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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
6.59K+ 3.53% |
$278K - $311K
|
193K
$8.79M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-3.47K- 2.99% |
$147K - $164K
|
112K
$5.12M
|
|
|
Nov 13, 2025
Q3 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
152K+ 35.77% |
$6.44M - $7.19M
|
578K
$26.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
130New |
$5.49K - $6.13K
|
130
$5.92K
|
|
|
Nov 13, 2025
Q3 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
7.69K+ 27.63% |
$325K - $363K
|
35.5K
$1.62M
|
|
|
Nov 13, 2025
Q3 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-604- 2.96% |
$25.5K - $28.5K
|
19.8K
$901K
|
|
|
Nov 13, 2025
Q3 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-9- 0.13% |
$380 - $424
|
6.98K
$318K
|
|
|
Nov 13, 2025
Q3 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
923+ 10.65% |
$39K - $43.5K
|
9.59K
$437K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-16.9K- 1.86% |
$715K - $798K
|
893K
$40.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-7.18K- 9.19% |
$303K - $338K
|
70.9K
$3.23M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
237K+ 18.54% |
$10M - $11.2M
|
1.51M
$68.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
14K+ 195.1% |
$592K - $661K
|
21.2K
$966K
|
|
|
Nov 13, 2025
Q3 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
3.28K+ 5.65% |
$139K - $155K
|
61.4K
$2.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-5.29K- 11.24% |
$223K - $249K
|
41.8K
$1.9M
|
|
|
Nov 13, 2025
Q3 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
4.62KNew |
$195K - $218K
|
4.62K
$210K
|
|
|
Nov 13, 2025
Q3 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-5.03K- 12.75% |
$213K - $237K
|
34.4K
$1.57M
|
|
|
Nov 13, 2025
Q3 2025
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-61.3K- 84.87% |
$2.59M - $2.89M
|
10.9K
$498K
|
|
|
Nov 13, 2025
Q3 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
17.4K+ 69.17% |
$735K - $820K
|
42.5K
$1.94M
|
|
|
Nov 13, 2025
Q3 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
122+ 0.66% |
$5.16K - $5.75K
|
18.6K
$849K
|
|
|
Nov 13, 2025
Q3 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
4+ 0.01% |
$169 - $189
|
38K
$1.73M
|
|
|
Nov 13, 2025
Q3 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-390- 2.03% |
$16.5K - $18.4K
|
18.9K
$859K
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
526K+ 2.99% |
$22.2M - $24.8M
|
18.1M
$827M
|
|
|
Nov 13, 2025
Q3 2025
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-32.8K- 59.22% |
$1.39M - $1.55M
|
22.6K
$1.03M
|
|
|
Nov 13, 2025
Q3 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
52+ 0.29% |
$2.2K - $2.45K
|
18K
$818K
|
|
|
Nov 13, 2025
Q3 2025
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-3.63K- 3.4% |
$153K - $171K
|
103K
$4.69M
|
|
|
Nov 13, 2025
Q3 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-1- -0.0% |
$42.3 - $47.2
|
30.5K
$1.39M
|
|
|
Nov 13, 2025
Q3 2025
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
16.5K+ 83.0% |
$698K - $779K
|
36.4K
$1.66M
|
|
|
Nov 13, 2025
Q3 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
9.48KNew |
$400K - $447K
|
9.48K
$432K
|
|
|
Nov 13, 2025
Q3 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-155- 1.23% |
$6.55K - $7.31K
|
12.5K
$569K
|
|
|
Nov 13, 2025
Q3 2025
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
19.3K+ 15.56% |
$814K - $908K
|
143K
$6.52M
|
|
|
Nov 13, 2025
Q3 2025
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-2.88K- 66.97% |
$122K - $136K
|
1.42K
$64.7K
|
|
|
Nov 13, 2025
Q3 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
11.2K+ 53.79% |
$472K - $526K
|
31.9K
$1.45M
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-1.27K- 7.29% |
$53.5K - $59.8K
|
16.1K
$734K
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.13K+ 0.98% |
$47.8K - $53.3K
|
117K
$5.32M
|
|
|
Nov 13, 2025
Q3 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
14.7KNew |
$623K - $695K
|
14.7K
$672K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
7New |
$296 - $330
|
7
$319
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
97.5K+ 52.11% |
$4.12M - $4.6M
|
285K
$13M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-2.17K- 7.38% |
$91.6K - $102K
|
27.2K
$1.24M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
5.3KNew |
$224K - $250K
|
5.3K
$241K
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-352- 3.27% |
$14.9K - $16.6K
|
10.4K
$475K
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
61.6KNew |
$2.6M - $2.91M
|
61.6K
$2.81M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
CALL |
5.6KNew |
$237K - $264K
|
5.6K
$255K
|
|
|
Nov 13, 2025
Q3 2025
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-18.3K- 43.86% |
$774K - $864K
|
23.5K
$1.07M
|
|
|
Nov 13, 2025
Q3 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
SELL
|
- |
-384- 2.26% |
$16.2K - $18.1K
|
16.6K
$757K
|
|
|
Nov 13, 2025
Q3 2025
|
Elite Financial, Inc.
Lewiston, ID |
SELL
|
- |
-549- 4.73% |
$23.2K - $25.9K
|
11.1K
$504K
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
736+ 584.13% |
$31.1K - $34.7K
|
862
$39.3K
|
|
|
Nov 12, 2025
Q3 2025
|
Banco Santander, S.A.
|
BUY
|
- |
83.1K+ 16.52% |
$3.51M - $3.92M
|
586K
$26.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
35.1KNew |
$1.48M - $1.65M
|
35.1K
$1.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
4.64K+ 3.84% |
$196K - $219K
|
126K
$5.72M
|
|
|
Nov 12, 2025
Q3 2025
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
2.5K+ 6.27% |
$105K - $118K
|
42.3K
$1.93M
|