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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-143- 1.04% |
$6.04K - $6.74K
|
13.6K
$618K
|
|
|
Oct 30, 2025
Q3 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
8.36K+ 60.71% |
$353K - $394K
|
22.1K
$1.01M
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
123+ 69.89% |
$5.2K - $5.8K
|
299
$13.6K
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
2.18K+ 5.13% |
$92.3K - $103K
|
44.7K
$2.04M
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
14.7K+ 6.73% |
$621K - $692K
|
233K
$10.6M
|
|
|
Oct 30, 2025
Q3 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
1+ 1.32% |
$42.3 - $47.2
|
77
$3.51K
|
|
|
Oct 30, 2025
Q3 2025
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-260- 5.28% |
$11K - $12.3K
|
4.66K
$212K
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
BUY
|
- |
2.89K+ 0.94% |
$122K - $136K
|
309K
$14.1M
|
|
|
Oct 30, 2025
Q3 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-1.04K- 8.45% |
$44.1K - $49.2K
|
11.3K
$515K
|
|
|
Oct 30, 2025
Q3 2025
|
Univest Financial Corp
|
SELL
|
- |
-5.19K- 1.81% |
$219K - $245K
|
281K
$12.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
1.67KNew |
$70.5K - $78.7K
|
1.67K
$76K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
687K+ 121.08% |
$29M - $32.4M
|
1.25M
$57.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-320- 17.88% |
$13.5K - $15.1K
|
1.47K
$67K
|
|
|
Oct 30, 2025
Q3 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-1.83K- 15.48% |
$77.5K - $86.5K
|
10K
$456K
|
|
|
Oct 30, 2025
Q3 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
SELL
|
- |
-107- 1.41% |
$4.52K - $5.05K
|
7.48K
$341K
|
|
|
Oct 29, 2025
Q3 2025
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-936- 0.74% |
$39.6K - $44.1K
|
125K
$5.69M
|
|
|
Oct 29, 2025
Q3 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-1.56K- 5.68% |
$65.9K - $73.6K
|
25.9K
$1.18M
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
BUY
|
- |
1.05K+ 4.71% |
$44.3K - $49.5K
|
23.3K
$1.06M
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
19.4K+ 296.36% |
$818K - $913K
|
25.9K
$1.18M
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
658+ 8.24% |
$27.8K - $31K
|
8.64K
$394K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.15K+ 17.6% |
$133K - $148K
|
21K
$958K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.36KNew |
$57.3K - $63.9K
|
1.36K
$61.8K
|
|
|
Oct 29, 2025
Q3 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
533+ 0.98% |
$22.5K - $25.1K
|
54.9K
$2.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-3.34K- 4.39% |
$141K - $158K
|
72.7K
$3.31M
|
|
|
Oct 28, 2025
Q3 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
13.1K+ 48.16% |
$552K - $616K
|
40.2K
$1.83M
|
|
|
Oct 28, 2025
Q3 2025
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-5.74K- 12.41% |
$243K - $271K
|
40.5K
$1.84M
|
|
|
Oct 28, 2025
Q3 2025
|
Tkg Advisors, LLC
|
SELL
|
- |
-1.28K- 5.5% |
$53.9K - $60.1K
|
21.9K
$998K
|
|
|
Oct 28, 2025
Q3 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-4.85K- 1.43% |
$205K - $229K
|
336K
$15.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Montis Financial, LLC
|
SELL
|
- |
-373- 3.37% |
$15.8K - $17.6K
|
10.7K
$487K
|
|
|
Oct 28, 2025
Q3 2025
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-721- 13.69% |
$30.5K - $34K
|
4.55K
$207K
|
|
|
Oct 28, 2025
Q3 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
219+ 0.27% |
$9.25K - $10.3K
|
81.3K
$3.7M
|
|
|
Oct 28, 2025
Q3 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
17KNew |
$717K - $800K
|
17K
$773K
|
|
|
Oct 28, 2025
Q3 2025
|
Sol Capital Management CO
|
BUY
|
- |
3.33K+ 13.52% |
$141K - $157K
|
27.9K
$1.27M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
72.9KNew |
$3.08M - $3.44M
|
72.9K
$3.32M
|
|
|
Oct 28, 2025
Q3 2025
|
Bfsg, LLC
|
BUY
|
- |
11New |
$465 - $519
|
11
$501
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-325- 0.62% |
$13.7K - $15.3K
|
52.2K
$2.38M
|
|
|
Oct 28, 2025
Q3 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
34.9K+ 177.84% |
$1.47M - $1.64M
|
54.5K
$2.48M
|
|
|
Oct 27, 2025
Q3 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-8.8K- 6.74% |
$372K - $415K
|
122K
$5.54M
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
43+ 1.35% |
$1.82K - $2.03K
|
3.24K
$148K
|
|
|
Oct 27, 2025
Q3 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
525New |
$22.2K - $24.8K
|
525
$23.9K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
233+ 0.26% |
$9.85K - $11K
|
89.7K
$4.09M
|
|
|
Oct 27, 2025
Q3 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
31.5K+ 8.69% |
$1.33M - $1.48M
|
393K
$17.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-2.54K- 4.34% |
$107K - $120K
|
55.9K
$2.55M
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
38New |
$1.61K - $1.79K
|
38
$1.73K
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-545- 0.77% |
$23K - $25.7K
|
70.5K
$3.21M
|
|
|
Oct 27, 2025
Q3 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
31.5K+ 383.38% |
$1.33M - $1.49M
|
39.7K
$1.81M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
5.93K+ 8.05% |
$251K - $280K
|
79.6K
$3.63M
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
4.07K+ 32.35% |
$172K - $192K
|
16.7K
$759K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-156- 3.77% |
$6.59K - $7.36K
|
3.98K
$181K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-576- 3.29% |
$24.3K - $27.2K
|
16.9K
$772K
|
|