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 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
85.7KNew |
$3.81M - $4.05M
|
85.7K
$3.9M
|
|
|
Jan 14, 2026
Q4 2025
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-510- 8.87% |
$22.7K - $24.1K
|
5.24K
$239K
|
|
|
Jan 14, 2026
Q4 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-3.93K- 15.35% |
$175K - $186K
|
21.7K
$987K
|
|
|
Jan 14, 2026
Q4 2025
|
Lee Kelleher Wealth Management
Fulton, MD |
SELL
|
- |
-3.62K- 11.07% |
$161K - $171K
|
29K
$1.32M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.88K+ 5.43% |
$83.5K - $88.6K
|
36.4K
$1.66M
|
|
|
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 13, 2026
Q4 2025
|
Ifg Advisors, LLC
|
SELL
|
- |
-152- 0.33% |
$6.77K - $7.18K
|
46K
$2.09M
|
|
|
Jan 13, 2026
Q4 2025
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
390+ 2.51% |
$17.4K - $18.4K
|
15.9K
$725K
|
|
|
Jan 13, 2026
Q4 2025
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-1.74K- 27.67% |
$77.7K - $82.4K
|
4.56K
$208K
|
|
|
Jan 13, 2026
Q4 2025
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-604K- 71.97% |
$26.9M - $28.5M
|
235K
$10.7M
|
|
|
Jan 13, 2026
Q4 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
806+ 2.15% |
$35.9K - $38.1K
|
38.2K
$1.74M
|
|
|
Jan 13, 2026
Q4 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-19.8K- 16.36% |
$881K - $935K
|
101K
$4.61M
|
|
|
Jan 13, 2026
Q4 2025
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-430- 2.63% |
$19.1K - $20.3K
|
15.9K
$726K
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
52.3K+ 4.27% |
$2.33M - $2.47M
|
1.28M
$58.2M
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
127+ 8.87% |
$5.66K - $6K
|
1.56K
$71K
|
|
|
Jan 13, 2026
Q4 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
2.93K+ 3.83% |
$131K - $139K
|
79.6K
$3.63M
|
|
|
Jan 13, 2026
Q4 2025
|
Sherman Wealth Management LLC
Gaithersburg, MD |
BUY
|
- |
6.27KNew |
$279K - $296K
|
6.27K
$286K
|
|
|
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
|
|