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 11, 2025
Q2 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
5.08K+ 13.69% |
$180K - $217K
|
42.2K
$1.95M
|
|
|
Aug 06, 2025
Q2 2025
|
Paulson Wealth Management Inc.
|
BUY
|
- |
5.07K+ 4.97% |
$179K - $216K
|
107K
$4.94M
|
|
|
Aug 07, 2025
Q2 2025
|
Apeiron Ria LLC
|
BUY
|
- |
5.05KNew |
$179K - $216K
|
5.05K
$233K
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
5.04KNew |
$178K - $215K
|
5.04K
$233K
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
5.02KNew |
$177K - $214K
|
5.02K
$232K
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
4.98KNew |
$176K - $213K
|
4.98K
$230K
|
|
|
Jul 11, 2025
Q2 2025
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
4.86KNew |
$172K - $207K
|
4.86K
$225K
|
|
|
Aug 14, 2025
Q2 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
4.78KNew |
$169K - $204K
|
4.78K
$221K
|
|
|
Aug 05, 2025
Q2 2025
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
4.78KNew |
$169K - $204K
|
4.78K
$221K
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
4.78K+ 38.67% |
$169K - $204K
|
17.1K
$792K
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
4.7KNew |
$166K - $200K
|
4.7K
$217K
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
4.68K+ 4137.17% |
$165K - $200K
|
4.79K
$221K
|
|
|
Aug 11, 2025
Q2 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
4.54K+ 49.15% |
$160K - $194K
|
13.8K
$636K
|
|
|
Jul 29, 2025
Q2 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
4.5K+ 27.02% |
$159K - $192K
|
21.1K
$977K
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
4.49K+ 37.58% |
$159K - $191K
|
16.4K
$759K
|
|
|
Aug 11, 2025
Q2 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
4.44K+ 7.13% |
$157K - $189K
|
66.7K
$3.08M
|
|
|
Jul 22, 2025
Q2 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
4.37K+ 13.35% |
$154K - $187K
|
37.1K
$1.71M
|
|
|
Jul 23, 2025
Q2 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
4.37K+ 18.9% |
$154K - $186K
|
27.5K
$1.27M
|
|
|
Jul 30, 2025
Q2 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
4.19K+ 2.55% |
$148K - $179K
|
169K
$7.79M
|
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
4.18K+ 81.71% |
$148K - $178K
|
9.29K
$429K
|
|
|
Jul 09, 2025
Q2 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
4.17K+ 6.9% |
$147K - $178K
|
64.5K
$2.98M
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
4.14K+ 19.66% |
$146K - $177K
|
25.2K
$1.16M
|
|
|
Aug 07, 2025
Q2 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
4.13K+ 45.67% |
$146K - $176K
|
13.2K
$609K
|
|
|
Aug 06, 2025
Q2 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
4.12K+ 6.39% |
$146K - $176K
|
68.6K
$3.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.1K+ 12.48% |
$145K - $175K
|
37K
$1.71M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.09K+ 7.17% |
$145K - $175K
|
61.1K
$2.82M
|
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
4.07K+ 23.28% |
$144K - $174K
|
21.5K
$995K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
3.97K+ 1.75% |
$140K - $169K
|
231K
$10.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
3.79K+ 62.71% |
$134K - $162K
|
9.84K
$455K
|
|
|
Aug 25, 2025
Q2 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
3.78K+ 24.98% |
$134K - $161K
|
18.9K
$874K
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
3.77K+ 60.91% |
$133K - $161K
|
9.97K
$460K
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
3.62K+ 7.09% |
$128K - $155K
|
54.8K
$2.53M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
3.45K+ 27.37% |
$122K - $147K
|
16K
$741K
|
|
|
Aug 12, 2025
Q2 2025
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
3.43K+ 6.59% |
$121K - $146K
|
55.4K
$2.56M
|
|
|
Aug 07, 2025
Q2 2025
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
3.38K+ 7.9% |
$120K - $144K
|
46.2K
$2.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
3.24K+ 15.65% |
$114K - $138K
|
23.9K
$1.11M
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
3.1K+ 23.89% |
$110K - $132K
|
16.1K
$744K
|
|
|
Jul 16, 2025
Q2 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
3.04K+ 4.09% |
$107K - $130K
|
77.2K
$3.57M
|
|
|
Aug 06, 2025
Q2 2025
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
2.95K+ 4.2% |
$104K - $126K
|
73.3K
$3.39M
|
|
|
Aug 13, 2025
Q2 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
2.93K+ 0.79% |
$104K - $125K
|
373K
$17.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
2.92K+ 7.38% |
$103K - $125K
|
42.5K
$1.96M
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
2.9K+ 3.96% |
$103K - $124K
|
76.1K
$3.52M
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
2.88K+ 13.64% |
$102K - $123K
|
24K
$1.11M
|
|
|
Jul 23, 2025
Q2 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
2.83K+ 21.35% |
$100K - $121K
|
16.1K
$744K
|
|
|
Jul 22, 2025
Q2 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
BUY
|
- |
2.81K+ 6.58% |
$99.2K - $120K
|
45.5K
$2.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
2.66K+ 17.88% |
$94.1K - $114K
|
17.5K
$811K
|
|
|
Jul 24, 2025
Q2 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
2.66K+ 14.16% |
$93.9K - $113K
|
21.4K
$990K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.61K+ 23.41% |
$92.2K - $111K
|
13.7K
$635K
|
|
|
Jul 14, 2025
Q2 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
2.58K+ 2.46% |
$91.2K - $110K
|
107K
$4.96M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2.56K+ 27.22% |
$90.5K - $109K
|
12K
$553K
|