Latest Institutional Transactions on Spdr Portfolio S&P 600 Small C (SPSM)
This table provides information on the latest institutional transactions involving Spdr Portfolio S&P 600 Small C (SPSM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2026
Q4 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-3.28K- 38.49% |
$146K - $155K
|
5.24K
$239K
|
|
|
Jan 13, 2026
Q4 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-591- 3.14% |
$26.3K - $27.9K
|
18.2K
$831K
|
|
|
Jan 13, 2026
Q4 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
1.71K+ 3.33% |
$76.3K - $81K
|
53.2K
$2.42M
|
|
|
Jan 12, 2026
Q4 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
3.99K+ 7.78% |
$178K - $189K
|
55.3K
$2.52M
|
|
|
Jan 12, 2026
Q4 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
425K+ 237.69% |
$18.9M - $20.1M
|
604K
$27.5M
|
|
|
Jan 12, 2026
Q4 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
747+ 7.74% |
$33.3K - $35.3K
|
10.4K
$473K
|
|
|
Jan 12, 2026
Q4 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-4.21K- 10.35% |
$188K - $199K
|
36.5K
$1.66M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
25.5K+ 3.54% |
$1.14M - $1.21M
|
747K
$34M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
48.8K+ 6.62% |
$2.17M - $2.31M
|
786K
$35.8M
|
|
|
Jan 12, 2026
Q4 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
3.81K+ 84.78% |
$170K - $180K
|
8.31K
$378K
|
|
|
Jan 12, 2026
Q4 2025
|
Private Wealth Group, LLC
|
BUY
|
- |
2.16K+ 1.46% |
$96.1K - $102K
|
150K
$6.84M
|
|
|
Jan 12, 2026
Q4 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
6.63KNew |
$295K - $313K
|
6.63K
$302K
|
|
|
Jan 12, 2026
Q4 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
20+ 0.36% |
$891 - $945
|
5.53K
$252K
|
|
|
Jan 12, 2026
Q4 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
29+ 0.49% |
$1.29K - $1.37K
|
5.98K
$272K
|
|
|
Jan 12, 2026
Q4 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-19.1K- 16.65% |
$850K - $902K
|
95.6K
$4.35M
|
|
|
Jan 09, 2026
Q4 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
16+ 0.48% |
$712 - $756
|
3.37K
$153K
|
|
|
Jan 09, 2026
Q4 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-2.03K- 26.33% |
$90.2K - $95.7K
|
5.67K
$258K
|
|
|
Jan 09, 2026
Q4 2025
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-5.57K- 11.56% |
$248K - $263K
|
42.6K
$1.94M
|
|
|
Jan 09, 2026
Q4 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-1.96K- 10.48% |
$87.1K - $92.4K
|
16.7K
$761K
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-55- 0.64% |
$2.45K - $2.6K
|
8.48K
$386K
|
|
|
Jan 09, 2026
Q4 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-6.64K- 3.56% |
$295K - $314K
|
180K
$8.2M
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-552- 59.93% |
$24.6K - $26.1K
|
369
$16.8K
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-1.84K- 8.79% |
$82K - $87K
|
19.1K
$871K
|
|
|
Jan 08, 2026
Q4 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
9.76K+ 25.88% |
$435K - $461K
|
47.5K
$2.16M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-32.3K- 5.6% |
$1.44M - $1.53M
|
544K
$24.8M
|
|
|
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
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
2.26K+ 2.95% |
$101K - $107K
|
78.8K
$3.59M
|
|
|
Jan 08, 2026
Q4 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
22+ 0.06% |
$980 - $1.04K
|
34.6K
$1.58M
|
|
|
Jan 08, 2026
Q4 2025
|
Financial Management Network Inc
|
SELL
|
- |
-810- 5.42% |
$36.1K - $38.3K
|
14.1K
$644K
|
|
|
Jan 08, 2026
Q4 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
4.44K+ 62.19% |
$198K - $210K
|
11.6K
$528K
|
|
|
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
|
Goodman Financial Corp
Houston, TX |
SELL
|
- |
-388- 0.9% |
$17.3K - $18.3K
|
42.9K
$1.95M
|
|
|
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 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
647+ 0.99% |
$28.8K - $30.6K
|
66.3K
$3.02M
|
|
|
Jan 08, 2026
Q4 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-539- 7.1% |
$24K - $25.5K
|
7.05K
$321K
|
|
|
Jan 07, 2026
Q4 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-1.61K- 16.41% |
$71.6K - $76K
|
8.19K
$373K
|
|
|
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
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
10.4K+ 2.77% |
$464K - $492K
|
387K
$17.6M
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
4.25K+ 31.22% |
$189K - $201K
|
17.9K
$814K
|
|
|
Jan 07, 2026
Q4 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
8.91K+ 2.81% |
$397K - $421K
|
326K
$14.8M
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-13.3K- 17.87% |
$591K - $627K
|
61K
$2.78M
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-70- 0.63% |
$3.12K - $3.31K
|
11.1K
$506K
|
|
|
Jan 06, 2026
Q4 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-3.47K- 2.4% |
$155K - $164K
|
141K
$6.43M
|
|
|
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 06, 2026
Q4 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
111New |
$4.94K - $5.24K
|
111
$5.06K
|
|
|
Jan 05, 2026
Q4 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
107K+ 42.85% |
$4.78M - $5.07M
|
358K
$16.3M
|
|
|
Jan 05, 2026
Q4 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
20+ 0.37% |
$891 - $945
|
5.49K
$250K
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-849- 4.96% |
$37.8K - $40.1K
|
16.3K
$741K
|
|