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 15, 2025
Q3 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
412+ 5.74% |
$17.4K - $19.4K
|
7.59K
$346K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
404+ 38.01% |
$17.1K - $19.1K
|
1.47K
$66.8K
|
|
|
Nov 12, 2025
Q3 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
371+ 6.34% |
$15.7K - $17.5K
|
6.23K
$284K
|
|
|
Nov 04, 2025
Q3 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
370+ 46.25% |
$15.6K - $17.4K
|
1.17K
$53.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
368+ 2.3% |
$15.6K - $17.4K
|
16.4K
$747K
|
|
|
Nov 14, 2025
Q3 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
367+ 0.54% |
$15.5K - $17.3K
|
69K
$3.14M
|
|
|
Oct 14, 2025
Q3 2025
|
S.A. Mason LLC
|
BUY
|
- |
341+ 13.41% |
$14.4K - $16.1K
|
2.88K
$131K
|
|
|
Oct 15, 2025
Q3 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
311+ 5.91% |
$13.1K - $14.7K
|
5.58K
$254K
|
|
|
Nov 14, 2025
Q3 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
301+ 0.2% |
$12.7K - $14.2K
|
148K
$6.74M
|
|
|
Nov 07, 2025
Q3 2025
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
300+ 2.93% |
$12.7K - $14.1K
|
10.6K
$481K
|
|
|
Nov 05, 2025
Q3 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
297+ 1.68% |
$12.6K - $14K
|
18K
$821K
|
|
|
Nov 07, 2025
Q3 2025
|
Addison Advisors LLC
|
BUY
|
- |
291New |
$12.3K - $13.7K
|
291
$13.3K
|
|
|
Oct 31, 2025
Q3 2025
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
283+ 1.61% |
$12K - $13.3K
|
17.8K
$812K
|
|
|
Oct 31, 2025
Q3 2025
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
267+ 0.64% |
$11.3K - $12.6K
|
42.3K
$1.93M
|
|
|
Nov 14, 2025
Q3 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
265+ 2650.0% |
$11.2K - $12.5K
|
275
$12.5K
|
|
|
Nov 06, 2025
Q3 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
252+ 1.98% |
$10.6K - $11.9K
|
13K
$591K
|
|
|
Nov 14, 2025
Q3 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
250+ 2.6% |
$10.6K - $11.8K
|
9.86K
$449K
|
|
|
Nov 12, 2025
Q3 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
244+ 3.67% |
$10.3K - $11.5K
|
6.9K
$314K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
244+ 0.58% |
$10.3K - $11.5K
|
42.1K
$1.92M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
233+ 0.26% |
$9.85K - $11K
|
89.7K
$4.09M
|
|
|
Nov 13, 2025
Q3 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
226+ 0.39% |
$9.55K - $10.7K
|
58.1K
$2.65M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
224+ 0.39% |
$9.47K - $10.6K
|
58.1K
$2.65M
|
|
|
Oct 28, 2025
Q3 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
219+ 0.27% |
$9.25K - $10.3K
|
81.3K
$3.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
204New |
$8.62K - $9.62K
|
204
$9.29K
|
|
|
Nov 05, 2025
Q3 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
200+ 2.52% |
$8.45K - $9.43K
|
8.13K
$370K
|
|
|
Oct 14, 2025
Q3 2025
|
Apeiron Ria LLC
|
BUY
|
- |
194+ 3.84% |
$8.2K - $9.15K
|
5.25K
$239K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
183+ 0.15% |
$7.73K - $8.63K
|
119K
$5.42M
|
|
|
Oct 07, 2025
Q3 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
179+ 0.41% |
$7.56K - $8.44K
|
43.5K
$1.98M
|
|
|
Nov 05, 2025
Q3 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
173+ 107.45% |
$7.31K - $8.16K
|
334
$15.2K
|
|
|
Nov 05, 2025
Q3 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
170+ 2.42% |
$7.18K - $8.02K
|
7.21K
$328K
|
|
|
Oct 20, 2025
Q3 2025
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
169+ 1.1% |
$7.14K - $7.97K
|
15.5K
$707K
|
|
|
Oct 14, 2025
Q3 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
165+ 3.06% |
$6.97K - $7.78K
|
5.56K
$253K
|
|
|
Oct 24, 2025
Q3 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
136+ 0.72% |
$5.75K - $6.41K
|
19.1K
$871K
|
|
|
Nov 13, 2025
Q3 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
130New |
$5.49K - $6.13K
|
130
$5.92K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
123+ 69.89% |
$5.2K - $5.8K
|
299
$13.6K
|
|
|
Nov 13, 2025
Q3 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
122+ 0.66% |
$5.16K - $5.75K
|
18.6K
$849K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
119+ 100.0% |
$5.03K - $5.61K
|
238
$10.8K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
112New |
$4.73K - $5.28K
|
112
$5.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
100+ 5.84% |
$4.23K - $4.72K
|
1.81K
$82.6K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
93+ 0.15% |
$3.93K - $4.39K
|
61.2K
$2.79M
|
|
|
Oct 23, 2025
Q3 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
92+ 25.41% |
$3.89K - $4.34K
|
454
$20.7K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
92+ 0.38% |
$3.89K - $4.34K
|
24K
$1.09M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
89+ 0.2% |
$3.76K - $4.2K
|
45.1K
$2.06M
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
BUY
|
- |
87New |
$3.68K - $4.1K
|
87
$3.96K
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
86+ 1.04% |
$3.63K - $4.06K
|
8.33K
$379K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
83+ 0.76% |
$3.51K - $3.91K
|
11K
$499K
|
|
|
Oct 31, 2025
Q3 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
80+ 0.26% |
$3.38K - $3.77K
|
31.4K
$1.43M
|
|
|
Oct 27, 2025
Q3 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
80+ 1.24% |
$3.38K - $3.77K
|
6.51K
$297K
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
77+ 5.68% |
$3.25K - $3.63K
|
1.43K
$65.2K
|
|
|
Nov 10, 2025
Q3 2025
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
74+ 0.48% |
$3.13K - $3.49K
|
15.5K
$706K
|
|