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 02, 2025
Q3 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
2.66K+ 52.7% |
$112K - $125K
|
7.7K
$351K
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
BUY
|
- |
2.62K+ 10.41% |
$111K - $124K
|
27.8K
$1.27M
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.61K+ 4.21% |
$110K - $123K
|
64.5K
$2.94M
|
|
|
Nov 04, 2025
Q3 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
2.6K+ 0.42% |
$110K - $122K
|
620K
$28.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
2.5K+ 6.27% |
$105K - $118K
|
42.3K
$1.93M
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
2.49K+ 47.0% |
$105K - $118K
|
7.79K
$355K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.49K+ 6.94% |
$105K - $117K
|
38.4K
$1.75M
|
|
|
Oct 23, 2025
Q3 2025
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
2.47K+ 1088.99% |
$104K - $117K
|
2.7K
$123K
|
|
|
Oct 17, 2025
Q3 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
2.36K+ 0.75% |
$99.8K - $111K
|
317K
$14.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
2.35K+ 5.53% |
$99.3K - $111K
|
44.8K
$2.04M
|
|
|
Nov 12, 2025
Q3 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
2.29K+ 34.25% |
$96.7K - $108K
|
8.97K
$409K
|
|
|
Oct 06, 2025
Q3 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
2.21K+ 0.59% |
$93.5K - $104K
|
376K
$17.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
2.18K+ 5.13% |
$92.3K - $103K
|
44.7K
$2.04M
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
2.16K+ 9.01% |
$91.5K - $102K
|
26.2K
$1.19M
|
|
|
Nov 05, 2025
Q3 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.02K+ 3.14% |
$85.3K - $95.2K
|
66.3K
$3.02M
|
|
|
Oct 24, 2025
Q3 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
2K+ 9.48% |
$84.6K - $94.5K
|
23.1K
$1.05M
|
|
|
Nov 03, 2025
Q3 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
1.99K+ 8.25% |
$84.1K - $93.8K
|
26.1K
$1.19M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.95K+ 6.55% |
$82.2K - $91.7K
|
31.6K
$1.44M
|
|
|
Nov 03, 2025
Q3 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
1.79K+ 1.24% |
$75.8K - $84.6K
|
146K
$6.67M
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.79K+ 12.98% |
$75.5K - $84.3K
|
15.6K
$709K
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.76K+ 11.46% |
$74.3K - $82.9K
|
17.1K
$779K
|
|
|
Nov 24, 2025
Q3 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
1.75K+ 3.67% |
$73.9K - $82.4K
|
49.3K
$2.25M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.67K+ 0.91% |
$70.6K - $78.8K
|
186K
$8.48M
|
|
|
Oct 30, 2025
Q3 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
1.67KNew |
$70.5K - $78.7K
|
1.67K
$76K
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.65K+ 13.79% |
$69.7K - $77.8K
|
13.6K
$620K
|
|
|
Nov 13, 2025
Q3 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
1.63K+ 25.3% |
$68.8K - $76.8K
|
8.06K
$367K
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1.6K+ 16.79% |
$67.8K - $75.6K
|
11.2K
$508K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.6K+ 7.55% |
$67.7K - $75.6K
|
22.8K
$1.04M
|
|
|
Oct 22, 2025
Q3 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
1.58K+ 10.07% |
$66.6K - $74.3K
|
17.2K
$784K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.47K+ 1.82% |
$62.1K - $69.3K
|
82.4K
$3.75M
|
|
|
Oct 09, 2025
Q3 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
1.45KNew |
$61.1K - $68.2K
|
1.45K
$65.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
1.4K+ 3.27% |
$59K - $65.8K
|
44.1K
$2.01M
|
|
|
Nov 12, 2025
Q3 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
1.39K+ 10.12% |
$58.7K - $65.5K
|
15.1K
$689K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.36KNew |
$57.3K - $63.9K
|
1.36K
$61.8K
|
|
|
Nov 13, 2025
Q3 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.35KNew |
$56.9K - $63.5K
|
1.35K
$61.3K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.35K+ 14.48% |
$56.8K - $63.4K
|
10.6K
$484K
|
|
|
Nov 04, 2025
Q3 2025
|
Essex Savings Bank
|
BUY
|
- |
1.32K+ 15.07% |
$55.8K - $62.3K
|
10.1K
$460K
|
|
|
Oct 14, 2025
Q3 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
1.3K+ 3.59% |
$54.8K - $61.2K
|
37.4K
$1.71M
|
|
|
Oct 22, 2025
Q3 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
1.29K+ 62.97% |
$54.7K - $61K
|
3.35K
$153K
|
|
|
Nov 14, 2025
Q3 2025
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
1.28KNew |
$54.1K - $60.4K
|
1.28K
$58.3K
|
|
|
Nov 10, 2025
Q3 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.28K+ 17.59% |
$54K - $60.2K
|
8.54K
$389K
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.27K+ 32.6% |
$53.8K - $60K
|
5.17K
$236K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.25K+ 11.53% |
$53K - $59.1K
|
12.1K
$553K
|
|
|
Oct 20, 2025
Q3 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
1.19K+ 1.1% |
$50.1K - $55.9K
|
109K
$4.94M
|
|
|
Dec 08, 2025
Q3 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
1.17KNew |
$49.4K - $55.1K
|
1.17K
$53.2K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
1.15K+ 21.82% |
$48.7K - $54.4K
|
6.44K
$293K
|
|
|
Oct 24, 2025
Q3 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
BUY
|
- |
1.15K+ 2.53% |
$48.6K - $54.2K
|
46.6K
$2.12M
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.13K+ 0.98% |
$47.8K - $53.3K
|
117K
$5.32M
|
|
|
Oct 31, 2025
Q3 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
1.09K+ 10.31% |
$45.9K - $51.2K
|
11.6K
$529K
|
|
|
Nov 10, 2025
Q3 2025
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
1.08K+ 15.33% |
$45.5K - $50.8K
|
8.1K
$369K
|
|