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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
12.1K+ 9.5% |
$484K - $566K
|
139K
$6.13M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
30+ 0.33% |
$1.2K - $1.4K
|
9.17K
$403K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-16.7K- 71.43% |
$667K - $780K
|
6.67K
$293K
|
|
|
Apr 16, 2025
Q1 2025
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-18.8K- 20.2% |
$751K - $878K
|
74.1K
$3.26M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
13.4K+ 12.6% |
$537K - $627K
|
120K
$5.27M
|
|
|
Apr 15, 2025
Q1 2025
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
81+ 0.39% |
$3.24K - $3.79K
|
20.7K
$913K
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
150K+ 2316.59% |
$6M - $7.02M
|
156K
$6.88M
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
255+ 4.96% |
$10.2K - $11.9K
|
5.4K
$238K
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
33+ 41.25% |
$1.32K - $1.54K
|
113
$4.97K
|
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-1.77K- 15.38% |
$70.9K - $82.9K
|
9.74K
$429K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-5.68K- 12.55% |
$227K - $266K
|
39.6K
$1.74M
|
|
|
Apr 15, 2025
Q1 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
1.66K+ 4.8% |
$66.6K - $77.8K
|
36.3K
$1.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
7.11K+ 11.26% |
$285K - $333K
|
70.2K
$3.09M
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-5.65K- 37.96% |
$226K - $264K
|
9.23K
$406K
|
|
|
Apr 14, 2025
Q1 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
5.37K+ 9.01% |
$215K - $251K
|
65K
$2.86M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
4.43K+ 25.85% |
$177K - $207K
|
21.6K
$949K
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
7.08K+ 7.87% |
$283K - $331K
|
97.1K
$4.27M
|
|
|
Apr 14, 2025
Q1 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-3.89K- 3.05% |
$156K - $182K
|
124K
$5.44M
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-1- 1.3% |
$40 - $46.8
|
76
$3.34K
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
58.4K+ 5.5% |
$2.34M - $2.73M
|
1.12M
$49.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Prairie Sky Financial Group LLC
Westchester, IL |
SELL
|
- |
-682- 1.5% |
$27.3K - $31.9K
|
44.8K
$1.97M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-59.6K- 97.55% |
$2.38M - $2.79M
|
1.5K
$65.9K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-28- 0.2% |
$1.12K - $1.31K
|
13.8K
$606K
|
|
|
Apr 11, 2025
Q1 2025
|
Horizon Wealth Management, LLC
|
BUY
|
- |
128+ 1.01% |
$5.12K - $5.99K
|
12.8K
$563K
|
|
|
Apr 11, 2025
Q1 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
220+ 0.37% |
$8.81K - $10.3K
|
60.1K
$2.64M
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
12.2K+ 36.69% |
$488K - $571K
|
45.5K
$2M
|
|
|
Apr 11, 2025
Q1 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
SELL
|
- |
-716- 2.9% |
$28.7K - $33.5K
|
24K
$1.05M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-218- 1.91% |
$8.73K - $10.2K
|
11.2K
$492K
|
|
|
Apr 11, 2025
Q1 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-3.81K- 20.11% |
$153K - $178K
|
15.1K
$666K
|
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-6.79K- 46.36% |
$272K - $318K
|
7.86K
$346K
|
|
|
Apr 11, 2025
Q1 2025
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
7.53K+ 2.0% |
$301K - $353K
|
385K
$16.9M
|
|
|
Apr 11, 2025
Q1 2025
|
Compton Financial Group, LLC
|
BUY
|
- |
558KNew |
$22.3M - $26.1M
|
558K
$24.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-663- 10.21% |
$26.5K - $31K
|
5.83K
$257K
|
|
|
Apr 10, 2025
Q1 2025
|
Leverty Financial Group, LLC
|
BUY
|
- |
6.49KNew |
$260K - $304K
|
6.49K
$285K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
247+ 2.99% |
$9.89K - $11.6K
|
8.51K
$374K
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
BUY
|
- |
8.39KNew |
$336K - $393K
|
8.39K
$369K
|
|
|
Apr 09, 2025
Q1 2025
|
International City Management Association Retirement Corp
Washington, DC |
BUY
|
- |
162KNew |
$6.47M - $7.57M
|
162K
$7.11M
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-4.76K- 34.86% |
$191K - $223K
|
8.9K
$391K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-9.43K- 7.06% |
$378K - $441K
|
124K
$5.46M
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
SELL
|
- |
-690- 1.36% |
$27.6K - $32.3K
|
50K
$2.2M
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
BUY
|
- |
522+ 6.96% |
$20.9K - $24.4K
|
8.02K
$353K
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
2.15K+ 44.14% |
$86.2K - $101K
|
7.03K
$309K
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
56.7KNew |
$2.27M - $2.66M
|
56.7K
$2.5M
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-200- 33.33% |
$8.01K - $9.36K
|
400
$17.6K
|
|
| Q4 2024 | |||||||
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
20New |
$887 - $991
|
20
$880
|
|
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.57K+ 2.7% |
$69.6K - $77.8K
|
59.8K
$2.63M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-157K- 10.19% |
$6.95M - $7.77M
|
1.38M
$60.8M
|
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
80New |
$3.55K - $3.96K
|
80
$3.52K
|
|
|
Apr 17, 2025
Q4 2024
|
Lee Kelleher Wealth Management
Fulton, MD |
BUY
|
- |
32.6KNew |
$1.45M - $1.62M
|
32.6K
$1.44M
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
28New |
$1.24K - $1.39K
|
28
$1.23K
|
|