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 03, 2025
Q3 2025
|
Berman Mc Aleer LLC
Timonium, MD |
BUY
|
- |
18.9KNew |
$799K - $891K
|
18.9K
$861K
|
|
|
Nov 06, 2025
Q3 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
18.6KNew |
$787K - $878K
|
18.6K
$848K
|
|
|
Nov 05, 2025
Q3 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
18.3K+ 17.2% |
$774K - $863K
|
125K
$5.68M
|
|
|
Nov 12, 2025
Q3 2025
|
Blueprint Financial Advisors LLC
Greensboto, NC |
BUY
|
- |
17.7KNew |
$749K - $836K
|
17.7K
$808K
|
|
|
Oct 16, 2025
Q3 2025
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
17.7K+ 13.42% |
$749K - $836K
|
150K
$6.83M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
17.7K+ 7.29% |
$747K - $834K
|
260K
$11.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
17.4K+ 69.17% |
$735K - $820K
|
42.5K
$1.94M
|
|
|
Nov 12, 2025
Q3 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
17K+ 21.18% |
$720K - $804K
|
97.5K
$4.44M
|
|
|
Oct 28, 2025
Q3 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
17KNew |
$717K - $800K
|
17K
$773K
|
|
|
Nov 13, 2025
Q3 2025
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
16.5K+ 83.0% |
$698K - $779K
|
36.4K
$1.66M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
16.5K+ 100.26% |
$696K - $777K
|
32.9K
$1.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
16.2K+ 33.86% |
$683K - $762K
|
63.9K
$2.91M
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
16.1K+ 171.11% |
$678K - $757K
|
25.4K
$1.16M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
16K+ 2.5% |
$676K - $754K
|
654K
$29.8M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
15.9K+ 27.8% |
$672K - $750K
|
73.1K
$3.33M
|
|
|
Oct 17, 2025
Q3 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
15.3K+ 11.13% |
$647K - $722K
|
153K
$6.97M
|
|
|
Nov 03, 2025
Q3 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
15.1KNew |
$638K - $712K
|
15.1K
$687K
|
|
|
Nov 04, 2025
Q3 2025
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
14.9K+ 5.33% |
$631K - $704K
|
295K
$13.4M
|
|
|
Nov 17, 2025
Q3 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
14.9K+ 12.29% |
$631K - $704K
|
136K
$6.21M
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
14.9K+ 25.32% |
$629K - $702K
|
73.7K
$3.36M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
14.9K+ 4.93% |
$628K - $701K
|
316K
$14.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Compton Financial Group, LLC
|
BUY
|
- |
14.8K+ 2.59% |
$627K - $700K
|
587K
$26.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
14.7KNew |
$623K - $695K
|
14.7K
$672K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
14.7K+ 6.73% |
$621K - $692K
|
233K
$10.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Paulson Wealth Management Inc.
|
BUY
|
- |
14.5K+ 13.54% |
$612K - $683K
|
121K
$5.53M
|
|
|
Nov 12, 2025
Q3 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
14.1K+ 2.45% |
$594K - $663K
|
588K
$26.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
14K+ 195.1% |
$592K - $661K
|
21.2K
$966K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
13.8K+ 0.85% |
$583K - $651K
|
1.64M
$74.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
13.1K+ 43.82% |
$555K - $619K
|
43.1K
$1.96M
|
|
|
Oct 28, 2025
Q3 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
13.1K+ 48.16% |
$552K - $616K
|
40.2K
$1.83M
|
|
|
Oct 07, 2025
Q3 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
12.1K+ 42.16% |
$510K - $569K
|
40.7K
$1.85M
|
|
|
Nov 12, 2025
Q3 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
12K+ 53.3% |
$506K - $565K
|
34.5K
$1.57M
|
|
|
Nov 06, 2025
Q3 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
12K+ 87.82% |
$506K - $564K
|
25.6K
$1.17M
|
|
|
Oct 09, 2025
Q3 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
11.9K+ 1.44% |
$505K - $563K
|
839K
$38.2M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
11.8K+ 5.64% |
$500K - $558K
|
222K
$10.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
11.7K+ 42.84% |
$496K - $554K
|
39.1K
$1.78M
|
|
|
Nov 14, 2025
Q3 2025
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
11.6K+ 63.02% |
$490K - $546K
|
30K
$1.37M
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
11.2K+ 3.04% |
$475K - $530K
|
380K
$17.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
11.2K+ 53.79% |
$472K - $526K
|
31.9K
$1.45M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
11K+ 5.68% |
$466K - $520K
|
205K
$9.34M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
10.8K+ 3.02% |
$457K - $509K
|
369K
$16.8M
|
|
|
Oct 16, 2025
Q3 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
10.3K+ 77.94% |
$437K - $487K
|
23.6K
$1.08M
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
10.3K+ 67.51% |
$436K - $486K
|
25.6K
$1.17M
|
|
|
Nov 10, 2025
Q3 2025
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
9.8KNew |
$414K - $462K
|
9.8K
$447K
|
|
|
Oct 10, 2025
Q3 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
9.65KNew |
$408K - $455K
|
9.65K
$439K
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9.63K+ 3.83% |
$407K - $454K
|
261K
$11.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
9.57K+ 2.57% |
$404K - $451K
|
382K
$17.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
9.48KNew |
$400K - $447K
|
9.48K
$432K
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
9.26K+ 54.05% |
$391K - $437K
|
26.4K
$1.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Absolute Capital Management, LLC
|
BUY
|
- |
9.14KNew |
$386K - $431K
|
9.14K
$416K
|
|