Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.23M+ 9.51% |
$94.1M - $105M
|
25.6M
$1.17B
|
|
|
Oct 31, 2025
Q3 2025
|
Vantagepoint Investment Advisers LLC
|
BUY
|
- |
1.41MNew |
$59.7M - $66.6M
|
1.41M
$64.4M
|
|
|
Nov 17, 2025
Q3 2025
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
752K+ 310.07% |
$31.8M - $35.5M
|
994K
$45.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
691K+ 44.14% |
$29.2M - $32.6M
|
2.26M
$103M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
687K+ 121.08% |
$29M - $32.4M
|
1.25M
$57.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
621K+ 19.04% |
$26.2M - $29.3M
|
3.88M
$177M
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
526K+ 2.99% |
$22.2M - $24.8M
|
18.1M
$827M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
460K+ 9.37% |
$19.4M - $21.7M
|
5.37M
$245M
|
|
|
Nov 14, 2025
Q3 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
439KNew |
$18.6M - $20.7M
|
439K
$20M
|
|
|
Nov 14, 2025
Q3 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
436K+ 33.87% |
$18.4M - $20.6M
|
1.72M
$78.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
427K+ 1741.16% |
$18M - $20.1M
|
451K
$20.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
419K+ 836.66% |
$17.7M - $19.8M
|
469K
$21.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
369K+ 25.68% |
$15.6M - $17.4M
|
1.8M
$82.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
345K+ 25.96% |
$14.6M - $16.3M
|
1.67M
$76.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
322KNew |
$13.6M - $15.2M
|
322K
$14.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
237K+ 18.54% |
$10M - $11.2M
|
1.51M
$68.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
215K+ 3.49% |
$9.07M - $10.1M
|
6.36M
$290M
|
|
|
Nov 14, 2025
Q3 2025
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
190K+ 23.36% |
$8.05M - $8.98M
|
1.01M
$45.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
159K+ 6.08% |
$6.72M - $7.5M
|
2.77M
$126M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
157K+ 5.03% |
$6.63M - $7.4M
|
3.27M
$149M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
155K+ 64.52% |
$6.57M - $7.33M
|
396K
$18.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
153K+ 14.02% |
$6.47M - $7.22M
|
1.25M
$56.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
152K+ 35.77% |
$6.44M - $7.19M
|
578K
$26.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Pachira Investments Inc.
|
BUY
|
- |
140KNew |
$5.93M - $6.62M
|
140K
$6.4M
|
|
|
Oct 10, 2025
Q3 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
134K+ 1223.62% |
$5.65M - $6.3M
|
145K
$6.59M
|
|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
126K+ 43.98% |
$5.32M - $5.94M
|
412K
$18.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
114K+ 3.59% |
$4.8M - $5.36M
|
3.28M
$149M
|
|
|
Nov 06, 2025
Q3 2025
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
113K+ 287.33% |
$4.78M - $5.34M
|
153K
$6.95M
|
|
|
Nov 10, 2025
Q3 2025
|
Dakota Wealth Management
|
BUY
|
- |
108K+ 9.66% |
$4.57M - $5.1M
|
1.23M
$55.9M
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
104K+ 43.53% |
$4.41M - $4.92M
|
344K
$15.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
98.5K+ 9.52% |
$4.16M - $4.64M
|
1.13M
$51.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
97.5K+ 52.11% |
$4.12M - $4.6M
|
285K
$13M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
94.9K+ 9.85% |
$4.01M - $4.48M
|
1.06M
$48.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
92.4K+ 5.56% |
$3.9M - $4.36M
|
1.75M
$79.8M
|
|
|
Nov 05, 2025
Q3 2025
|
Spc Financial, Inc.
|
BUY
|
- |
92.3KNew |
$3.9M - $4.35M
|
92.3K
$4.2M
|
|
|
Oct 27, 2025
Q3 2025
|
One Day In July LLC
|
BUY
|
- |
90.7K+ 17.51% |
$3.83M - $4.28M
|
609K
$27.7M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
84.9K+ 49.29% |
$3.59M - $4M
|
257K
$11.7M
|
|
|
Oct 17, 2025
Q3 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
83.5K+ 1089.41% |
$3.53M - $3.94M
|
91.2K
$4.15M
|
|
|
Nov 12, 2025
Q3 2025
|
Banco Santander, S.A.
|
BUY
|
- |
83.1K+ 16.52% |
$3.51M - $3.92M
|
586K
$26.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
82.4KNew |
$3.48M - $3.88M
|
82.4K
$3.75M
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
80K+ 1326.22% |
$3.38M - $3.77M
|
86K
$3.92M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
79.3K+ 9.2% |
$3.35M - $3.74M
|
941K
$42.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
77.2K+ 283.12% |
$3.26M - $3.64M
|
104K
$4.76M
|
|
|
Oct 31, 2025
Q3 2025
|
Mason Street Advisors, LLC
Milwaukee, WI |
BUY
|
- |
74.9K+ 6.88% |
$3.17M - $3.53M
|
1.16M
$53M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
74.3K+ 5.3% |
$3.14M - $3.5M
|
1.48M
$67.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
72.9KNew |
$3.08M - $3.44M
|
72.9K
$3.32M
|
|
|
Oct 23, 2025
Q3 2025
|
Landmark Wealth Management, Inc.
Normal, IL |
BUY
|
- |
72.1K+ 87.6% |
$3.05M - $3.4M
|
154K
$7.04M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
71.2K+ 12.18% |
$3.01M - $3.36M
|
656K
$29.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
69KNew |
$2.92M - $3.26M
|
69K
$3.14M
|
|
|
Nov 07, 2025
Q3 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
66.8K+ 603.23% |
$2.82M - $3.15M
|
77.8K
$3.55M
|