Purchases and Sales Made in Q1 2025 in Spdr Portfolio S&P 600 Small C (SPSM)
This table provides information about the institutional ownership of Spdr Portfolio S&P 600 Small C (SPSM) during Q1 2025. The information is specifically focused on institutions that hold shares of SPDR PORTFOLIO S&P 600 SMALL C.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-340- 3.92% |
$13.6K - $15.9K
|
8.34K
$367K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-341- 1.91% |
$13.7K - $16K
|
17.5K
$770K
|
|
|
May 08, 2025
Q1 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-343- 0.67% |
$13.7K - $16.1K
|
51K
$2.24M
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-346- 5.88% |
$13.9K - $16.2K
|
5.54K
$244K
|
|
|
Apr 30, 2025
Q1 2025
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-359- 2.78% |
$14.4K - $16.8K
|
12.6K
$553K
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-364- 99.73% |
$14.6K - $17K
|
1
$44
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-369- 0.71% |
$14.8K - $17.3K
|
51.3K
$2.26M
|
|
|
Apr 22, 2025
Q1 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-392- 5.7% |
$15.7K - $18.3K
|
6.48K
$285K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-395- 4.08% |
$15.8K - $18.5K
|
9.28K
$408K
|
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
SELL
|
- |
-399- 1.22% |
$16K - $18.7K
|
32.4K
$1.43M
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-400- 3.96% |
$16K - $18.7K
|
9.71K
$427K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-409- 12.91% |
$16.4K - $19.1K
|
2.76K
$121K
|
|
|
Apr 22, 2025
Q1 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-417- 2.59% |
$16.7K - $19.5K
|
15.7K
$691K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-425- 2.67% |
$17K - $19.9K
|
15.5K
$682K
|
|
|
Apr 29, 2025
Q1 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-452- 3.13% |
$18.1K - $21.2K
|
14K
$616K
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-464- 6.73% |
$18.6K - $21.7K
|
6.43K
$283K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-467- 1.15% |
$18.7K - $21.9K
|
40.2K
$1.77M
|
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
SELL
|
- |
-478- 4.21% |
$19.1K - $22.4K
|
10.9K
$479K
|
|
|
May 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-483- 0.29% |
$19.3K - $22.6K
|
164K
$7.23M
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-488- 21.42% |
$19.5K - $22.8K
|
1.79K
$78.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-489- 3.97% |
$19.6K - $22.9K
|
11.8K
$520K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-506- 6.07% |
$20.3K - $23.7K
|
7.83K
$344K
|
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-509- 1.23% |
$20.4K - $23.8K
|
40.9K
$1.8M
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-520- 5.08% |
$20.8K - $24.3K
|
9.72K
$428K
|
|
|
Apr 28, 2025
Q1 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-551- 1.34% |
$22.1K - $25.8K
|
40.6K
$1.79M
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-560- 6.54% |
$22.4K - $26.2K
|
8K
$352K
|
|
|
May 15, 2025
Q1 2025
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-587- 17.21% |
$23.5K - $27.5K
|
2.82K
$124K
|
|
|
May 15, 2025
Q1 2025
|
Second Line Capital, LLC
Metairie, LA |
SELL
|
- |
-608- 5.47% |
$24.3K - $28.5K
|
10.5K
$462K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-608- 5.03% |
$24.3K - $28.5K
|
11.5K
$505K
|
|
|
Apr 21, 2025
Q1 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-621- 1.62% |
$24.9K - $29.1K
|
37.8K
$1.66M
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-622- 5.01% |
$24.9K - $29.1K
|
11.8K
$518K
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-663- 10.21% |
$26.5K - $31K
|
5.83K
$257K
|
|
|
May 13, 2025
Q1 2025
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-667- 0.92% |
$26.7K - $31.2K
|
72.2K
$3.17M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-668- 13.07% |
$26.7K - $31.3K
|
4.44K
$195K
|
|
|
Apr 14, 2025
Q1 2025
|
Prairie Sky Financial Group LLC
Westchester, IL |
SELL
|
- |
-682- 1.5% |
$27.3K - $31.9K
|
44.8K
$1.97M
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
SELL
|
- |
-690- 1.36% |
$27.6K - $32.3K
|
50K
$2.2M
|
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-698- 6.81% |
$27.9K - $32.7K
|
9.55K
$420K
|
|
|
May 08, 2025
Q1 2025
|
Aldebaran Financial Inc.
|
SELL
|
- |
-707- 3.94% |
$28.3K - $33.1K
|
17.3K
$759K
|
|
|
Apr 11, 2025
Q1 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
SELL
|
- |
-716- 2.9% |
$28.7K - $33.5K
|
24K
$1.05M
|
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-717- 0.16% |
$28.7K - $33.6K
|
444K
$19.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Stanich Group LLC
Montauk, NY |
SELL
|
- |
-724- 12.23% |
$29K - $33.9K
|
5.19K
$228K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-754- 1.72% |
$30.2K - $35.3K
|
43.2K
$1.9M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-772- 59.89% |
$30.9K - $36.1K
|
517
$22.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-788- 13.79% |
$31.5K - $36.9K
|
4.93K
$217K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-811- 2.64% |
$32.5K - $38K
|
29.9K
$1.31M
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-835- 6.08% |
$33.4K - $39.1K
|
12.9K
$567K
|
|
|
May 07, 2025
Q1 2025
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-838- 2.51% |
$33.5K - $39.2K
|
32.6K
$1.43M
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-869- 5.22% |
$34.8K - $40.7K
|
15.8K
$694K
|
|
|
Apr 16, 2025
Q1 2025
|
Private Wealth Group, LLC
|
SELL
|
- |
-905- 0.5% |
$36.2K - $42.4K
|
181K
$7.97M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-906- 0.64% |
$36.3K - $42.4K
|
141K
$6.19M
|