Latest Institutional Purchases of Spdr Portfolio S&P 600 Small C (SPSM)
This list provides information on the latest institutional transactions involving Spdr Portfolio S&P 600 Small C (SPSM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
1.49M+ 9.21% |
$52.5M - $63.4M
|
17.6M
$814M
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.47M+ 128.5% |
$52M - $62.8M
|
2.61M
$121M
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.27M+ 5.65% |
$45M - $54.4M
|
23.8M
$1.1B
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
968K+ 4.32% |
$34.2M - $41.3M
|
23.4M
$1.08B
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
706K+ 113.3% |
$25M - $30.1M
|
1.33M
$61.4M
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
606K+ 107.62% |
$21.4M - $25.9M
|
1.17M
$54M
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
426K+ 288.6% |
$15.1M - $18.2M
|
574K
$26.5M
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
425K+ 89563.16% |
$15M - $18.2M
|
426K
$19.7M
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
416K+ 7.11% |
$14.7M - $17.7M
|
6.26M
$289M
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
319K+ 41.2% |
$11.3M - $13.6M
|
1.09M
$50.5M
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
249K+ 18.04% |
$8.81M - $10.6M
|
1.63M
$75.3M
|
|
Aug 08, 2025
Q2 2025
|
Mason Street Advisors, LLC
Milwaukee, WI |
BUY
|
- |
235K+ 27.57% |
$8.32M - $10M
|
1.09M
$50.3M
|
|
Jul 15, 2025
Q2 2025
|
Surience Private Wealth LLC
|
BUY
|
- |
235KNew |
$8.29M - $10M
|
235K
$10.8M
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
226K+ 25.33% |
$7.99M - $9.64M
|
1.12M
$51.7M
|
|
Aug 01, 2025
Q2 2025
|
Banco Santander, S.A.
|
BUY
|
- |
219K+ 77.2% |
$7.75M - $9.36M
|
503K
$23.3M
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
205K+ 59.95% |
$7.25M - $8.76M
|
547K
$25.3M
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
202K+ 289.83% |
$7.15M - $8.64M
|
272K
$12.6M
|
|
Aug 14, 2025
Q2 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
175K+ 15.74% |
$6.19M - $7.48M
|
1.29M
$59.5M
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
164K+ 5.45% |
$5.78M - $6.98M
|
3.17M
$146M
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
163K+ 5.27% |
$5.78M - $6.97M
|
3.26M
$151M
|
|
Jul 02, 2025
Q2 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
159K+ 23.82% |
$5.63M - $6.79M
|
827K
$38.2M
|
|
Aug 07, 2025
Q2 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
149K+ 1225.9% |
$5.27M - $6.36M
|
161K
$7.45M
|
|
Aug 13, 2025
Q2 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
142KNew |
$5.01M - $6.05M
|
142K
$6.55M
|
|
Jul 28, 2025
Q2 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
129KNew |
$4.57M - $5.52M
|
129K
$5.98M
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
129KNew |
$4.55M - $5.5M
|
129K
$5.95M
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
127K+ 17.02% |
$4.47M - $5.4M
|
870K
$40.2M
|
|
Aug 12, 2025
Q2 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
120K+ 591.49% |
$4.25M - $5.13M
|
141K
$6.5M
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
114K+ 56.52% |
$4.02M - $4.85M
|
315K
$14.5M
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
113K+ 64.83% |
$3.98M - $4.81M
|
286K
$13.2M
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
110K+ 19.66% |
$3.87M - $4.68M
|
667K
$30.8M
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
109K+ 6.04% |
$3.84M - $4.64M
|
1.91M
$88.2M
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
107K+ 17.57% |
$3.79M - $4.57M
|
717K
$33.1M
|
|
Aug 04, 2025
Q2 2025
|
One Day In July LLC
|
BUY
|
- |
107K+ 25.94% |
$3.77M - $4.55M
|
518K
$23.9M
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
97.2K+ 80.3% |
$3.44M - $4.15M
|
218K
$10.1M
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
93.8K+ 12.23% |
$3.32M - $4M
|
861K
$39.8M
|
|
Jul 31, 2025
Q2 2025
|
Af Advisors, Inc.
|
BUY
|
- |
90KNew |
$3.18M - $3.84M
|
90K
$4.16M
|
|
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 01, 2025
Q2 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
85.8K+ 24.82% |
$3.03M - $3.66M
|
431K
$19.9M
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
81.5K+ 37.91% |
$2.88M - $3.48M
|
297K
$13.7M
|
|
Aug 11, 2025
Q2 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
80.1KNew |
$2.83M - $3.42M
|
80.1K
$3.7M
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
75.9K+ 7.7% |
$2.68M - $3.24M
|
1.06M
$49.1M
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
75.8K+ 5.72% |
$2.68M - $3.24M
|
1.4M
$64.8M
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
75.7K+ 5.08% |
$2.68M - $3.23M
|
1.57M
$72.4M
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
74.4K+ 151.86% |
$2.63M - $3.18M
|
123K
$5.7M
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
71.5K+ 23.1% |
$2.53M - $3.05M
|
381K
$17.6M
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
68K+ 14.44% |
$2.41M - $2.9M
|
539K
$24.9M
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
66.4K+ 16.14% |
$2.35M - $2.84M
|
478K
$22.1M
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
65.9KNew |
$2.33M - $2.81M
|
65.9K
$3.05M
|
|
Jul 23, 2025
Q2 2025
|
Louisiana State Employees Retirement System
|
BUY
|
- |
63K+ 138.77% |
$2.23M - $2.69M
|
108K
$5.01M
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
62.1K+ 6.89% |
$2.2M - $2.65M
|
964K
$44.5M
|