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 |
|---|---|---|---|---|---|---|---|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
75.7K+ 5.08% |
$2.68M - $3.23M
|
1.57M
$72.4M
|
|
|
Sep 03, 2025
Q2 2025
|
American Trust
Lexington, KY |
BUY
|
- |
17.6KNew |
$620K - $749K
|
17.6K
$811K
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-3.9K- 22.08% |
$138K - $166K
|
13.8K
$636K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
1.88KNew |
$66.3K - $80K
|
1.88K
$86.6K
|
|
|
Aug 28, 2025
Q2 2025
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-1.05K- 19.57% |
$37K - $44.6K
|
4.3K
$199K
|
|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-24.4K- 35.09% |
$861K - $1.04M
|
45.1K
$2.08M
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-270K- 94.13% |
$9.53M - $11.5M
|
16.8K
$777K
|
|
|
Aug 25, 2025
Q2 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
3.78K+ 24.98% |
$134K - $161K
|
18.9K
$874K
|
|
|
Aug 20, 2025
Q2 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
SELL
|
- |
-2.14K- 15.21% |
$75.6K - $91.2K
|
11.9K
$551K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
149+ 114.62% |
$5.27K - $6.36K
|
279
$12.9K
|
|
|
Aug 19, 2025
Q2 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-100- 1.03% |
$3.54K - $4.27K
|
9.61K
$444K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.76K- 27.05% |
$133K - $160K
|
10.1K
$468K
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-28.9K- 49.36% |
$1.02M - $1.23M
|
29.7K
$1.37M
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
809+ 50.31% |
$28.6K - $34.5K
|
2.42K
$112K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
10.6K+ 3.06% |
$376K - $454K
|
358K
$16.5M
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-6.81K- 68.07% |
$241K - $291K
|
3.2K
$148K
|
|
|
Aug 18, 2025
Q2 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-9.63K- 34.31% |
$341K - $411K
|
18.4K
$852K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-67.9K- 1.36% |
$2.4M - $2.9M
|
4.91M
$227M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
93.8K+ 12.23% |
$3.32M - $4M
|
861K
$39.8M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
606K+ 107.62% |
$21.4M - $25.9M
|
1.17M
$54M
|
|
|
Aug 15, 2025
Q2 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
326+ 1.19% |
$11.5K - $13.9K
|
27.6K
$1.28M
|
|
|
Aug 15, 2025
Q2 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
247New |
$8.73K - $10.5K
|
247
$11.4K
|
|
|
Aug 15, 2025
Q2 2025
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-2.53K- 3.86% |
$89.5K - $108K
|
63.1K
$2.92M
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.14K+ 41.79% |
$75.6K - $91.3K
|
7.26K
$336K
|
|
|
Aug 15, 2025
Q2 2025
|
Second Line Capital, LLC
Metairie, LA |
SELL
|
- |
-7- 0.07% |
$247 - $299
|
10.5K
$485K
|
|
|
Aug 15, 2025
Q2 2025
|
1248 Management, LLC
Kansas City, MO |
SELL
|
- |
-37.1K- 24.76% |
$1.31M - $1.58M
|
113K
$5.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
CALL |
-8.5K- 14.55% |
$300K - $363K
|
49.9K
$2.31M
|
|
|
Aug 14, 2025
Q2 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
175K+ 15.74% |
$6.19M - $7.48M
|
1.29M
$59.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
53K+ 100.51% |
$1.87M - $2.26M
|
106K
$4.89M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
209New |
$7.39K - $8.92K
|
209
$9.66K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-1.16M- 47.65% |
$41.1M - $49.6M
|
1.28M
$59M
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
5.02KNew |
$177K - $214K
|
5.02K
$232K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-6.66K- 5.79% |
$236K - $284K
|
108K
$5.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
4+ 0.18% |
$141 - $171
|
2.25K
$104K
|
|
|
Aug 14, 2025
Q2 2025
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-239K- 22.69% |
$8.46M - $10.2M
|
815K
$37.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-674- 8.48% |
$23.8K - $28.8K
|
7.27K
$336K
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
2.88K+ 13.64% |
$102K - $123K
|
24K
$1.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Aldebaran Financial Inc.
|
SELL
|
- |
-139- 0.81% |
$4.91K - $5.93K
|
17.1K
$791K
|
|
|
Aug 14, 2025
Q2 2025
|
Pecaut & Co.
|
SELL
|
- |
-9.35K- 9.31% |
$331K - $399K
|
91.1K
$4.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Redwood Financial Network Corp
|
SELL
|
- |
-90- 0.65% |
$3.18K - $3.84K
|
13.7K
$635K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
34.6K+ 25.18% |
$1.22M - $1.48M
|
172K
$7.96M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
51.7K+ 20.72% |
$1.83M - $2.21M
|
302K
$13.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
71+ 0.4% |
$2.51K - $3.03K
|
17.9K
$827K
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
12.1K+ 4.59% |
$428K - $516K
|
276K
$12.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
SELL
|
- |
-741- 10.54% |
$26.2K - $31.6K
|
6.29K
$291K
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-1.92K- 34.05% |
$68K - $82.1K
|
3.73K
$172K
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
7.06KNew |
$250K - $301K
|
7.06K
$326K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
18.2K+ 2.05% |
$645K - $779K
|
909K
$42M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
75.9K+ 7.7% |
$2.68M - $3.24M
|
1.06M
$49.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
3.79K+ 62.71% |
$134K - $162K
|
9.84K
$455K
|