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 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
56.3KNew |
$1.99M - $2.4M
|
56.3K
$2.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
38.1K+ 92.25% |
$1.35M - $1.63M
|
79.4K
$3.67M
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
5.64KNew |
$199K - $241K
|
5.64K
$261K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
8.33K+ 3.34% |
$295K - $356K
|
257K
$11.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
127K+ 17.02% |
$4.47M - $5.4M
|
870K
$40.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Vantage Investment Partners, LLC
|
BUY
|
- |
80+ 1.02% |
$2.83K - $3.41K
|
7.91K
$365K
|
|
|
Jul 22, 2025
Q2 2025
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
10.1KNew |
$357K - $431K
|
10.1K
$466K
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-5.32K- 6.97% |
$188K - $227K
|
71.1K
$3.28M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-369K- 47.82% |
$13M - $15.7M
|
402K
$18.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
SELL
|
- |
-1.09K- 15.37% |
$38.5K - $46.5K
|
6K
$277K
|
|
|
Jul 22, 2025
Q2 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-4.15K- 10.22% |
$147K - $177K
|
36.5K
$1.69M
|
|
|
Jul 22, 2025
Q2 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
1.1K+ 2.7% |
$39K - $47.1K
|
42K
$1.94M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
273+ 1.62% |
$9.65K - $11.7K
|
17.1K
$792K
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
SELL
|
- |
-2.62K- 4.64% |
$92.5K - $112K
|
53.8K
$2.48M
|
|
|
Jul 21, 2025
Q2 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-6.64K- 26.38% |
$235K - $284K
|
18.5K
$857K
|
|
|
Jul 21, 2025
Q2 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
1.69K+ 6.98% |
$59.7K - $72K
|
25.9K
$1.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
46.4K+ 7.51% |
$1.64M - $1.98M
|
664K
$30.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-61- 0.58% |
$2.16K - $2.6K
|
10.4K
$479K
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-19.4K- 17.1% |
$688K - $830K
|
94.3K
$4.36M
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
BUY
|
- |
17.9K+ 10.48% |
$632K - $764K
|
189K
$8.72M
|
|
|
Jul 21, 2025
Q2 2025
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
13.3K+ 11.21% |
$471K - $568K
|
132K
$6.11M
|
|
|
Jul 21, 2025
Q2 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-500- 7.43% |
$17.7K - $21.3K
|
6.23K
$288K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-358- 73.97% |
$12.7K - $15.3K
|
126
$5.82K
|
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-6.59K- 36.0% |
$233K - $281K
|
11.7K
$541K
|
|
|
Jul 21, 2025
Q2 2025
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-9.05K- 11.59% |
$320K - $386K
|
69K
$3.19M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
4.78K+ 38.67% |
$169K - $204K
|
17.1K
$792K
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
5.26KNew |
$186K - $224K
|
5.26K
$243K
|
|
|
Jul 21, 2025
Q2 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
14.6K+ 7.18% |
$515K - $622K
|
218K
$10.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.62K- 35.4% |
$128K - $155K
|
6.61K
$305K
|
|
|
Jul 21, 2025
Q2 2025
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
2+ 0.02% |
$70.7 - $85.4
|
11.2K
$518K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-142- 0.49% |
$5.02K - $6.06K
|
28.6K
$1.32M
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Insights, Inc.
|
BUY
|
- |
9.58K+ 4.74% |
$339K - $409K
|
212K
$9.78M
|
|
|
Jul 21, 2025
Q2 2025
|
Stanich Group LLC
Montauk, NY |
SELL
|
- |
-503- 9.68% |
$17.8K - $21.5K
|
4.69K
$217K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-4.38K- 0.52% |
$155K - $187K
|
844K
$39M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-142K- 47.9% |
$5.01M - $6.05M
|
154K
$7.12M
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-157- 6.67% |
$5.55K - $6.7K
|
2.2K
$102K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-31- 96.88% |
$1.1K - $1.32K
|
1
$46.2
|
|
|
Jul 18, 2025
Q2 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
11.7KNew |
$414K - $499K
|
11.7K
$541K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-20.9K- 6.88% |
$740K - $893K
|
283K
$13.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
2.92K+ 7.38% |
$103K - $125K
|
42.5K
$1.96M
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
15.3K+ 165.04% |
$540K - $652K
|
24.5K
$1.13M
|
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
12.2K+ 9.75% |
$432K - $522K
|
138K
$6.36M
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
66.4K+ 16.14% |
$2.35M - $2.84M
|
478K
$22.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
164K+ 5.45% |
$5.78M - $6.98M
|
3.17M
$146M
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
3.62K+ 7.09% |
$128K - $155K
|
54.8K
$2.53M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-119- 88.15% |
$4.21K - $5.08K
|
16
$739
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-19.8K- 91.91% |
$699K - $844K
|
1.74K
$80.5K
|
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 0.34% |
$70.7 - $85.4
|
596
$27.5K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
1+ 0.29% |
$35.4 - $42.7
|
345
$15.9K
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-2.84K- 18.7% |
$100K - $121K
|
12.3K
$570K
|