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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
SELL
|
- |
-23.6K- 36.3% |
$834K - $1.01M
|
41.4K
$1.91M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.47M+ 128.5% |
$52M - $62.8M
|
2.61M
$121M
|
|
|
Aug 14, 2025
Q2 2025
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
8.73K+ 78.06% |
$309K - $373K
|
19.9K
$920K
|
|
|
Aug 14, 2025
Q2 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
31+ 0.3% |
$1.1K - $1.32K
|
10.5K
$486K
|
|
|
Aug 14, 2025
Q2 2025
|
Scott Marsh Financial, LLC
Millcreek, UT |
BUY
|
- |
10.1KNew |
$358K - $432K
|
10.1K
$468K
|
|
|
Aug 14, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-31.3K- 74.81% |
$1.11M - $1.33M
|
10.5K
$486K
|
|
|
Aug 14, 2025
Q2 2025
|
Nikulski Financial, Inc.
|
SELL
|
- |
-972- 3.0% |
$34.4K - $41.5K
|
31.5K
$1.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
33.1K+ 21.46% |
$1.17M - $1.41M
|
187K
$8.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-203- 3.17% |
$7.18K - $8.66K
|
6.2K
$286K
|
|
|
Aug 14, 2025
Q2 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
5.68K+ 13.56% |
$201K - $243K
|
47.6K
$2.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
74.4K+ 151.86% |
$2.63M - $3.18M
|
123K
$5.7M
|
|
|
Aug 14, 2025
Q2 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
4.78KNew |
$169K - $204K
|
4.78K
$221K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-13.3K- 23.1% |
$471K - $568K
|
44.3K
$2.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
6.52KNew |
$230K - $278K
|
6.52K
$301K
|
|
|
Aug 14, 2025
Q2 2025
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
5+ 0.09% |
$177 - $213
|
5.55K
$256K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-464- 0.4% |
$16.4K - $19.8K
|
116K
$5.36M
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-99- 19.88% |
$3.5K - $4.23K
|
399
$18.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
75.8K+ 5.72% |
$2.68M - $3.24M
|
1.4M
$64.8M
|
|
|
Aug 13, 2025
Q2 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-440- 2.24% |
$15.6K - $18.8K
|
19.2K
$889K
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-2.29K- 4.31% |
$80.9K - $97.7K
|
50.8K
$2.35M
|
|
|
Aug 13, 2025
Q2 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-1.6K- 7.89% |
$56.7K - $68.5K
|
18.7K
$865K
|
|
|
Aug 13, 2025
Q2 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
2.93K+ 0.79% |
$104K - $125K
|
373K
$17.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-6.33K- 9.71% |
$224K - $270K
|
58.8K
$2.72M
|
|
|
Aug 13, 2025
Q2 2025
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-37.1K- 87.59% |
$1.31M - $1.58M
|
5.26K
$243K
|
|
|
Aug 13, 2025
Q2 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
1.08K+ 2.38% |
$38.2K - $46.1K
|
46.5K
$2.15M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
5.34KNew |
$189K - $228K
|
5.34K
$247K
|
|
|
Aug 13, 2025
Q2 2025
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-2.99K- 9.73% |
$106K - $127K
|
27.7K
$1.28M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-20.2K- 28.74% |
$714K - $863K
|
50.1K
$2.32M
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
792+ 12.88% |
$28K - $33.8K
|
6.94K
$321K
|
|
|
Aug 13, 2025
Q2 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
22.6K+ 18.25% |
$797K - $963K
|
146K
$6.75M
|
|
|
Aug 13, 2025
Q2 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
SELL
|
- |
-922- 0.61% |
$32.6K - $39.4K
|
151K
$6.96M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
3.45K+ 27.37% |
$122K - $147K
|
16K
$741K
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
SELL
|
- |
-3.47K- 4.53% |
$123K - $148K
|
73.2K
$3.38M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
13.6K+ 77.03% |
$480K - $579K
|
31.2K
$1.44M
|
|
|
Aug 13, 2025
Q2 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
1.86K+ 6.33% |
$65.8K - $79.4K
|
31.3K
$1.45M
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
BUY
|
- |
327+ 4.74% |
$11.6K - $14K
|
7.23K
$334K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
19.2K+ 19.27% |
$678K - $819K
|
119K
$5.49M
|
|
|
Aug 13, 2025
Q2 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
142KNew |
$5.01M - $6.05M
|
142K
$6.55M
|
|
|
Aug 13, 2025
Q2 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
1.09K+ 0.91% |
$38.6K - $46.6K
|
121K
$5.59M
|
|
|
Aug 13, 2025
Q2 2025
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
14.6K+ 13.39% |
$517K - $624K
|
124K
$5.72M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-40- 0.37% |
$1.41K - $1.71K
|
10.8K
$498K
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-4.24K- 9.71% |
$150K - $181K
|
39.4K
$1.82M
|
|
|
Aug 13, 2025
Q2 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-1.16K- 2.96% |
$41K - $49.6K
|
38K
$1.76M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.66K+ 27.57% |
$58.7K - $70.8K
|
7.68K
$355K
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
7.79K+ 15.48% |
$275K - $332K
|
58.1K
$2.68M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-517K- 46.44% |
$18.3M - $22.1M
|
597K
$27.6M
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
220+ 3.42% |
$7.78K - $9.39K
|
6.65K
$307K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.72K+ 47.92% |
$238K - $287K
|
20.7K
$959K
|
|
|
Aug 13, 2025
Q2 2025
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-75- 1.5% |
$2.65K - $3.2K
|
4.91K
$227K
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
SELL
|
- |
-11K- 9.56% |
$389K - $470K
|
104K
$4.81M
|