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 10, 2025
Q3 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
2.95K+ 3.73% |
$125K - $139K
|
82K
$3.73M
|
|
|
Nov 10, 2025
Q3 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.28K+ 17.59% |
$54K - $60.2K
|
8.54K
$389K
|
|
|
Nov 10, 2025
Q3 2025
|
Wrapmanager Inc
|
SELL
|
- |
-18.9K- 9.53% |
$800K - $893K
|
180K
$8.19M
|
|
|
Nov 10, 2025
Q3 2025
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
74+ 0.48% |
$3.13K - $3.49K
|
15.5K
$706K
|
|
|
Nov 10, 2025
Q3 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
39.7K+ 8.31% |
$1.68M - $1.87M
|
518K
$23.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Advisor Os, LLC
|
SELL
|
- |
-61.7K- 34.32% |
$2.61M - $2.91M
|
118K
$5.38M
|
|
|
Nov 10, 2025
Q3 2025
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
1.08K+ 15.33% |
$45.5K - $50.8K
|
8.1K
$369K
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
4+ 0.8% |
$169 - $189
|
501
$22.8K
|
|
|
Nov 10, 2025
Q3 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-2.74K- 1.7% |
$116K - $129K
|
159K
$7.23M
|
|
|
Nov 10, 2025
Q3 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
420+ 19.12% |
$17.7K - $19.8K
|
2.62K
$119K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
23.2K+ 1.22% |
$982K - $1.1M
|
1.93M
$88M
|
|
|
Nov 07, 2025
Q3 2025
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
6+ 0.13% |
$254 - $283
|
4.79K
$218K
|
|
|
Nov 07, 2025
Q3 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
42+ 4.78% |
$1.77K - $1.98K
|
921
$42K
|
|
|
Nov 07, 2025
Q3 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
797+ 5.28% |
$33.7K - $37.6K
|
15.9K
$724K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.22M- 74.48% |
$51.4M - $57.3M
|
417K
$19M
|
|
|
Nov 07, 2025
Q3 2025
|
Addison Advisors LLC
|
BUY
|
- |
291New |
$12.3K - $13.7K
|
291
$13.3K
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
22.7K+ 7.66% |
$960K - $1.07M
|
319K
$14.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Mc Mill Wealth Management
Norfolk, NE |
SELL
|
- |
-453- 1.83% |
$19.1K - $21.4K
|
24.3K
$1.11M
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-66.4K- 72.44% |
$2.8M - $3.13M
|
25.2K
$1.15M
|
|
|
Nov 07, 2025
Q3 2025
|
Fox Financial, Inc
Wyomissing, PA |
SELL
|
- |
-399- 7.47% |
$16.9K - $18.8K
|
4.94K
$225K
|
|
|
Nov 07, 2025
Q3 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-1.21K- 21.12% |
$50.9K - $56.8K
|
4.5K
$205K
|
|
|
Nov 07, 2025
Q3 2025
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-1.57K- 6.44% |
$66.5K - $74.2K
|
22.9K
$1.04M
|
|
|
Nov 07, 2025
Q3 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
547+ 1.56% |
$23.1K - $25.8K
|
35.7K
$1.63M
|
|
|
Nov 07, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-21- 0.01% |
$887 - $990
|
358K
$16.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
8.88K+ 21.07% |
$375K - $419K
|
51K
$2.32M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
13.8K+ 0.85% |
$583K - $651K
|
1.64M
$74.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-296- 0.92% |
$12.5K - $14K
|
31.9K
$1.45M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
224+ 0.39% |
$9.47K - $10.6K
|
58.1K
$2.65M
|
|
|
Nov 07, 2025
Q3 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
34.7K+ 2.13% |
$1.47M - $1.64M
|
1.67M
$75.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.61K+ 4.21% |
$110K - $123K
|
64.5K
$2.94M
|
|
|
Nov 07, 2025
Q3 2025
|
626 Financial, LLC
|
SELL
|
- |
-3.33K- 3.04% |
$141K - $157K
|
106K
$4.85M
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
21.3K+ 39.81% |
$900K - $1M
|
74.8K
$3.41M
|
|
|
Nov 07, 2025
Q3 2025
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
300+ 2.93% |
$12.7K - $14.1K
|
10.6K
$481K
|
|
|
Nov 07, 2025
Q3 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
21KNew |
$886K - $988K
|
21K
$955K
|
|
|
Nov 07, 2025
Q3 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
4.33K+ 14.73% |
$183K - $204K
|
33.7K
$1.53M
|
|
|
Nov 07, 2025
Q3 2025
|
Mjp Associates Inc
|
BUY
|
- |
3.65K+ 4.85% |
$154K - $172K
|
78.9K
$3.6M
|
|
|
Nov 07, 2025
Q3 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-52.9K- 79.31% |
$2.23M - $2.49M
|
13.8K
$629K
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-733- 10.86% |
$31K - $34.6K
|
6.01K
$274K
|
|
|
Nov 07, 2025
Q3 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
5.46K+ 16.91% |
$231K - $257K
|
37.7K
$1.72M
|
|
|
Nov 07, 2025
Q3 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
4.76KNew |
$201K - $225K
|
4.76K
$217K
|
|
|
Nov 07, 2025
Q3 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-2.25K- 12.97% |
$95.3K - $106K
|
15.1K
$689K
|
|
|
Nov 07, 2025
Q3 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-195K- 16.74% |
$8.22M - $9.17M
|
968K
$44.1M
|
|
|
Nov 07, 2025
Q3 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
66.8K+ 603.23% |
$2.82M - $3.15M
|
77.8K
$3.55M
|
|
|
Nov 07, 2025
Q3 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
4.62KNew |
$195K - $218K
|
4.62K
$210K
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-764- 2.67% |
$32.3K - $36K
|
27.8K
$1.27M
|
|
|
Nov 07, 2025
Q3 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
5.44K+ 3.23% |
$230K - $257K
|
174K
$7.93M
|
|
|
Nov 07, 2025
Q3 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
527+ 47.01% |
$22.3K - $24.9K
|
1.65K
$75.1K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
345K+ 25.96% |
$14.6M - $16.3M
|
1.67M
$76.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-232- 0.59% |
$9.8K - $10.9K
|
39.3K
$1.79M
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-478- 6.43% |
$20.2K - $22.5K
|
6.96K
$317K
|