Morningstar Investment Management LLC Spdr Portfolio S&P 600 Small C Transaction History

Morningstar Investment Management LLC

$2.72 Billion
Q3 2025

A detailed history of Morningstar Investment Management LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Morningstar Investment Management LLC holds 994,157 shares of SPSM stock, worth $45.3 Million. This represents 1.69% of its overall portfolio holdings.

Number of Shares

994,157

Previous 242,438 310.07%

Holding current value

$45.3 Million

Previous $10.3 Million 345.87%

% of portfolio

1.69%

Previous 0.91%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 17, 2025	BUY	$42.26 - $47.16 $31.8 Million - $35.5 Million	751,719 Added 310.07%	994,157 $46 Million
Q2 2025 Jul 28, 2025	BUY	$35.35 - $42.68 $1.35 Million - $1.64 Million	38,313 Added 18.77%	242,438 $10.3 Million
Q1 2025 May 07, 2025	BUY	$40.03 - $46.81 $3.06 Million - $3.58 Million	76,539 Added 59.99%	204,125 $8.32 Million
Q4 2024 Feb 03, 2025	BUY	$44.33 - $49.55 $5.66 Million - $6.32 Million	127,586 New	127,586 $5.73 Million

Others Institutions Holding SPSM

# of Institutions

1,007

Shares Held

206M

Call Options Held

47K

Put Options Held

1.2K

View Full List

About SPDR PORTFOLIO S&P 600 SMALL C

Ticker SPSM
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Morningstar Investment Management LLC Spdr Portfolio S&P 600 Small C Transaction History