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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2025
Q3 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1+ 0.31% |
$42.3 - $47.2
|
321
$14.6K
|
|
|
Nov 03, 2025
Q3 2025
|
Pecaut & Co.
|
SELL
|
- |
-21.5K- 23.6% |
$908K - $1.01M
|
69.6K
$3.17M
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2.56K- 0.99% |
$108K - $121K
|
255K
$11.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-10- 0.1% |
$423 - $472
|
9.87K
$450K
|
|
|
Nov 03, 2025
Q3 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-40- 0.28% |
$1.69K - $1.89K
|
14.4K
$654K
|
|
|
Nov 03, 2025
Q3 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-14.3K- 4.38% |
$603K - $673K
|
312K
$14.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Absolute Capital Management, LLC
|
BUY
|
- |
9.14KNew |
$386K - $431K
|
9.14K
$416K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
35.6K+ 50.45% |
$1.51M - $1.68M
|
106K
$4.84M
|
|
|
Nov 03, 2025
Q3 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-10.4K- 35.28% |
$441K - $492K
|
19.1K
$872K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-613- 1.58% |
$25.9K - $28.9K
|
38.1K
$1.73M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
6.43KNew |
$272K - $303K
|
6.43K
$293K
|
|
|
Nov 03, 2025
Q3 2025
|
Paulson Wealth Management Inc.
|
BUY
|
- |
14.5K+ 13.54% |
$612K - $683K
|
121K
$5.53M
|
|
|
Nov 03, 2025
Q3 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
25.2K+ 28.72% |
$1.06M - $1.19M
|
113K
$5.14M
|
|
|
Nov 03, 2025
Q3 2025
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
4.2K+ 7.88% |
$178K - $198K
|
57.5K
$2.62M
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
6.85K+ 11.02% |
$290K - $323K
|
69K
$3.15M
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
112New |
$4.73K - $5.28K
|
112
$5.1K
|
|
|
Nov 03, 2025
Q3 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-102K- 26.59% |
$4.33M - $4.83M
|
283K
$12.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-49.3K- 85.96% |
$2.08M - $2.32M
|
8.05K
$367K
|
|
|
Nov 03, 2025
Q3 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-32- 0.68% |
$1.35K - $1.51K
|
4.66K
$212K
|
|
|
Nov 03, 2025
Q3 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-222- 2.97% |
$9.38K - $10.5K
|
7.26K
$331K
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-3.41K- 2.73% |
$144K - $161K
|
121K
$5.53M
|
|
|
Nov 03, 2025
Q3 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-499K- 59.01% |
$21.1M - $23.6M
|
347K
$15.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Berman Mc Aleer LLC
Timonium, MD |
BUY
|
- |
18.9KNew |
$799K - $891K
|
18.9K
$861K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
SELL
|
- |
-5- 0.21% |
$211 - $236
|
2.32K
$106K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-30- 0.37% |
$1.27K - $1.41K
|
8.18K
$373K
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3+ 0.33% |
$127 - $141
|
926
$42.2K
|
|
|
Oct 31, 2025
Q3 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
1.09K+ 10.31% |
$45.9K - $51.2K
|
11.6K
$529K
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-216- 0.3% |
$9.13K - $10.2K
|
71.8K
$3.27M
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-1.62K- 22.78% |
$68.5K - $76.4K
|
5.49K
$250K
|
|
|
Oct 31, 2025
Q3 2025
|
October Effect LTD
Virginia Beach, VA |
SELL
|
- |
-177- 2.55% |
$7.48K - $8.35K
|
6.76K
$308K
|
|
|
Oct 31, 2025
Q3 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1+ 0.74% |
$42.3 - $47.2
|
136
$6.2K
|
|
|
Oct 31, 2025
Q3 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
80+ 0.26% |
$3.38K - $3.77K
|
31.4K
$1.43M
|
|
|
Oct 31, 2025
Q3 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-2K- 20.83% |
$84.5K - $94.3K
|
7.6K
$346K
|
|
|
Oct 31, 2025
Q3 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-3.89K- 14.09% |
$164K - $183K
|
23.7K
$1.08M
|
|
|
Oct 31, 2025
Q3 2025
|
Vantagepoint Investment Advisers LLC
|
BUY
|
- |
1.41MNew |
$59.7M - $66.6M
|
1.41M
$64.4M
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-23- 0.16% |
$972 - $1.08K
|
14.5K
$660K
|
|
|
Oct 31, 2025
Q3 2025
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
283+ 1.61% |
$12K - $13.3K
|
17.8K
$812K
|
|
|
Oct 31, 2025
Q3 2025
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
267+ 0.64% |
$11.3K - $12.6K
|
42.3K
$1.93M
|
|
|
Oct 31, 2025
Q3 2025
|
Mason Street Advisors, LLC
Milwaukee, WI |
BUY
|
- |
74.9K+ 6.88% |
$3.17M - $3.53M
|
1.16M
$53M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.95K+ 6.55% |
$82.2K - $91.7K
|
31.6K
$1.44M
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
2.72K+ 12.65% |
$115K - $128K
|
24.3K
$1.11M
|
|
|
Oct 31, 2025
Q3 2025
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-1.89K- 7.38% |
$80K - $89.3K
|
23.7K
$1.08M
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-595- 7.52% |
$25.1K - $28.1K
|
7.32K
$333K
|
|
|
Oct 31, 2025
Q3 2025
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-3.11K- 4.19% |
$131K - $147K
|
71.1K
$3.24M
|
|
|
Oct 31, 2025
Q3 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-120K- 17.96% |
$5.06M - $5.65M
|
547K
$24.9M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.07K+ 47.83% |
$172K - $192K
|
12.6K
$574K
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-359K- 65.66% |
$15.2M - $17M
|
188K
$8.56M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-18.5K- 32.96% |
$784K - $875K
|
37.7K
$1.72M
|
|
|
Oct 30, 2025
Q3 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
4.63K+ 6.0% |
$196K - $218K
|
81.9K
$3.73M
|
|
|
Oct 30, 2025
Q3 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-970- 0.66% |
$41K - $45.7K
|
145K
$6.61M
|
|