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 |
|---|---|---|---|---|---|---|---|
|
Dec 08, 2025
Q3 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
1.17KNew |
$49.4K - $55.1K
|
1.17K
$53.2K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.84K- 4.54% |
$77.8K - $86.9K
|
38.7K
$1.76M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
17.7K+ 7.29% |
$747K - $834K
|
260K
$11.9M
|
|
|
Nov 24, 2025
Q3 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
1.75K+ 3.67% |
$73.9K - $82.4K
|
49.3K
$2.25M
|
|
|
Nov 24, 2025
Q3 2025
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-5.65K- 19.05% |
$239K - $266K
|
24K
$1.09M
|
|
|
Nov 21, 2025
Q3 2025
|
Blue Fin Capital, Inc.
|
BUY
|
- |
494+ 1.63% |
$20.9K - $23.3K
|
30.8K
$1.4M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.47K+ 1.82% |
$62.1K - $69.3K
|
82.4K
$3.75M
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
BUY
|
- |
707+ 253.41% |
$29.9K - $33.3K
|
986
$44.9K
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.79K+ 12.98% |
$75.5K - $84.3K
|
15.6K
$709K
|
|
|
Nov 20, 2025
Q3 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
35K+ 8.1% |
$1.48M - $1.65M
|
466K
$21.2M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
499+ 1.13% |
$21.1K - $23.5K
|
44.8K
$2.04M
|
|
|
Nov 19, 2025
Q3 2025
|
Aldebaran Financial Inc.
|
SELL
|
- |
-120- 0.7% |
$5.07K - $5.66K
|
17K
$774K
|
|
|
Nov 19, 2025
Q3 2025
|
Penobscot Wealth Management
|
SELL
|
- |
-522- 3.32% |
$22.1K - $24.6K
|
15.2K
$693K
|
|
|
Nov 19, 2025
Q3 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
75.3K+ 94.86% |
$3.18M - $3.55M
|
155K
$7.05M
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
404+ 38.01% |
$17.1K - $19.1K
|
1.47K
$66.8K
|
|
|
Nov 19, 2025
Q3 2025
|
Center For Asset Management LLC
|
BUY
|
- |
739+ 10.31% |
$31.2K - $34.9K
|
7.91K
$360K
|
|
|
Nov 18, 2025
Q3 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
3+ 0.03% |
$127 - $141
|
9.14K
$416K
|
|
|
Nov 18, 2025
Q3 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
6.64K+ 65.51% |
$280K - $313K
|
16.8K
$764K
|
|
|
Nov 18, 2025
Q3 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
843+ 12.94% |
$35.6K - $39.8K
|
7.36K
$335K
|
|
|
Nov 18, 2025
Q3 2025
|
Second Line Capital, LLC
Metairie, LA |
SELL
|
- |
-193- 1.84% |
$8.16K - $9.1K
|
10.3K
$470K
|
|
|
Nov 17, 2025
Q3 2025
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
752K+ 310.07% |
$31.8M - $35.5M
|
994K
$45.3M
|
|
|
Nov 17, 2025
Q3 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
14.9K+ 12.29% |
$631K - $704K
|
136K
$6.21M
|
|
|
Nov 17, 2025
Q3 2025
|
Keystone Financial Group
|
BUY
|
- |
5.14K+ 71.11% |
$217K - $242K
|
12.4K
$564K
|
|
|
Nov 17, 2025
Q3 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
60+ 0.37% |
$2.54K - $2.83K
|
16.2K
$737K
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-831K- 3.49% |
$35.1M - $39.2M
|
23M
$1.05B
|
|
|
Nov 17, 2025
Q3 2025
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
4+ 0.07% |
$169 - $189
|
5.55K
$253K
|
|
|
Nov 17, 2025
Q3 2025
|
American Trust
Lexington, KY |
SELL
|
- |
-1.27K- 7.25% |
$53.8K - $60K
|
16.3K
$742K
|
|
|
Nov 17, 2025
Q3 2025
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-19K- 4.03% |
$803K - $896K
|
452K
$20.6M
|
|
|
Nov 17, 2025
Q3 2025
|
Apexium Financial, LP
|
BUY
|
- |
7.28K+ 25.13% |
$308K - $343K
|
36.2K
$1.65M
|
|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
126K+ 43.98% |
$5.32M - $5.94M
|
412K
$18.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
20.9K+ 6.04% |
$884K - $986K
|
367K
$16.7M
|
|
|
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
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
691K+ 44.14% |
$29.2M - $32.6M
|
2.26M
$103M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-2.03K- 1.92% |
$85.7K - $95.6K
|
104K
$4.72M
|
|
|
Nov 14, 2025
Q3 2025
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
1New |
$42.3 - $47.2
|
1
$45.6
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
74.3K+ 5.3% |
$3.14M - $3.5M
|
1.48M
$67.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
14.9K+ 25.32% |
$629K - $702K
|
73.7K
$3.36M
|
|
|
Nov 14, 2025
Q3 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
436K+ 33.87% |
$18.4M - $20.6M
|
1.72M
$78.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
301+ 0.2% |
$12.7K - $14.2K
|
148K
$6.74M
|
|
|
Nov 14, 2025
Q3 2025
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
190K+ 23.36% |
$8.05M - $8.98M
|
1.01M
$45.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-150- 2.06% |
$6.34K - $7.07K
|
7.12K
$324K
|
|
|
Nov 14, 2025
Q3 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
439KNew |
$18.6M - $20.7M
|
439K
$20M
|
|
|
Nov 14, 2025
Q3 2025
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
13.1K+ 43.82% |
$555K - $619K
|
43.1K
$1.96M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-6.09K- 1.67% |
$257K - $287K
|
358K
$16.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-498- 0.87% |
$21K - $23.5K
|
56.5K
$2.58M
|
|
|
Nov 14, 2025
Q3 2025
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
11.6K+ 63.02% |
$490K - $546K
|
30K
$1.37M
|
|
|
Nov 14, 2025
Q3 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-442- 2.41% |
$18.7K - $20.8K
|
17.9K
$816K
|
|
|
Nov 14, 2025
Q3 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
574+ 2.21% |
$24.3K - $27.1K
|
26.5K
$1.21M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
14.9K+ 4.93% |
$628K - $701K
|
316K
$14.4M
|
|