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 14, 2025
Q3 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
SELL
|
- |
-991- 25.22% |
$41.9K - $46.7K
|
2.94K
$136K
|
|
|
Oct 23, 2025
Q3 2025
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-995- 14.22% |
$42K - $46.9K
|
6K
$278K
|
|
|
Oct 30, 2025
Q3 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-1.04K- 8.45% |
$44.1K - $49.2K
|
11.3K
$523K
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.1K- 15.85% |
$46.5K - $51.9K
|
5.84K
$270K
|
|
|
Oct 06, 2025
Q3 2025
|
Grove Bank & Trust
|
SELL
|
- |
-1.18K- 9.71% |
$50K - $55.7K
|
11K
$509K
|
|
|
Oct 28, 2025
Q3 2025
|
Tkg Advisors, LLC
|
SELL
|
- |
-1.28K- 5.5% |
$53.9K - $60.1K
|
21.9K
$1.01M
|
|
|
Oct 21, 2025
Q3 2025
|
Delta Wealth Advisors LLC
Indianapolis, IN |
SELL
|
- |
-1.45K- 7.13% |
$61.4K - $68.5K
|
18.9K
$875K
|
|
|
Oct 29, 2025
Q3 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-1.56K- 5.68% |
$65.9K - $73.6K
|
25.9K
$1.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
SELL
|
- |
-1.62K- 5.73% |
$68.4K - $76.4K
|
26.7K
$1.23M
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-1.62K- 22.78% |
$68.5K - $76.4K
|
5.49K
$254K
|
|
|
Oct 16, 2025
Q3 2025
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-1.76K- 15.05% |
$74.4K - $83K
|
9.94K
$460K
|
|
|
Nov 05, 2025
Q3 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
SELL
|
- |
-1.81K- 4.38% |
$76.7K - $85.5K
|
39.6K
$1.83M
|
|
|
Oct 30, 2025
Q3 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-1.83K- 15.48% |
$77.5K - $86.5K
|
10K
$464K
|
|
|
Oct 31, 2025
Q3 2025
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-1.89K- 7.38% |
$80K - $89.3K
|
23.7K
$1.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-1.91K- 16.31% |
$80.7K - $90.1K
|
9.8K
$453K
|
|
|
Oct 31, 2025
Q3 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-2K- 20.83% |
$84.5K - $94.3K
|
7.6K
$352K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.15K- 1.49% |
$91K - $102K
|
142K
$6.57M
|
|
|
Oct 24, 2025
Q3 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-2.21K- 2.95% |
$93.2K - $104K
|
72.5K
$3.35M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-2.29K- 16.63% |
$96.6K - $108K
|
11.5K
$530K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.41K- 6.52% |
$102K - $114K
|
34.6K
$1.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.5K- 9.3% |
$106K - $118K
|
24.4K
$1.13M
|
|
|
Oct 27, 2025
Q3 2025
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-2.54K- 4.34% |
$107K - $120K
|
55.9K
$2.59M
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2.56K- 0.99% |
$108K - $121K
|
255K
$11.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Private Wealth Group, LLC
|
SELL
|
- |
-2.57K- 1.71% |
$109K - $121K
|
148K
$6.84M
|
|
|
Nov 04, 2025
Q3 2025
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-2.59K- 0.66% |
$109K - $122K
|
388K
$17.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Shum Financial Group, Inc.
Alameda, CA |
SELL
|
- |
-2.59K- 2.6% |
$110K - $122K
|
97K
$4.49M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.61K- 8.66% |
$110K - $123K
|
27.5K
$1.27M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-2.61K- 25.76% |
$110K - $123K
|
7.53K
$349K
|
|
|
Oct 23, 2025
Q3 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-2.72K- 4.48% |
$115K - $128K
|
57.9K
$2.68M
|
|
|
Nov 03, 2025
Q3 2025
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-2.87K- 4.55% |
$121K - $135K
|
60.2K
$2.79M
|
|
|
Oct 22, 2025
Q3 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-2.9K- 5.29% |
$122K - $137K
|
51.9K
$2.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-2.96K- 5.89% |
$125K - $140K
|
47.3K
$2.19M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.97K- 0.51% |
$126K - $140K
|
577K
$26.7M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-2.99K- 22.98% |
$126K - $141K
|
10K
$464K
|
|
|
Oct 31, 2025
Q3 2025
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-3.11K- 4.19% |
$131K - $147K
|
71.1K
$3.29M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-3.34K- 4.39% |
$141K - $158K
|
72.7K
$3.37M
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-3.41K- 2.73% |
$144K - $161K
|
121K
$5.62M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-3.49K- 0.41% |
$148K - $165K
|
840K
$38.9M
|
|
|
Oct 31, 2025
Q3 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-3.89K- 14.09% |
$164K - $183K
|
23.7K
$1.1M
|
|
|
Oct 10, 2025
Q3 2025
|
Fortitude Financial, LLC
Spokane, WA |
SELL
|
- |
-4.08K- 1.96% |
$173K - $193K
|
204K
$9.43M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-4.28K- 6.42% |
$181K - $202K
|
62.4K
$2.89M
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-4.42K- 5.84% |
$187K - $209K
|
71.3K
$3.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-4.67K- 35.41% |
$197K - $220K
|
8.51K
$394K
|
|
|
Oct 28, 2025
Q3 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-4.85K- 1.43% |
$205K - $229K
|
336K
$15.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Univest Financial Corp
|
SELL
|
- |
-5.19K- 1.81% |
$219K - $245K
|
281K
$13M
|
|
|
Oct 24, 2025
Q3 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-5.47K- 9.71% |
$231K - $258K
|
50.8K
$2.35M
|
|
|
Oct 28, 2025
Q3 2025
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-5.74K- 12.41% |
$243K - $271K
|
40.5K
$1.87M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-5.87K- 9.19% |
$248K - $277K
|
57.9K
$2.68M
|
|
|
Oct 21, 2025
Q3 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-5.91K- 31.89% |
$250K - $279K
|
12.6K
$584K
|
|
|
Oct 16, 2025
Q3 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-6.42K- 2.52% |
$271K - $303K
|
248K
$11.5M
|