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 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
10.7K+ 52.95% |
$378K - $457K
|
30.9K
$1.36M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
81.5K+ 37.91% |
$2.88M - $3.48M
|
297K
$13M
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
629+ 13.2% |
$22.2K - $26.8K
|
5.4K
$237K
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
653+ 3.56% |
$23.1K - $27.9K
|
19K
$835K
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
3.1K+ 23.89% |
$110K - $132K
|
16.1K
$708K
|
|
|
Jul 15, 2025
Q2 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
SELL
|
- |
-3- 0.01% |
$106 - $128
|
28.3K
$1.24M
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
SELL
|
- |
-730- 6.2% |
$25.8K - $31.2K
|
11K
$486K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-62- 0.86% |
$2.19K - $2.65K
|
7.15K
$314K
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
49.4K+ 7.19% |
$1.75M - $2.11M
|
736K
$32.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-13.3K- 6.66% |
$471K - $569K
|
187K
$8.22M
|
|
|
Jul 15, 2025
Q2 2025
|
Surience Private Wealth LLC
|
BUY
|
- |
235KNew |
$8.29M - $10M
|
235K
$10.3M
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
3+ 0.54% |
$106 - $128
|
562
$24.7K
|
|
|
Jul 15, 2025
Q2 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
6.43KNew |
$227K - $275K
|
6.43K
$283K
|
|
|
Jul 15, 2025
Q2 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-50.7K- 21.98% |
$1.79M - $2.16M
|
180K
$7.91M
|
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-1.79K- 8.07% |
$63.2K - $76.3K
|
20.4K
$896K
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
10.4K+ 47.69% |
$368K - $445K
|
32.3K
$1.42M
|
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
18+ 0.24% |
$636 - $768
|
7.57K
$333K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
351+ 9.28% |
$12.4K - $15K
|
4.13K
$182K
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
2.9K+ 3.96% |
$103K - $124K
|
76.1K
$3.35M
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-26.5K- 6.7% |
$937K - $1.13M
|
369K
$16.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Moneywise, Inc.
|
SELL
|
- |
-921- 10.25% |
$32.6K - $39.3K
|
8.07K
$355K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.32K- 3.06% |
$46.8K - $56.5K
|
41.9K
$1.84M
|
|
|
Jul 15, 2025
Q2 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
862+ 1.34% |
$30.5K - $36.8K
|
65.1K
$2.86M
|
|
|
Jul 14, 2025
Q2 2025
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-2.08K- 18.84% |
$73.4K - $88.6K
|
8.94K
$393K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
9.77K+ 4.22% |
$345K - $417K
|
241K
$10.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
4.18K+ 81.71% |
$148K - $178K
|
9.29K
$409K
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-830- 8.14% |
$29.3K - $35.4K
|
9.37K
$412K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
6.21K+ 15.46% |
$220K - $265K
|
46.4K
$2.04M
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
1.2KNew |
$42.6K - $51.4K
|
1.2K
$53K
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
SELL
|
- |
-19- 0.74% |
$672 - $811
|
2.54K
$112K
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
26+ 0.44% |
$919 - $1.11K
|
5.93K
$261K
|
|
|
Jul 14, 2025
Q2 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
7.19KNew |
$254K - $307K
|
7.19K
$316K
|
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
1.75K+ 2.43% |
$61.7K - $74.5K
|
73.7K
$3.24M
|
|
|
Jul 14, 2025
Q2 2025
|
E&G Advisors, LP
|
SELL
|
- |
-240- 1.87% |
$8.48K - $10.2K
|
12.6K
$554K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
6.31K+ 12.08% |
$223K - $269K
|
58.5K
$2.58M
|
|
|
Jul 14, 2025
Q2 2025
|
Act Advisors, Llc.
|
SELL
|
- |
-525- 5.09% |
$18.6K - $22.4K
|
9.78K
$430K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-160- 1.03% |
$5.66K - $6.83K
|
15.3K
$675K
|
|
|
Jul 14, 2025
Q2 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
2.58K+ 2.46% |
$91.2K - $110K
|
107K
$4.72M
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
50.3KNew |
$1.78M - $2.15M
|
50.3K
$2.21M
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
29+ 0.42% |
$1.03K - $1.24K
|
6.87K
$302K
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
5.49K+ 67.58% |
$194K - $234K
|
13.6K
$599K
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
SELL
|
- |
-390- 4.26% |
$13.8K - $16.6K
|
8.77K
$386K
|
|
|
Jul 11, 2025
Q2 2025
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
787+ 5.41% |
$27.8K - $33.6K
|
15.3K
$675K
|
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
22.7K+ 8.52% |
$801K - $967K
|
289K
$12.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
46+ 0.83% |
$1.63K - $1.96K
|
5.6K
$247K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-18.5K- 64.53% |
$653K - $788K
|
10.1K
$446K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-51.3K- 44.58% |
$1.81M - $2.19M
|
63.8K
$2.81M
|
|
|
Jul 11, 2025
Q2 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
5.08K+ 13.69% |
$180K - $217K
|
42.2K
$1.86M
|
|
|
Jul 11, 2025
Q2 2025
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-14.1K- 74.8% |
$497K - $600K
|
4.74K
$208K
|
|
|
Jul 11, 2025
Q2 2025
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
4.86KNew |
$172K - $207K
|
4.86K
$214K
|