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 17, 2025
Q3 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-6.48K- 6.87% |
$274K - $305K
|
87.8K
$4.06M
|
|
|
Oct 23, 2025
Q3 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-6.98K- 34.58% |
$295K - $329K
|
13.2K
$611K
|
|
|
Oct 27, 2025
Q3 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-8.8K- 6.74% |
$372K - $415K
|
122K
$5.63M
|
|
|
Oct 14, 2025
Q3 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-9.83K- 42.86% |
$415K - $463K
|
13.1K
$606K
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-9.83K- 98.97% |
$416K - $464K
|
102
$4.72K
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-9.85K- 55.03% |
$416K - $465K
|
8.05K
$373K
|
|
|
Nov 05, 2025
Q3 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
SELL
|
- |
-10.2K- 21.98% |
$433K - $483K
|
36.4K
$1.68M
|
|
|
Nov 03, 2025
Q3 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-10.4K- 35.28% |
$441K - $492K
|
19.1K
$886K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-10.9K- 15.38% |
$462K - $516K
|
60.2K
$2.79M
|
|
|
Oct 27, 2025
Q3 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-13.5K- 12.93% |
$570K - $636K
|
90.8K
$4.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-14.3K- 4.38% |
$603K - $673K
|
312K
$14.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-17.7K- 11.49% |
$748K - $835K
|
136K
$6.31M
|
|
|
Oct 22, 2025
Q3 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
SELL
|
- |
-17.7K- 11.76% |
$748K - $835K
|
133K
$6.15M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-18.5K- 32.96% |
$784K - $875K
|
37.7K
$1.75M
|
|
|
Nov 05, 2025
Q3 2025
|
Spinnaker Trust
|
SELL
|
- |
-18.7K- 3.47% |
$789K - $881K
|
520K
$24.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Gibbs Wealth Management
Alpharetta, GA |
SELL
|
- |
-20.7K- 14.6% |
$874K - $976K
|
121K
$5.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Pecaut & Co.
|
SELL
|
- |
-21.5K- 23.6% |
$908K - $1.01M
|
69.6K
$3.22M
|
|
|
Nov 04, 2025
Q3 2025
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-22.9K- 40.61% |
$967K - $1.08M
|
33.5K
$1.55M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-23.6K- 8.57% |
$998K - $1.11M
|
252K
$11.7M
|
|
|
Oct 22, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-25.3K- 8.41% |
$1.07M - $1.19M
|
275K
$12.7M
|
|
|
Oct 24, 2025
Q3 2025
|
Marmo Financial Group, LLC
Johnson City, TN |
SELL
|
- |
-32K- 45.18% |
$1.35M - $1.51M
|
38.9K
$1.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-44.6K- 11.09% |
$1.89M - $2.1M
|
358K
$16.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
SELL
|
- |
-45K- 13.82% |
$1.9M - $2.12M
|
280K
$13M
|
|
|
Nov 03, 2025
Q3 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-49.3K- 85.96% |
$2.08M - $2.32M
|
8.05K
$372K
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-58.7K- 17.0% |
$2.48M - $2.77M
|
287K
$13.3M
|
|
|
Oct 31, 2025
Q3 2025
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-59.8K- 84.38% |
$2.53M - $2.82M
|
11.1K
$512K
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-60.9K- 9.17% |
$2.57M - $2.87M
|
603K
$27.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-74.2K- 7.66% |
$3.14M - $3.5M
|
894K
$41.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-102K- 26.59% |
$4.33M - $4.83M
|
283K
$13.1M
|
|
|
Oct 31, 2025
Q3 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-120K- 17.96% |
$5.06M - $5.65M
|
547K
$25.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
SELL
|
- |
-133K- 15.31% |
$5.63M - $6.28M
|
737K
$34.1M
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-209K- 64.6% |
$8.84M - $9.87M
|
115K
$5.31M
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-359K- 65.66% |
$15.2M - $17M
|
188K
$8.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-499K- 59.01% |
$21.1M - $23.6M
|
347K
$16.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-947K- 15.13% |
$40M - $44.7M
|
5.32M
$246M
|