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
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
14.1KNew |
$565K - $661K
|
14.1K
$621K
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
14K+ 177.77% |
$560K - $655K
|
21.8K
$961K
|
|
|
May 07, 2025
Q1 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
14K+ 24.2% |
$559K - $654K
|
71.7K
$3.15M
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
13.6K+ 35.22% |
$543K - $635K
|
52K
$2.29M
|
|
|
May 14, 2025
Q1 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
13.5K+ 5.01% |
$540K - $631K
|
283K
$12.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
13.4K+ 12.6% |
$537K - $627K
|
120K
$5.27M
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
13.1K+ 5.31% |
$526K - $615K
|
260K
$11.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
12.7K+ 8.41% |
$508K - $594K
|
164K
$7.2M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
12.6KNew |
$504K - $589K
|
12.6K
$554K
|
|
|
May 14, 2025
Q1 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
12.4K+ 157.2% |
$498K - $582K
|
20.3K
$895K
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
12.3K+ 17.47% |
$493K - $577K
|
82.8K
$3.64M
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
12.2K+ 36.69% |
$488K - $571K
|
45.5K
$2M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
12.2K+ 10.13% |
$486K - $569K
|
132K
$5.81M
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
12.1K+ 9.5% |
$484K - $566K
|
139K
$6.13M
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
BUY
|
- |
12.1K+ 5.44% |
$483K - $565K
|
234K
$10.3M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
12K+ 20.6% |
$481K - $562K
|
70.3K
$3.09M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
11.3KNew |
$453K - $530K
|
11.3K
$498K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
11.3K+ 27.25% |
$452K - $529K
|
52.7K
$2.32M
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
11K+ 10.25% |
$442K - $517K
|
119K
$5.23M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
10.8K+ 16.52% |
$432K - $506K
|
76.2K
$3.35M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
10.7K+ 130.49% |
$427K - $500K
|
18.9K
$829K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
10.6K+ 1.77% |
$424K - $496K
|
610K
$26.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
10.4K+ 3.13% |
$416K - $486K
|
342K
$15.1M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
10.3K+ 14.91% |
$413K - $483K
|
79.6K
$3.5M
|
|
|
May 14, 2025
Q1 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
10.1K+ 7.12% |
$403K - $471K
|
152K
$6.66M
|
|
|
Apr 10, 2025
Q1 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
9.88K+ 19.59% |
$396K - $463K
|
60.3K
$2.65M
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
9.86K+ 622.21% |
$395K - $462K
|
11.4K
$504K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
9.67K+ 2.03% |
$387K - $453K
|
485K
$21.3M
|
|
|
May 13, 2025
Q1 2025
|
Pennington Partners & Co., LLC
Bethesda, MD |
BUY
|
- |
9.67KNew |
$387K - $452K
|
9.67K
$425K
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
9.63K+ 2.73% |
$385K - $451K
|
362K
$15.9M
|
|
|
Jul 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
9.54KNew |
$382K - $446K
|
9.54K
$420K
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
9.36KNew |
$375K - $438K
|
9.36K
$412K
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
9.31K+ 127.07% |
$373K - $436K
|
16.6K
$732K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
9.21K+ 6.66% |
$369K - $431K
|
148K
$6.49M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
8.83K+ 24.96% |
$354K - $413K
|
44.2K
$1.94M
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
8.72K+ 20.96% |
$349K - $408K
|
50.3K
$2.21M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
8.57K+ 17.7% |
$343K - $401K
|
57K
$2.51M
|
|
|
May 13, 2025
Q1 2025
|
Adams Wealth Management
|
BUY
|
- |
8.46K+ 60.02% |
$339K - $396K
|
22.6K
$993K
|
|
|
May 13, 2025
Q1 2025
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
8.46K+ 60.02% |
$339K - $396K
|
22.6K
$993K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
8.42K+ 4.69% |
$337K - $394K
|
188K
$8.27M
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
BUY
|
- |
8.39KNew |
$336K - $393K
|
8.39K
$369K
|
|
|
May 02, 2025
Q1 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
8.24K+ 3.2% |
$330K - $385K
|
266K
$11.7M
|
|
|
Jun 23, 2025
Q1 2025
|
Rainier Family Wealth Inc
Tacoma, WA |
BUY
|
- |
8.03K+ 9.22% |
$321K - $376K
|
95K
$4.18M
|
|
|
Apr 10, 2025
Q1 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
7.95K+ 6.76% |
$318K - $372K
|
125K
$5.52M
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
7.94K+ 11.3% |
$318K - $371K
|
78.2K
$3.44M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
7.9K+ 100.0% |
$316K - $370K
|
15.8K
$695K
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
7.85K+ 94.25% |
$314K - $367K
|
16.2K
$711K
|
|
|
May 15, 2025
Q1 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
7.71KNew |
$309K - $361K
|
7.71K
$339K
|
|
|
Apr 11, 2025
Q1 2025
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
7.53K+ 2.0% |
$301K - $353K
|
385K
$16.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
7.27K+ 16.16% |
$291K - $340K
|
52.2K
$2.3M
|