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 14, 2025
Q2 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
7.19KNew |
$254K - $307K
|
7.19K
$316K
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
6.92K+ 10.05% |
$245K - $295K
|
75.8K
$3.33M
|
|
|
Jul 15, 2025
Q2 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
6.43KNew |
$227K - $275K
|
6.43K
$283K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
6.31K+ 12.08% |
$223K - $269K
|
58.5K
$2.58M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
6.21K+ 15.46% |
$220K - $265K
|
46.4K
$2.04M
|
|
|
Jul 17, 2025
Q2 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
6.07K+ 84.36% |
$215K - $259K
|
13.3K
$583K
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
6.04K+ 44.49% |
$213K - $258K
|
19.6K
$863K
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
5.64KNew |
$199K - $241K
|
5.64K
$248K
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
5.49K+ 67.58% |
$194K - $234K
|
13.6K
$599K
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
5.48KNew |
$194K - $234K
|
5.48K
$241K
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
5.26KNew |
$186K - $224K
|
5.26K
$231K
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
5.21KNew |
$184K - $222K
|
5.21K
$229K
|
|
|
Jul 11, 2025
Q2 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
5.08K+ 13.69% |
$180K - $217K
|
42.2K
$1.86M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
5.04KNew |
$178K - $215K
|
5.04K
$222K
|
|
|
Jul 11, 2025
Q2 2025
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
4.86KNew |
$172K - $207K
|
4.86K
$214K
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
4.78K+ 38.67% |
$169K - $204K
|
17.1K
$754K
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
4.49K+ 37.58% |
$159K - $191K
|
16.4K
$722K
|
|
|
Jul 22, 2025
Q2 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
4.37K+ 13.35% |
$154K - $187K
|
37.1K
$1.63M
|
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
4.18K+ 81.71% |
$148K - $178K
|
9.29K
$409K
|
|
|
Jul 09, 2025
Q2 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
4.17K+ 6.9% |
$147K - $178K
|
64.5K
$2.84M
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
3.62K+ 7.09% |
$128K - $155K
|
54.8K
$2.41M
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
3.1K+ 23.89% |
$110K - $132K
|
16.1K
$708K
|
|
|
Jul 16, 2025
Q2 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
3.04K+ 4.09% |
$107K - $130K
|
77.2K
$3.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
2.92K+ 7.38% |
$103K - $125K
|
42.5K
$1.87M
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
2.9K+ 3.96% |
$103K - $124K
|
76.1K
$3.35M
|
|
|
Jul 22, 2025
Q2 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
BUY
|
- |
2.81K+ 6.58% |
$99.2K - $120K
|
45.5K
$2M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.62K+ 7.87% |
$92.6K - $112K
|
35.9K
$1.58M
|
|
|
Jul 14, 2025
Q2 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
2.58K+ 2.46% |
$91.2K - $110K
|
107K
$4.72M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2.56K+ 27.22% |
$90.5K - $109K
|
12K
$526K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.35K+ 3.41% |
$83K - $100K
|
71.1K
$3.13M
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
2.06KNew |
$72.6K - $87.7K
|
2.06K
$90.4K
|
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
1.75K+ 2.43% |
$61.7K - $74.5K
|
73.7K
$3.24M
|
|
|
Jul 21, 2025
Q2 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
1.69K+ 6.98% |
$59.7K - $72K
|
25.9K
$1.14M
|
|
|
Jul 17, 2025
Q2 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
1.61K+ 2.03% |
$56.9K - $68.7K
|
81K
$3.56M
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
1.2KNew |
$42.6K - $51.4K
|
1.2K
$53K
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
BUY
|
- |
1.2K+ 5.13% |
$42.4K - $51.2K
|
24.6K
$1.08M
|
|
|
Jul 22, 2025
Q2 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
1.1K+ 2.7% |
$39K - $47.1K
|
42K
$1.85M
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
1KNew |
$35.4K - $42.7K
|
1K
$44K
|
|
|
Jul 15, 2025
Q2 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
862+ 1.34% |
$30.5K - $36.8K
|
65.1K
$2.86M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
796+ 110.4% |
$28.1K - $34K
|
1.52K
$66.7K
|
|
|
Jul 11, 2025
Q2 2025
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
787+ 5.41% |
$27.8K - $33.6K
|
15.3K
$675K
|
|
|
Jul 23, 2025
Q2 2025
|
Center For Asset Management LLC
|
BUY
|
- |
670+ 10.31% |
$23.7K - $28.6K
|
7.17K
$315K
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
653+ 3.56% |
$23.1K - $27.9K
|
19K
$835K
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
629+ 13.2% |
$22.2K - $26.8K
|
5.4K
$237K
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
607+ 4.15% |
$21.5K - $25.9K
|
15.2K
$671K
|
|
|
Jul 09, 2025
Q2 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
425+ 6.96% |
$15K - $18.1K
|
6.53K
$287K
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
413+ 5.99% |
$14.6K - $17.6K
|
7.31K
$322K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
351+ 9.28% |
$12.4K - $15K
|
4.13K
$182K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
273+ 1.62% |
$9.65K - $11.7K
|
17.1K
$754K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
248+ 2.98% |
$8.77K - $10.6K
|
8.56K
$377K
|