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 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
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-113- 23.59% |
$3.99K - $4.82K
|
366
$16.1K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-626- 1.46% |
$22.1K - $26.7K
|
42.1K
$1.85M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
249K+ 18.04% |
$8.81M - $10.6M
|
1.63M
$71.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
7.45K+ 14.78% |
$263K - $318K
|
57.9K
$2.55M
|
|
|
Jul 22, 2025
Q2 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
BUY
|
- |
2.81K+ 6.58% |
$99.2K - $120K
|
45.5K
$2M
|
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
142+ 2.17% |
$5.02K - $6.06K
|
6.69K
$294K
|
|
|
Jul 22, 2025
Q2 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
10.2K+ 4.26% |
$362K - $437K
|
250K
$11M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
45+ 4.83% |
$1.59K - $1.92K
|
977
$43K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-7.28K- 46.09% |
$257K - $311K
|
8.52K
$375K
|
|
|
Jul 22, 2025
Q2 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
4.37K+ 13.35% |
$154K - $187K
|
37.1K
$1.63M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
56.3KNew |
$1.99M - $2.4M
|
56.3K
$2.47M
|
|
|
Jul 22, 2025
Q2 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
38.1K+ 92.25% |
$1.35M - $1.63M
|
79.4K
$3.49M
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
5.64KNew |
$199K - $241K
|
5.64K
$248K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
8.33K+ 3.34% |
$295K - $356K
|
257K
$11.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
127K+ 17.02% |
$4.47M - $5.4M
|
870K
$38.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Vantage Investment Partners, LLC
|
BUY
|
- |
80+ 1.02% |
$2.83K - $3.41K
|
7.91K
$348K
|
|
|
Jul 22, 2025
Q2 2025
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
10.1KNew |
$357K - $431K
|
10.1K
$444K
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-5.32K- 6.97% |
$188K - $227K
|
71.1K
$3.13M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-369K- 47.82% |
$13M - $15.7M
|
402K
$17.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
SELL
|
- |
-1.09K- 15.37% |
$38.5K - $46.5K
|
6K
$264K
|
|
|
Jul 22, 2025
Q2 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-4.15K- 10.22% |
$147K - $177K
|
36.5K
$1.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
1.1K+ 2.7% |
$39K - $47.1K
|
42K
$1.85M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
273+ 1.62% |
$9.65K - $11.7K
|
17.1K
$754K
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
SELL
|
- |
-2.62K- 4.64% |
$92.5K - $112K
|
53.8K
$2.37M
|
|
|
Jul 21, 2025
Q2 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-6.64K- 26.38% |
$235K - $284K
|
18.5K
$816K
|
|
|
Jul 21, 2025
Q2 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
1.69K+ 6.98% |
$59.7K - $72K
|
25.9K
$1.14M
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
46.4K+ 7.51% |
$1.64M - $1.98M
|
664K
$29.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-61- 0.58% |
$2.16K - $2.6K
|
10.4K
$456K
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-19.4K- 17.1% |
$688K - $830K
|
94.3K
$4.15M
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
BUY
|
- |
17.9K+ 10.48% |
$632K - $764K
|
189K
$8.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
13.3K+ 11.21% |
$471K - $568K
|
132K
$5.81M
|
|
|
Jul 21, 2025
Q2 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-500- 7.43% |
$17.7K - $21.3K
|
6.23K
$274K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-358- 73.97% |
$12.7K - $15.3K
|
126
$5.54K
|
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-6.59K- 36.0% |
$233K - $281K
|
11.7K
$515K
|
|
|
Jul 21, 2025
Q2 2025
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-9.05K- 11.59% |
$320K - $386K
|
69K
$3.04M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
4.78K+ 38.67% |
$169K - $204K
|
17.1K
$754K
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
5.26KNew |
$186K - $224K
|
5.26K
$231K
|
|
|
Jul 21, 2025
Q2 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
14.6K+ 7.18% |
$515K - $622K
|
218K
$9.58M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.62K- 35.4% |
$128K - $155K
|
6.61K
$291K
|
|
|
Jul 21, 2025
Q2 2025
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
2+ 0.02% |
$70.7 - $85.4
|
11.2K
$493K
|
|
|
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
$1.26M
|