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 08, 2025
Q2 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
5.73K+ 2.03% |
$203K - $245K
|
288K
$13.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
280+ 6.3% |
$9.9K - $12K
|
4.72K
$218K
|
|
|
Aug 08, 2025
Q2 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-103- 1.96% |
$3.64K - $4.4K
|
5.16K
$238K
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-230- 0.77% |
$8.13K - $9.82K
|
29.7K
$1.37M
|
|
|
Aug 08, 2025
Q2 2025
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-535- 1.33% |
$18.9K - $22.8K
|
39.8K
$1.84M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-21.5K- 14.48% |
$759K - $917K
|
127K
$5.86M
|
|
|
Aug 08, 2025
Q2 2025
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
86.2K+ 99.89% |
$3.05M - $3.68M
|
172K
$7.97M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
240New |
$8.48K - $10.2K
|
240
$11.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
989+ 17.84% |
$35K - $42.2K
|
6.53K
$302K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
37K+ 6.35% |
$1.31M - $1.58M
|
619K
$28.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-3.62K- 42.45% |
$128K - $154K
|
4.9K
$227K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-867- 3.92% |
$30.6K - $37K
|
21.2K
$982K
|
|
|
Aug 08, 2025
Q2 2025
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
5.33K+ 1.39% |
$189K - $228K
|
390K
$18M
|
|
|
Aug 08, 2025
Q2 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-9.48K- 36.16% |
$335K - $405K
|
16.7K
$773K
|
|
|
Aug 08, 2025
Q2 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
24.9K+ 10018.47% |
$882K - $1.06M
|
25.2K
$1.16M
|
|
|
Aug 08, 2025
Q2 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
7.01K+ 10.98% |
$248K - $299K
|
70.8K
$3.27M
|
|
|
Aug 08, 2025
Q2 2025
|
Arcadia Investment Management Corp
|
SELL
|
- |
-422- 11.83% |
$14.9K - $18K
|
3.14K
$145K
|
|
|
Aug 08, 2025
Q2 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
25.7K+ 9.0% |
$907K - $1.09M
|
311K
$14.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Wrapmanager Inc
|
BUY
|
- |
18.4K+ 10.23% |
$652K - $787K
|
199K
$9.18M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3+ 0.33% |
$106 - $128
|
923
$42.7K
|
|
|
Aug 08, 2025
Q2 2025
|
Mason Street Advisors, LLC
Milwaukee, WI |
BUY
|
- |
235K+ 27.57% |
$8.32M - $10M
|
1.09M
$50.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
21KNew |
$743K - $897K
|
21K
$971K
|
|
|
Aug 08, 2025
Q2 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
524+ 225.86% |
$18.5K - $22.4K
|
756
$34.9K
|
|
|
Aug 08, 2025
Q2 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-1.91K- 14.81% |
$67.5K - $81.5K
|
11K
$508K
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.61K+ 10.4% |
$57K - $68.8K
|
17.1K
$791K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-6.13K- 4.36% |
$217K - $262K
|
135K
$6.22M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
319K+ 41.2% |
$11.3M - $13.6M
|
1.09M
$50.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-86.9K- 34.76% |
$3.07M - $3.71M
|
163K
$7.53M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-158K- 5.23% |
$5.57M - $6.73M
|
2.86M
$132M
|
|
|
Aug 08, 2025
Q2 2025
|
Mjp Associates Inc
|
SELL
|
- |
-28.6K- 27.51% |
$1.01M - $1.22M
|
75.3K
$3.48M
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-4.2K- 23.89% |
$149K - $179K
|
13.4K
$619K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
556+ 1.11% |
$19.7K - $23.7K
|
50.7K
$2.34M
|
|
|
Aug 08, 2025
Q2 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
802+ 4.84% |
$28.4K - $34.2K
|
17.4K
$803K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
16.6K+ 9.78% |
$587K - $708K
|
186K
$8.61M
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
71.5K+ 23.1% |
$2.53M - $3.05M
|
381K
$17.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
3.97K+ 1.75% |
$140K - $169K
|
231K
$10.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Brio Consultants, LLC
|
SELL
|
- |
-1.38K- 14.51% |
$48.9K - $59.1K
|
8.15K
$377K
|
|
|
Aug 07, 2025
Q2 2025
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-62.4K- 77.24% |
$2.2M - $2.66M
|
18.4K
$849K
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
129KNew |
$4.55M - $5.5M
|
129K
$5.95M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.31K- 16.6% |
$81.7K - $98.7K
|
11.6K
$537K
|
|
|
Aug 07, 2025
Q2 2025
|
Apeiron Ria LLC
|
BUY
|
- |
5.05KNew |
$179K - $216K
|
5.05K
$233K
|
|
|
Aug 07, 2025
Q2 2025
|
Fox Financial, Inc
Wyomissing, PA |
SELL
|
- |
-10- 0.19% |
$354 - $427
|
5.34K
$247K
|
|
|
Aug 07, 2025
Q2 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
4.13K+ 45.67% |
$146K - $176K
|
13.2K
$609K
|
|
|
Aug 07, 2025
Q2 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
149K+ 1225.9% |
$5.27M - $6.36M
|
161K
$7.45M
|
|
|
Aug 07, 2025
Q2 2025
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
227New |
$8.02K - $9.69K
|
227
$10.5K
|
|
|
Aug 07, 2025
Q2 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-359- 2.57% |
$12.7K - $15.3K
|
13.6K
$630K
|
|
|
Aug 07, 2025
Q2 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
95+ 306.45% |
$3.36K - $4.05K
|
126
$5.82K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-9.26K- 2.6% |
$327K - $395K
|
347K
$16M
|
|
|
Aug 07, 2025
Q2 2025
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-113- 0.46% |
$3.99K - $4.82K
|
24.4K
$1.13M
|
|
|
Aug 07, 2025
Q2 2025
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
3.38K+ 7.9% |
$120K - $144K
|
46.2K
$2.14M
|