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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
973K+ 47.87% |
$38.9M - $45.5M
|
3M
$117M
|
|
|
Apr 11, 2025
Q1 2025
|
Compton Financial Group, LLC
|
BUY
|
- |
558KNew |
$22.3M - $26.1M
|
558K
$21.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
465K+ 8.65% |
$18.6M - $21.8M
|
5.85M
$228M
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
328K+ 735.7% |
$13.1M - $15.3M
|
372K
$14.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
224K+ 130.47% |
$8.96M - $10.5M
|
396K
$15.4M
|
|
|
Apr 09, 2025
Q1 2025
|
International City Management Association Retirement Corp
Washington, DC |
BUY
|
- |
162KNew |
$6.47M - $7.57M
|
162K
$6.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
150K+ 2316.59% |
$6M - $7.02M
|
156K
$6.09M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
137KNew |
$5.5M - $6.43M
|
137K
$5.35M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
83.4K+ 24.84% |
$3.34M - $3.91M
|
419K
$16.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
78.8K+ 57.89% |
$3.16M - $3.69M
|
215K
$8.38M
|
|
|
Apr 23, 2025
Q1 2025
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
BUY
|
- |
68KNew |
$2.72M - $3.18M
|
68K
$2.65M
|
|
|
Apr 16, 2025
Q1 2025
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
66.1K+ 32.62% |
$2.65M - $3.09M
|
269K
$10.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
58.4K+ 5.5% |
$2.34M - $2.73M
|
1.12M
$43.6M
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
56.7KNew |
$2.27M - $2.66M
|
56.7K
$2.21M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
54.7K+ 21.93% |
$2.19M - $2.56M
|
304K
$11.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
53.7K+ 4.05% |
$2.15M - $2.51M
|
1.38M
$53.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
50.3K+ 74.96% |
$2.01M - $2.35M
|
117K
$4.57M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
48.8K+ 73.68% |
$1.96M - $2.29M
|
115K
$4.48M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
48K+ 19.92% |
$1.92M - $2.24M
|
289K
$11.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
39.6K+ 6.12% |
$1.59M - $1.85M
|
687K
$26.7M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
39.3K+ 9.09% |
$1.57M - $1.84M
|
471K
$18.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
36.2K+ 14.58% |
$1.45M - $1.7M
|
285K
$11.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
36.2K+ 92.36% |
$1.45M - $1.7M
|
75.5K
$2.94M
|
|
|
Apr 17, 2025
Q1 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
32.7KNew |
$1.31M - $1.53M
|
32.7K
$1.28M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
27.8K+ 5.02% |
$1.11M - $1.3M
|
582K
$22.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Insights, Inc.
|
BUY
|
- |
25.9K+ 14.73% |
$1.04M - $1.21M
|
202K
$7.87M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
25.6K+ 146.68% |
$1.02M - $1.2M
|
43.1K
$1.68M
|
|
|
Apr 21, 2025
Q1 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
20.2KNew |
$809K - $946K
|
20.2K
$787K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
16.3K+ 2.12% |
$651K - $762K
|
784K
$30.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
16.2K+ 8.66% |
$648K - $758K
|
203K
$7.91M
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
14.2K+ 2.36% |
$569K - $666K
|
618K
$24.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
14K+ 177.77% |
$560K - $655K
|
21.8K
$851K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
13.4K+ 12.6% |
$537K - $627K
|
120K
$4.67M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
12.3K+ 17.47% |
$493K - $577K
|
82.8K
$3.23M
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
12.2K+ 36.69% |
$488K - $571K
|
45.5K
$1.77M
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
12.1K+ 9.5% |
$484K - $566K
|
139K
$5.43M
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
11K+ 10.25% |
$442K - $517K
|
119K
$4.63M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
10.6K+ 1.77% |
$424K - $496K
|
610K
$23.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
10.4K+ 3.13% |
$416K - $486K
|
342K
$13.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
9.88K+ 19.59% |
$396K - $463K
|
60.3K
$2.35M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
9.67K+ 2.03% |
$387K - $453K
|
485K
$18.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
BUY
|
- |
8.39KNew |
$336K - $393K
|
8.39K
$327K
|
|
|
Apr 10, 2025
Q1 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
7.95K+ 6.76% |
$318K - $372K
|
125K
$4.89M
|
|
|
Apr 11, 2025
Q1 2025
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
7.53K+ 2.0% |
$301K - $353K
|
385K
$15M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
7.27K+ 16.16% |
$291K - $340K
|
52.2K
$2.03M
|
|
|
Apr 24, 2025
Q1 2025
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
7.26KNew |
$290K - $340K
|
7.26K
$283K
|
|
|
Apr 14, 2025
Q1 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
7.11K+ 11.26% |
$285K - $333K
|
70.2K
$2.74M
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
7.08K+ 7.87% |
$283K - $331K
|
97.1K
$3.78M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
6.68K+ 3.96% |
$268K - $313K
|
176K
$6.84M
|
|
|
Apr 16, 2025
Q1 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
6.58K+ 6.85% |
$263K - $308K
|
103K
$4M
|