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 07, 2025
Q3 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
4.76KNew |
$201K - $225K
|
4.76K
$217K
|
|
|
Oct 23, 2025
Q3 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
4.71K+ 1.63% |
$199K - $222K
|
293K
$13.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
4.69K+ 22.97% |
$198K - $221K
|
25.1K
$1.14M
|
|
|
Oct 17, 2025
Q3 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
4.68K+ 11.09% |
$198K - $221K
|
46.9K
$2.14M
|
|
|
Oct 10, 2025
Q3 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
4.68KNew |
$198K - $220K
|
4.68K
$213K
|
|
|
Nov 10, 2025
Q3 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
4.67K+ 5.83% |
$197K - $220K
|
84.7K
$3.86M
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4.66K+ 0.65% |
$197K - $220K
|
721K
$32.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
4.64K+ 3.84% |
$196K - $219K
|
126K
$5.72M
|
|
|
Oct 30, 2025
Q3 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
4.63K+ 6.0% |
$196K - $218K
|
81.9K
$3.73M
|
|
|
Nov 07, 2025
Q3 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
4.62KNew |
$195K - $218K
|
4.62K
$210K
|
|
|
Nov 13, 2025
Q3 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
4.62KNew |
$195K - $218K
|
4.62K
$210K
|
|
|
Oct 23, 2025
Q3 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
4.5KNew |
$190K - $212K
|
4.5K
$205K
|
|
|
Oct 10, 2025
Q3 2025
|
Marion Wealth Management
|
BUY
|
- |
4.49KNew |
$190K - $212K
|
4.49K
$205K
|
|
|
Nov 14, 2025
Q3 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
4.49KNew |
$190K - $212K
|
4.49K
$205K
|
|
|
Oct 22, 2025
Q3 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
4.45KNew |
$188K - $210K
|
4.45K
$203K
|
|
|
Oct 20, 2025
Q3 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
4.45KNew |
$188K - $210K
|
4.45K
$203K
|
|
|
Nov 12, 2025
Q3 2025
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
4.44KNew |
$188K - $209K
|
4.44K
$202K
|
|
|
Nov 07, 2025
Q3 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
4.33K+ 14.73% |
$183K - $204K
|
33.7K
$1.53M
|
|
|
Nov 03, 2025
Q3 2025
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
4.2K+ 7.88% |
$178K - $198K
|
57.5K
$2.62M
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.12K+ 11.16% |
$174K - $194K
|
41K
$1.87M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.07K+ 47.83% |
$172K - $192K
|
12.6K
$574K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
4.07K+ 32.35% |
$172K - $192K
|
16.7K
$759K
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
4.06K+ 23.69% |
$172K - $192K
|
21.2K
$966K
|
|
|
Nov 10, 2025
Q3 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
3.99K+ 2.48% |
$169K - $188K
|
165K
$7.53M
|
|
|
Nov 14, 2025
Q3 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
3.97K+ 51.74% |
$168K - $187K
|
11.6K
$531K
|
|
|
Oct 16, 2025
Q3 2025
|
Wealth Management Resources, Inc.
|
BUY
|
- |
3.92K+ 4.29% |
$165K - $185K
|
95.3K
$4.34M
|
|
|
Nov 14, 2025
Q3 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
3.85K+ 0.86% |
$163K - $182K
|
450K
$20.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Ars Investment Partners, LLC
|
BUY
|
- |
3.79K+ 15.28% |
$160K - $179K
|
28.6K
$1.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
3.75K+ 52.2% |
$159K - $177K
|
10.9K
$498K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
3.75K+ 1.76% |
$158K - $177K
|
217K
$9.88M
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.71K+ 3.42% |
$157K - $175K
|
112K
$5.11M
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
3.68K+ 6.53% |
$156K - $174K
|
60.1K
$2.74M
|
|
|
Nov 07, 2025
Q3 2025
|
Mjp Associates Inc
|
BUY
|
- |
3.65K+ 4.85% |
$154K - $172K
|
78.9K
$3.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
3.4KNew |
$144K - $160K
|
3.4K
$155K
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
3.37KNew |
$143K - $159K
|
3.37K
$154K
|
|
|
Oct 28, 2025
Q3 2025
|
Sol Capital Management CO
|
BUY
|
- |
3.33K+ 13.52% |
$141K - $157K
|
27.9K
$1.27M
|
|
|
Nov 13, 2025
Q3 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
3.28K+ 5.65% |
$139K - $155K
|
61.4K
$2.8M
|
|
|
Nov 05, 2025
Q3 2025
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
3.28K+ 4.47% |
$138K - $155K
|
76.6K
$3.49M
|
|
|
Oct 24, 2025
Q3 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
3.21K+ 5.47% |
$135K - $151K
|
61.8K
$2.81M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.15K+ 17.6% |
$133K - $148K
|
21K
$958K
|
|
|
Nov 10, 2025
Q3 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
2.95K+ 3.73% |
$125K - $139K
|
82K
$3.73M
|
|
|
Oct 16, 2025
Q3 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
2.94K+ 6.06% |
$124K - $138K
|
51.4K
$2.34M
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
BUY
|
- |
2.89K+ 0.94% |
$122K - $136K
|
309K
$14.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.85K+ 1.01% |
$120K - $134K
|
286K
$13M
|
|
|
Oct 07, 2025
Q3 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
2.76K+ 1.57% |
$117K - $130K
|
179K
$8.15M
|
|
|
Oct 15, 2025
Q3 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
2.74K+ 17.05% |
$116K - $129K
|
18.8K
$858K
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
2.72K+ 12.65% |
$115K - $128K
|
24.3K
$1.11M
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
2.72KNew |
$115K - $128K
|
2.72K
$124K
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.71K+ 7.12% |
$114K - $128K
|
40.8K
$1.86M
|
|
|
Nov 12, 2025
Q3 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
2.7KNew |
$114K - $127K
|
2.7K
$123K
|
|