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 07, 2025
Q1 2025
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
76.5K+ 59.99% |
$3.06M - $3.58M
|
204K
$8.98M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
70K+ 5.57% |
$2.8M - $3.28M
|
1.33M
$58.3M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
69.9K+ 3.93% |
$2.8M - $3.27M
|
1.85M
$81.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
68.7K+ 148.06% |
$2.75M - $3.21M
|
115K
$5.06M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
66.9K+ 4.27% |
$2.68M - $3.13M
|
1.63M
$71.8M
|
|
|
Jun 09, 2025
Q1 2025
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
65.2K+ 77.21% |
$2.61M - $3.05M
|
150K
$6.59M
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
61.1KNew |
$2.44M - $2.86M
|
61.1K
$2.69M
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
58.4K+ 5.5% |
$2.34M - $2.73M
|
1.12M
$49.2M
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
56.7KNew |
$2.27M - $2.66M
|
56.7K
$2.5M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
52.5KNew |
$2.1M - $2.46M
|
52.5K
$2.31M
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
50.3K+ 74.96% |
$2.01M - $2.35M
|
117K
$5.16M
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
49.4K+ 7.32% |
$1.98M - $2.31M
|
724K
$31.9M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
49KNew |
$1.96M - $2.29M
|
49K
$2.16M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
48.4K+ 139.86% |
$1.94M - $2.26M
|
83K
$3.65M
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
44.7K+ 14.86% |
$1.79M - $2.09M
|
346K
$15.2M
|
|
|
May 08, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
42.4KNew |
$1.7M - $1.98M
|
42.4K
$1.86M
|
|
|
May 14, 2025
Q1 2025
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
42KNew |
$1.68M - $1.96M
|
42K
$1.85M
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
38.2K+ 8.24% |
$1.53M - $1.79M
|
501K
$22.1M
|
|
|
May 15, 2025
Q1 2025
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
37.1KNew |
$1.49M - $1.74M
|
37.1K
$1.63M
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
36.2K+ 14.58% |
$1.45M - $1.7M
|
285K
$12.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
36.2K+ 92.36% |
$1.45M - $1.7M
|
75.5K
$3.32M
|
|
|
May 12, 2025
Q1 2025
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
33.4K+ 477.94% |
$1.34M - $1.56M
|
40.3K
$1.77M
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
29.4K+ 5.52% |
$1.18M - $1.38M
|
562K
$24.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
27.8K+ 5.02% |
$1.11M - $1.3M
|
582K
$25.6M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
27.6K+ 15.16% |
$1.11M - $1.29M
|
210K
$9.24M
|
|
|
May 14, 2025
Q1 2025
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
27.3KNew |
$1.09M - $1.28M
|
27.3K
$1.2M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
25.6K+ 146.68% |
$1.02M - $1.2M
|
43.1K
$1.89M
|
|
|
May 14, 2025
Q1 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
25K+ 112.16% |
$1M - $1.17M
|
47.3K
$2.08M
|
|
|
Apr 29, 2025
Q1 2025
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
24.6K+ 5.5% |
$983K - $1.15M
|
471K
$20.7M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
22.8KNew |
$913K - $1.07M
|
22.8K
$1M
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
22.7KNew |
$910K - $1.06M
|
22.7K
$1M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
21.1K+ 21.06% |
$843K - $985K
|
121K
$5.32M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
20.7K+ 16.92% |
$827K - $967K
|
143K
$6.28M
|
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
20.1K+ 5.76% |
$806K - $943K
|
370K
$16.3M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
19.6K+ 12.04% |
$784K - $917K
|
182K
$8.02M
|
|
|
May 09, 2025
Q1 2025
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
19.3K+ 59.22% |
$774K - $905K
|
52K
$2.29M
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
19KNew |
$762K - $891K
|
19K
$837K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
18KNew |
$720K - $842K
|
18K
$791K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
16.8K+ 1971.88% |
$671K - $785K
|
17.6K
$775K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
15.8K+ 2.11% |
$633K - $741K
|
768K
$33.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
15.8K+ 42.34% |
$633K - $740K
|
53.2K
$2.34M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
14.9K+ 85.62% |
$595K - $696K
|
32.2K
$1.42M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
14.7K+ 4.45% |
$590K - $690K
|
346K
$15.2M
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
14.7K+ 9.5% |
$589K - $689K
|
170K
$7.46M
|
|
|
May 13, 2025
Q1 2025
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
14.1KNew |
$565K - $661K
|
14.1K
$621K
|
|
|
May 07, 2025
Q1 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
14K+ 24.2% |
$559K - $654K
|
71.7K
$3.15M
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
13.6K+ 35.22% |
$543K - $635K
|
52K
$2.29M
|
|
|
May 14, 2025
Q1 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
13.5K+ 5.01% |
$540K - $631K
|
283K
$12.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
13.4K+ 12.6% |
$537K - $627K
|
120K
$5.27M
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
13.1K+ 5.31% |
$526K - $615K
|
260K
$11.5M
|