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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.71K+ 7.12% |
$114K - $128K
|
40.8K
$1.86M
|
|
|
Nov 12, 2025
Q3 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
2.7KNew |
$114K - $127K
|
2.7K
$123K
|
|
|
Oct 02, 2025
Q3 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
2.66K+ 52.7% |
$112K - $125K
|
7.7K
$351K
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
BUY
|
- |
2.62K+ 10.41% |
$111K - $124K
|
27.8K
$1.27M
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.61K+ 4.21% |
$110K - $123K
|
64.5K
$2.94M
|
|
|
Nov 04, 2025
Q3 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
2.6K+ 0.42% |
$110K - $122K
|
620K
$28.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
2.5K+ 6.27% |
$105K - $118K
|
42.3K
$1.93M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.49K+ 6.94% |
$105K - $117K
|
38.4K
$1.75M
|
|
|
Oct 23, 2025
Q3 2025
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
2.47K+ 1088.99% |
$104K - $117K
|
2.7K
$123K
|
|
|
Oct 17, 2025
Q3 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
2.36K+ 0.75% |
$99.8K - $111K
|
317K
$14.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
2.35K+ 5.53% |
$99.3K - $111K
|
44.8K
$2.04M
|
|
|
Nov 12, 2025
Q3 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
2.29K+ 34.25% |
$96.7K - $108K
|
8.97K
$409K
|
|
|
Oct 06, 2025
Q3 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
2.21K+ 0.59% |
$93.5K - $104K
|
376K
$17.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
2.18K+ 5.13% |
$92.3K - $103K
|
44.7K
$2.04M
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
2.16K+ 9.01% |
$91.5K - $102K
|
26.2K
$1.19M
|
|
|
Nov 05, 2025
Q3 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.02K+ 3.14% |
$85.3K - $95.2K
|
66.3K
$3.02M
|
|
|
Oct 24, 2025
Q3 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
2K+ 9.48% |
$84.6K - $94.5K
|
23.1K
$1.05M
|
|
|
Nov 03, 2025
Q3 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
1.99K+ 8.25% |
$84.1K - $93.8K
|
26.1K
$1.19M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.95K+ 6.55% |
$82.2K - $91.7K
|
31.6K
$1.44M
|
|
|
Nov 03, 2025
Q3 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
1.79K+ 1.24% |
$75.8K - $84.6K
|
146K
$6.67M
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.79K+ 12.98% |
$75.5K - $84.3K
|
15.6K
$709K
|
|
|
Dec 16, 2025
Q3 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.77K+ 28.49% |
$74.6K - $83.2K
|
7.96K
$363K
|
|
|
Nov 24, 2025
Q3 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
1.75K+ 3.67% |
$73.9K - $82.4K
|
49.3K
$2.25M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.67K+ 0.91% |
$70.6K - $78.8K
|
186K
$8.48M
|
|
|
Oct 30, 2025
Q3 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
1.67KNew |
$70.5K - $78.7K
|
1.67K
$76K
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.65K+ 13.79% |
$69.7K - $77.8K
|
13.6K
$620K
|
|
|
Nov 13, 2025
Q3 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
1.63K+ 25.3% |
$68.8K - $76.8K
|
8.06K
$367K
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1.6K+ 16.79% |
$67.8K - $75.6K
|
11.2K
$508K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.6K+ 7.55% |
$67.7K - $75.6K
|
22.8K
$1.04M
|
|
|
Oct 22, 2025
Q3 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
1.58K+ 10.07% |
$66.6K - $74.3K
|
17.2K
$784K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.47K+ 1.82% |
$62.1K - $69.3K
|
82.4K
$3.75M
|
|
|
Oct 09, 2025
Q3 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
1.45KNew |
$61.1K - $68.2K
|
1.45K
$65.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
1.4K+ 3.27% |
$59K - $65.8K
|
44.1K
$2.01M
|
|
|
Nov 12, 2025
Q3 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
1.39K+ 10.12% |
$58.7K - $65.5K
|
15.1K
$689K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.36KNew |
$57.3K - $63.9K
|
1.36K
$61.8K
|
|
|
Nov 13, 2025
Q3 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.35KNew |
$56.9K - $63.5K
|
1.35K
$61.3K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.35K+ 14.48% |
$56.8K - $63.4K
|
10.6K
$484K
|
|
|
Nov 04, 2025
Q3 2025
|
Essex Savings Bank
|
BUY
|
- |
1.32K+ 15.07% |
$55.8K - $62.3K
|
10.1K
$460K
|
|
|
Oct 14, 2025
Q3 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
1.3K+ 3.59% |
$54.8K - $61.2K
|
37.4K
$1.71M
|
|
|
Oct 22, 2025
Q3 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
1.29K+ 62.97% |
$54.7K - $61K
|
3.35K
$153K
|
|
|
Nov 14, 2025
Q3 2025
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
1.28KNew |
$54.1K - $60.4K
|
1.28K
$58.3K
|
|
|
Nov 10, 2025
Q3 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.28K+ 17.59% |
$54K - $60.2K
|
8.54K
$389K
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.27K+ 32.6% |
$53.8K - $60K
|
5.17K
$236K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.25K+ 11.53% |
$53K - $59.1K
|
12.1K
$553K
|
|
|
Oct 20, 2025
Q3 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
1.19K+ 1.1% |
$50.1K - $55.9K
|
109K
$4.94M
|
|
|
Dec 08, 2025
Q3 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
1.17KNew |
$49.4K - $55.1K
|
1.17K
$53.2K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
1.15K+ 21.82% |
$48.7K - $54.4K
|
6.44K
$293K
|
|
|
Oct 24, 2025
Q3 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
BUY
|
- |
1.15K+ 2.53% |
$48.6K - $54.2K
|
46.6K
$2.12M
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.13K+ 0.98% |
$47.8K - $53.3K
|
117K
$5.32M
|
|
|
Oct 31, 2025
Q3 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
1.09K+ 10.31% |
$45.9K - $51.2K
|
11.6K
$529K
|
|