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 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
2.07K+ 10.63% |
$73.2K - $88.4K
|
21.6K
$996K
|
|
|
Aug 07, 2025
Q2 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
5.38K+ 0.97% |
$190K - $230K
|
562K
$26M
|
|
|
Aug 07, 2025
Q2 2025
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-2.08K- 6.38% |
$73.5K - $88.7K
|
30.5K
$1.41M
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.04K- 7.71% |
$36.8K - $44.4K
|
12.5K
$576K
|
|
|
Aug 07, 2025
Q2 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
43K+ 3.85% |
$1.52M - $1.84M
|
1.16M
$53.7M
|
|
|
Aug 07, 2025
Q2 2025
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-107K- 94.12% |
$3.79M - $4.57M
|
6.69K
$309K
|
|
|
Aug 07, 2025
Q2 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
8.36K+ 11.83% |
$296K - $357K
|
79K
$3.65M
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
28.3K+ 239.24% |
$1M - $1.21M
|
40.2K
$1.86M
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
6.39K+ 58.07% |
$226K - $273K
|
17.4K
$803K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
22.4K+ 10.16% |
$791K - $955K
|
242K
$11.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-516K- 85.66% |
$18.2M - $22M
|
86.4K
$3.99M
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-19.8K- 92.11% |
$700K - $845K
|
1.7K
$78.3K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
37+ 12.63% |
$1.31K - $1.58K
|
330
$15.2K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.19KNew |
$42.2K - $50.9K
|
1.19K
$55.1K
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Securities, Inc.
|
BUY
|
- |
25KNew |
$882K - $1.06M
|
25K
$1.15M
|
|
|
Aug 06, 2025
Q2 2025
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
2.95K+ 4.2% |
$104K - $126K
|
73.3K
$3.39M
|
|
|
Aug 06, 2025
Q2 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-1.68M- 99.58% |
$59.4M - $71.7M
|
7.17K
$331K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
21.8K+ 2.3% |
$770K - $930K
|
969K
$44.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2.38K- 3.2% |
$84.2K - $102K
|
72K
$3.33M
|
|
|
Aug 06, 2025
Q2 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-6.85K- 70.28% |
$242K - $292K
|
2.9K
$134K
|
|
|
Aug 06, 2025
Q2 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
341+ 6.92% |
$12.1K - $14.6K
|
5.27K
$243K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.44K+ 2.36% |
$50.7K - $61.2K
|
62.2K
$2.87M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-107K- 24.74% |
$3.78M - $4.57M
|
325K
$15M
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-11.5K- 18.0% |
$408K - $492K
|
52.5K
$2.43M
|
|
|
Aug 06, 2025
Q2 2025
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
82+ 0.11% |
$2.9K - $3.5K
|
74.2K
$3.43M
|
|
|
Aug 06, 2025
Q2 2025
|
Paulson Wealth Management Inc.
|
BUY
|
- |
5.07K+ 4.97% |
$179K - $216K
|
107K
$4.94M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-391- 5.0% |
$13.8K - $16.7K
|
7.44K
$344K
|
|
|
Aug 06, 2025
Q2 2025
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-48K- 45.11% |
$1.7M - $2.05M
|
58.4K
$2.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
5.3K+ 3.8% |
$187K - $226K
|
145K
$6.68M
|
|
|
Aug 06, 2025
Q2 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
37New |
$1.31K - $1.58K
|
37
$1.71K
|
|
|
Aug 06, 2025
Q2 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
4.12K+ 6.39% |
$146K - $176K
|
68.6K
$3.17M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
13.5K+ 23.66% |
$478K - $577K
|
70.7K
$3.27M
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
55+ 6.67% |
$1.94K - $2.35K
|
879
$40.6K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
134New |
$4.74K - $5.72K
|
134
$6.19K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
134New |
$4.74K - $5.72K
|
134
$6.19K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
97.2K+ 80.3% |
$3.44M - $4.15M
|
218K
$10.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
38New |
$1.34K - $1.62K
|
38
$1.76K
|
|
|
Aug 06, 2025
Q2 2025
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-1.05K- 2.59% |
$37.2K - $44.9K
|
39.5K
$1.83M
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
426K+ 288.6% |
$15.1M - $18.2M
|
574K
$26.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Financial Corp
|
SELL
|
- |
-25.5K- 65.71% |
$903K - $1.09M
|
13.3K
$616K
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-16.7K- 56.47% |
$592K - $714K
|
12.9K
$596K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
546+ 8.62% |
$19.3K - $23.3K
|
6.88K
$318K
|
|
|
Aug 05, 2025
Q2 2025
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-2.55K- 4.34% |
$90.2K - $109K
|
56.3K
$2.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-2.33K- 3.76% |
$82.3K - $99.3K
|
59.5K
$2.75M
|
|
|
Aug 05, 2025
Q2 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
45+ 0.76% |
$1.59K - $1.92K
|
5.99K
$277K
|
|
|
Aug 05, 2025
Q2 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
2+ 0.63% |
$70.7 - $85.4
|
320
$14.8K
|
|
|
Aug 05, 2025
Q2 2025
|
Landmark Wealth Management, Inc.
Normal, IL |
BUY
|
- |
36.5K+ 79.79% |
$1.29M - $1.56M
|
82.3K
$3.81M
|
|
|
Aug 05, 2025
Q2 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
155+ 0.65% |
$5.48K - $6.62K
|
24.1K
$1.11M
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
BUY
|
- |
7+ 0.12% |
$247 - $299
|
6.03K
$279K
|
|
|
Aug 05, 2025
Q2 2025
|
Compton Financial Group, LLC
|
BUY
|
- |
14K+ 2.5% |
$493K - $596K
|
572K
$26.4M
|