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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2026
Q4 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-243- 0.08% |
$10.8K - $11.5K
|
297K
$13.5M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
SELL
|
- |
-2.58K- 28.02% |
$115K - $122K
|
6.64K
$302K
|
|
|
Jan 15, 2026
Q4 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
287+ 0.49% |
$12.8K - $13.6K
|
58.4K
$2.66M
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-213- 2.83% |
$9.48K - $10.1K
|
7.32K
$334K
|
|
|
Jan 15, 2026
Q4 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
3.37K+ 3.1% |
$150K - $159K
|
112K
$5.1M
|
|
|
Jan 15, 2026
Q4 2025
|
Range Financial Group LLC
|
SELL
|
- |
-81- 0.29% |
$3.61K - $3.83K
|
28.1K
$1.28M
|
|
|
Jan 15, 2026
Q4 2025
|
Shum Financial Group, Inc.
Alameda, CA |
SELL
|
- |
-830- 0.86% |
$37K - $39.2K
|
96.2K
$4.38M
|
|
|
Jan 15, 2026
Q4 2025
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-32- 0.7% |
$1.42K - $1.51K
|
4.51K
$206K
|
|
|
Jan 15, 2026
Q4 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
5.68K+ 13.94% |
$253K - $268K
|
46.4K
$2.12M
|
|
|
Jan 15, 2026
Q4 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
16.8KNew |
$747K - $793K
|
16.8K
$764K
|
|
|
Jan 15, 2026
Q4 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
SELL
|
- |
-642- 1.77% |
$28.6K - $30.3K
|
35.5K
$1.62M
|
|
|
Jan 15, 2026
Q4 2025
|
Nikulski Financial, Inc.
|
SELL
|
- |
-6.62K- 21.62% |
$295K - $313K
|
24K
$1.09M
|
|
|
Jan 15, 2026
Q4 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-252- 2.23% |
$11.2K - $11.9K
|
11K
$503K
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-1.92K- 4.06% |
$85.5K - $90.8K
|
45.4K
$2.07M
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
713New |
$31.7K - $33.7K
|
713
$32.5K
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
85.7KNew |
$3.81M - $4.05M
|
85.7K
$3.9M
|
|
|
Jan 14, 2026
Q4 2025
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-510- 8.87% |
$22.7K - $24.1K
|
5.24K
$239K
|
|
|
Jan 14, 2026
Q4 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-3.93K- 15.35% |
$175K - $186K
|
21.7K
$987K
|
|
|
Jan 14, 2026
Q4 2025
|
Lee Kelleher Wealth Management
Fulton, MD |
SELL
|
- |
-3.62K- 11.07% |
$161K - $171K
|
29K
$1.32M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
39K+ 2.37% |
$1.74M - $1.84M
|
1.68M
$76.7M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
3.4K+ 5.86% |
$151K - $161K
|
61.5K
$2.8M
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-34- 33.33% |
$1.51K - $1.61K
|
68
$3.1K
|
|
|
Jan 14, 2026
Q4 2025
|
Clarus Wealth Advisors
|
SELL
|
- |
-227- 0.35% |
$10.1K - $10.7K
|
65.2K
$2.97M
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Financial Planning LLC
|
SELL
|
- |
-126- 2.4% |
$5.61K - $5.95K
|
5.12K
$233K
|
|
|
Jan 14, 2026
Q4 2025
|
Act Advisors, Llc.
|
SELL
|
- |
-231- 2.24% |
$10.3K - $10.9K
|
10.1K
$460K
|
|
|
Jan 14, 2026
Q4 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
567+ 124.89% |
$25.2K - $26.8K
|
1.02K
$46.5K
|
|
|
Jan 14, 2026
Q4 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-107- 2.33% |
$4.76K - $5.06K
|
4.49K
$205K
|
|
|
Jan 14, 2026
Q4 2025
|
Defined Wealth Management, LLC
|
SELL
|
- |
-314- 0.72% |
$14K - $14.8K
|
43.2K
$1.97M
|
|
|
Jan 14, 2026
Q4 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
8.95K+ 5.42% |
$399K - $423K
|
174K
$7.94M
|
|
|
Jan 14, 2026
Q4 2025
|
Sherman Wealth Management LLC
Gaithersburg, MD |
BUY
|
- |
80+ 1.28% |
$3.56K - $3.78K
|
6.35K
$289K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.88K+ 5.43% |
$83.5K - $88.6K
|
36.4K
$1.66M
|
|
|
Jan 13, 2026
Q4 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-3.28K- 38.49% |
$146K - $155K
|
5.24K
$239K
|
|
|
Jan 13, 2026
Q4 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-591- 3.14% |
$26.3K - $27.9K
|
18.2K
$831K
|
|
|
Jan 13, 2026
Q4 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
1.71K+ 3.33% |
$76.3K - $81K
|
53.2K
$2.42M
|
|
|
Jan 13, 2026
Q4 2025
|
Ifg Advisors, LLC
|
SELL
|
- |
-152- 0.33% |
$6.77K - $7.18K
|
46K
$2.09M
|
|
|
Jan 13, 2026
Q4 2025
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
390+ 2.51% |
$17.4K - $18.4K
|
15.9K
$725K
|
|
|
Jan 13, 2026
Q4 2025
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-1.74K- 27.67% |
$77.7K - $82.4K
|
4.56K
$208K
|
|
|
Jan 13, 2026
Q4 2025
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-604K- 71.97% |
$26.9M - $28.5M
|
235K
$10.7M
|
|
|
Jan 13, 2026
Q4 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
806+ 2.15% |
$35.9K - $38.1K
|
38.2K
$1.74M
|
|
|
Jan 13, 2026
Q4 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-19.8K- 16.36% |
$881K - $935K
|
101K
$4.61M
|
|
|
Jan 13, 2026
Q4 2025
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-430- 2.63% |
$19.1K - $20.3K
|
15.9K
$726K
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
52.3K+ 4.27% |
$2.33M - $2.47M
|
1.28M
$58.2M
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
127+ 8.87% |
$5.66K - $6K
|
1.56K
$71K
|
|
|
Jan 13, 2026
Q4 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
2.93K+ 3.83% |
$131K - $139K
|
79.6K
$3.63M
|
|
|
Jan 12, 2026
Q4 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
3.99K+ 7.78% |
$178K - $189K
|
55.3K
$2.52M
|
|
|
Jan 12, 2026
Q4 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
425K+ 237.69% |
$18.9M - $20.1M
|
604K
$27.5M
|
|
|
Jan 12, 2026
Q4 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
747+ 7.74% |
$33.3K - $35.3K
|
10.4K
$473K
|
|
|
Jan 12, 2026
Q4 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-4.21K- 10.35% |
$188K - $199K
|
36.5K
$1.66M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
25.5K+ 3.54% |
$1.14M - $1.21M
|
747K
$34M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
48.8K+ 6.62% |
$2.17M - $2.31M
|
786K
$35.8M
|
|