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 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
6.92K+ 10.05% |
$245K - $295K
|
75.8K
$3.33M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.35K+ 3.41% |
$83K - $100K
|
71.1K
$3.13M
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
23+ 0.28% |
$813 - $982
|
8.22K
$362K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-204K- 26.05% |
$7.22M - $8.71M
|
580K
$25.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
82+ 22.97% |
$2.9K - $3.5K
|
439
$19.3K
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-67.6K- 52.46% |
$2.39M - $2.89M
|
61.3K
$2.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-2.5K- 8.35% |
$88.5K - $107K
|
27.5K
$1.21M
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
413+ 5.99% |
$14.6K - $17.6K
|
7.31K
$322K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
9.94KNew |
$351K - $424K
|
9.94K
$437K
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
4.49K+ 37.58% |
$159K - $191K
|
16.4K
$722K
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-2.22K- 27.79% |
$78.6K - $94.9K
|
5.78K
$254K
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-40Closed |
$1.41K - $1.71K
|
0
$0
|
|
|
Jul 10, 2025
Q2 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-25.6K- 52.73% |
$904K - $1.09M
|
22.9K
$1.01M
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
5.21KNew |
$184K - $222K
|
5.21K
$229K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
SELL
|
- |
-893- 6.83% |
$31.6K - $38.1K
|
12.2K
$536K
|
|
|
Jul 09, 2025
Q2 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
425+ 6.96% |
$15K - $18.1K
|
6.53K
$287K
|
|
|
Jul 09, 2025
Q2 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
4.17K+ 6.9% |
$147K - $178K
|
64.5K
$2.84M
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-4.83K- 47.66% |
$171K - $206K
|
5.3K
$233K
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
28.6KNew |
$1.01M - $1.22M
|
28.6K
$1.26M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-8.32K- 10.05% |
$294K - $355K
|
74.5K
$3.28M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
6.04K+ 44.49% |
$213K - $258K
|
19.6K
$863K
|
|
|
Jul 09, 2025
Q2 2025
|
Defined Wealth Management, LLC
|
SELL
|
- |
-146- 0.34% |
$5.16K - $6.23K
|
43.3K
$1.91M
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-3.29K- 6.09% |
$116K - $140K
|
50.7K
$2.23M
|
|
|
Jul 09, 2025
Q2 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-642- 3.18% |
$22.7K - $27.4K
|
19.6K
$860K
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-527- 8.29% |
$18.6K - $22.5K
|
5.83K
$256K
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-15.7K- 70.1% |
$554K - $669K
|
6.68K
$294K
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
SELL
|
- |
-47- 0.31% |
$1.66K - $2.01K
|
15K
$662K
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-48- 0.9% |
$1.7K - $2.05K
|
5.27K
$232K
|
|
|
Jul 09, 2025
Q2 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
48.6KNew |
$1.72M - $2.08M
|
48.6K
$2.14M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
35.2K+ 12.19% |
$1.24M - $1.5M
|
324K
$14.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
107K+ 17.57% |
$3.79M - $4.57M
|
717K
$31.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-3.44K- 30.28% |
$121K - $147K
|
7.92K
$348K
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-27.1K- 43.91% |
$959K - $1.16M
|
34.7K
$1.52M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
31.5K+ 585.12% |
$1.11M - $1.34M
|
36.9K
$1.62M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
136+ 0.6% |
$4.81K - $5.8K
|
22.7K
$999K
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
41+ 0.44% |
$1.45K - $1.75K
|
9.43K
$415K
|
|
|
Jul 08, 2025
Q2 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
36.1KNew |
$1.28M - $1.54M
|
36.1K
$1.59M
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-857- 7.27% |
$30.3K - $36.6K
|
10.9K
$481K
|
|
|
Jul 08, 2025
Q2 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
58+ 0.35% |
$2.05K - $2.48K
|
16.6K
$730K
|
|
|
Jul 08, 2025
Q2 2025
|
Range Financial Group LLC
|
SELL
|
- |
-1.41K- 4.72% |
$49.8K - $60.1K
|
28.4K
$1.25M
|
|
|
Jul 07, 2025
Q2 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
18.4K+ 7.14% |
$651K - $786K
|
276K
$12.2M
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
13.8K+ 2.02% |
$488K - $589K
|
696K
$30.6M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
796+ 110.4% |
$28.1K - $34K
|
1.52K
$66.7K
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
1KNew |
$35.4K - $42.7K
|
1K
$44K
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
5.04KNew |
$178K - $215K
|
5.04K
$222K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-174- 12.76% |
$6.15K - $7.43K
|
1.19K
$52.3K
|
|
|
Jul 03, 2025
Q2 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-3.41K- 9.01% |
$120K - $145K
|
34.4K
$1.51M
|
|
|
Jul 02, 2025
Q2 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
159K+ 23.82% |
$5.63M - $6.79M
|
827K
$36.4M
|
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
23+ 0.42% |
$813 - $982
|
5.44K
$239K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-3.76K- 22.4% |
$133K - $161K
|
13K
$573K
|