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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2025
Q3 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-13.5K- 12.93% |
$570K - $636K
|
90.8K
$4.14M
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-13.7K- 37.01% |
$580K - $648K
|
23.4K
$1.06M
|
|
|
Nov 03, 2025
Q3 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-14.3K- 4.38% |
$603K - $673K
|
312K
$14.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-14.3K- 72.14% |
$603K - $673K
|
5.51K
$251K
|
|
|
Nov 10, 2025
Q3 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-16.4K- 75.87% |
$691K - $771K
|
5.2K
$237K
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-16.8K- 73.53% |
$709K - $791K
|
6.04K
$275K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-16.9K- 1.86% |
$715K - $798K
|
893K
$40.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-17.2K- 13.53% |
$725K - $809K
|
110K
$5M
|
|
|
Nov 06, 2025
Q3 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
SELL
|
- |
-17.3K- 28.64% |
$732K - $817K
|
43.2K
$1.97M
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-17.7K- 11.49% |
$748K - $835K
|
136K
$6.21M
|
|
|
Oct 22, 2025
Q3 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
SELL
|
- |
-17.7K- 11.76% |
$748K - $835K
|
133K
$6.05M
|
|
|
Nov 13, 2025
Q3 2025
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-18.3K- 43.86% |
$774K - $864K
|
23.5K
$1.07M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-18.5K- 32.96% |
$784K - $875K
|
37.7K
$1.72M
|
|
|
Nov 05, 2025
Q3 2025
|
Spinnaker Trust
|
SELL
|
- |
-18.7K- 3.47% |
$789K - $881K
|
520K
$23.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Wrapmanager Inc
|
SELL
|
- |
-18.9K- 9.53% |
$800K - $893K
|
180K
$8.19M
|
|
|
Nov 17, 2025
Q3 2025
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-19K- 4.03% |
$803K - $896K
|
452K
$20.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-19.2K- 7.06% |
$813K - $907K
|
253K
$11.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-19.4K- 5.58% |
$818K - $913K
|
328K
$14.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-19.5K- 0.52% |
$823K - $919K
|
3.75M
$171M
|
|
|
Oct 30, 2025
Q3 2025
|
Gibbs Wealth Management
Alpharetta, GA |
SELL
|
- |
-20.7K- 14.6% |
$874K - $976K
|
121K
$5.51M
|
|
|
Nov 03, 2025
Q3 2025
|
Pecaut & Co.
|
SELL
|
- |
-21.5K- 23.6% |
$908K - $1.01M
|
69.6K
$3.17M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-22.7K- 25.92% |
$959K - $1.07M
|
64.8K
$2.95M
|
|
|
Nov 04, 2025
Q3 2025
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-22.9K- 40.61% |
$967K - $1.08M
|
33.5K
$1.52M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-23.6K- 8.57% |
$998K - $1.11M
|
252K
$11.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
SELL
|
- |
-25.3K- 34.54% |
$1.07M - $1.19M
|
47.9K
$2.18M
|
|
|
Oct 22, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-25.3K- 8.41% |
$1.07M - $1.19M
|
275K
$12.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-27.5K- 2.22% |
$1.16M - $1.3M
|
1.21M
$55.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Cache Tech Inc.
Logan, UT |
SELL
|
- |
-28.4K- 81.37% |
$1.2M - $1.34M
|
6.51K
$296K
|
|
|
Nov 14, 2025
Q3 2025
|
Adams Wealth Management
|
SELL
|
- |
-28.4K- 81.37% |
$1.2M - $1.34M
|
6.51K
$296K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-29.3K- 1.03% |
$1.24M - $1.38M
|
2.83M
$129M
|
|
|
Oct 24, 2025
Q3 2025
|
Marmo Financial Group, LLC
Johnson City, TN |
SELL
|
- |
-32K- 45.18% |
$1.35M - $1.51M
|
38.9K
$1.77M
|
|
|
Nov 13, 2025
Q3 2025
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-32.8K- 59.22% |
$1.39M - $1.55M
|
22.6K
$1.03M
|
|
|
Nov 12, 2025
Q3 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-34.4K- 28.8% |
$1.45M - $1.62M
|
85.1K
$3.88M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-42.2K- 67.77% |
$1.78M - $1.99M
|
20.1K
$914K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-44.6K- 11.09% |
$1.89M - $2.1M
|
358K
$16.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
SELL
|
- |
-45K- 13.82% |
$1.9M - $2.12M
|
280K
$12.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-45.5K- 6.78% |
$1.92M - $2.15M
|
626K
$28.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-49.3K- 85.96% |
$2.08M - $2.32M
|
8.05K
$367K
|
|
|
Nov 07, 2025
Q3 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-52.9K- 79.31% |
$2.23M - $2.49M
|
13.8K
$629K
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-58.7K- 17.0% |
$2.48M - $2.77M
|
287K
$13.1M
|
|
|
Oct 31, 2025
Q3 2025
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-59.8K- 84.38% |
$2.53M - $2.82M
|
11.1K
$504K
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-60.9K- 9.17% |
$2.57M - $2.87M
|
603K
$27.5M
|
|
|
Nov 13, 2025
Q3 2025
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-61.3K- 84.87% |
$2.59M - $2.89M
|
10.9K
$498K
|
|
|
Nov 10, 2025
Q3 2025
|
Advisor Os, LLC
|
SELL
|
- |
-61.7K- 34.32% |
$2.61M - $2.91M
|
118K
$5.38M
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-66.4K- 72.44% |
$2.8M - $3.13M
|
25.2K
$1.15M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-74.2K- 7.66% |
$3.14M - $3.5M
|
894K
$40.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-81.4K- 47.2% |
$3.44M - $3.84M
|
91K
$4.15M
|
|
|
Nov 03, 2025
Q3 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-102K- 26.59% |
$4.33M - $4.83M
|
283K
$12.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-112K- 90.54% |
$4.72M - $5.27M
|
11.7K
$532K
|
|
|
Oct 31, 2025
Q3 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-120K- 17.96% |
$5.06M - $5.65M
|
547K
$24.9M
|
|