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 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
68+ 0.8% |
$2.87K - $3.21K
|
8.62K
$393K
|
|
|
Nov 06, 2025
Q3 2025
|
Plan A Wealth LLC
Lincoln, NE |
SELL
|
- |
-13.5K- 54.78% |
$569K - $636K
|
11.1K
$507K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
15.9K+ 27.8% |
$672K - $750K
|
73.1K
$3.33M
|
|
|
Nov 06, 2025
Q3 2025
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
113K+ 287.33% |
$4.78M - $5.34M
|
153K
$6.95M
|
|
|
Nov 06, 2025
Q3 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
18.6KNew |
$787K - $878K
|
18.6K
$848K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-898- 13.59% |
$37.9K - $42.3K
|
5.71K
$260K
|
|
|
Nov 06, 2025
Q3 2025
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-32- 0.23% |
$1.35K - $1.51K
|
13.8K
$629K
|
|
|
Nov 06, 2025
Q3 2025
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-250- 14.75% |
$10.6K - $11.8K
|
1.45K
$65.8K
|
|
|
Nov 06, 2025
Q3 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
25.6K+ 14.24% |
$1.08M - $1.21M
|
205K
$9.36M
|
|
|
Nov 06, 2025
Q3 2025
|
Fusion Family Wealth LLC
|
SELL
|
- |
-34- 0.43% |
$1.44K - $1.6K
|
7.88K
$359K
|
|
|
Nov 06, 2025
Q3 2025
|
Horizon Wealth Management, LLC
|
BUY
|
- |
1+ 0.01% |
$42.3 - $47.2
|
12.7K
$577K
|
|
|
Nov 06, 2025
Q3 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
8.46K+ 84.94% |
$358K - $399K
|
18.4K
$840K
|
|
|
Nov 06, 2025
Q3 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
252+ 1.98% |
$10.6K - $11.9K
|
13K
$591K
|
|
|
Nov 06, 2025
Q3 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
12K+ 87.82% |
$506K - $564K
|
25.6K
$1.17M
|
|
|
Nov 06, 2025
Q3 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-14.3K- 72.14% |
$603K - $673K
|
5.51K
$251K
|
|
|
Nov 06, 2025
Q3 2025
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
14+ 0.22% |
$592 - $660
|
6.29K
$287K
|
|
|
Nov 06, 2025
Q3 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
SELL
|
- |
-17.3K- 28.64% |
$732K - $817K
|
43.2K
$1.97M
|
|
|
Nov 06, 2025
Q3 2025
|
Wulff, Hansen & Co.
|
SELL
|
- |
-1.24K- 5.78% |
$52.4K - $58.5K
|
20.2K
$920K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
94.9K+ 9.85% |
$4.01M - $4.48M
|
1.06M
$48.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
9.57K+ 2.57% |
$404K - $451K
|
382K
$17.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-4.42K- 1.18% |
$187K - $208K
|
369K
$16.8M
|
|
|
Nov 06, 2025
Q3 2025
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
537+ 5.32% |
$22.7K - $25.3K
|
10.6K
$484K
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.03KNew |
$43.5K - $48.6K
|
1.03K
$46.9K
|
|
|
Nov 05, 2025
Q3 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
SELL
|
- |
-23- 2.58% |
$972 - $1.08K
|
869
$39.6K
|
|
|
Nov 05, 2025
Q3 2025
|
Horan Wealth, LLC
Cincinnati, OH |
BUY
|
- |
20.3KNew |
$856K - $956K
|
20.3K
$923K
|
|
|
Nov 05, 2025
Q3 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
18.3K+ 17.2% |
$774K - $863K
|
125K
$5.68M
|
|
|
Nov 05, 2025
Q3 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
297+ 1.68% |
$12.6K - $14K
|
18K
$821K
|
|
|
Nov 05, 2025
Q3 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
200+ 2.52% |
$8.45K - $9.43K
|
8.13K
$370K
|
|
|
Nov 05, 2025
Q3 2025
|
Rmr Wealth Builders
|
BUY
|
- |
37+ 0.39% |
$1.56K - $1.74K
|
9.47K
$431K
|
|
|
Nov 05, 2025
Q3 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.02K+ 3.14% |
$85.3K - $95.2K
|
66.3K
$3.02M
|
|
|
Nov 05, 2025
Q3 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-20- 3.9% |
$845 - $943
|
493
$22.5K
|
|
|
Nov 05, 2025
Q3 2025
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
3.28K+ 4.47% |
$138K - $155K
|
76.6K
$3.49M
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
27+ 0.57% |
$1.14K - $1.27K
|
4.75K
$216K
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-662- 4.42% |
$28K - $31.2K
|
14.3K
$653K
|
|
|
Nov 05, 2025
Q3 2025
|
Spinnaker Trust
|
SELL
|
- |
-18.7K- 3.47% |
$789K - $881K
|
520K
$23.7M
|
|
|
Nov 05, 2025
Q3 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
7.16K+ 119.49% |
$302K - $337K
|
13.1K
$599K
|
|
|
Nov 05, 2025
Q3 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
SELL
|
- |
-1.81K- 4.38% |
$76.7K - $85.5K
|
39.6K
$1.8M
|
|
|
Nov 05, 2025
Q3 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-88- 1.44% |
$3.72K - $4.15K
|
6.02K
$274K
|
|
|
Nov 05, 2025
Q3 2025
|
Nikulski Financial, Inc.
|
SELL
|
- |
-833- 2.65% |
$35.2K - $39.3K
|
30.6K
$1.4M
|
|
|
Nov 05, 2025
Q3 2025
|
Spc Financial, Inc.
|
BUY
|
- |
92.3KNew |
$3.9M - $4.35M
|
92.3K
$4.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
7.4K+ 93.29% |
$313K - $349K
|
15.3K
$699K
|
|
|
Nov 05, 2025
Q3 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
SELL
|
- |
-10.2K- 21.98% |
$433K - $483K
|
36.4K
$1.66M
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
BUY
|
- |
417+ 1.7% |
$17.6K - $19.7K
|
25K
$1.14M
|
|
|
Nov 05, 2025
Q3 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
911+ 0.58% |
$38.5K - $43K
|
157K
$7.17M
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
450+ 0.19% |
$19K - $21.2K
|
231K
$10.5M
|
|
|
Nov 05, 2025
Q3 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
12+ 0.23% |
$507 - $566
|
5.32K
$242K
|
|
|
Nov 05, 2025
Q3 2025
|
Ifg Advisors, LLC
|
SELL
|
- |
-616- 1.32% |
$26K - $29.1K
|
46.1K
$2.1M
|
|
|
Nov 05, 2025
Q3 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-960- 6.3% |
$40.6K - $45.3K
|
14.3K
$651K
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
20.7K+ 17.99% |
$873K - $974K
|
135K
$6.17M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.25K+ 11.53% |
$53K - $59.1K
|
12.1K
$553K
|
|