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 21, 2025
Q2 2025
|
Financial Insights, Inc.
|
BUY
|
- |
9.58K+ 4.74% |
$339K - $409K
|
212K
$9.78M
|
|
|
Aug 11, 2025
Q2 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
9.35K+ 9.63% |
$330K - $399K
|
106K
$4.92M
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
8.91K+ 16.8% |
$315K - $380K
|
61.9K
$2.86M
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
8.75KNew |
$309K - $374K
|
8.75K
$405K
|
|
|
Aug 14, 2025
Q2 2025
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
8.73K+ 78.06% |
$309K - $373K
|
19.9K
$920K
|
|
|
Aug 07, 2025
Q2 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
8.36K+ 11.83% |
$296K - $357K
|
79K
$3.65M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
8.33K+ 3.34% |
$295K - $356K
|
257K
$11.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
8.11KNew |
$287K - $346K
|
8.11K
$375K
|
|
|
Jul 16, 2025
Q2 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
7.84K+ 7.64% |
$277K - $334K
|
110K
$5.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
7.79K+ 15.48% |
$275K - $332K
|
58.1K
$2.68M
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
7.64K+ 39.26% |
$270K - $326K
|
27.1K
$1.25M
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
7.48K+ 8.89% |
$264K - $319K
|
91.6K
$4.23M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
7.45K+ 14.78% |
$263K - $318K
|
57.9K
$2.67M
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
7.31K+ 2.49% |
$258K - $312K
|
301K
$13.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
7.23K+ 13.03% |
$255K - $308K
|
62.7K
$2.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
7.19KNew |
$254K - $307K
|
7.19K
$332K
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
7.18KNew |
$254K - $307K
|
7.18K
$332K
|
|
|
Aug 13, 2025
Q2 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
7.11KNew |
$251K - $304K
|
7.11K
$329K
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
7.06KNew |
$250K - $301K
|
7.06K
$326K
|
|
|
Aug 08, 2025
Q2 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
7.01K+ 10.98% |
$248K - $299K
|
70.8K
$3.27M
|
|
|
Aug 11, 2025
Q2 2025
|
October Effect LTD
Virginia Beach, VA |
BUY
|
- |
6.94KNew |
$245K - $296K
|
6.94K
$321K
|
|
|
Jul 25, 2025
Q2 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
6.92KNew |
$245K - $295K
|
6.92K
$320K
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
6.92K+ 10.05% |
$245K - $295K
|
75.8K
$3.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.72K+ 47.92% |
$238K - $287K
|
20.7K
$959K
|
|
|
Aug 14, 2025
Q2 2025
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
6.52KNew |
$230K - $278K
|
6.52K
$301K
|
|
|
Jul 15, 2025
Q2 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
6.43KNew |
$227K - $275K
|
6.43K
$297K
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
6.39K+ 58.07% |
$226K - $273K
|
17.4K
$803K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
6.31K+ 12.08% |
$223K - $269K
|
58.5K
$2.71M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
6.21K+ 15.46% |
$220K - $265K
|
46.4K
$2.14M
|
|
|
Jul 29, 2025
Q2 2025
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
6.15K+ 15.66% |
$217K - $263K
|
45.4K
$2.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
6.08KNew |
$215K - $260K
|
6.08K
$281K
|
|
|
Jul 17, 2025
Q2 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
6.07K+ 84.36% |
$215K - $259K
|
13.3K
$613K
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
6.04K+ 44.49% |
$213K - $258K
|
19.6K
$906K
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
6.01K+ 5.48% |
$212K - $257K
|
116K
$5.35M
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.86K+ 5.16% |
$207K - $250K
|
119K
$5.52M
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
5.86KNew |
$207K - $250K
|
5.86K
$271K
|
|
|
Aug 08, 2025
Q2 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
5.73K+ 2.03% |
$203K - $245K
|
288K
$13.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
5.68K+ 13.56% |
$201K - $243K
|
47.6K
$2.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
5.68K+ 15.64% |
$201K - $242K
|
42K
$1.94M
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
5.64KNew |
$199K - $241K
|
5.64K
$261K
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
5.49K+ 67.58% |
$194K - $234K
|
13.6K
$629K
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
5.48KNew |
$194K - $234K
|
5.48K
$253K
|
|
|
Aug 07, 2025
Q2 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
5.38K+ 0.97% |
$190K - $230K
|
562K
$26M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
5.34KNew |
$189K - $228K
|
5.34K
$247K
|
|
|
Aug 08, 2025
Q2 2025
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
5.33K+ 1.39% |
$189K - $228K
|
390K
$18M
|
|
|
Aug 05, 2025
Q2 2025
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
5.31K+ 10.42% |
$188K - $227K
|
56.3K
$2.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
5.3K+ 3.8% |
$187K - $226K
|
145K
$6.68M
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
5.26KNew |
$186K - $224K
|
5.26K
$243K
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
5.21KNew |
$184K - $222K
|
5.21K
$241K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.09K+ 2.7% |
$180K - $217K
|
194K
$8.96M
|