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 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
3.93KNew |
$157K - $184K
|
3.93K
$173K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
3.84K+ 9.66% |
$154K - $180K
|
43.6K
$1.92M
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
3.81K+ 1.1% |
$152K - $178K
|
349K
$15.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
3.76K+ 3.66% |
$150K - $176K
|
107K
$4.69M
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
BUY
|
- |
3.68K+ 2.08% |
$147K - $172K
|
180K
$7.93M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
3.54K+ 12.08% |
$142K - $166K
|
32.8K
$1.44M
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
3.54K+ 14.39% |
$142K - $165K
|
28.1K
$1.24M
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
3.53K+ 4.98% |
$141K - $165K
|
74.3K
$3.27M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
3.52K+ 7.02% |
$141K - $165K
|
53.6K
$2.36M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
3.46K+ 52.85% |
$139K - $162K
|
10K
$440K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.44K+ 25.23% |
$138K - $161K
|
17.1K
$752K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.43K+ 18.34% |
$137K - $160K
|
22.1K
$973K
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
3.39K+ 5.8% |
$136K - $158K
|
61.8K
$2.72M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
3.38K+ 6.81% |
$135K - $158K
|
53K
$2.33M
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Management Resources, Inc.
|
BUY
|
- |
3.34K+ 4.3% |
$134K - $156K
|
81K
$3.56M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
3.3K+ 5.59% |
$132K - $154K
|
62.2K
$2.74M
|
|
|
May 12, 2025
Q1 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
3.19K+ 6.63% |
$127K - $149K
|
51.2K
$2.25M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
3.16K+ 34.3% |
$126K - $148K
|
12.4K
$544K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3.15K+ 6.3% |
$126K - $147K
|
53.1K
$2.34M
|
|
|
Apr 25, 2025
Q1 2025
|
G&S Capital LLC
|
BUY
|
- |
3.07K+ 5.33% |
$123K - $144K
|
60.6K
$2.67M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.01K+ 1.22% |
$121K - $141K
|
250K
$11M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.97K+ 16.74% |
$119K - $139K
|
20.7K
$910K
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
BUY
|
- |
2.95K+ 3.58% |
$118K - $138K
|
85.3K
$3.75M
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
2.86K+ 3.73% |
$114K - $134K
|
79.6K
$3.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.85K+ 3.96% |
$114K - $134K
|
74.9K
$3.29M
|
|
|
May 05, 2025
Q1 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
2.62K+ 6.11% |
$105K - $123K
|
45.5K
$2M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
2.57KNew |
$103K - $120K
|
2.57K
$113K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.56KNew |
$103K - $120K
|
2.56K
$113K
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
2.54K+ 534.03% |
$102K - $119K
|
3.02K
$133K
|
|
|
Apr 07, 2025
Q1 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
2.52K+ 3.56% |
$101K - $118K
|
73.2K
$3.22M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.51K+ 11.3% |
$100K - $117K
|
24.7K
$1.09M
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
2.48K+ 9.8% |
$99.4K - $116K
|
27.8K
$1.22M
|
|
|
May 12, 2025
Q1 2025
|
Paulson Wealth Management Inc.
|
BUY
|
- |
2.47K+ 2.49% |
$99K - $116K
|
102K
$4.48M
|
|
|
Apr 25, 2025
Q1 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
2.3K+ 3.71% |
$92K - $108K
|
64.2K
$2.82M
|
|
|
Apr 30, 2025
Q1 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
2.22K+ 3.19% |
$89K - $104K
|
72K
$3.17M
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
2.15K+ 44.14% |
$86.2K - $101K
|
7.03K
$309K
|
|
|
May 14, 2025
Q1 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
2.14K+ 17.94% |
$85.6K - $100K
|
14.1K
$618K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
2.11KNew |
$84.3K - $98.5K
|
2.11K
$92.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
2.09K+ 8.67% |
$83.7K - $97.9K
|
26.2K
$1.15M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.05K+ 6.57% |
$82.1K - $96K
|
33.3K
$1.46M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2K+ 2.52% |
$79.9K - $93.4K
|
81K
$3.56M
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
1.99K+ 49.77% |
$79.6K - $93.1K
|
5.98K
$263K
|
|
|
May 08, 2025
Q1 2025
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
1.98K+ 2.89% |
$79.1K - $92.5K
|
70.4K
$3.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
BUY
|
- |
1.96K+ 27.29% |
$78.6K - $91.9K
|
9.16K
$403K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.93K+ 6.22% |
$77.1K - $90.1K
|
32.9K
$1.45M
|
|
|
May 02, 2025
Q1 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
1.91K+ 16.84% |
$76.6K - $89.5K
|
13.3K
$584K
|
|
|
May 01, 2025
Q1 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
1.9K+ 30.17% |
$76.1K - $88.9K
|
8.2K
$361K
|
|
|
May 14, 2025
Q1 2025
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
1.9K+ 5.5% |
$76K - $88.9K
|
36.4K
$1.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
1.89K+ 3.25% |
$75.6K - $88.4K
|
59.9K
$2.63M
|
|
|
May 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
1.86K+ 49.06% |
$74.4K - $87K
|
5.65K
$248K
|