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 31, 2025
Q2 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
800New |
$28.3K - $34.1K
|
800
$37K
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
796+ 110.4% |
$28.1K - $34K
|
1.52K
$70.1K
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
792+ 12.88% |
$28K - $33.8K
|
6.94K
$321K
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
787+ 4.61% |
$27.8K - $33.6K
|
17.9K
$826K
|
|
Jul 11, 2025
Q2 2025
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
787+ 5.41% |
$27.8K - $33.6K
|
15.3K
$709K
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
BUY
|
- |
690+ 3.2% |
$24.4K - $29.4K
|
22.3K
$1.03M
|
|
Aug 14, 2025
Q2 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
688+ 13.71% |
$24.3K - $29.4K
|
5.71K
$264K
|
|
Jul 23, 2025
Q2 2025
|
Center For Asset Management LLC
|
BUY
|
- |
670+ 10.31% |
$23.7K - $28.6K
|
7.17K
$331K
|
|
Jul 28, 2025
Q2 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
653+ 5.83% |
$23.1K - $27.9K
|
11.9K
$548K
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
653+ 3.56% |
$23.1K - $27.9K
|
19K
$877K
|
|
Jul 24, 2025
Q2 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
638+ 4.06% |
$22.6K - $27.2K
|
16.3K
$755K
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
637+ 19.51% |
$22.5K - $27.2K
|
3.9K
$180K
|
|
Aug 14, 2025
Q2 2025
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
635+ 6.6% |
$22.4K - $27.1K
|
10.3K
$474K
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
629+ 13.2% |
$22.2K - $26.8K
|
5.4K
$249K
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
628+ 6.13% |
$22.2K - $26.8K
|
10.9K
$503K
|
|
Aug 14, 2025
Q2 2025
|
Acas, LLC
|
BUY
|
- |
613+ 7.04% |
$21.7K - $26.2K
|
9.32K
$430K
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
607+ 4.15% |
$21.5K - $25.9K
|
15.2K
$704K
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
556+ 1.11% |
$19.7K - $23.7K
|
50.7K
$2.34M
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
546+ 8.62% |
$19.3K - $23.3K
|
6.88K
$318K
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
533New |
$18.8K - $22.7K
|
533
$24.6K
|
|
Aug 08, 2025
Q2 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
524+ 225.86% |
$18.5K - $22.4K
|
756
$34.9K
|
|
Aug 12, 2025
Q2 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
499+ 2.9% |
$17.6K - $21.3K
|
17.7K
$819K
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
497+ 40.91% |
$17.6K - $21.2K
|
1.71K
$79.1K
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
494+ 16466.67% |
$17.5K - $21.1K
|
497
$23K
|
|
Jul 24, 2025
Q2 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
487+ 6.86% |
$17.2K - $20.8K
|
7.59K
$351K
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
467New |
$16.5K - $19.9K
|
467
$21.6K
|
|
Jul 09, 2025
Q2 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
425+ 6.96% |
$15K - $18.1K
|
6.53K
$302K
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
415+ 8.94% |
$14.7K - $17.7K
|
5.06K
$234K
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
413+ 5.99% |
$14.6K - $17.6K
|
7.31K
$338K
|
|
Aug 04, 2025
Q2 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
362New |
$12.8K - $15.5K
|
362
$16.7K
|
|
Aug 12, 2025
Q2 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
360+ 47.31% |
$12.7K - $15.4K
|
1.12K
$51.8K
|
|
Aug 12, 2025
Q2 2025
|
Wulff, Hansen & Co.
|
BUY
|
- |
360+ 1.71% |
$12.7K - $15.4K
|
21.4K
$991K
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
351+ 9.28% |
$12.4K - $15K
|
4.13K
$191K
|
|
Aug 06, 2025
Q2 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
341+ 6.92% |
$12.1K - $14.6K
|
5.27K
$243K
|
|
Aug 14, 2025
Q2 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
340+ 2.78% |
$12K - $14.5K
|
12.6K
$582K
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
BUY
|
- |
327+ 4.74% |
$11.6K - $14K
|
7.23K
$334K
|
|
Aug 15, 2025
Q2 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
326+ 1.19% |
$11.5K - $13.9K
|
27.6K
$1.28M
|
|
Aug 04, 2025
Q2 2025
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
323+ 2.26% |
$11.4K - $13.8K
|
14.6K
$677K
|
|
Aug 14, 2025
Q2 2025
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
298+ 0.82% |
$10.5K - $12.7K
|
36.7K
$1.7M
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
280+ 6.3% |
$9.9K - $12K
|
4.72K
$218K
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
273+ 1.62% |
$9.65K - $11.7K
|
17.1K
$792K
|
|
Aug 13, 2025
Q2 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
260+ 0.43% |
$9.19K - $11.1K
|
60.4K
$2.79M
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
259New |
$9.16K - $11.1K
|
259
$12K
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
248+ 2.98% |
$8.77K - $10.6K
|
8.56K
$396K
|
|
Aug 15, 2025
Q2 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
247New |
$8.73K - $10.5K
|
247
$11.4K
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
240New |
$8.48K - $10.2K
|
240
$11.1K
|
|
Aug 07, 2025
Q2 2025
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
227New |
$8.02K - $9.69K
|
227
$10.5K
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
220+ 3.42% |
$7.78K - $9.39K
|
6.65K
$307K
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
209New |
$7.39K - $8.92K
|
209
$9.66K
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
200New |
$7.07K - $8.54K
|
200
$9.24K
|