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 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-271- 0.47% |
$9.58K - $11.6K
|
57.9K
$2.68M
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
8.75KNew |
$309K - $374K
|
8.75K
$405K
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
7.48K+ 8.89% |
$264K - $319K
|
91.6K
$4.23M
|
|
|
Aug 12, 2025
Q2 2025
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-3K- 15.26% |
$106K - $128K
|
16.6K
$769K
|
|
|
Aug 12, 2025
Q2 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
30.9K+ 54.41% |
$1.09M - $1.32M
|
87.6K
$4.05M
|
|
|
Aug 12, 2025
Q2 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
992+ 12.93% |
$35.1K - $42.3K
|
8.66K
$400K
|
|
|
Aug 12, 2025
Q2 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
499+ 2.9% |
$17.6K - $21.3K
|
17.7K
$819K
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
6.01K+ 5.48% |
$212K - $257K
|
116K
$5.35M
|
|
|
Aug 12, 2025
Q2 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
360+ 47.31% |
$12.7K - $15.4K
|
1.12K
$51.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
SELL
|
- |
-100- 11.11% |
$3.54K - $4.27K
|
800
$37K
|
|
|
Aug 12, 2025
Q2 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
120K+ 591.49% |
$4.25M - $5.13M
|
141K
$6.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Wambolt & Associates, LLC
|
SELL
|
- |
-4.09K- 26.86% |
$145K - $175K
|
11.1K
$515K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-1.31K- 14.23% |
$46.1K - $55.7K
|
7.86K
$363K
|
|
|
Aug 12, 2025
Q2 2025
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-108- 0.54% |
$3.82K - $4.61K
|
20K
$925K
|
|
|
Aug 12, 2025
Q2 2025
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
3.43K+ 6.59% |
$121K - $146K
|
55.4K
$2.56M
|
|
|
Aug 12, 2025
Q2 2025
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-495K- 98.7% |
$17.5M - $21.1M
|
6.52K
$301K
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
19.3K+ 332.3% |
$683K - $825K
|
25.1K
$1.16M
|
|
|
Aug 12, 2025
Q2 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
71+ 34.3% |
$2.51K - $3.03K
|
278
$12.8K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
12.6K+ 936.93% |
$445K - $537K
|
13.9K
$644K
|
|
|
Aug 11, 2025
Q2 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-890- 9.96% |
$31.5K - $38K
|
8.04K
$372K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
11.1K+ 25.05% |
$391K - $473K
|
55.3K
$2.55M
|
|
|
Aug 11, 2025
Q2 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
1+ 0.78% |
$35.4 - $42.7
|
130
$6.01K
|
|
|
Aug 11, 2025
Q2 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
80.1KNew |
$2.83M - $3.42M
|
80.1K
$3.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-190K- 13.27% |
$6.72M - $8.11M
|
1.24M
$57.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
4.14K+ 19.66% |
$146K - $177K
|
25.2K
$1.16M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
62.1K+ 6.89% |
$2.2M - $2.65M
|
964K
$44.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-3.75K- 99.34% |
$133K - $160K
|
25
$1.16K
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
4.98KNew |
$176K - $213K
|
4.98K
$230K
|
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
4.07K+ 23.28% |
$144K - $174K
|
21.5K
$995K
|
|
|
Aug 11, 2025
Q2 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
2.01K+ 20.89% |
$70.9K - $85.6K
|
11.6K
$536K
|
|
|
Aug 11, 2025
Q2 2025
|
Goodman Financial Corp
Houston, TX |
SELL
|
- |
-24.3K- 34.46% |
$857K - $1.04M
|
46.1K
$2.13M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-95.7K- 80.76% |
$3.38M - $4.08M
|
22.8K
$1.05M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
52.3K+ 117.25% |
$1.85M - $2.23M
|
96.8K
$4.47M
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
45.9K+ 2.85% |
$1.62M - $1.96M
|
1.66M
$76.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
140+ 388.89% |
$4.95K - $5.98K
|
176
$8.13K
|
|
|
Aug 11, 2025
Q2 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
SELL
|
- |
-56- 0.79% |
$1.98K - $2.39K
|
7.04K
$325K
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
7.18KNew |
$254K - $307K
|
7.18K
$332K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
113K+ 64.83% |
$3.98M - $4.81M
|
286K
$13.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1.48K+ 5.25% |
$52.2K - $63K
|
29.6K
$1.37M
|
|
|
Aug 11, 2025
Q2 2025
|
October Effect LTD
Virginia Beach, VA |
BUY
|
- |
6.94KNew |
$245K - $296K
|
6.94K
$321K
|
|
|
Aug 11, 2025
Q2 2025
|
Ars Investment Partners, LLC
|
SELL
|
- |
-5.25K- 17.46% |
$186K - $224K
|
24.8K
$1.15M
|
|
|
Aug 11, 2025
Q2 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
4.54K+ 49.15% |
$160K - $194K
|
13.8K
$636K
|
|
|
Aug 11, 2025
Q2 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
178+ 2.61% |
$6.29K - $7.6K
|
6.99K
$323K
|
|
|
Aug 11, 2025
Q2 2025
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
5.68K+ 15.64% |
$201K - $242K
|
42K
$1.94M
|
|
|
Aug 11, 2025
Q2 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
9.35K+ 9.63% |
$330K - $399K
|
106K
$4.92M
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
5.86KNew |
$207K - $250K
|
5.86K
$271K
|
|
|
Aug 11, 2025
Q2 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
4.44K+ 7.13% |
$157K - $189K
|
66.7K
$3.08M
|
|
|
Aug 11, 2025
Q2 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
22+ 1.46% |
$778 - $939
|
1.53K
$70.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.86K+ 5.16% |
$207K - $250K
|
119K
$5.52M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
109K+ 6.04% |
$3.84M - $4.64M
|
1.91M
$88.2M
|