Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 05, 2026
Q4 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
107K+ 42.85% |
$4.78M - $5.07M
|
358K
$16.3M
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
21K+ 4.04% |
$933K - $990K
|
540K
$24.6M
|
|
|
Jan 07, 2026
Q4 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
10.4K+ 2.77% |
$464K - $492K
|
387K
$17.6M
|
|
|
Jan 08, 2026
Q4 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
9.76K+ 25.88% |
$435K - $461K
|
47.5K
$2.16M
|
|
|
Jan 07, 2026
Q4 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
8.91K+ 2.81% |
$397K - $421K
|
326K
$14.8M
|
|
|
Jan 08, 2026
Q4 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
4.44K+ 62.19% |
$198K - $210K
|
11.6K
$528K
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
4.25K+ 31.22% |
$189K - $201K
|
17.9K
$814K
|
|
|
Jan 05, 2026
Q4 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
2.93K+ 22.19% |
$130K - $138K
|
16.1K
$735K
|
|
|
Jan 08, 2026
Q4 2025
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
2.26K+ 2.95% |
$101K - $107K
|
78.8K
$3.59M
|
|
|
Jan 08, 2026
Q4 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
678+ 9.9% |
$30.2K - $32K
|
7.53K
$343K
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
647+ 0.99% |
$28.8K - $30.6K
|
66.3K
$3.02M
|
|
|
Jan 06, 2026
Q4 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
111New |
$4.94K - $5.24K
|
111
$5.06K
|
|
|
Jan 08, 2026
Q4 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
22+ 0.06% |
$980 - $1.04K
|
34.6K
$1.58M
|
|
|
Jan 05, 2026
Q4 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
20+ 0.37% |
$891 - $945
|
5.49K
$250K
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-70- 0.63% |
$3.12K - $3.31K
|
11.1K
$506K
|
|
|
Jan 08, 2026
Q4 2025
|
Goodman Financial Corp
Houston, TX |
SELL
|
- |
-388- 0.9% |
$17.3K - $18.3K
|
42.9K
$1.95M
|
|
|
Jan 08, 2026
Q4 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-539- 7.1% |
$24K - $25.5K
|
7.05K
$321K
|
|
|
Jan 08, 2026
Q4 2025
|
Financial Management Network Inc
|
SELL
|
- |
-810- 5.42% |
$36.1K - $38.3K
|
14.1K
$644K
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-849- 4.96% |
$37.8K - $40.1K
|
16.3K
$741K
|
|
|
Jan 07, 2026
Q4 2025
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-890- 1.67% |
$39.6K - $42.1K
|
52.4K
$2.39M
|
|
|
Jan 07, 2026
Q4 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-1.61K- 16.41% |
$71.6K - $76K
|
8.19K
$373K
|
|
|
Jan 08, 2026
Q4 2025
|
Grove Bank & Trust
|
SELL
|
- |
-1.8K- 16.38% |
$80.2K - $85.1K
|
9.19K
$419K
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-1.84K- 8.79% |
$82K - $87K
|
19.1K
$871K
|
|
|
Jan 06, 2026
Q4 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-3.47K- 2.4% |
$155K - $164K
|
141K
$6.43M
|
|
|
Jan 08, 2026
Q4 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-5.76K- 11.42% |
$257K - $272K
|
44.7K
$2.04M
|
|
|
Jan 08, 2026
Q4 2025
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-10.3K- 1.41% |
$458K - $486K
|
719K
$32.8M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-10.7K- 2.7% |
$477K - $506K
|
386K
$17.6M
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-13.3K- 17.87% |
$591K - $627K
|
61K
$2.78M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-32.3K- 5.6% |
$1.44M - $1.53M
|
544K
$24.8M
|
|