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 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
761New |
$30.5K - $35.6K
|
761
$33.5K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
665+ 4.48% |
$26.6K - $31.1K
|
15.5K
$682K
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
663+ 11.56% |
$26.5K - $31K
|
6.4K
$281K
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
596+ 158.09% |
$23.9K - $27.9K
|
973
$42.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
582+ 14.34% |
$23.3K - $27.2K
|
4.64K
$204K
|
|
|
May 15, 2025
Q1 2025
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
569+ 6.29% |
$22.8K - $26.6K
|
9.62K
$423K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
568+ 5.47% |
$22.7K - $26.6K
|
11K
$482K
|
|
|
May 01, 2025
Q1 2025
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
567+ 3.96% |
$22.7K - $26.5K
|
14.9K
$655K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
534New |
$21.4K - $25K
|
534
$23.5K
|
|
|
May 15, 2025
Q1 2025
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
530+ 7.92% |
$21.2K - $24.8K
|
7.23K
$318K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Marin
Novato, CA |
BUY
|
- |
523+ 4.81% |
$20.9K - $24.5K
|
11.4K
$501K
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
522+ 1.03% |
$20.9K - $24.4K
|
51.3K
$2.25M
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
BUY
|
- |
522+ 6.96% |
$20.9K - $24.4K
|
8.02K
$353K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
521+ 8.21% |
$20.9K - $24.4K
|
6.87K
$302K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
516New |
$20.7K - $24.2K
|
516
$22.7K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
475New |
$19K - $22.2K
|
475
$20.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
457New |
$18.3K - $21.4K
|
457
$20.1K
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
404+ 8.76% |
$16.2K - $18.9K
|
5.02K
$221K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
392+ 2.27% |
$15.7K - $18.3K
|
17.7K
$777K
|
|
|
May 07, 2025
Q1 2025
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
392+ 1.09% |
$15.7K - $18.3K
|
36.3K
$1.6M
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
390+ 17.08% |
$15.6K - $18.3K
|
2.67K
$118K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
385+ 340.71% |
$15.4K - $18K
|
498
$21.9K
|
|
|
May 12, 2025
Q1 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
340+ 0.82% |
$13.6K - $15.9K
|
41.9K
$1.84M
|
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
334+ 2.1% |
$13.4K - $15.6K
|
16.2K
$714K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
329+ 6.08% |
$13.2K - $15.4K
|
5.74K
$252K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
325+ 4.49% |
$13K - $15.2K
|
7.56K
$332K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
313+ 2.62% |
$12.5K - $14.7K
|
12.2K
$539K
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
300New |
$12K - $14K
|
300
$13.2K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
299+ 3.3% |
$12K - $14K
|
9.35K
$411K
|
|
|
May 13, 2025
Q1 2025
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
285+ 0.39% |
$11.4K - $13.3K
|
73.1K
$3.22M
|
|
|
May 09, 2025
Q1 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
275+ 1.73% |
$11K - $12.9K
|
16.2K
$712K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
258New |
$10.3K - $12.1K
|
258
$11.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Burt Wealth Advisors
|
BUY
|
- |
257+ 4.31% |
$10.3K - $12K
|
6.21K
$273K
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
255+ 4.96% |
$10.2K - $11.9K
|
5.4K
$238K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
254+ 1.47% |
$10.2K - $11.9K
|
17.5K
$769K
|
|
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
249New |
$9.97K - $11.7K
|
249
$11K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
247+ 2.99% |
$9.89K - $11.6K
|
8.51K
$374K
|
|
|
May 13, 2025
Q1 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
227+ 3.45% |
$9.09K - $10.6K
|
6.81K
$300K
|
|
|
Apr 11, 2025
Q1 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
220+ 0.37% |
$8.81K - $10.3K
|
60.1K
$2.64M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
213+ 0.37% |
$8.53K - $9.97K
|
58.2K
$2.56M
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
197+ 3.51% |
$7.89K - $9.22K
|
5.8K
$255K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
190+ 2.09% |
$7.61K - $8.89K
|
9.3K
$409K
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
174New |
$6.97K - $8.14K
|
174
$7.65K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
174+ 2.42% |
$6.97K - $8.14K
|
7.36K
$324K
|
|
|
May 15, 2025
Q1 2025
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
170+ 0.03% |
$6.81K - $7.96K
|
670K
$29.5M
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
165+ 0.97% |
$6.6K - $7.72K
|
17.2K
$758K
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
150+ 0.82% |
$6K - $7.02K
|
18.4K
$811K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
144New |
$5.76K - $6.74K
|
144
$6.33K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
137+ 0.35% |
$5.48K - $6.41K
|
38.9K
$1.71M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
133+ 6.91% |
$5.32K - $6.23K
|
2.06K
$90.6K
|