Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
1+ 0.69% |
$35.4 - $42.7
|
145
$6.38K
|
|
|
Jul 15, 2025
Q2 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
SELL
|
- |
-3- 0.01% |
$106 - $128
|
28.3K
$1.24M
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
SELL
|
- |
-19- 0.74% |
$672 - $811
|
2.54K
$112K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-31- 96.88% |
$1.1K - $1.32K
|
1
$44
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-40Closed |
$1.41K - $1.71K
|
0
$0
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
SELL
|
- |
-47- 0.31% |
$1.66K - $2.01K
|
15K
$662K
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-48- 0.9% |
$1.7K - $2.05K
|
5.27K
$232K
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-51- 0.79% |
$1.8K - $2.18K
|
6.43K
$283K
|
|
|
Jul 21, 2025
Q2 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-61- 0.58% |
$2.16K - $2.6K
|
10.4K
$456K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-62- 0.86% |
$2.19K - $2.65K
|
7.15K
$314K
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-113- 23.59% |
$3.99K - $4.82K
|
366
$16.1K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-119- 88.15% |
$4.21K - $5.08K
|
16
$704
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-142- 0.49% |
$5.02K - $6.06K
|
28.6K
$1.26M
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-144- 2.99% |
$5.09K - $6.15K
|
4.67K
$205K
|
|
|
Jul 09, 2025
Q2 2025
|
Defined Wealth Management, LLC
|
SELL
|
- |
-146- 0.34% |
$5.16K - $6.23K
|
43.3K
$1.91M
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-157- 6.67% |
$5.55K - $6.7K
|
2.2K
$96.6K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-160- 1.03% |
$5.66K - $6.83K
|
15.3K
$675K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
SELL
|
- |
-169- 3.19% |
$5.97K - $7.21K
|
5.13K
$226K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-174- 12.76% |
$6.15K - $7.43K
|
1.19K
$52.3K
|
|
|
Jul 16, 2025
Q2 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
SELL
|
- |
-215- 3.25% |
$7.6K - $9.18K
|
6.41K
$282K
|
|
|
Jul 14, 2025
Q2 2025
|
E&G Advisors, LP
|
SELL
|
- |
-240- 1.87% |
$8.48K - $10.2K
|
12.6K
$554K
|
|
|
Jul 16, 2025
Q2 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-316- 1.98% |
$11.2K - $13.5K
|
15.6K
$688K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-358- 73.97% |
$12.7K - $15.3K
|
126
$5.54K
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-371- 13.45% |
$13.1K - $15.8K
|
2.39K
$105K
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
SELL
|
- |
-390- 4.26% |
$13.8K - $16.6K
|
8.77K
$386K
|
|
|
Jul 23, 2025
Q2 2025
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-484- 0.76% |
$17.1K - $20.7K
|
63.1K
$2.78M
|
|
|
Jul 21, 2025
Q2 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-500- 7.43% |
$17.7K - $21.3K
|
6.23K
$274K
|
|
|
Jul 21, 2025
Q2 2025
|
Stanich Group LLC
Montauk, NY |
SELL
|
- |
-503- 9.68% |
$17.8K - $21.5K
|
4.69K
$206K
|
|
|
Jul 14, 2025
Q2 2025
|
Act Advisors, Llc.
|
SELL
|
- |
-525- 5.09% |
$18.6K - $22.4K
|
9.78K
$430K
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-527- 8.29% |
$18.6K - $22.5K
|
5.83K
$256K
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-579- 0.77% |
$20.5K - $24.7K
|
74.3K
$3.27M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-626- 1.46% |
$22.1K - $26.7K
|
42.1K
$1.85M
|
|
|
Jul 09, 2025
Q2 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-642- 3.18% |
$22.7K - $27.4K
|
19.6K
$860K
|
|
|
Jul 24, 2025
Q2 2025
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-674- 6.79% |
$23.8K - $28.8K
|
9.25K
$407K
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
SELL
|
- |
-730- 6.2% |
$25.8K - $31.2K
|
11K
$486K
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-768- 11.04% |
$27.1K - $32.8K
|
6.19K
$272K
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-830- 8.14% |
$29.3K - $35.4K
|
9.37K
$412K
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-857- 7.27% |
$30.3K - $36.6K
|
10.9K
$481K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
SELL
|
- |
-893- 6.83% |
$31.6K - $38.1K
|
12.2K
$536K
|
|
|
Jul 15, 2025
Q2 2025
|
Moneywise, Inc.
|
SELL
|
- |
-921- 10.25% |
$32.6K - $39.3K
|
8.07K
$355K
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-983- 1.3% |
$34.7K - $42K
|
74.5K
$3.28M
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
SELL
|
- |
-1.09K- 15.37% |
$38.5K - $46.5K
|
6K
$264K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.32K- 3.06% |
$46.8K - $56.5K
|
41.9K
$1.84M
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-1.37K- 14.62% |
$48.3K - $58.3K
|
7.99K
$351K
|
|
|
Jul 08, 2025
Q2 2025
|
Range Financial Group LLC
|
SELL
|
- |
-1.41K- 4.72% |
$49.8K - $60.1K
|
28.4K
$1.25M
|
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-1.79K- 8.07% |
$63.2K - $76.3K
|
20.4K
$896K
|
|
|
Jul 14, 2025
Q2 2025
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-2.08K- 18.84% |
$73.4K - $88.6K
|
8.94K
$393K
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-2.21K- 18.73% |
$78.3K - $94.5K
|
9.6K
$422K
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-2.22K- 27.79% |
$78.6K - $94.9K
|
5.78K
$254K
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-2.5K- 8.35% |
$88.5K - $107K
|
27.5K
$1.21M
|