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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
2.48K+ 9.8% |
$99.4K - $116K
|
27.8K
$1.22M
|
|
|
May 12, 2025
Q1 2025
|
Paulson Wealth Management Inc.
|
BUY
|
- |
2.47K+ 2.49% |
$99K - $116K
|
102K
$4.48M
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
2.15K+ 44.14% |
$86.2K - $101K
|
7.03K
$309K
|
|
|
May 14, 2025
Q1 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
2.14K+ 17.94% |
$85.6K - $100K
|
14.1K
$618K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
2.11KNew |
$84.3K - $98.5K
|
2.11K
$92.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
2.09K+ 8.67% |
$83.7K - $97.9K
|
26.2K
$1.15M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2K+ 2.52% |
$79.9K - $93.4K
|
81K
$3.56M
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
1.99K+ 49.77% |
$79.6K - $93.1K
|
5.98K
$263K
|
|
|
May 08, 2025
Q1 2025
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
1.98K+ 2.89% |
$79.1K - $92.5K
|
70.4K
$3.1M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.93K+ 6.22% |
$77.1K - $90.1K
|
32.9K
$1.45M
|
|
|
May 02, 2025
Q1 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
1.91K+ 16.84% |
$76.6K - $89.5K
|
13.3K
$584K
|
|
|
May 14, 2025
Q1 2025
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
1.9K+ 5.5% |
$76K - $88.9K
|
36.4K
$1.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
1.89K+ 3.25% |
$75.6K - $88.4K
|
59.9K
$2.63M
|
|
|
May 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
1.86K+ 49.06% |
$74.4K - $87K
|
5.65K
$248K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
1.84KNew |
$73.5K - $85.9K
|
1.84K
$80.8K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
1.74K+ 8.06% |
$69.8K - $81.6K
|
23.4K
$1.03M
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1.73K+ 6.75% |
$69.1K - $80.7K
|
27.3K
$1.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
1.66K+ 4.8% |
$66.6K - $77.8K
|
36.3K
$1.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
1.64K+ 4.37% |
$65.8K - $76.9K
|
39.3K
$1.73M
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.58K+ 10.75% |
$63.2K - $74K
|
16.3K
$716K
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
1.5K+ 10.65% |
$60K - $70.2K
|
15.6K
$686K
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.5K+ 10.99% |
$60K - $70.1K
|
15.1K
$665K
|
|
|
May 09, 2025
Q1 2025
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
1.47K+ 6.61% |
$58.7K - $68.6K
|
23.6K
$1.04M
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
1.42K+ 14.51% |
$56.8K - $66.4K
|
11.2K
$493K
|
|
|
Apr 28, 2025
Q1 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
1.37K+ 4.9% |
$55K - $64.3K
|
29.4K
$1.29M
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.27K+ 14066.67% |
$50.7K - $59.3K
|
1.28K
$56.1K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.16K+ 3.83% |
$46.3K - $54.2K
|
31.4K
$1.38M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.11K+ 35.88% |
$44.6K - $52.1K
|
4.22K
$186K
|
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
1.08K+ 9.74% |
$43.2K - $50.6K
|
12.2K
$535K
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
1.07KNew |
$43K - $50.3K
|
1.07K
$47.2K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
1.07K+ 5.31% |
$42.7K - $49.9K
|
21.1K
$930K
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.04K+ 0.4% |
$41.6K - $48.7K
|
263K
$11.6M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.03K+ 10.53% |
$41.2K - $48.2K
|
10.8K
$475K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.02K+ 11.53% |
$40.9K - $47.8K
|
9.88K
$434K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.01K+ 7.8% |
$40.2K - $47K
|
13.9K
$611K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1K+ 0.88% |
$40.1K - $46.9K
|
115K
$5.06M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
BUY
|
- |
998+ 16.9% |
$39.9K - $46.7K
|
6.9K
$304K
|
|
|
May 05, 2025
Q1 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
950+ 10.76% |
$38K - $44.5K
|
9.78K
$430K
|
|
|
May 15, 2025
Q1 2025
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
941+ 7.03% |
$37.7K - $44K
|
14.3K
$630K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
939+ 16.18% |
$37.6K - $44K
|
6.74K
$297K
|
|
|
Apr 28, 2025
Q1 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
932+ 4.11% |
$37.3K - $43.6K
|
23.6K
$1.04M
|
|
|
May 08, 2025
Q1 2025
|
Mengis Capital Management, Inc.
|
BUY
|
- |
928+ 10.31% |
$37.1K - $43.4K
|
9.93K
$437K
|
|
|
Apr 28, 2025
Q1 2025
|
Tkg Advisors, LLC
|
BUY
|
- |
920+ 3.15% |
$36.8K - $43.1K
|
30.2K
$1.33M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
902+ 13.34% |
$36.1K - $42.2K
|
7.67K
$337K
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
895+ 18.19% |
$35.8K - $41.9K
|
5.82K
$256K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
890+ 6.26% |
$35.6K - $41.7K
|
15.1K
$665K
|
|
|
May 13, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
872+ 4.89% |
$34.9K - $40.8K
|
18.7K
$823K
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
828+ 4.44% |
$33.1K - $38.8K
|
19.5K
$857K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
825+ 105.36% |
$33K - $38.6K
|
1.61K
$70.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
803+ 0.81% |
$32.1K - $37.6K
|
99.6K
$4.38M
|