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 04, 2025
Q2 2025
|
Welch & Forbes LLC
|
BUY
|
- |
187+ 2.56% |
$6.61K - $7.98K
|
7.49K
$346K
|
|
|
Aug 01, 2025
Q2 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
187New |
$6.61K - $7.98K
|
187
$8.64K
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
BUY
|
- |
179+ 1.13% |
$6.33K - $7.64K
|
16K
$739K
|
|
|
Aug 11, 2025
Q2 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
178+ 2.61% |
$6.29K - $7.6K
|
6.99K
$323K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
172+ 33.27% |
$6.08K - $7.34K
|
689
$31.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Montis Financial, LLC
|
BUY
|
- |
171+ 1.57% |
$6.04K - $7.3K
|
11.1K
$511K
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
163+ 2.83% |
$5.76K - $6.96K
|
5.92K
$273K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
162+ 1.51% |
$5.73K - $6.91K
|
10.9K
$503K
|
|
|
Aug 05, 2025
Q2 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
155+ 0.65% |
$5.48K - $6.62K
|
24.1K
$1.11M
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
149+ 114.62% |
$5.27K - $6.36K
|
279
$12.9K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
144New |
$5.09K - $6.15K
|
144
$6.65K
|
|
|
Jul 30, 2025
Q2 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
143+ 2.03% |
$5.06K - $6.1K
|
7.18K
$332K
|
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
142+ 2.17% |
$5.02K - $6.06K
|
6.69K
$309K
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
140+ 388.89% |
$4.95K - $5.98K
|
176
$8.13K
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
138New |
$4.88K - $5.89K
|
138
$6.38K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
136+ 0.6% |
$4.81K - $5.8K
|
22.7K
$1.05M
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
134New |
$4.74K - $5.72K
|
134
$6.19K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
134New |
$4.74K - $5.72K
|
134
$6.19K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
111+ 43.02% |
$3.92K - $4.74K
|
369
$17.1K
|
|
|
Aug 01, 2025
Q2 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
106+ 0.84% |
$3.75K - $4.52K
|
12.7K
$587K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
105+ 0.2% |
$3.71K - $4.48K
|
51.4K
$2.37M
|
|
|
Aug 12, 2025
Q2 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
100+ 1.02% |
$3.54K - $4.27K
|
9.88K
$457K
|
|
|
Aug 07, 2025
Q2 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
95+ 306.45% |
$3.36K - $4.05K
|
126
$5.82K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
88+ 0.04% |
$3.11K - $3.76K
|
210K
$9.71M
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
84+ 5.61% |
$2.97K - $3.59K
|
1.58K
$73.1K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
83+ 6.53% |
$2.93K - $3.54K
|
1.36K
$62.6K
|
|
|
Aug 06, 2025
Q2 2025
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
82+ 0.11% |
$2.9K - $3.5K
|
74.2K
$3.43M
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
82+ 22.97% |
$2.9K - $3.5K
|
439
$20.3K
|
|
|
Jul 22, 2025
Q2 2025
|
Vantage Investment Partners, LLC
|
BUY
|
- |
80+ 1.02% |
$2.83K - $3.41K
|
7.91K
$365K
|
|
|
Aug 13, 2025
Q2 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
77+ 2.55% |
$2.72K - $3.29K
|
3.1K
$143K
|
|
|
Aug 14, 2025
Q2 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
71+ 0.4% |
$2.51K - $3.03K
|
17.9K
$827K
|
|
|
Aug 12, 2025
Q2 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
71+ 34.3% |
$2.51K - $3.03K
|
278
$12.8K
|
|
|
Jul 08, 2025
Q2 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
58+ 0.35% |
$2.05K - $2.48K
|
16.6K
$767K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
55+ 6.67% |
$1.94K - $2.35K
|
879
$40.6K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
46+ 0.83% |
$1.63K - $1.96K
|
5.6K
$259K
|
|
|
Aug 05, 2025
Q2 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
45+ 0.76% |
$1.59K - $1.92K
|
5.99K
$277K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
45+ 4.83% |
$1.59K - $1.92K
|
977
$45.1K
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
41+ 0.44% |
$1.45K - $1.75K
|
9.43K
$436K
|
|
|
Jul 31, 2025
Q2 2025
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
40+ 0.67% |
$1.41K - $1.71K
|
5.98K
$276K
|
|
|
Jul 28, 2025
Q2 2025
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
39+ 0.09% |
$1.38K - $1.66K
|
44.8K
$2.07M
|
|
|
Jul 25, 2025
Q2 2025
|
Community Bank, N.A.
|
BUY
|
- |
39+ 6.11% |
$1.38K - $1.66K
|
677
$31.3K
|
|
|
Aug 06, 2025
Q2 2025
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
38New |
$1.34K - $1.62K
|
38
$1.76K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
37+ 12.63% |
$1.31K - $1.58K
|
330
$15.2K
|
|
|
Aug 06, 2025
Q2 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
37New |
$1.31K - $1.58K
|
37
$1.71K
|
|
|
Aug 14, 2025
Q2 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
31+ 0.3% |
$1.1K - $1.32K
|
10.5K
$486K
|
|
|
Aug 13, 2025
Q2 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
30+ 0.04% |
$1.06K - $1.28K
|
72.2K
$3.34M
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
29+ 0.42% |
$1.03K - $1.24K
|
6.87K
$317K
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
26+ 0.44% |
$919 - $1.11K
|
5.93K
$274K
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
23+ 2.65% |
$813 - $982
|
892
$41.2K
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
23+ 0.28% |
$813 - $982
|
8.22K
$380K
|