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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
12.7K+ 8.41% |
$508K - $594K
|
164K
$7.2M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
12.6KNew |
$504K - $589K
|
12.6K
$554K
|
|
|
May 14, 2025
Q1 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
12.4K+ 157.2% |
$498K - $582K
|
20.3K
$895K
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
12.2K+ 36.69% |
$488K - $571K
|
45.5K
$2M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
12.2K+ 10.13% |
$486K - $569K
|
132K
$5.81M
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
12.1K+ 9.5% |
$484K - $566K
|
139K
$6.13M
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
BUY
|
- |
12.1K+ 5.44% |
$483K - $565K
|
234K
$10.3M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
12K+ 20.6% |
$481K - $562K
|
70.3K
$3.09M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
11.3KNew |
$453K - $530K
|
11.3K
$498K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
11.3K+ 27.25% |
$452K - $529K
|
52.7K
$2.32M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
10.8K+ 16.52% |
$432K - $506K
|
76.2K
$3.35M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
10.7K+ 130.49% |
$427K - $500K
|
18.9K
$829K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
10.4K+ 3.13% |
$416K - $486K
|
342K
$15.1M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
10.3K+ 14.91% |
$413K - $483K
|
79.6K
$3.5M
|
|
|
May 14, 2025
Q1 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
10.1K+ 7.12% |
$403K - $471K
|
152K
$6.66M
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
9.86K+ 622.21% |
$395K - $462K
|
11.4K
$504K
|
|
|
May 13, 2025
Q1 2025
|
Pennington Partners & Co., LLC
Bethesda, MD |
BUY
|
- |
9.67KNew |
$387K - $452K
|
9.67K
$425K
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
9.63K+ 2.73% |
$385K - $451K
|
362K
$15.9M
|
|
|
Jul 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
9.54KNew |
$382K - $446K
|
9.54K
$420K
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
9.36KNew |
$375K - $438K
|
9.36K
$412K
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
9.31K+ 127.07% |
$373K - $436K
|
16.6K
$732K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
9.21K+ 6.66% |
$369K - $431K
|
148K
$6.49M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
8.83K+ 24.96% |
$354K - $413K
|
44.2K
$1.94M
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
8.72K+ 20.96% |
$349K - $408K
|
50.3K
$2.21M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
8.57K+ 17.7% |
$343K - $401K
|
57K
$2.51M
|
|
|
May 13, 2025
Q1 2025
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
8.46K+ 60.02% |
$339K - $396K
|
22.6K
$993K
|
|
|
May 13, 2025
Q1 2025
|
Adams Wealth Management
|
BUY
|
- |
8.46K+ 60.02% |
$339K - $396K
|
22.6K
$993K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
8.42K+ 4.69% |
$337K - $394K
|
188K
$8.27M
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
BUY
|
- |
8.39KNew |
$336K - $393K
|
8.39K
$369K
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
7.94K+ 11.3% |
$318K - $371K
|
78.2K
$3.44M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
7.85K+ 94.25% |
$314K - $367K
|
16.2K
$711K
|
|
|
May 15, 2025
Q1 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
7.71KNew |
$309K - $361K
|
7.71K
$339K
|
|
|
Apr 11, 2025
Q1 2025
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
7.53K+ 2.0% |
$301K - $353K
|
385K
$16.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
7.26KNew |
$290K - $340K
|
7.26K
$319K
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
7.17KNew |
$287K - $336K
|
7.17K
$315K
|
|
|
Apr 14, 2025
Q1 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
7.11K+ 11.26% |
$285K - $333K
|
70.2K
$3.09M
|
|
|
May 14, 2025
Q1 2025
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
7.08K+ 6.94% |
$283K - $332K
|
109K
$4.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
7.08K+ 7.87% |
$283K - $331K
|
97.1K
$4.27M
|
|
|
May 15, 2025
Q1 2025
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
6.86K+ 0.65% |
$275K - $321K
|
1.05M
$46.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
6.68K+ 3.96% |
$268K - $313K
|
176K
$7.72M
|
|
|
May 12, 2025
Q1 2025
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
6.65K+ 28.55% |
$266K - $311K
|
30K
$1.32M
|
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
6.57K+ 25.36% |
$263K - $307K
|
32.4K
$1.43M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
6.56K+ 2.28% |
$262K - $307K
|
293K
$12.9M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
6.55K+ 8.44% |
$262K - $307K
|
84.1K
$3.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Leverty Financial Group, LLC
|
BUY
|
- |
6.49KNew |
$260K - $304K
|
6.49K
$285K
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
6.44K+ 61.62% |
$258K - $301K
|
16.9K
$743K
|
|
|
May 14, 2025
Q1 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
6.3KNew |
$252K - $295K
|
6.3K
$277K
|
|
|
Apr 16, 2025
Q1 2025
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
6.29KNew |
$252K - $294K
|
6.29K
$277K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
6.25KNew |
$250K - $293K
|
6.25K
$275K
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
6.07K+ 5.13% |
$243K - $284K
|
124K
$5.47M
|