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 22, 2025
Q3 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-42- 0.41% |
$1.77K - $1.98K
|
10.3K
$471K
|
|
|
Oct 22, 2025
Q3 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
1.58K+ 10.07% |
$66.6K - $74.3K
|
17.2K
$784K
|
|
|
Oct 22, 2025
Q3 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
3+ 0.31% |
$127 - $141
|
980
$44.6K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
5.94K+ 3.26% |
$251K - $280K
|
188K
$8.58M
|
|
|
Oct 22, 2025
Q3 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
4.45KNew |
$188K - $210K
|
4.45K
$203K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
10.8K+ 3.02% |
$457K - $509K
|
369K
$16.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
41.5KNew |
$1.75M - $1.96M
|
41.5K
$1.89M
|
|
|
Oct 22, 2025
Q3 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
5.47K+ 6.31% |
$231K - $258K
|
92.1K
$4.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
5.77KNew |
$244K - $272K
|
5.77K
$263K
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2+ 0.36% |
$84.5 - $94.3
|
564
$25.7K
|
|
|
Oct 22, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-25.3K- 8.41% |
$1.07M - $1.19M
|
275K
$12.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-209- 1.53% |
$8.83K - $9.86K
|
13.4K
$612K
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1.6K+ 16.79% |
$67.8K - $75.6K
|
11.2K
$508K
|
|
|
Oct 22, 2025
Q3 2025
|
Pachira Investments Inc.
|
BUY
|
- |
140KNew |
$5.93M - $6.62M
|
140K
$6.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
183+ 0.15% |
$7.73K - $8.63K
|
119K
$5.42M
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-60.9K- 9.17% |
$2.57M - $2.87M
|
603K
$27.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-5.91K- 31.89% |
$250K - $279K
|
12.6K
$575K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-2.61K- 25.76% |
$110K - $123K
|
7.53K
$343K
|
|
|
Oct 21, 2025
Q3 2025
|
Delta Wealth Advisors LLC
Indianapolis, IN |
SELL
|
- |
-1.45K- 7.13% |
$61.4K - $68.5K
|
18.9K
$861K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
16.5K+ 100.26% |
$696K - $777K
|
32.9K
$1.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
40KNew |
$1.69M - $1.89M
|
40K
$1.82M
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-9.85K- 55.03% |
$416K - $465K
|
8.05K
$367K
|
|
|
Oct 21, 2025
Q3 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
SELL
|
- |
-1.62K- 5.73% |
$68.4K - $76.4K
|
26.7K
$1.21M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
119+ 100.0% |
$5.03K - $5.61K
|
238
$10.8K
|
|
|
Oct 21, 2025
Q3 2025
|
American National Bank
|
BUY
|
- |
19+ 1.42% |
$803 - $896
|
1.36K
$61.9K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-23.6K- 8.57% |
$998K - $1.11M
|
252K
$11.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.71K+ 7.12% |
$114K - $128K
|
40.8K
$1.86M
|
|
|
Oct 20, 2025
Q3 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
5.79K+ 2.66% |
$245K - $273K
|
223K
$10.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
5.55K+ 20.2% |
$234K - $262K
|
33K
$1.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
9.26K+ 54.05% |
$391K - $437K
|
26.4K
$1.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.1K- 15.85% |
$46.5K - $51.9K
|
5.84K
$266K
|
|
|
Oct 20, 2025
Q3 2025
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
4.96KNew |
$210K - $234K
|
4.96K
$226K
|
|
|
Oct 20, 2025
Q3 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
581+ 0.89% |
$24.6K - $27.4K
|
65.7K
$2.99M
|
|
|
Oct 20, 2025
Q3 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
29.3K+ 245.8% |
$1.24M - $1.38M
|
41.2K
$1.88M
|
|
|
Oct 20, 2025
Q3 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-389- 32.39% |
$16.4K - $18.3K
|
812
$37K
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-401- 6.61% |
$16.9K - $18.9K
|
5.67K
$258K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
322KNew |
$13.6M - $15.2M
|
322K
$14.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Shum Financial Group, Inc.
Alameda, CA |
SELL
|
- |
-2.59K- 2.6% |
$110K - $122K
|
97K
$4.42M
|
|
|
Oct 20, 2025
Q3 2025
|
E&G Advisors, LP
|
BUY
|
- |
945+ 7.51% |
$39.9K - $44.6K
|
13.5K
$616K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
658New |
$27.8K - $31K
|
658
$30K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
204New |
$8.62K - $9.62K
|
204
$9.29K
|
|
|
Oct 20, 2025
Q3 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
1.19K+ 1.1% |
$50.1K - $55.9K
|
109K
$4.94M
|
|
|
Oct 20, 2025
Q3 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
1+ 0.02% |
$42.3 - $47.2
|
6.66K
$304K
|
|
|
Oct 20, 2025
Q3 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
4.45KNew |
$188K - $210K
|
4.45K
$203K
|
|
|
Oct 20, 2025
Q3 2025
|
Semitam Bonam LLC
Goshen, NY |
BUY
|
- |
437+ 0.95% |
$18.5K - $20.6K
|
46.2K
$2.11M
|
|
|
Oct 17, 2025
Q3 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
966+ 2.38% |
$40.8K - $45.6K
|
41.5K
$1.89M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
SELL
|
- |
-294- 1.3% |
$12.4K - $13.9K
|
22.4K
$1.02M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
244+ 0.58% |
$10.3K - $11.5K
|
42.1K
$1.92M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-10.9K- 15.38% |
$462K - $516K
|
60.2K
$2.74M
|
|
|
Oct 17, 2025
Q3 2025
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-34- 0.22% |
$1.44K - $1.6K
|
15.2K
$693K
|
|