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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
416K+ 7.11% |
$14.7M - $17.7M
|
6.26M
$276M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
249K+ 18.04% |
$8.81M - $10.6M
|
1.63M
$71.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Surience Private Wealth LLC
|
BUY
|
- |
235KNew |
$8.29M - $10M
|
235K
$10.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
226K+ 25.33% |
$7.99M - $9.64M
|
1.12M
$49.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
164K+ 5.45% |
$5.78M - $6.98M
|
3.17M
$139M
|
|
|
Jul 02, 2025
Q2 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
159K+ 23.82% |
$5.63M - $6.79M
|
827K
$36.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
127K+ 17.02% |
$4.47M - $5.4M
|
870K
$38.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
114K+ 56.52% |
$4.02M - $4.85M
|
315K
$13.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
107K+ 17.57% |
$3.79M - $4.57M
|
717K
$31.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
81.5K+ 37.91% |
$2.88M - $3.48M
|
297K
$13M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
68K+ 14.44% |
$2.41M - $2.9M
|
539K
$23.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
66.4K+ 16.14% |
$2.35M - $2.84M
|
478K
$21M
|
|
|
Jul 23, 2025
Q2 2025
|
Louisiana State Employees Retirement System
|
BUY
|
- |
63K+ 138.77% |
$2.23M - $2.69M
|
108K
$4.77M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
56.3KNew |
$1.99M - $2.4M
|
56.3K
$2.47M
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
50.3KNew |
$1.78M - $2.15M
|
50.3K
$2.21M
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
49.4K+ 7.19% |
$1.75M - $2.11M
|
736K
$32.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
48.6KNew |
$1.72M - $2.08M
|
48.6K
$2.14M
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
46.4K+ 7.51% |
$1.64M - $1.98M
|
664K
$29.2M
|
|
|
Jul 02, 2025
Q2 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
38.2K+ 11.38% |
$1.35M - $1.63M
|
374K
$16.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
38.1K+ 92.25% |
$1.35M - $1.63M
|
79.4K
$3.49M
|
|
|
Jul 08, 2025
Q2 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
36.1KNew |
$1.28M - $1.54M
|
36.1K
$1.59M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
35.2K+ 12.19% |
$1.24M - $1.5M
|
324K
$14.2M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
31.5K+ 585.12% |
$1.11M - $1.34M
|
36.9K
$1.62M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
28.6KNew |
$1.01M - $1.22M
|
28.6K
$1.26M
|
|
|
Jul 17, 2025
Q2 2025
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
BUY
|
- |
24.1K+ 35.38% |
$851K - $1.03M
|
92.1K
$4.05M
|
|
|
Jul 23, 2025
Q2 2025
|
626 Financial, LLC
|
BUY
|
- |
23.3K+ 26.87% |
$822K - $992K
|
110K
$4.83M
|
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
22.7K+ 8.52% |
$801K - $967K
|
289K
$12.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
21.9K+ 8.15% |
$774K - $934K
|
291K
$12.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
21.6K+ 123.8% |
$762K - $920K
|
39K
$1.71M
|
|
|
Jul 01, 2025
Q2 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
20.2KNew |
$713K - $861K
|
20.2K
$888K
|
|
|
Jul 07, 2025
Q2 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
18.4K+ 7.14% |
$651K - $786K
|
276K
$12.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
BUY
|
- |
17.9K+ 10.48% |
$632K - $764K
|
189K
$8.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
15.3K+ 165.04% |
$540K - $652K
|
24.5K
$1.08M
|
|
|
Jul 23, 2025
Q2 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
14.8KNew |
$524K - $633K
|
14.8K
$652K
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
BUY
|
- |
14.8K+ 103.76% |
$521K - $630K
|
29K
$1.27M
|
|
|
Jul 21, 2025
Q2 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
14.6K+ 7.18% |
$515K - $622K
|
218K
$9.58M
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
13.8K+ 2.02% |
$488K - $589K
|
696K
$30.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
13.3K+ 11.21% |
$471K - $568K
|
132K
$5.81M
|
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
12.2K+ 9.75% |
$432K - $522K
|
138K
$6.06M
|
|
|
Jul 18, 2025
Q2 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
11.7KNew |
$414K - $499K
|
11.7K
$515K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
11.6K+ 2.4% |
$411K - $496K
|
497K
$21.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
10.7K+ 52.95% |
$378K - $457K
|
30.9K
$1.36M
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
10.4K+ 47.69% |
$368K - $445K
|
32.3K
$1.42M
|
|
|
Jul 22, 2025
Q2 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
10.2K+ 4.26% |
$362K - $437K
|
250K
$11M
|
|
|
Jul 22, 2025
Q2 2025
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
10.1KNew |
$357K - $431K
|
10.1K
$444K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
9.94KNew |
$351K - $424K
|
9.94K
$437K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
9.77K+ 4.22% |
$345K - $417K
|
241K
$10.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Insights, Inc.
|
BUY
|
- |
9.58K+ 4.74% |
$339K - $409K
|
212K
$9.31M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
8.33K+ 3.34% |
$295K - $356K
|
257K
$11.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
7.84K+ 7.64% |
$277K - $334K
|
110K
$4.86M
|