Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 07, 2025
Q2 2025
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-113- 0.46% |
$3.99K - $4.82K
|
24.4K
$1.06M
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-113- 23.59% |
$3.99K - $4.82K
|
366
$15.8K
|
|
Aug 12, 2025
Q2 2025
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-108- 0.54% |
$3.82K - $4.61K
|
20K
$865K
|
|
Aug 08, 2025
Q2 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-103- 1.96% |
$3.64K - $4.4K
|
5.16K
$223K
|
|
Jul 30, 2025
Q2 2025
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-101- 0.8% |
$3.57K - $4.31K
|
12.5K
$540K
|
|
Aug 12, 2025
Q2 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
SELL
|
- |
-100- 11.11% |
$3.54K - $4.27K
|
800
$34.6K
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-99- 19.88% |
$3.5K - $4.23K
|
399
$17.3K
|
|
Aug 14, 2025
Q2 2025
|
Redwood Financial Network Corp
|
SELL
|
- |
-90- 0.65% |
$3.18K - $3.84K
|
13.7K
$594K
|
|
Aug 13, 2025
Q2 2025
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-75- 1.5% |
$2.65K - $3.2K
|
4.91K
$212K
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-75- 0.1% |
$2.65K - $3.2K
|
76.1K
$3.29M
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-62- 0.86% |
$2.19K - $2.65K
|
7.15K
$309K
|
|
Jul 21, 2025
Q2 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-61- 0.58% |
$2.16K - $2.6K
|
10.4K
$449K
|
|
Aug 11, 2025
Q2 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
SELL
|
- |
-56- 0.79% |
$1.98K - $2.39K
|
7.04K
$304K
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-56- 0.52% |
$1.98K - $2.39K
|
10.6K
$460K
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-52- 0.98% |
$1.84K - $2.22K
|
5.27K
$228K
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-51- 0.79% |
$1.8K - $2.18K
|
6.43K
$278K
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-48- 0.9% |
$1.7K - $2.05K
|
5.27K
$228K
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
SELL
|
- |
-47- 0.31% |
$1.66K - $2.01K
|
15K
$650K
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-40- 0.37% |
$1.41K - $1.71K
|
10.8K
$466K
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-40Closed |
$1.41K - $1.71K
|
0
$0
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-31- 96.88% |
$1.1K - $1.32K
|
1
$43.3
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-22- 0.49% |
$778 - $939
|
4.45K
$193K
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
SELL
|
- |
-19- 0.74% |
$672 - $811
|
2.54K
$110K
|
|
Jul 29, 2025
Q2 2025
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-14- 0.22% |
$495 - $598
|
6.28K
$271K
|
|
Aug 07, 2025
Q2 2025
|
Fox Financial, Inc
Wyomissing, PA |
SELL
|
- |
-10- 0.19% |
$354 - $427
|
5.34K
$231K
|
|
Jul 15, 2025
Q2 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
SELL
|
- |
-3- 0.01% |
$106 - $128
|
28.3K
$1.22M
|
|
Q1 2025 | |||||||
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-82.4K- 34.84% |
$3.3M - $3.86M
|
154K
$6.66M
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-59.6K- 97.55% |
$2.38M - $2.79M
|
1.5K
$64.8K
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-31.8K- 94.52% |
$1.27M - $1.49M
|
1.84K
$79.7K
|
|
May 12, 2025
Q1 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-20.9K- 53.16% |
$838K - $979K
|
18.4K
$797K
|
|
May 02, 2025
Q1 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-17.8K- 62.02% |
$711K - $832K
|
10.9K
$471K
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-16.7K- 2.88% |
$669K - $782K
|
563K
$24.4M
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-16.7K- 71.43% |
$667K - $780K
|
6.67K
$288K
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-15.9K- 49.81% |
$636K - $743K
|
16K
$692K
|
|
May 15, 2025
Q1 2025
|
Shapiro Capital Management LLC
Atlanta, GA |
SELL
|
- |
-15.5K- 73.81% |
$620K - $726K
|
5.5K
$238K
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-14K- 3.87% |
$559K - $654K
|
347K
$15M
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-13.7K- 24.15% |
$548K - $641K
|
43K
$1.86M
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-12.8K- 20.19% |
$511K - $598K
|
50.5K
$2.18M
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-10.6K- 11.55% |
$423K - $495K
|
80.9K
$3.5M
|
|
May 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
SELL
|
- |
-10.5K- 48.32% |
$419K - $490K
|
11.2K
$484K
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
SELL
|
- |
-10K- 66.38% |
$402K - $470K
|
5.08K
$220K
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-7.1K- 10.96% |
$284K - $332K
|
57.6K
$2.49M
|
|
May 12, 2025
Q1 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-7.01K- 45.81% |
$281K - $328K
|
8.3K
$359K
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-6.79K- 46.36% |
$272K - $318K
|
7.86K
$340K
|
|
May 09, 2025
Q1 2025
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-6.5K- 17.46% |
$260K - $304K
|
30.7K
$1.33M
|
|
May 07, 2025
Q1 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
SELL
|
- |
-5.96K- 43.59% |
$239K - $279K
|
7.72K
$334K
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-5.45K- 40.95% |
$218K - $255K
|
7.86K
$340K
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-4.85K- 33.12% |
$194K - $227K
|
9.8K
$424K
|
|
May 05, 2025
Q1 2025
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-4.83K- 2.61% |
$193K - $226K
|
181K
$7.81M
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-4.76K- 34.86% |
$191K - $223K
|
8.9K
$385K
|