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 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-2.29K- 16.63% |
$96.6K - $108K
|
11.5K
$522K
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
86+ 1.04% |
$3.63K - $4.06K
|
8.33K
$379K
|
|
|
Oct 27, 2025
Q3 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-13.5K- 12.93% |
$570K - $636K
|
90.8K
$4.14M
|
|
|
Oct 27, 2025
Q3 2025
|
One Day In July LLC
|
BUY
|
- |
90.7K+ 17.51% |
$3.83M - $4.28M
|
609K
$27.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
68+ 0.81% |
$2.87K - $3.21K
|
8.49K
$387K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
83+ 0.76% |
$3.51K - $3.91K
|
11K
$499K
|
|
|
Oct 27, 2025
Q3 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
25+ 0.36% |
$1.06K - $1.18K
|
6.89K
$314K
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
11.2K+ 3.04% |
$475K - $530K
|
380K
$17.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
80+ 1.24% |
$3.38K - $3.77K
|
6.51K
$297K
|
|
|
Oct 27, 2025
Q3 2025
|
Orin Green Financial, LLC
|
SELL
|
- |
-938- 3.49% |
$39.6K - $44.2K
|
26K
$1.18M
|
|
|
Oct 24, 2025
Q3 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-2.21K- 2.95% |
$93.2K - $104K
|
72.5K
$3.3M
|
|
|
Oct 24, 2025
Q3 2025
|
Marmo Financial Group, LLC
Johnson City, TN |
SELL
|
- |
-32K- 45.18% |
$1.35M - $1.51M
|
38.9K
$1.77M
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
17New |
$718 - $802
|
17
$775
|
|
|
Oct 24, 2025
Q3 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
BUY
|
- |
1.15K+ 2.53% |
$48.6K - $54.2K
|
46.6K
$2.12M
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-17.7K- 11.49% |
$748K - $835K
|
136K
$6.21M
|
|
|
Oct 24, 2025
Q3 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
136+ 0.72% |
$5.75K - $6.41K
|
19.1K
$871K
|
|
|
Oct 24, 2025
Q3 2025
|
Deltec Asset Management LLC
|
BUY
|
- |
8.83K+ 28.48% |
$373K - $416K
|
39.8K
$1.81M
|
|
|
Oct 24, 2025
Q3 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
3.21K+ 5.47% |
$135K - $151K
|
61.8K
$2.81M
|
|
|
Oct 24, 2025
Q3 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
8.98K+ 8.13% |
$379K - $423K
|
119K
$5.44M
|
|
|
Oct 24, 2025
Q3 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
2K+ 9.48% |
$84.6K - $94.5K
|
23.1K
$1.05M
|
|
|
Oct 24, 2025
Q3 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-5.47K- 9.71% |
$231K - $258K
|
50.8K
$2.32M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
662+ 4.94% |
$28K - $31.2K
|
14.1K
$640K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
11.8K+ 5.64% |
$500K - $558K
|
222K
$10.1M
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
427K+ 1741.16% |
$18M - $20.1M
|
451K
$20.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
634+ 173.22% |
$26.8K - $29.9K
|
1K
$45.6K
|
|
|
Oct 23, 2025
Q3 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-2.72K- 4.48% |
$115K - $128K
|
57.9K
$2.64M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
20.7K+ 368.79% |
$873K - $975K
|
26.3K
$1.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.61K- 8.66% |
$110K - $123K
|
27.5K
$1.25M
|
|
|
Oct 23, 2025
Q3 2025
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-995- 14.22% |
$42K - $46.9K
|
6K
$273K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
92+ 0.38% |
$3.89K - $4.34K
|
24K
$1.09M
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.5K- 9.3% |
$106K - $118K
|
24.4K
$1.11M
|
|
|
Oct 23, 2025
Q3 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
4.71K+ 1.63% |
$199K - $222K
|
293K
$13.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Landmark Wealth Management, Inc.
Normal, IL |
BUY
|
- |
72.1K+ 87.6% |
$3.05M - $3.4M
|
154K
$7.04M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.49K+ 6.94% |
$105K - $117K
|
38.4K
$1.75M
|
|
|
Oct 23, 2025
Q3 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-88- 1.61% |
$3.72K - $4.15K
|
5.39K
$246K
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
2.72KNew |
$115K - $128K
|
2.72K
$124K
|
|
|
Oct 23, 2025
Q3 2025
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
425+ 0.62% |
$18K - $20K
|
69.4K
$3.16M
|
|
|
Oct 23, 2025
Q3 2025
|
G&S Capital LLC
|
SELL
|
- |
-598- 1.21% |
$25.3K - $28.2K
|
48.9K
$2.23M
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
SELL
|
- |
-480- 25.6% |
$20.3K - $22.6K
|
1.4K
$63.6K
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-48- 13.91% |
$2.03K - $2.26K
|
297
$13.5K
|
|
|
Oct 23, 2025
Q3 2025
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
2.47K+ 1088.99% |
$104K - $117K
|
2.7K
$123K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-947K- 15.13% |
$40M - $44.7M
|
5.32M
$242M
|
|
|
Oct 23, 2025
Q3 2025
|
Moneywise, Inc.
|
SELL
|
- |
-26- 0.32% |
$1.1K - $1.23K
|
8.04K
$366K
|
|
|
Oct 23, 2025
Q3 2025
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-276- 2.21% |
$11.7K - $13K
|
12.2K
$556K
|
|
|
Oct 23, 2025
Q3 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
465+ 2.85% |
$19.7K - $21.9K
|
16.8K
$765K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-74.2K- 7.66% |
$3.14M - $3.5M
|
894K
$40.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
SELL
|
- |
-17.7K- 11.76% |
$748K - $835K
|
133K
$6.05M
|
|
|
Oct 22, 2025
Q3 2025
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-100- 0.39% |
$4.23K - $4.72K
|
25.8K
$1.17M
|
|
|
Oct 22, 2025
Q3 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-2.9K- 5.29% |
$122K - $137K
|
51.9K
$2.36M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.15K- 1.49% |
$91K - $102K
|
142K
$6.47M
|
|