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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Adams Wealth Management
|
BUY
|
- |
8.46K+ 60.02% |
$339K - $396K
|
22.6K
$1.04M
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
BUY
|
- |
8.39KNew |
$336K - $393K
|
8.39K
$388K
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
7.94K+ 11.3% |
$318K - $371K
|
78.2K
$3.61M
|
|
|
May 15, 2025
Q1 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
7.71KNew |
$309K - $361K
|
7.71K
$356K
|
|
|
Apr 24, 2025
Q1 2025
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
7.26KNew |
$290K - $340K
|
7.26K
$335K
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
7.17KNew |
$287K - $336K
|
7.17K
$331K
|
|
|
Apr 14, 2025
Q1 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
7.11K+ 11.26% |
$285K - $333K
|
70.2K
$3.25M
|
|
|
May 12, 2025
Q1 2025
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
6.65K+ 28.55% |
$266K - $311K
|
30K
$1.38M
|
|
|
Apr 10, 2025
Q1 2025
|
Leverty Financial Group, LLC
|
BUY
|
- |
6.49KNew |
$260K - $304K
|
6.49K
$300K
|
|
|
May 14, 2025
Q1 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
6.3KNew |
$252K - $295K
|
6.3K
$291K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
6.25KNew |
$250K - $293K
|
6.25K
$289K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
5.41K+ 12.19% |
$217K - $253K
|
49.8K
$2.3M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
4.95KNew |
$198K - $232K
|
4.95K
$229K
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
4.55K+ 17.44% |
$182K - $213K
|
30.6K
$1.42M
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
3.93KNew |
$157K - $184K
|
3.93K
$182K
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
3.53K+ 4.98% |
$141K - $165K
|
74.3K
$3.43M
|
|
|
Aug 15, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
3.52K+ 7.02% |
$141K - $165K
|
53.6K
$2.47M
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
BUY
|
- |
2.95K+ 3.58% |
$118K - $138K
|
85.3K
$3.94M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
2.57KNew |
$103K - $120K
|
2.57K
$119K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.56KNew |
$103K - $120K
|
2.56K
$118K
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
2.48K+ 9.8% |
$99.4K - $116K
|
27.8K
$1.29M
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
2.11KNew |
$84.3K - $98.5K
|
2.11K
$97.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
1.89K+ 3.25% |
$75.6K - $88.4K
|
59.9K
$2.77M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
1.84KNew |
$73.5K - $85.9K
|
1.84K
$84.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
1.66K+ 4.8% |
$66.6K - $77.8K
|
36.3K
$1.68M
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.27K+ 14066.67% |
$50.7K - $59.3K
|
1.28K
$58.9K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.16K+ 3.83% |
$46.3K - $54.2K
|
31.4K
$1.45M
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
1.07KNew |
$43K - $50.3K
|
1.07K
$49.6K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.03K+ 10.53% |
$41.2K - $48.2K
|
10.8K
$499K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
902+ 13.34% |
$36.1K - $42.2K
|
7.67K
$354K
|
|
|
Apr 22, 2025
Q1 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
803+ 0.81% |
$32.1K - $37.6K
|
99.6K
$4.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
596+ 158.09% |
$23.9K - $27.9K
|
973
$45K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
534New |
$21.4K - $25K
|
534
$24.7K
|
|
|
May 15, 2025
Q1 2025
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
530+ 7.92% |
$21.2K - $24.8K
|
7.23K
$334K
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
BUY
|
- |
522+ 6.96% |
$20.9K - $24.4K
|
8.02K
$371K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
516New |
$20.7K - $24.2K
|
516
$23.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
457New |
$18.3K - $21.4K
|
457
$21.1K
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
390+ 17.08% |
$15.6K - $18.3K
|
2.67K
$124K
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
300New |
$12K - $14K
|
300
$13.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Burt Wealth Advisors
|
BUY
|
- |
257+ 4.31% |
$10.3K - $12K
|
6.21K
$287K
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
255+ 4.96% |
$10.2K - $11.9K
|
5.4K
$249K
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
174New |
$6.97K - $8.14K
|
174
$8.04K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
174+ 2.42% |
$6.97K - $8.14K
|
7.36K
$340K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
144New |
$5.76K - $6.74K
|
144
$6.65K
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
BUY
|
- |
125New |
$5K - $5.85K
|
125
$5.78K
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
97New |
$3.88K - $4.54K
|
97
$4.48K
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
87+ 1.24% |
$3.48K - $4.07K
|
7.13K
$329K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
83New |
$3.32K - $3.89K
|
83
$3.84K
|
|
|
Apr 15, 2025
Q1 2025
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
81+ 0.39% |
$3.24K - $3.79K
|
20.7K
$959K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
76+ 0.9% |
$3.04K - $3.56K
|
8.51K
$393K
|