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 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-5.02K- 28.74% |
$178K - $214K
|
12.5K
$548K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.61K+ 23.41% |
$92.2K - $111K
|
13.7K
$605K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-998K- 60.98% |
$35.3M - $42.6M
|
638K
$28.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-371- 13.45% |
$13.1K - $15.8K
|
2.39K
$105K
|
|
|
Jul 25, 2025
Q2 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
2.39K+ 0.54% |
$84.5K - $102K
|
446K
$19.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
88+ 0.04% |
$3.11K - $3.76K
|
210K
$9.24M
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
4.7KNew |
$166K - $200K
|
4.7K
$207K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-13.6K- 27.57% |
$481K - $580K
|
35.7K
$1.57M
|
|
|
Jul 24, 2025
Q2 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
487+ 6.86% |
$17.2K - $20.8K
|
7.59K
$334K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-7.65K- 15.87% |
$270K - $326K
|
40.5K
$1.78M
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-14.3K- 4.19% |
$504K - $609K
|
326K
$14.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-674- 6.79% |
$23.8K - $28.8K
|
9.25K
$407K
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
200New |
$7.07K - $8.54K
|
200
$8.8K
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-983- 1.3% |
$34.7K - $42K
|
74.5K
$3.28M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-3.61K- 85.52% |
$128K - $154K
|
611
$26.9K
|
|
|
Jul 24, 2025
Q2 2025
|
Wealth Management Resources, Inc.
|
BUY
|
- |
10.3K+ 12.74% |
$365K - $441K
|
91.4K
$4.02M
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
83+ 6.53% |
$2.93K - $3.54K
|
1.36K
$59.6K
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-43.7K- 11.37% |
$1.54M - $1.86M
|
340K
$15M
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
533New |
$18.8K - $22.7K
|
533
$23.4K
|
|
|
Jul 24, 2025
Q2 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
12.1K+ 60.01% |
$426K - $515K
|
32.2K
$1.41M
|
|
|
Jul 24, 2025
Q2 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
638+ 4.06% |
$22.6K - $27.2K
|
16.3K
$719K
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
84+ 5.61% |
$2.97K - $3.59K
|
1.58K
$69.6K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
12.2K+ 131.17% |
$431K - $520K
|
21.5K
$945K
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-5.01K- 11.64% |
$177K - $214K
|
38K
$1.67M
|
|
|
Jul 24, 2025
Q2 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
2.66K+ 14.16% |
$93.9K - $113K
|
21.4K
$942K
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
7.64K+ 39.26% |
$270K - $326K
|
27.1K
$1.19M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
841+ 18.93% |
$29.7K - $35.9K
|
5.28K
$232K
|
|
|
Jul 23, 2025
Q2 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
5+ 3.47% |
$177 - $213
|
149
$6.55K
|
|
|
Jul 23, 2025
Q2 2025
|
626 Financial, LLC
|
BUY
|
- |
23.3K+ 26.87% |
$822K - $992K
|
110K
$4.83M
|
|
|
Jul 23, 2025
Q2 2025
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-484- 0.76% |
$17.1K - $20.7K
|
63.1K
$2.78M
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-2.21K- 18.73% |
$78.3K - $94.5K
|
9.6K
$422K
|
|
|
Jul 23, 2025
Q2 2025
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-2.53K- 14.15% |
$89.5K - $108K
|
15.4K
$676K
|
|
|
Jul 23, 2025
Q2 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
3+ 0.04% |
$106 - $128
|
7.77K
$342K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
6+ 0.17% |
$212 - $256
|
3.62K
$159K
|
|
|
Jul 23, 2025
Q2 2025
|
Center For Asset Management LLC
|
BUY
|
- |
670+ 10.31% |
$23.7K - $28.6K
|
7.17K
$315K
|
|
|
Jul 23, 2025
Q2 2025
|
Louisiana State Employees Retirement System
|
BUY
|
- |
63K+ 138.77% |
$2.23M - $2.69M
|
108K
$4.77M
|
|
|
Jul 23, 2025
Q2 2025
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
21.9K+ 8.15% |
$774K - $934K
|
291K
$12.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-7.64K- 22.12% |
$270K - $326K
|
26.9K
$1.18M
|
|
|
Jul 23, 2025
Q2 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
14.8KNew |
$524K - $633K
|
14.8K
$652K
|
|
|
Jul 23, 2025
Q2 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
2.83K+ 21.35% |
$100K - $121K
|
16.1K
$709K
|
|
|
Jul 23, 2025
Q2 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
2.01K+ 8.5% |
$71K - $85.7K
|
25.6K
$1.13M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
416K+ 7.11% |
$14.7M - $17.7M
|
6.26M
$276M
|
|
|
Jul 23, 2025
Q2 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
4.37K+ 18.9% |
$154K - $186K
|
27.5K
$1.21M
|
|
|
Jul 23, 2025
Q2 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
SELL
|
- |
-6.82K- 15.39% |
$241K - $291K
|
37.5K
$1.65M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-62.7K- 80.7% |
$2.22M - $2.67M
|
15K
$659K
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
BUY
|
- |
14.8K+ 103.76% |
$521K - $630K
|
29K
$1.27M
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
1+ 0.69% |
$35.4 - $42.7
|
145
$6.38K
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
BUY
|
- |
1.2K+ 5.13% |
$42.4K - $51.2K
|
24.6K
$1.08M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
SELL
|
- |
-169- 3.19% |
$5.97K - $7.21K
|
5.13K
$226K
|
|
|
Jul 22, 2025
Q2 2025
|
Private Wealth Group, LLC
|
SELL
|
- |
-30.8K- 17.0% |
$1.09M - $1.32M
|
150K
$6.62M
|