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 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.76K- 8.29% |
$97.6K - $118K
|
30.6K
$1.41M
|
|
|
Aug 05, 2025
Q2 2025
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
4.78KNew |
$169K - $204K
|
4.78K
$221K
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
13.8K+ 0.85% |
$489K - $590K
|
1.63M
$75.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-30K- 7.96% |
$1.06M - $1.28M
|
346K
$16M
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-167- 2.67% |
$5.9K - $7.13K
|
6.09K
$282K
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
1.2K+ 5.12% |
$42.3K - $51.1K
|
24.6K
$1.14M
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
20+ 4.06% |
$707 - $854
|
513
$23.7K
|
|
|
Aug 05, 2025
Q2 2025
|
Sunburst Financial Group, LLC
|
BUY
|
- |
11+ 0.07% |
$389 - $469
|
15.2K
$705K
|
|
|
Aug 05, 2025
Q2 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-538K- 83.77% |
$19M - $23M
|
104K
$4.82M
|
|
|
Aug 05, 2025
Q2 2025
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
5.31K+ 10.42% |
$188K - $227K
|
56.3K
$2.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-2.39K- 19.28% |
$84.3K - $102K
|
9.98K
$461K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-926- 2.34% |
$32.7K - $39.5K
|
38.7K
$1.79M
|
|
|
Aug 05, 2025
Q2 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
8.11KNew |
$287K - $346K
|
8.11K
$375K
|
|
|
Aug 05, 2025
Q2 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-852- 5.64% |
$30.1K - $36.4K
|
14.3K
$659K
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-1.39K- 4.93% |
$49.1K - $59.2K
|
26.8K
$1.24M
|
|
|
Aug 05, 2025
Q2 2025
|
Tkg Advisors, LLC
|
SELL
|
- |
-6.99K- 23.17% |
$247K - $298K
|
23.2K
$1.07M
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
BUY
|
- |
179+ 1.13% |
$6.33K - $7.64K
|
16K
$739K
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-390- 1.58% |
$13.8K - $16.6K
|
24.3K
$1.12M
|
|
|
Aug 05, 2025
Q2 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
1.42K+ 9.08% |
$50.1K - $60.4K
|
17K
$786K
|
|
|
Aug 04, 2025
Q2 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-22.5K- 28.33% |
$797K - $962K
|
57K
$2.63M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.95K+ 7.52% |
$68.8K - $83.1K
|
27.8K
$1.29M
|
|
|
Aug 04, 2025
Q2 2025
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
1.16K+ 4.89% |
$40.9K - $49.4K
|
24.8K
$1.15M
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-110K- 26.22% |
$3.89M - $4.69M
|
309K
$14.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
787+ 4.61% |
$27.8K - $33.6K
|
17.9K
$826K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-245- 11.9% |
$8.66K - $10.5K
|
1.81K
$83.8K
|
|
|
Aug 04, 2025
Q2 2025
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-126- 0.98% |
$4.45K - $5.38K
|
12.7K
$585K
|
|
|
Aug 04, 2025
Q2 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
362New |
$12.8K - $15.5K
|
362
$16.7K
|
|
|
Aug 04, 2025
Q2 2025
|
Spinnaker Trust
|
SELL
|
- |
-281K- 34.28% |
$9.93M - $12M
|
539K
$24.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Noesis Capital Mangement Corp
|
BUY
|
- |
995+ 16.58% |
$35.2K - $42.5K
|
7K
$323K
|
|
|
Aug 04, 2025
Q2 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
1.15KNew |
$40.7K - $49.1K
|
1.15K
$53.1K
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-2.41K- 21.96% |
$85.1K - $103K
|
8.55K
$395K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
706K+ 113.3% |
$25M - $30.1M
|
1.33M
$61.4M
|
|
|
Aug 04, 2025
Q2 2025
|
One Day In July LLC
|
BUY
|
- |
107K+ 25.94% |
$3.77M - $4.55M
|
518K
$23.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-23.8K- 29.39% |
$842K - $1.02M
|
57.2K
$2.64M
|
|
|
Aug 04, 2025
Q2 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
34.3K+ 9.79% |
$1.21M - $1.47M
|
385K
$17.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-3.1K- 24.43% |
$110K - $132K
|
9.6K
$444K
|
|
|
Aug 04, 2025
Q2 2025
|
Univest Financial Corp
|
BUY
|
- |
52.3K+ 22.34% |
$1.85M - $2.23M
|
286K
$13.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
467New |
$16.5K - $19.9K
|
467
$21.6K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-6.46K- 14.82% |
$228K - $276K
|
37.1K
$1.71M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
415+ 8.94% |
$14.7K - $17.7K
|
5.06K
$234K
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
202K+ 289.83% |
$7.15M - $8.64M
|
272K
$12.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
323+ 2.26% |
$11.4K - $13.8K
|
14.6K
$677K
|
|
|
Aug 04, 2025
Q2 2025
|
Welch & Forbes LLC
|
BUY
|
- |
187+ 2.56% |
$6.61K - $7.98K
|
7.49K
$346K
|
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-593- 3.76% |
$21K - $25.3K
|
15.2K
$702K
|
|
|
Aug 04, 2025
Q2 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-79.9K- 8.63% |
$2.82M - $3.41M
|
846K
$39.1M
|
|
|
Aug 01, 2025
Q2 2025
|
Banco Santander, S.A.
|
BUY
|
- |
219K+ 77.2% |
$7.75M - $9.36M
|
503K
$23.3M
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
110K+ 19.66% |
$3.87M - $4.68M
|
667K
$30.8M
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-1.98K- 21.13% |
$69.9K - $84.4K
|
7.38K
$341K
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
17.9KNew |
$633K - $764K
|
17.9K
$827K
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-24.3K- 74.46% |
$860K - $1.04M
|
8.35K
$386K
|