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
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
17K+ 21.18% |
$720K - $804K
|
97.5K
$4.44M
|
|
|
Nov 12, 2025
Q3 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
11.7K+ 42.84% |
$496K - $554K
|
39.1K
$1.78M
|
|
|
Nov 12, 2025
Q3 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
33K+ 25.47% |
$1.39M - $1.55M
|
162K
$7.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Compton Financial Group, LLC
|
BUY
|
- |
14.8K+ 2.59% |
$627K - $700K
|
587K
$26.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
2.29K+ 34.25% |
$96.7K - $108K
|
8.97K
$409K
|
|
|
Nov 12, 2025
Q3 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
2.7KNew |
$114K - $127K
|
2.7K
$123K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
5.43K+ 9.83% |
$230K - $256K
|
60.7K
$2.77M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
89+ 0.2% |
$3.76K - $4.2K
|
45.1K
$2.06M
|
|
|
Nov 12, 2025
Q3 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-34.4K- 28.8% |
$1.45M - $1.62M
|
85.1K
$3.88M
|
|
|
Nov 12, 2025
Q3 2025
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-2.02K- 0.69% |
$85.2K - $95K
|
289K
$13.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
6.24K+ 15.53% |
$263K - $294K
|
46.4K
$2.11M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-27.5K- 2.22% |
$1.16M - $1.3M
|
1.21M
$55.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-114- 9.58% |
$4.82K - $5.38K
|
1.08K
$49K
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
92.4K+ 5.56% |
$3.9M - $4.36M
|
1.75M
$79.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-479K- 75.41% |
$20.3M - $22.6M
|
156K
$7.12M
|
|
|
Nov 12, 2025
Q3 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
30New |
$1.27K - $1.41K
|
30
$1.37K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
29.5K+ 70.1% |
$1.24M - $1.39M
|
71.5K
$3.26M
|
|
|
Nov 12, 2025
Q3 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
14.1K+ 2.45% |
$594K - $663K
|
588K
$26.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-367- 0.39% |
$15.5K - $17.3K
|
93.9K
$4.28M
|
|
|
Nov 12, 2025
Q3 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
4+ 0.04% |
$169 - $189
|
10.5K
$479K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
1.15K+ 21.82% |
$48.7K - $54.4K
|
6.44K
$293K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
3.75K+ 1.76% |
$158K - $177K
|
217K
$9.88M
|
|
|
Nov 10, 2025
Q3 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
3+ 0.5% |
$127 - $141
|
599
$27.3K
|
|
|
Nov 10, 2025
Q3 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
44.1KNew |
$1.86M - $2.08M
|
44.1K
$2.01M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
SELL
|
- |
-9.22K- 66.19% |
$390K - $435K
|
4.71K
$214K
|
|
|
Nov 10, 2025
Q3 2025
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-634- 3.81% |
$26.8K - $29.9K
|
16K
$729K
|
|
|
Nov 10, 2025
Q3 2025
|
Brio Consultants, LLC
|
SELL
|
- |
-1.49K- 18.27% |
$63K - $70.3K
|
6.66K
$304K
|
|
|
Nov 10, 2025
Q3 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-2.28K- 6.25% |
$96.3K - $107K
|
34.2K
$1.56M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-19.4K- 5.58% |
$818K - $913K
|
328K
$14.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.04K- 15.12% |
$44K - $49.1K
|
5.84K
$266K
|
|
|
Nov 10, 2025
Q3 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
4.69K+ 22.97% |
$198K - $221K
|
25.1K
$1.14M
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
80K+ 1326.22% |
$3.38M - $3.77M
|
86K
$3.92M
|
|
|
Nov 10, 2025
Q3 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-16.4K- 75.87% |
$691K - $771K
|
5.2K
$237K
|
|
|
Nov 10, 2025
Q3 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
3.99K+ 2.48% |
$169K - $188K
|
165K
$7.53M
|
|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
215K+ 3.49% |
$9.07M - $10.1M
|
6.36M
$290M
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.51K- 7.86% |
$63.9K - $71.3K
|
17.7K
$807K
|
|
|
Nov 10, 2025
Q3 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
4+ 2.68% |
$169 - $189
|
153
$6.97K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.6K+ 7.55% |
$67.7K - $75.6K
|
22.8K
$1.04M
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
7+ 0.16% |
$296 - $330
|
4.46K
$203K
|
|
|
Nov 10, 2025
Q3 2025
|
Goodman Financial Corp
Houston, TX |
SELL
|
- |
-2.87K- 6.23% |
$121K - $136K
|
43.3K
$1.97M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
553+ 230.42% |
$23.4K - $26.1K
|
793
$36.1K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-134- 1.74% |
$5.66K - $6.32K
|
7.55K
$344K
|
|
|
Nov 10, 2025
Q3 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
4.67K+ 5.83% |
$197K - $220K
|
84.7K
$3.86M
|
|
|
Nov 10, 2025
Q3 2025
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
9.8KNew |
$414K - $462K
|
9.8K
$447K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
SELL
|
- |
-13.1K- 36.13% |
$552K - $615K
|
23.1K
$1.05M
|
|
|
Nov 10, 2025
Q3 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
3.4KNew |
$144K - $160K
|
3.4K
$155K
|
|
|
Nov 10, 2025
Q3 2025
|
North Star Asset Management Inc
|
BUY
|
- |
774+ 0.41% |
$32.7K - $36.5K
|
188K
$8.58M
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
77+ 5.68% |
$3.25K - $3.63K
|
1.43K
$65.2K
|
|
|
Nov 10, 2025
Q3 2025
|
Dakota Wealth Management
|
BUY
|
- |
108K+ 9.66% |
$4.57M - $5.1M
|
1.23M
$55.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-4.13K- 33.5% |
$174K - $195K
|
8.19K
$373K
|