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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
2.43K+ 222.68% |
$85.7K - $103K
|
3.51K
$162K
|
|
|
Jul 25, 2025
Q2 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
2.39K+ 0.54% |
$84.5K - $102K
|
446K
$20.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
2.37K+ 4.06% |
$83.6K - $101K
|
60.6K
$2.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.35K+ 3.41% |
$83K - $100K
|
71.1K
$3.29M
|
|
|
Jul 28, 2025
Q2 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
2.27K+ 13.99% |
$80.3K - $97K
|
18.5K
$855K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.21K+ 13.01% |
$78.2K - $94.5K
|
19.2K
$888K
|
|
|
Jul 31, 2025
Q2 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
2.16K+ 13.34% |
$76.4K - $92.2K
|
18.4K
$848K
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.14K+ 41.79% |
$75.6K - $91.3K
|
7.26K
$336K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.12K+ 1.6% |
$74.9K - $90.4K
|
134K
$6.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
2.07K+ 10.63% |
$73.2K - $88.4K
|
21.6K
$996K
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
2.06KNew |
$72.6K - $87.7K
|
2.06K
$95K
|
|
|
Jul 23, 2025
Q2 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
2.01K+ 8.5% |
$71K - $85.7K
|
25.6K
$1.18M
|
|
|
Aug 11, 2025
Q2 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
2.01K+ 20.89% |
$70.9K - $85.6K
|
11.6K
$536K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.95K+ 7.52% |
$68.8K - $83.1K
|
27.8K
$1.29M
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
1.88KNew |
$66.3K - $80K
|
1.88K
$86.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
1.86K+ 6.33% |
$65.8K - $79.4K
|
31.3K
$1.45M
|
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
1.75K+ 2.43% |
$61.7K - $74.5K
|
73.7K
$3.41M
|
|
|
Aug 14, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
1.71K+ 9.13% |
$60.4K - $72.9K
|
20.4K
$944K
|
|
|
Jul 21, 2025
Q2 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
1.69K+ 6.98% |
$59.7K - $72K
|
25.9K
$1.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.66K+ 27.57% |
$58.7K - $70.8K
|
7.68K
$355K
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.61K+ 10.4% |
$57K - $68.8K
|
17.1K
$791K
|
|
|
Jul 17, 2025
Q2 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
1.61K+ 2.03% |
$56.9K - $68.7K
|
81K
$3.74M
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.55K+ 11.91% |
$54.6K - $65.9K
|
14.5K
$671K
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1.48K+ 5.25% |
$52.2K - $63K
|
29.6K
$1.37M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.44K+ 2.36% |
$50.7K - $61.2K
|
62.2K
$2.87M
|
|
|
Aug 05, 2025
Q2 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
1.42K+ 9.08% |
$50.1K - $60.4K
|
17K
$786K
|
|
|
Aug 12, 2025
Q2 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
1.36K+ 4.04% |
$48.2K - $58.2K
|
35.2K
$1.62M
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
1.32KNew |
$46.5K - $56.1K
|
1.32K
$60.8K
|
|
|
Jul 29, 2025
Q2 2025
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
1.31K+ 9.27% |
$46.2K - $55.8K
|
15.4K
$713K
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
1.2KNew |
$42.6K - $51.4K
|
1.2K
$55.6K
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
BUY
|
- |
1.2K+ 5.13% |
$42.4K - $51.2K
|
24.6K
$1.14M
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
1.2K+ 5.12% |
$42.3K - $51.1K
|
24.6K
$1.14M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.19KNew |
$42.2K - $50.9K
|
1.19K
$55.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
1.16K+ 0.31% |
$41K - $49.6K
|
374K
$17.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
1.16K+ 4.89% |
$40.9K - $49.4K
|
24.8K
$1.15M
|
|
|
Aug 04, 2025
Q2 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
1.15KNew |
$40.7K - $49.1K
|
1.15K
$53.1K
|
|
|
Jul 22, 2025
Q2 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
1.1K+ 2.7% |
$39K - $47.1K
|
42K
$1.94M
|
|
|
Aug 13, 2025
Q2 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
1.09K+ 0.91% |
$38.6K - $46.6K
|
121K
$5.59M
|
|
|
Aug 13, 2025
Q2 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
1.08K+ 2.38% |
$38.2K - $46.1K
|
46.5K
$2.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.07K+ 15.51% |
$37.6K - $45.5K
|
7.93K
$367K
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
1KNew |
$35.4K - $42.7K
|
1K
$46.2K
|
|
|
Aug 04, 2025
Q2 2025
|
Noesis Capital Mangement Corp
|
BUY
|
- |
995+ 16.58% |
$35.2K - $42.5K
|
7K
$323K
|
|
|
Aug 12, 2025
Q2 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
992+ 12.93% |
$35.1K - $42.3K
|
8.66K
$400K
|
|
|
Aug 08, 2025
Q2 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
989+ 17.84% |
$35K - $42.2K
|
6.53K
$302K
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
877+ 11.93% |
$31K - $37.4K
|
8.23K
$380K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
862+ 11.41% |
$30.5K - $36.8K
|
8.42K
$389K
|
|
|
Jul 15, 2025
Q2 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
862+ 1.34% |
$30.5K - $36.8K
|
65.1K
$3.01M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
841+ 18.93% |
$29.7K - $35.9K
|
5.28K
$244K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
809+ 50.31% |
$28.6K - $34.5K
|
2.42K
$112K
|
|
|
Aug 08, 2025
Q2 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
802+ 4.84% |
$28.4K - $34.2K
|
17.4K
$803K
|