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 15, 2025
Q3 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
412+ 5.74% |
$17.4K - $19.4K
|
7.59K
$346K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
404+ 38.01% |
$17.1K - $19.1K
|
1.47K
$66.8K
|
|
|
Nov 12, 2025
Q3 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
371+ 6.34% |
$15.7K - $17.5K
|
6.23K
$284K
|
|
|
Nov 04, 2025
Q3 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
370+ 46.25% |
$15.6K - $17.4K
|
1.17K
$53.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
368+ 2.3% |
$15.6K - $17.4K
|
16.4K
$747K
|
|
|
Nov 14, 2025
Q3 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
367+ 0.54% |
$15.5K - $17.3K
|
69K
$3.14M
|
|
|
Oct 14, 2025
Q3 2025
|
S.A. Mason LLC
|
BUY
|
- |
341+ 13.41% |
$14.4K - $16.1K
|
2.88K
$131K
|
|
|
Oct 15, 2025
Q3 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
311+ 5.91% |
$13.1K - $14.7K
|
5.58K
$254K
|
|
|
Nov 14, 2025
Q3 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
301+ 0.2% |
$12.7K - $14.2K
|
148K
$6.74M
|
|
|
Nov 07, 2025
Q3 2025
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
300+ 2.93% |
$12.7K - $14.1K
|
10.6K
$481K
|
|
|
Nov 05, 2025
Q3 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
297+ 1.68% |
$12.6K - $14K
|
18K
$821K
|
|
|
Nov 07, 2025
Q3 2025
|
Addison Advisors LLC
|
BUY
|
- |
291New |
$12.3K - $13.7K
|
291
$13.3K
|
|
|
Oct 31, 2025
Q3 2025
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
283+ 1.61% |
$12K - $13.3K
|
17.8K
$812K
|
|
|
Oct 31, 2025
Q3 2025
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
267+ 0.64% |
$11.3K - $12.6K
|
42.3K
$1.93M
|
|
|
Nov 14, 2025
Q3 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
265+ 2650.0% |
$11.2K - $12.5K
|
275
$12.5K
|
|
|
Nov 06, 2025
Q3 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
252+ 1.98% |
$10.6K - $11.9K
|
13K
$591K
|
|
|
Nov 14, 2025
Q3 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
250+ 2.6% |
$10.6K - $11.8K
|
9.86K
$449K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
244+ 0.58% |
$10.3K - $11.5K
|
42.1K
$1.92M
|
|
|
Nov 12, 2025
Q3 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
244+ 3.67% |
$10.3K - $11.5K
|
6.9K
$314K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
233+ 0.26% |
$9.85K - $11K
|
89.7K
$4.09M
|
|
|
Nov 13, 2025
Q3 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
226+ 0.39% |
$9.55K - $10.7K
|
58.1K
$2.65M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
224+ 0.39% |
$9.47K - $10.6K
|
58.1K
$2.65M
|
|
|
Oct 28, 2025
Q3 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
219+ 0.27% |
$9.25K - $10.3K
|
81.3K
$3.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
204New |
$8.62K - $9.62K
|
204
$9.29K
|
|
|
Nov 05, 2025
Q3 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
200+ 2.52% |
$8.45K - $9.43K
|
8.13K
$370K
|
|
|
Oct 14, 2025
Q3 2025
|
Apeiron Ria LLC
|
BUY
|
- |
194+ 3.84% |
$8.2K - $9.15K
|
5.25K
$239K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
183+ 0.15% |
$7.73K - $8.63K
|
119K
$5.42M
|
|
|
Oct 07, 2025
Q3 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
179+ 0.41% |
$7.56K - $8.44K
|
43.5K
$1.98M
|
|
|
Nov 05, 2025
Q3 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
173+ 107.45% |
$7.31K - $8.16K
|
334
$15.2K
|
|
|
Nov 05, 2025
Q3 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
170+ 2.42% |
$7.18K - $8.02K
|
7.21K
$328K
|
|
|
Oct 20, 2025
Q3 2025
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
169+ 1.1% |
$7.14K - $7.97K
|
15.5K
$707K
|
|
|
Oct 14, 2025
Q3 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
165+ 3.06% |
$6.97K - $7.78K
|
5.56K
$253K
|
|
|
Oct 24, 2025
Q3 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
136+ 0.72% |
$5.75K - $6.41K
|
19.1K
$871K
|
|
|
Nov 13, 2025
Q3 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
130New |
$5.49K - $6.13K
|
130
$5.92K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
123+ 69.89% |
$5.2K - $5.8K
|
299
$13.6K
|
|
|
Nov 13, 2025
Q3 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
122+ 0.66% |
$5.16K - $5.75K
|
18.6K
$849K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
119+ 100.0% |
$5.03K - $5.61K
|
238
$10.8K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
112New |
$4.73K - $5.28K
|
112
$5.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
100+ 5.84% |
$4.23K - $4.72K
|
1.81K
$82.6K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
93+ 0.15% |
$3.93K - $4.39K
|
61.2K
$2.79M
|
|
|
Oct 23, 2025
Q3 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
92+ 25.41% |
$3.89K - $4.34K
|
454
$20.7K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
92+ 0.38% |
$3.89K - $4.34K
|
24K
$1.09M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
89+ 0.2% |
$3.76K - $4.2K
|
45.1K
$2.06M
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
BUY
|
- |
87New |
$3.68K - $4.1K
|
87
$3.96K
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
86+ 1.04% |
$3.63K - $4.06K
|
8.33K
$379K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
83+ 0.76% |
$3.51K - $3.91K
|
11K
$499K
|
|
|
Oct 31, 2025
Q3 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
80+ 0.26% |
$3.38K - $3.77K
|
31.4K
$1.43M
|
|
|
Oct 27, 2025
Q3 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
80+ 1.24% |
$3.38K - $3.77K
|
6.51K
$297K
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
77+ 5.68% |
$3.25K - $3.63K
|
1.43K
$65.2K
|
|
|
Nov 10, 2025
Q3 2025
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
74+ 0.48% |
$3.13K - $3.49K
|
15.5K
$706K
|
|