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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2025
Q1 2025
|
Horizon Wealth Management, LLC
|
BUY
|
- |
128+ 1.01% |
$5.12K - $5.99K
|
12.8K
$563K
|
|
|
May 13, 2025
Q1 2025
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
126+ 0.65% |
$5.04K - $5.9K
|
19.6K
$864K
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
BUY
|
- |
125New |
$5K - $5.85K
|
125
$5.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
114+ 0.03% |
$4.56K - $5.34K
|
356K
$15.7M
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
97New |
$3.88K - $4.54K
|
97
$4.27K
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
87+ 1.24% |
$3.48K - $4.07K
|
7.13K
$314K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
83New |
$3.32K - $3.89K
|
83
$3.65K
|
|
|
Apr 15, 2025
Q1 2025
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
81+ 0.39% |
$3.24K - $3.79K
|
20.7K
$913K
|
|
|
May 05, 2025
Q1 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
79+ 0.63% |
$3.16K - $3.7K
|
12.6K
$554K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
76+ 0.9% |
$3.04K - $3.56K
|
8.51K
$375K
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
67+ 40.61% |
$2.68K - $3.14K
|
232
$10.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
61+ 0.01% |
$2.44K - $2.86K
|
507K
$22.3M
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
56+ 1.15% |
$2.24K - $2.62K
|
4.94K
$217K
|
|
|
Apr 28, 2025
Q1 2025
|
Fusion Family Wealth LLC
|
BUY
|
- |
53+ 0.67% |
$2.12K - $2.48K
|
7.91K
$348K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
42+ 0.12% |
$1.68K - $1.97K
|
36.1K
$1.59M
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
38+ 2.59% |
$1.52K - $1.78K
|
1.5K
$66.2K
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
33+ 41.25% |
$1.32K - $1.54K
|
113
$4.97K
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
30+ 0.33% |
$1.2K - $1.4K
|
9.17K
$403K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
26+ 1.17% |
$1.04K - $1.22K
|
2.24K
$98.6K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
24+ 1.82% |
$961 - $1.12K
|
1.34K
$59.1K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
20+ 90.91% |
$801 - $936
|
42
$1.85K
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
19New |
$761 - $889
|
19
$836
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
14+ 1.86% |
$560 - $655
|
767
$33.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
9+ 0.71% |
$360 - $421
|
1.27K
$56K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
6+ 0.1% |
$240 - $281
|
6.03K
$265K
|
|
|
May 07, 2025
Q1 2025
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
5+ 0.03% |
$200 - $234
|
17.5K
$771K
|
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
4+ 0.04% |
$160 - $187
|
10.5K
$461K
|
|
|
May 05, 2025
Q1 2025
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
4+ 0.07% |
$160 - $187
|
5.54K
$244K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
3New |
$120 - $140
|
3
$132
|
|
|
May 09, 2025
Q1 2025
|
Wambolt & Associates, LLC
|
BUY
|
- |
3+ 0.02% |
$120 - $140
|
15.2K
$670K
|
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
3+ 0.03% |
$120 - $140
|
9.6K
$422K
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
3+ 0.01% |
$120 - $140
|
39.2K
$1.72M
|
|
|
May 14, 2025
Q1 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
2+ 0.98% |
$80.1 - $93.6
|
207
$9.11K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2+ 0.22% |
$80.1 - $93.6
|
920
$40.5K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1+ 0.32% |
$40 - $46.8
|
318
$14K
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
1New |
$40 - $46.8
|
1
$44
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
947K+ 193.6% |
$42M - $46.9M
|
1.44M
$63.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
163KNew |
$7.22M - $8.07M
|
163K
$7.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Headland Capital, LLC
Mt. Pleasant, SC |
BUY
|
- |
153KNew |
$6.77M - $7.57M
|
153K
$6.72M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
120KNew |
$5.32M - $5.95M
|
120K
$5.28M
|
|
|
Feb 10, 2025
Q4 2024
|
Mason Street Advisors, LLC
Milwaukee, WI |
BUY
|
- |
113K+ 15.23% |
$5M - $5.59M
|
854K
$37.5M
|
|
|
Feb 05, 2025
Q4 2024
|
California First Leasing Corp
Newport Beach, CA |
BUY
|
- |
103KNew |
$4.59M - $5.13M
|
103K
$4.55M
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
99.5KNew |
$4.41M - $4.93M
|
99.5K
$4.38M
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
84.1KNew |
$3.73M - $4.17M
|
84.1K
$3.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
76.8K+ 119.19% |
$3.41M - $3.81M
|
141K
$6.22M
|
|
|
Jan 17, 2025
Q4 2024
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
52K+ 57.4% |
$2.31M - $2.58M
|
143K
$6.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
49.9KNew |
$2.21M - $2.47M
|
49.9K
$2.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
44.3K+ 9.2% |
$1.96M - $2.19M
|
526K
$23.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
35.5KNew |
$1.57M - $1.76M
|
35.5K
$1.56M
|
|
|
Apr 17, 2025
Q4 2024
|
Lee Kelleher Wealth Management
Fulton, MD |
BUY
|
- |
32.6KNew |
$1.45M - $1.62M
|
32.6K
$1.44M
|
|