Latest Institutional Transactions on Spdr Portfolio S&P 600 Small C (SPSM)
This table provides information on the latest institutional transactions involving Spdr Portfolio S&P 600 Small C (SPSM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2025
Q2 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
4.19K+ 2.55% |
$148K - $179K
|
169K
$7.38M
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
205K+ 59.95% |
$7.25M - $8.76M
|
547K
$24M
|
|
|
Jul 30, 2025
Q2 2025
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
6.08KNew |
$215K - $260K
|
6.08K
$266K
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
259New |
$9.16K - $11.1K
|
259
$11.3K
|
|
|
Jul 30, 2025
Q2 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
2.37K+ 4.06% |
$83.6K - $101K
|
60.6K
$2.65M
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.55K+ 11.91% |
$54.6K - $65.9K
|
14.5K
$636K
|
|
|
Jul 30, 2025
Q2 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-20.4K- 7.41% |
$722K - $871K
|
255K
$11.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-170- 1.33% |
$6.01K - $7.26K
|
12.6K
$553K
|
|
|
Jul 30, 2025
Q2 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
143+ 2.03% |
$5.06K - $6.1K
|
7.18K
$314K
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
23+ 2.65% |
$813 - $982
|
892
$39K
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
SELL
|
- |
-273- 3.21% |
$9.65K - $11.7K
|
8.24K
$361K
|
|
|
Jul 30, 2025
Q2 2025
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-101- 0.8% |
$3.57K - $4.31K
|
12.5K
$546K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-65.1K- 31.1% |
$2.3M - $2.78M
|
144K
$6.31M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-651- 7.01% |
$23K - $27.8K
|
8.63K
$378K
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-56- 0.52% |
$1.98K - $2.39K
|
10.6K
$466K
|
|
|
Jul 30, 2025
Q2 2025
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-439- 7.64% |
$15.5K - $18.7K
|
5.31K
$232K
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
SELL
|
- |
-5.93K- 11.28% |
$210K - $253K
|
46.6K
$2.04M
|
|
|
Jul 30, 2025
Q2 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-570- 5.97% |
$20.1K - $24.3K
|
8.98K
$393K
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-916- 2.95% |
$32.4K - $39.1K
|
30.1K
$1.32M
|
|
|
Jul 30, 2025
Q2 2025
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
1+ 0.01% |
$35.4 - $42.7
|
7.03K
$308K
|
|
|
Jul 29, 2025
Q2 2025
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
6.15K+ 15.66% |
$217K - $263K
|
45.4K
$1.99M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
9.69K+ 16.99% |
$342K - $413K
|
66.7K
$2.92M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.09K+ 7.17% |
$145K - $175K
|
61.1K
$2.67M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.09K+ 2.7% |
$180K - $217K
|
194K
$8.49M
|
|
|
Jul 29, 2025
Q2 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-1.51K- 1.98% |
$53.4K - $64.5K
|
74.7K
$3.27M
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-260- 4.48% |
$9.19K - $11.1K
|
5.54K
$243K
|
|
|
Jul 29, 2025
Q2 2025
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-14- 0.22% |
$495 - $598
|
6.28K
$275K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.21K+ 13.01% |
$78.2K - $94.5K
|
19.2K
$841K
|
|
|
Jul 29, 2025
Q2 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
4.5K+ 27.02% |
$159K - $192K
|
21.1K
$925K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
16+ 0.09% |
$566 - $683
|
17.5K
$767K
|
|
|
Jul 29, 2025
Q2 2025
|
Orin Green Financial, LLC
|
SELL
|
- |
-421- 1.54% |
$14.9K - $18K
|
26.9K
$1.18M
|
|
|
Jul 29, 2025
Q2 2025
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
1.31K+ 9.27% |
$46.2K - $55.8K
|
15.4K
$675K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-75- 0.1% |
$2.65K - $3.2K
|
76.1K
$3.33M
|
|
|
Jul 29, 2025
Q2 2025
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
2.66K+ 17.88% |
$94.1K - $114K
|
17.5K
$768K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
162+ 1.51% |
$5.73K - $6.91K
|
10.9K
$476K
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
3.77K+ 60.91% |
$133K - $161K
|
9.97K
$436K
|
|
|
Jul 29, 2025
Q2 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
SELL
|
- |
-5.25K- 7.98% |
$186K - $224K
|
60.5K
$2.65M
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
BUY
|
- |
10.9K+ 3.69% |
$386K - $465K
|
306K
$13.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
15K+ 20.86% |
$529K - $638K
|
86.7K
$3.79M
|
|
|
Jul 29, 2025
Q2 2025
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
19.8K+ 7.59% |
$699K - $843K
|
280K
$12.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
24.5K+ 84.66% |
$867K - $1.05M
|
53.5K
$2.34M
|
|
|
Jul 28, 2025
Q2 2025
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
38.3K+ 18.77% |
$1.35M - $1.64M
|
242K
$10.6M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-9.37K- 7.55% |
$331K - $400K
|
115K
$5.02M
|
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
BUY
|
- |
690+ 3.2% |
$24.4K - $29.4K
|
22.3K
$974K
|
|
|
Jul 28, 2025
Q2 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
2.27K+ 13.99% |
$80.3K - $97K
|
18.5K
$810K
|
|
|
Jul 28, 2025
Q2 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-18.1K- 39.84% |
$641K - $774K
|
27.4K
$1.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Rmr Capital Management, LLC
Tustin, CA |
SELL
|
- |
-19.8K- 27.09% |
$700K - $845K
|
53.3K
$2.33M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
12.8K+ 23.16% |
$451K - $544K
|
67.8K
$2.97M
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
1.32KNew |
$46.5K - $56.1K
|
1.32K
$57.6K
|
|
|
Jul 28, 2025
Q2 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-2.29K- 4.05% |
$81.1K - $97.9K
|
54.4K
$2.38M
|