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 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-8.32K- 10.05% |
$294K - $355K
|
74.5K
$3.44M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
6.04K+ 44.49% |
$213K - $258K
|
19.6K
$906K
|
|
|
Jul 09, 2025
Q2 2025
|
Defined Wealth Management, LLC
|
SELL
|
- |
-146- 0.34% |
$5.16K - $6.23K
|
43.3K
$2M
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-3.29K- 6.09% |
$116K - $140K
|
50.7K
$2.34M
|
|
|
Jul 09, 2025
Q2 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-642- 3.18% |
$22.7K - $27.4K
|
19.6K
$903K
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-527- 8.29% |
$18.6K - $22.5K
|
5.83K
$269K
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-15.7K- 70.1% |
$554K - $669K
|
6.68K
$309K
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
SELL
|
- |
-47- 0.31% |
$1.66K - $2.01K
|
15K
$695K
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-48- 0.9% |
$1.7K - $2.05K
|
5.27K
$243K
|
|
|
Jul 09, 2025
Q2 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
48.6KNew |
$1.72M - $2.08M
|
48.6K
$2.25M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
35.2K+ 12.19% |
$1.24M - $1.5M
|
324K
$15M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
107K+ 17.57% |
$3.79M - $4.57M
|
717K
$33.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-3.44K- 30.28% |
$121K - $147K
|
7.92K
$366K
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-27.1K- 43.91% |
$959K - $1.16M
|
34.7K
$1.6M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
31.5K+ 585.12% |
$1.11M - $1.34M
|
36.9K
$1.7M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
136+ 0.6% |
$4.81K - $5.8K
|
22.7K
$1.05M
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
41+ 0.44% |
$1.45K - $1.75K
|
9.43K
$436K
|
|
|
Jul 08, 2025
Q2 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
36.1KNew |
$1.28M - $1.54M
|
36.1K
$1.67M
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-857- 7.27% |
$30.3K - $36.6K
|
10.9K
$505K
|
|
|
Jul 08, 2025
Q2 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
58+ 0.35% |
$2.05K - $2.48K
|
16.6K
$767K
|
|
|
Jul 08, 2025
Q2 2025
|
Range Financial Group LLC
|
SELL
|
- |
-1.41K- 4.72% |
$49.8K - $60.1K
|
28.4K
$1.31M
|
|
|
Jul 07, 2025
Q2 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
18.4K+ 7.14% |
$651K - $786K
|
276K
$12.8M
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
13.8K+ 2.02% |
$488K - $589K
|
696K
$32.2M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
796+ 110.4% |
$28.1K - $34K
|
1.52K
$70.1K
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
1KNew |
$35.4K - $42.7K
|
1K
$46.2K
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
5.04KNew |
$178K - $215K
|
5.04K
$233K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-174- 12.76% |
$6.15K - $7.43K
|
1.19K
$55K
|
|
|
Jul 03, 2025
Q2 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-3.41K- 9.01% |
$120K - $145K
|
34.4K
$1.59M
|
|
|
Jul 02, 2025
Q2 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
159K+ 23.82% |
$5.63M - $6.79M
|
827K
$38.2M
|
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
23+ 0.42% |
$813 - $982
|
5.44K
$251K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-3.76K- 22.4% |
$133K - $161K
|
13K
$602K
|
|
|
Jul 02, 2025
Q2 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
38.2K+ 11.38% |
$1.35M - $1.63M
|
374K
$17.3M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2.56K+ 27.22% |
$90.5K - $109K
|
12K
$553K
|
|
|
Jul 01, 2025
Q2 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
20.2KNew |
$713K - $861K
|
20.2K
$933K
|
|
| Q1 2025 | |||||||
|
Sep 15, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-500K- 8.13% |
$20M - $23.4M
|
5.65M
$261M
|
|
|
Aug 15, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
3.52K+ 7.02% |
$141K - $165K
|
53.6K
$2.47M
|
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-3.71K- 10.33% |
$148K - $174K
|
32.2K
$1.49M
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
97New |
$3.88K - $4.54K
|
97
$4.48K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
144New |
$5.76K - $6.74K
|
144
$6.65K
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
174New |
$6.97K - $8.14K
|
174
$8.04K
|
|
|
May 21, 2025
Q1 2025
|
Main Line Retirement Advisors, LLC
Radnor, PA |
SELL
|
- |
-61- 0.98% |
$2.44K - $2.86K
|
6.18K
$285K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
1.84KNew |
$73.5K - $85.9K
|
1.84K
$84.8K
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
87+ 1.24% |
$3.48K - $4.07K
|
7.13K
$329K
|
|
|
May 15, 2025
Q1 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
7.71KNew |
$309K - $361K
|
7.71K
$356K
|
|
|
May 15, 2025
Q1 2025
|
Shapiro Capital Management LLC
Atlanta, GA |
SELL
|
- |
-15.5K- 73.81% |
$620K - $726K
|
5.5K
$254K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.03K- 2.7% |
$41.3K - $48.3K
|
37.3K
$1.72M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
19.6K+ 12.04% |
$784K - $917K
|
182K
$8.43M
|
|
|
May 15, 2025
Q1 2025
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
37.1KNew |
$1.49M - $1.74M
|
37.1K
$1.71M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
42+ 0.12% |
$1.68K - $1.97K
|
36.1K
$1.67M
|
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-16- 0.17% |
$640 - $749
|
9.38K
$433K
|
|