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 12, 2025
Q3 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
6.82KNew |
$288K - $322K
|
6.82K
$311K
|
|
|
Nov 12, 2025
Q3 2025
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
4.44KNew |
$188K - $209K
|
4.44K
$202K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
4.99K+ 98.71% |
$211K - $235K
|
10K
$458K
|
|
|
Nov 12, 2025
Q3 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
1.39K+ 10.12% |
$58.7K - $65.5K
|
15.1K
$689K
|
|
|
Nov 12, 2025
Q3 2025
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
77.2K+ 283.12% |
$3.26M - $3.64M
|
104K
$4.76M
|
|
|
Nov 12, 2025
Q3 2025
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-303- 2.42% |
$12.8K - $14.3K
|
12.2K
$557K
|
|
|
Nov 12, 2025
Q3 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-3.06K- 16.35% |
$129K - $144K
|
15.7K
$714K
|
|
|
Nov 12, 2025
Q3 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-236- 1.55% |
$9.97K - $11.1K
|
14.9K
$681K
|
|
|
Nov 12, 2025
Q3 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
3.75K+ 52.2% |
$159K - $177K
|
10.9K
$498K
|
|
|
Nov 12, 2025
Q3 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
SELL
|
- |
-537- 67.13% |
$22.7K - $25.3K
|
263
$12K
|
|
|
Nov 12, 2025
Q3 2025
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-298- 1.49% |
$12.6K - $14.1K
|
19.7K
$898K
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
554+ 1.55% |
$23.4K - $26.1K
|
36.3K
$1.65M
|
|
|
Nov 12, 2025
Q3 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
21.2K+ 3.77% |
$896K - $1M
|
583K
$26.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-81.4K- 47.2% |
$3.44M - $3.84M
|
91K
$4.15M
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-216K- 78.17% |
$9.13M - $10.2M
|
60.3K
$2.75M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
31K+ 5.86% |
$1.31M - $1.46M
|
560K
$25.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-456- 16.26% |
$19.3K - $21.5K
|
2.35K
$107K
|
|
|
Nov 12, 2025
Q3 2025
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-6.22K- 10.45% |
$263K - $293K
|
53.3K
$2.43M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.8K+ 19.88% |
$287K - $321K
|
41K
$1.87M
|
|
|
Nov 12, 2025
Q3 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
4.99KNew |
$211K - $235K
|
4.99K
$227K
|
|
|
Nov 12, 2025
Q3 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-16- 0.27% |
$676 - $755
|
5.9K
$269K
|
|
|
Nov 12, 2025
Q3 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
4.91KNew |
$208K - $232K
|
4.91K
$224K
|
|
|
Nov 12, 2025
Q3 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
244+ 3.67% |
$10.3K - $11.5K
|
6.9K
$314K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
36.6K+ 53.9% |
$1.55M - $1.72M
|
104K
$4.76M
|
|
|
Nov 12, 2025
Q3 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
12K+ 53.3% |
$506K - $565K
|
34.5K
$1.57M
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-4.47K- 8.81% |
$189K - $211K
|
46.2K
$2.11M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
7.39K+ 7.63% |
$312K - $349K
|
104K
$4.75M
|
|
|
Nov 12, 2025
Q3 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-9.95K- 39.48% |
$420K - $469K
|
15.2K
$695K
|
|
|
Nov 12, 2025
Q3 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-92- 68.66% |
$3.89K - $4.34K
|
42
$1.91K
|
|
|
Nov 12, 2025
Q3 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
54.8K+ 38.98% |
$2.32M - $2.58M
|
195K
$8.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Maseco LLP
London, |
BUY
|
- |
1New |
$42.3 - $47.2
|
1
$45.6
|
|
|
Nov 12, 2025
Q3 2025
|
Mengis Capital Management, Inc.
|
BUY
|
- |
510+ 5.51% |
$21.6K - $24.1K
|
9.76K
$445K
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-13.7K- 37.01% |
$580K - $648K
|
23.4K
$1.06M
|
|
|
Nov 12, 2025
Q3 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
37.1KNew |
$1.57M - $1.75M
|
37.1K
$1.69M
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-162- 0.32% |
$6.85K - $7.64K
|
50.7K
$2.31M
|
|
|
Nov 12, 2025
Q3 2025
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
5KNew |
$211K - $236K
|
5K
$228K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.23M+ 9.51% |
$94.1M - $105M
|
25.6M
$1.17B
|
|
|
Nov 12, 2025
Q3 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-117- 1.75% |
$4.94K - $5.52K
|
6.57K
$300K
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
6.12KNew |
$258K - $288K
|
6.12K
$279K
|
|
|
Nov 12, 2025
Q3 2025
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-941- 6.13% |
$39.8K - $44.4K
|
14.4K
$657K
|
|
|
Nov 12, 2025
Q3 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-180- 1.8% |
$7.61K - $8.49K
|
9.8K
$447K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
98.5K+ 9.52% |
$4.16M - $4.64M
|
1.13M
$51.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-9.3K- 17.86% |
$393K - $439K
|
42.8K
$1.95M
|
|
|
Nov 12, 2025
Q3 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
371+ 6.34% |
$15.7K - $17.5K
|
6.23K
$284K
|
|
|
Nov 12, 2025
Q3 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
6.42KNew |
$271K - $303K
|
6.42K
$293K
|
|
|
Nov 12, 2025
Q3 2025
|
Blueprint Financial Advisors LLC
Greensboto, NC |
BUY
|
- |
17.7KNew |
$749K - $836K
|
17.7K
$808K
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
82.4KNew |
$3.48M - $3.88M
|
82.4K
$3.75M
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-807- 4.99% |
$34.1K - $38.1K
|
15.4K
$699K
|
|
|
Nov 12, 2025
Q3 2025
|
Psi Advisors, LLC
|
BUY
|
- |
27+ 0.49% |
$1.14K - $1.27K
|
5.5K
$251K
|
|
|
Nov 12, 2025
Q3 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
35.5KNew |
$1.5M - $1.67M
|
35.5K
$1.62M
|