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 04, 2025
Q3 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
72+ 0.86% |
$3.04K - $3.4K
|
8.42K
$384K
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
68+ 0.8% |
$2.87K - $3.21K
|
8.62K
$393K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
68+ 0.81% |
$2.87K - $3.21K
|
8.49K
$387K
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
68New |
$2.87K - $3.21K
|
68
$3.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
60+ 1.57% |
$2.54K - $2.83K
|
3.87K
$176K
|
|
|
Nov 17, 2025
Q3 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
60+ 0.37% |
$2.54K - $2.83K
|
16.2K
$737K
|
|
|
Nov 13, 2025
Q3 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
52+ 0.29% |
$2.2K - $2.45K
|
18K
$818K
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
43+ 1.35% |
$1.82K - $2.03K
|
3.24K
$148K
|
|
|
Nov 07, 2025
Q3 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
42+ 4.78% |
$1.77K - $1.98K
|
921
$42K
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
39+ 0.46% |
$1.65K - $1.84K
|
8.6K
$392K
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
38New |
$1.61K - $1.79K
|
38
$1.73K
|
|
|
Nov 05, 2025
Q3 2025
|
Rmr Wealth Builders
|
BUY
|
- |
37+ 0.39% |
$1.56K - $1.74K
|
9.47K
$431K
|
|
|
Oct 09, 2025
Q3 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
33+ 0.63% |
$1.39K - $1.56K
|
5.25K
$239K
|
|
|
Nov 12, 2025
Q3 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
30New |
$1.27K - $1.41K
|
30
$1.37K
|
|
|
Oct 02, 2025
Q3 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
30+ 0.55% |
$1.27K - $1.41K
|
5.47K
$249K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
27+ 0.57% |
$1.14K - $1.27K
|
4.75K
$216K
|
|
|
Nov 12, 2025
Q3 2025
|
Psi Advisors, LLC
|
BUY
|
- |
27+ 0.49% |
$1.14K - $1.27K
|
5.5K
$251K
|
|
|
Oct 27, 2025
Q3 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
25+ 0.36% |
$1.06K - $1.18K
|
6.89K
$314K
|
|
|
Oct 21, 2025
Q3 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
23+ 0.39% |
$972 - $1.08K
|
5.95K
$271K
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
22+ 66.67% |
$930 - $1.04K
|
55
$2.51K
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
22+ 0.18% |
$930 - $1.04K
|
12.5K
$568K
|
|
|
Oct 15, 2025
Q3 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
20+ 0.31% |
$845 - $943
|
6.43K
$293K
|
|
|
Oct 14, 2025
Q3 2025
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
19+ 0.39% |
$803 - $896
|
4.88K
$222K
|
|
|
Oct 21, 2025
Q3 2025
|
American National Bank
|
BUY
|
- |
19+ 1.42% |
$803 - $896
|
1.36K
$61.9K
|
|
|
Oct 07, 2025
Q3 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
17+ 0.22% |
$718 - $802
|
7.59K
$346K
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
17New |
$718 - $802
|
17
$775
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
17+ 0.05% |
$718 - $802
|
31.2K
$1.42M
|
|
|
Oct 14, 2025
Q3 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
15+ 0.29% |
$634 - $707
|
5.14K
$234K
|
|
|
Nov 05, 2025
Q3 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
14New |
$592 - $660
|
14
$638
|
|
|
Nov 06, 2025
Q3 2025
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
14+ 0.22% |
$592 - $660
|
6.29K
$287K
|
|
|
Nov 05, 2025
Q3 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
12+ 0.23% |
$507 - $566
|
5.32K
$242K
|
|
|
Oct 28, 2025
Q3 2025
|
Bfsg, LLC
|
BUY
|
- |
11New |
$465 - $519
|
11
$501
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
11+ 22.45% |
$465 - $519
|
60
$2.73K
|
|
|
Oct 17, 2025
Q3 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
8+ 0.1% |
$338 - $377
|
7.9K
$360K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
7New |
$296 - $330
|
7
$319
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
7+ 0.16% |
$296 - $330
|
4.46K
$203K
|
|
|
Nov 07, 2025
Q3 2025
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
6+ 0.13% |
$254 - $283
|
4.79K
$218K
|
|
|
Nov 13, 2025
Q3 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
4+ 0.01% |
$169 - $189
|
38K
$1.73M
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
4+ 0.8% |
$169 - $189
|
501
$22.8K
|
|
|
Nov 17, 2025
Q3 2025
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
4+ 0.07% |
$169 - $189
|
5.55K
$253K
|
|
|
Nov 12, 2025
Q3 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
4+ 0.04% |
$169 - $189
|
10.5K
$479K
|
|
|
Nov 10, 2025
Q3 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
4+ 2.68% |
$169 - $189
|
153
$6.97K
|
|
|
Oct 14, 2025
Q3 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
3+ 0.05% |
$127 - $141
|
6.23K
$284K
|
|
|
Nov 10, 2025
Q3 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
3+ 0.5% |
$127 - $141
|
599
$27.3K
|
|
|
Oct 22, 2025
Q3 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
3+ 0.31% |
$127 - $141
|
980
$44.6K
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3+ 0.33% |
$127 - $141
|
926
$42.2K
|
|
|
Nov 18, 2025
Q3 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
3+ 0.03% |
$127 - $141
|
9.14K
$416K
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2+ 0.36% |
$84.5 - $94.3
|
564
$25.7K
|
|
|
Oct 16, 2025
Q3 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
2+ 0.04% |
$84.5 - $94.3
|
5.29K
$241K
|
|
|
Nov 14, 2025
Q3 2025
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
1New |
$42.3 - $47.2
|
1
$45.6
|
|