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 09, 2025
Q3 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.07K+ 18.54% |
$45.3K - $50.5K
|
6.85K
$312K
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
BUY
|
- |
1.05K+ 4.71% |
$44.3K - $49.5K
|
23.3K
$1.06M
|
|
|
Nov 14, 2025
Q3 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.04K+ 19.66% |
$43.7K - $48.8K
|
6.3K
$287K
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.03KNew |
$43.5K - $48.6K
|
1.03K
$46.9K
|
|
|
Oct 17, 2025
Q3 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
966+ 2.38% |
$40.8K - $45.6K
|
41.5K
$1.89M
|
|
|
Oct 20, 2025
Q3 2025
|
E&G Advisors, LP
|
BUY
|
- |
945+ 7.51% |
$39.9K - $44.6K
|
13.5K
$616K
|
|
|
Nov 04, 2025
Q3 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
926+ 2.08% |
$39.1K - $43.7K
|
45.4K
$2.07M
|
|
|
Nov 13, 2025
Q3 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
923+ 10.65% |
$39K - $43.5K
|
9.59K
$437K
|
|
|
Oct 06, 2025
Q3 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
921+ 1.43% |
$38.9K - $43.4K
|
65.4K
$2.98M
|
|
|
Nov 05, 2025
Q3 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
911+ 0.58% |
$38.5K - $43K
|
157K
$7.17M
|
|
|
Nov 14, 2025
Q3 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
886New |
$37.4K - $41.8K
|
886
$40.4K
|
|
|
Nov 18, 2025
Q3 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
843+ 12.94% |
$35.6K - $39.8K
|
7.36K
$335K
|
|
|
Nov 07, 2025
Q3 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
797+ 5.28% |
$33.7K - $37.6K
|
15.9K
$724K
|
|
|
Nov 10, 2025
Q3 2025
|
North Star Asset Management Inc
|
BUY
|
- |
774+ 0.41% |
$32.7K - $36.5K
|
188K
$8.58M
|
|
|
Nov 19, 2025
Q3 2025
|
Center For Asset Management LLC
|
BUY
|
- |
739+ 10.31% |
$31.2K - $34.9K
|
7.91K
$360K
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
736+ 584.13% |
$31.1K - $34.7K
|
862
$39.3K
|
|
|
Nov 04, 2025
Q3 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
728+ 9.05% |
$30.8K - $34.3K
|
8.77K
$400K
|
|
|
Nov 14, 2025
Q3 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
716+ 2.94% |
$30.3K - $33.8K
|
25K
$1.14M
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
BUY
|
- |
707+ 253.41% |
$29.9K - $33.3K
|
986
$44.9K
|
|
|
Oct 15, 2025
Q3 2025
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
696+ 11.44% |
$29.4K - $32.8K
|
6.78K
$309K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
662+ 4.94% |
$28K - $31.2K
|
14.1K
$640K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
658New |
$27.8K - $31K
|
658
$30K
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
658+ 8.24% |
$27.8K - $31K
|
8.64K
$394K
|
|
|
Nov 04, 2025
Q3 2025
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
651+ 1.77% |
$27.5K - $30.7K
|
37.4K
$1.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
634+ 173.22% |
$26.8K - $29.9K
|
1K
$45.6K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
634+ 0.47% |
$26.8K - $29.9K
|
135K
$6.14M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
617+ 1.33% |
$26.1K - $29.1K
|
47K
$2.14M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
589+ 6.82% |
$24.9K - $27.8K
|
9.22K
$420K
|
|
|
Oct 20, 2025
Q3 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
581+ 0.89% |
$24.6K - $27.4K
|
65.7K
$2.99M
|
|
|
Nov 14, 2025
Q3 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
574+ 2.21% |
$24.3K - $27.1K
|
26.5K
$1.21M
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
554+ 1.55% |
$23.4K - $26.1K
|
36.3K
$1.65M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
553+ 230.42% |
$23.4K - $26.1K
|
793
$36.1K
|
|
|
Nov 07, 2025
Q3 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
547+ 1.56% |
$23.1K - $25.8K
|
35.7K
$1.63M
|
|
|
Oct 09, 2025
Q3 2025
|
Act Advisors, Llc.
|
BUY
|
- |
544+ 5.56% |
$23K - $25.7K
|
10.3K
$470K
|
|
|
Nov 06, 2025
Q3 2025
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
537+ 5.32% |
$22.7K - $25.3K
|
10.6K
$484K
|
|
|
Oct 29, 2025
Q3 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
533+ 0.98% |
$22.5K - $25.1K
|
54.9K
$2.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
527+ 47.01% |
$22.3K - $24.9K
|
1.65K
$75.1K
|
|
|
Oct 27, 2025
Q3 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
525New |
$22.2K - $24.8K
|
525
$23.9K
|
|
|
Nov 12, 2025
Q3 2025
|
Mengis Capital Management, Inc.
|
BUY
|
- |
510+ 5.51% |
$21.6K - $24.1K
|
9.76K
$445K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
499+ 1.13% |
$21.1K - $23.5K
|
44.8K
$2.04M
|
|
|
Oct 09, 2025
Q3 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
497+ 0.65% |
$21K - $23.4K
|
76.6K
$3.49M
|
|
|
Nov 21, 2025
Q3 2025
|
Blue Fin Capital, Inc.
|
BUY
|
- |
494+ 1.63% |
$20.9K - $23.3K
|
30.8K
$1.4M
|
|
|
Nov 13, 2025
Q3 2025
|
North Rock Partners, LLC
|
BUY
|
- |
473+ 0.92% |
$20K - $22.3K
|
51.9K
$2.36M
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
469+ 1.76% |
$19.8K - $22.1K
|
27.1K
$1.23M
|
|
|
Oct 23, 2025
Q3 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
465+ 2.85% |
$19.7K - $21.9K
|
16.8K
$765K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
450+ 0.19% |
$19K - $21.2K
|
231K
$10.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Semitam Bonam LLC
Goshen, NY |
BUY
|
- |
437+ 0.95% |
$18.5K - $20.6K
|
46.2K
$2.11M
|
|
|
Oct 23, 2025
Q3 2025
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
425+ 0.62% |
$18K - $20K
|
69.4K
$3.16M
|
|
|
Nov 10, 2025
Q3 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
420+ 19.12% |
$17.7K - $19.8K
|
2.62K
$119K
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
BUY
|
- |
417+ 1.7% |
$17.6K - $19.7K
|
25K
$1.14M
|
|