
|
|
|
Oct 15, 2025
Q3 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-718- 4.29% |
$30.3K - $33.9K
|
16K
$741K
|
|
|
Oct 28, 2025
Q3 2025
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-721- 13.69% |
$30.5K - $34K
|
4.55K
$210K
|
|
|
Nov 05, 2025
Q3 2025
|
Nikulski Financial, Inc.
|
SELL
|
- |
-833- 2.65% |
$35.2K - $39.3K
|
30.6K
$1.42M
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
SELL
|
- |
-865- 7.93% |
$36.6K - $40.8K
|
10K
$465K
|
|
|
Oct 29, 2025
Q3 2025
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-936- 0.74% |
$39.6K - $44.1K
|
125K
$5.78M
|
|
|
Oct 27, 2025
Q3 2025
|
Orin Green Financial, LLC
|
SELL
|
- |
-938- 3.49% |
$39.6K - $44.2K
|
26K
$1.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-970- 0.66% |
$41K - $45.7K
|
145K
$6.72M
|