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 01, 2025
Q2 2025
|
Penobscot Wealth Management
|
SELL
|
- |
-2.52K- 13.82% |
$89.2K - $108K
|
15.7K
$727K
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-724- 4.29% |
$25.6K - $30.9K
|
16.2K
$747K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
111+ 43.02% |
$3.92K - $4.74K
|
369
$17.1K
|
|
|
Aug 01, 2025
Q2 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
106+ 0.84% |
$3.75K - $4.52K
|
12.7K
$587K
|
|
|
Aug 01, 2025
Q2 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
1+ 0.54% |
$35.4 - $42.7
|
187
$8.64K
|
|
|
Aug 01, 2025
Q2 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
22.8K+ 10.52% |
$807K - $975K
|
240K
$11.1M
|
|
|
Aug 01, 2025
Q2 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
187New |
$6.61K - $7.98K
|
187
$8.64K
|
|
|
Aug 01, 2025
Q2 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
85.8K+ 24.82% |
$3.03M - $3.66M
|
431K
$19.9M
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
144New |
$5.09K - $6.15K
|
144
$6.65K
|
|
|
Aug 01, 2025
Q2 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
1+ 0.02% |
$35.4 - $42.7
|
6.66K
$308K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
21.8K+ 4.31% |
$772K - $932K
|
529K
$24.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-3.77K- 38.13% |
$133K - $161K
|
6.11K
$282K
|
|
|
Jul 31, 2025
Q2 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-559- 23.48% |
$19.8K - $23.9K
|
1.82K
$84.2K
|
|
|
Jul 31, 2025
Q2 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
13.1K+ 11.16% |
$463K - $559K
|
131K
$6.03M
|
|
|
Jul 31, 2025
Q2 2025
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
12.1KNew |
$427K - $515K
|
12.1K
$558K
|
|
|
Jul 31, 2025
Q2 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
2.16K+ 13.34% |
$76.4K - $92.2K
|
18.4K
$848K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
628+ 6.13% |
$22.2K - $26.8K
|
10.9K
$503K
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-5.55K- 28.81% |
$196K - $237K
|
13.7K
$633K
|
|
|
Jul 31, 2025
Q2 2025
|
Af Advisors, Inc.
|
BUY
|
- |
90KNew |
$3.18M - $3.84M
|
90K
$4.16M
|
|
|
Jul 31, 2025
Q2 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-144- 4.88% |
$5.09K - $6.15K
|
2.8K
$130K
|
|
|
Jul 31, 2025
Q2 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
800New |
$28.3K - $34.1K
|
800
$37K
|
|
|
Jul 31, 2025
Q2 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
19.3K+ 18.11% |
$682K - $823K
|
126K
$5.81M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
163K+ 5.27% |
$5.78M - $6.97M
|
3.26M
$151M
|
|
|
Jul 31, 2025
Q2 2025
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
40+ 0.67% |
$1.41K - $1.71K
|
5.98K
$276K
|
|
|
Jul 30, 2025
Q2 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
4.19K+ 2.55% |
$148K - $179K
|
169K
$7.79M
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
205K+ 59.95% |
$7.25M - $8.76M
|
547K
$25.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
6.08KNew |
$215K - $260K
|
6.08K
$281K
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
259New |
$9.16K - $11.1K
|
259
$12K
|
|
|
Jul 30, 2025
Q2 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
2.37K+ 4.06% |
$83.6K - $101K
|
60.6K
$2.8M
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.55K+ 11.91% |
$54.6K - $65.9K
|
14.5K
$671K
|
|
|
Jul 30, 2025
Q2 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-20.4K- 7.41% |
$722K - $871K
|
255K
$11.8M
|
|
|
Jul 30, 2025
Q2 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-170- 1.33% |
$6.01K - $7.26K
|
12.6K
$584K
|
|
|
Jul 30, 2025
Q2 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
143+ 2.03% |
$5.06K - $6.1K
|
7.18K
$332K
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
23+ 2.65% |
$813 - $982
|
892
$41.2K
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
SELL
|
- |
-273- 3.21% |
$9.65K - $11.7K
|
8.24K
$381K
|
|
|
Jul 30, 2025
Q2 2025
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-101- 0.8% |
$3.57K - $4.31K
|
12.5K
$577K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-65.1K- 31.1% |
$2.3M - $2.78M
|
144K
$6.66M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-651- 7.01% |
$23K - $27.8K
|
8.63K
$399K
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-56- 0.52% |
$1.98K - $2.39K
|
10.6K
$492K
|
|
|
Jul 30, 2025
Q2 2025
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-439- 7.64% |
$15.5K - $18.7K
|
5.31K
$245K
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
SELL
|
- |
-5.93K- 11.28% |
$210K - $253K
|
46.6K
$2.15M
|
|
|
Jul 30, 2025
Q2 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-570- 5.97% |
$20.1K - $24.3K
|
8.98K
$415K
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-916- 2.95% |
$32.4K - $39.1K
|
30.1K
$1.39M
|
|
|
Jul 30, 2025
Q2 2025
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
1+ 0.01% |
$35.4 - $42.7
|
7.03K
$325K
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-3.28K- 0.94% |
$116K - $140K
|
345K
$16M
|
|
|
Jul 29, 2025
Q2 2025
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
6.15K+ 15.66% |
$217K - $263K
|
45.4K
$2.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
9.69K+ 16.99% |
$342K - $413K
|
66.7K
$3.08M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.09K+ 7.17% |
$145K - $175K
|
61.1K
$2.82M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.09K+ 2.7% |
$180K - $217K
|
194K
$8.96M
|
|
|
Jul 29, 2025
Q2 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-1.51K- 1.98% |
$53.4K - $64.5K
|
74.7K
$3.45M
|