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 17, 2025
Q2 2025
|
Montis Financial, LLC
|
BUY
|
- |
171+ 1.57% |
$6.04K - $7.3K
|
11.1K
$486K
|
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
142+ 2.17% |
$5.02K - $6.06K
|
6.69K
$294K
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
138New |
$4.88K - $5.89K
|
138
$6.07K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
136+ 0.6% |
$4.81K - $5.8K
|
22.7K
$999K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
82+ 22.97% |
$2.9K - $3.5K
|
439
$19.3K
|
|
|
Jul 22, 2025
Q2 2025
|
Vantage Investment Partners, LLC
|
BUY
|
- |
80+ 1.02% |
$2.83K - $3.41K
|
7.91K
$348K
|
|
|
Jul 08, 2025
Q2 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
58+ 0.35% |
$2.05K - $2.48K
|
16.6K
$730K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
46+ 0.83% |
$1.63K - $1.96K
|
5.6K
$247K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
45+ 4.83% |
$1.59K - $1.92K
|
977
$43K
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
41+ 0.44% |
$1.45K - $1.75K
|
9.43K
$415K
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
29+ 0.42% |
$1.03K - $1.24K
|
6.87K
$302K
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
26+ 0.44% |
$919 - $1.11K
|
5.93K
$261K
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
23+ 0.28% |
$813 - $982
|
8.22K
$362K
|
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
23+ 0.42% |
$813 - $982
|
5.44K
$239K
|
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
18+ 0.24% |
$636 - $768
|
7.57K
$333K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
6+ 0.17% |
$212 - $256
|
3.62K
$159K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
6+ 0.45% |
$212 - $256
|
1.34K
$58.9K
|
|
|
Jul 23, 2025
Q2 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
5+ 3.47% |
$177 - $213
|
149
$6.55K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
4+ 3.48% |
$141 - $171
|
119
$5.23K
|
|
|
Jul 23, 2025
Q2 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
3+ 0.04% |
$106 - $128
|
7.77K
$342K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
3+ 0.54% |
$106 - $128
|
562
$24.7K
|
|
|
Jul 21, 2025
Q2 2025
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
2+ 0.02% |
$70.7 - $85.4
|
11.2K
$493K
|
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 0.34% |
$70.7 - $85.4
|
596
$26.2K
|
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
2+ 0.04% |
$70.7 - $85.4
|
5.29K
$233K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
1+ 0.69% |
$35.4 - $42.7
|
145
$6.38K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
1+ 0.29% |
$35.4 - $42.7
|
345
$15.2K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Hancock Prospecting Pty LTD
West Perth, C3 |
BUY
|
- |
1.48MNew |
$59.2M - $69.3M
|
1.48M
$65.1M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.41M+ 6.69% |
$56.3M - $65.9M
|
22.4M
$987M
|
|
|
Apr 11, 2025
Q1 2025
|
Compton Financial Group, LLC
|
BUY
|
- |
558KNew |
$22.3M - $26.1M
|
558K
$24.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
465K+ 8.65% |
$18.6M - $21.8M
|
5.85M
$257M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
439K+ 1.98% |
$17.6M - $20.6M
|
22.6M
$992M
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
328K+ 735.7% |
$13.1M - $15.3M
|
372K
$16.4M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
320K+ 6.87% |
$12.8M - $15M
|
4.98M
$219M
|
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
270K+ 4817.92% |
$10.8M - $12.6M
|
275K
$12.1M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
178K+ 201.79% |
$7.12M - $8.32M
|
266K
$11.7M
|
|
|
Apr 09, 2025
Q1 2025
|
International City Management Association Retirement Corp
Washington, DC |
BUY
|
- |
162KNew |
$6.47M - $7.57M
|
162K
$7.11M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
156K+ 7.23% |
$6.23M - $7.29M
|
2.31M
$102M
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
150K+ 2316.59% |
$6M - $7.02M
|
156K
$6.88M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
137KNew |
$5.5M - $6.43M
|
137K
$6.05M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
133K+ 325.6% |
$5.32M - $6.22M
|
174K
$7.64M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
110K+ 1.99% |
$4.41M - $5.16M
|
5.65M
$248M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
106K+ 10.19% |
$4.24M - $4.95M
|
1.14M
$50.3M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
103K+ 6.78% |
$4.1M - $4.8M
|
1.61M
$71M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
90.4KNew |
$3.62M - $4.23M
|
90.4K
$3.98M
|
|
|
May 05, 2025
Q1 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
89.1K+ 34.05% |
$3.57M - $4.17M
|
351K
$15.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
83.4K+ 24.84% |
$3.34M - $3.91M
|
419K
$18.4M
|
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
BUY
|
- |
80.3K+ 24.24% |
$3.21M - $3.76M
|
411K
$18.1M
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
79K+ 16.53% |
$3.16M - $3.7M
|
557K
$24.5M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
78.6K+ 3.33% |
$3.15M - $3.68M
|
2.44M
$107M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
76.6KNew |
$3.07M - $3.59M
|
76.6K
$3.37M
|
|