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 24, 2025
Q3 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
8.98K+ 8.13% |
$379K - $423K
|
119K
$5.44M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
8.88K+ 21.07% |
$375K - $419K
|
51K
$2.32M
|
|
|
Oct 24, 2025
Q3 2025
|
Deltec Asset Management LLC
|
BUY
|
- |
8.83K+ 28.48% |
$373K - $416K
|
39.8K
$1.81M
|
|
|
Oct 06, 2025
Q3 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
8.65K+ 3.0% |
$366K - $408K
|
297K
$13.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
8.46K+ 84.94% |
$358K - $399K
|
18.4K
$840K
|
|
|
Oct 30, 2025
Q3 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
8.36K+ 60.71% |
$353K - $394K
|
22.1K
$1.01M
|
|
|
Nov 05, 2025
Q3 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
8.3K+ 102.29% |
$351K - $391K
|
16.4K
$748K
|
|
|
Oct 15, 2025
Q3 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
7.96KNew |
$336K - $375K
|
7.96K
$362K
|
|
|
Nov 13, 2025
Q3 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
7.69K+ 27.63% |
$325K - $363K
|
35.5K
$1.62M
|
|
|
Oct 15, 2025
Q3 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
7.68K+ 82.62% |
$324K - $362K
|
17K
$773K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
7.4K+ 93.29% |
$313K - $349K
|
15.3K
$699K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
7.39K+ 7.63% |
$312K - $349K
|
104K
$4.75M
|
|
|
Nov 17, 2025
Q3 2025
|
Apexium Financial, LP
|
BUY
|
- |
7.28K+ 25.13% |
$308K - $343K
|
36.2K
$1.65M
|
|
|
Nov 14, 2025
Q3 2025
|
William Mack & Associates, Inc.
Troy, MI |
BUY
|
- |
7.26KNew |
$307K - $342K
|
7.26K
$331K
|
|
|
Nov 05, 2025
Q3 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
7.16K+ 119.49% |
$302K - $337K
|
13.1K
$599K
|
|
|
Nov 06, 2025
Q3 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
7.04KNew |
$297K - $332K
|
7.04K
$321K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
6.85K+ 11.02% |
$290K - $323K
|
69K
$3.15M
|
|
|
Nov 12, 2025
Q3 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
6.82KNew |
$288K - $322K
|
6.82K
$311K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.8K+ 19.88% |
$287K - $321K
|
41K
$1.87M
|
|
|
Oct 17, 2025
Q3 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
6.75KNew |
$285K - $318K
|
6.75K
$308K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
6.64K+ 65.51% |
$280K - $313K
|
16.8K
$764K
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
6.59K+ 3.53% |
$278K - $311K
|
193K
$8.79M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
6.43KNew |
$272K - $303K
|
6.43K
$293K
|
|
|
Nov 12, 2025
Q3 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
6.42KNew |
$271K - $303K
|
6.42K
$293K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
6.34K+ 20.76% |
$268K - $299K
|
36.9K
$1.68M
|
|
|
Oct 14, 2025
Q3 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
6.3KNew |
$266K - $297K
|
6.3K
$287K
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
6.24K+ 15.53% |
$263K - $294K
|
46.4K
$2.11M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
6.12KNew |
$258K - $288K
|
6.12K
$279K
|
|
|
Nov 03, 2025
Q3 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
6K+ 14.28% |
$253K - $283K
|
48K
$2.19M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
5.94K+ 3.26% |
$251K - $280K
|
188K
$8.58M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
5.93K+ 8.05% |
$251K - $280K
|
79.6K
$3.63M
|
|
|
Oct 20, 2025
Q3 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
5.79K+ 2.66% |
$245K - $273K
|
223K
$10.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
5.77KNew |
$244K - $272K
|
5.77K
$263K
|
|
|
Oct 27, 2025
Q3 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
5.75KNew |
$243K - $271K
|
5.75K
$262K
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
5.59K+ 32.62% |
$236K - $263K
|
22.7K
$1.03M
|
|
|
Oct 20, 2025
Q3 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
5.55K+ 20.2% |
$234K - $262K
|
33K
$1.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
5.47K+ 6.31% |
$231K - $258K
|
92.1K
$4.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
5.46K+ 16.91% |
$231K - $257K
|
37.7K
$1.72M
|
|
|
Nov 07, 2025
Q3 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
5.44K+ 3.23% |
$230K - $257K
|
174K
$7.93M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
5.43K+ 9.83% |
$230K - $256K
|
60.7K
$2.77M
|
|
|
Nov 14, 2025
Q3 2025
|
Ieq Capital, LLC
|
BUY
|
- |
5.33KNew |
$225K - $251K
|
5.33K
$243K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
5.3KNew |
$224K - $250K
|
5.3K
$241K
|
|
|
Nov 17, 2025
Q3 2025
|
Keystone Financial Group
|
BUY
|
- |
5.14K+ 71.11% |
$217K - $242K
|
12.4K
$564K
|
|
|
Nov 12, 2025
Q3 2025
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
5KNew |
$211K - $236K
|
5K
$228K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
4.99K+ 98.71% |
$211K - $235K
|
10K
$458K
|
|
|
Nov 12, 2025
Q3 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
4.99KNew |
$211K - $235K
|
4.99K
$227K
|
|
|
Nov 03, 2025
Q3 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
4.97K+ 10.68% |
$210K - $234K
|
51.5K
$2.35M
|
|
|
Oct 09, 2025
Q3 2025
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
4.96K+ 10.92% |
$210K - $234K
|
50.4K
$2.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
4.96KNew |
$210K - $234K
|
4.96K
$226K
|
|
|
Nov 12, 2025
Q3 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
4.91KNew |
$208K - $232K
|
4.91K
$224K
|
|