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 17, 2025
Q3 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
6.75KNew |
$285K - $318K
|
6.75K
$308K
|
|
|
Oct 17, 2025
Q3 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
4.68K+ 11.09% |
$198K - $221K
|
46.9K
$2.14M
|
|
|
Oct 17, 2025
Q3 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
8+ 0.1% |
$338 - $377
|
7.9K
$360K
|
|
|
Oct 17, 2025
Q3 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
15.3K+ 11.13% |
$647K - $722K
|
153K
$6.97M
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-4.42K- 5.84% |
$187K - $209K
|
71.3K
$3.25M
|
|
|
Oct 17, 2025
Q3 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-6.48K- 6.87% |
$274K - $305K
|
87.8K
$4M
|
|
|
Oct 17, 2025
Q3 2025
|
Range Financial Group LLC
|
SELL
|
- |
-291- 1.02% |
$12.3K - $13.7K
|
28.2K
$1.28M
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
104K+ 43.53% |
$4.41M - $4.92M
|
344K
$15.7M
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-2.96K- 5.89% |
$125K - $140K
|
47.3K
$2.15M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.85K+ 1.01% |
$120K - $134K
|
286K
$13M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-283- 46.32% |
$12K - $13.3K
|
328
$14.9K
|
|
|
Oct 16, 2025
Q3 2025
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-1.76K- 15.05% |
$74.4K - $83K
|
9.94K
$453K
|
|
|
Oct 16, 2025
Q3 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-6.42K- 2.52% |
$271K - $303K
|
248K
$11.3M
|
|
|
Oct 16, 2025
Q3 2025
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
17.7K+ 13.42% |
$749K - $836K
|
150K
$6.83M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-2.99K- 22.98% |
$126K - $141K
|
10K
$457K
|
|
|
Oct 16, 2025
Q3 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
2+ 0.04% |
$84.5 - $94.3
|
5.29K
$241K
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-58.7K- 17.0% |
$2.48M - $2.77M
|
287K
$13.1M
|
|
|
Oct 16, 2025
Q3 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
10.3K+ 77.94% |
$437K - $487K
|
23.6K
$1.08M
|
|
|
Oct 16, 2025
Q3 2025
|
Wealth Management Resources, Inc.
|
BUY
|
- |
3.92K+ 4.29% |
$165K - $185K
|
95.3K
$4.34M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
21.5K+ 100.27% |
$911K - $1.02M
|
43K
$1.96M
|
|
|
Oct 15, 2025
Q3 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-718- 4.29% |
$30.3K - $33.9K
|
16K
$730K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-4.28K- 6.42% |
$181K - $202K
|
62.4K
$2.84M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-408- 1.47% |
$17.2K - $19.2K
|
27.4K
$1.25M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
589+ 6.82% |
$24.9K - $27.8K
|
9.22K
$420K
|
|
|
Oct 15, 2025
Q3 2025
|
Ars Investment Partners, LLC
|
BUY
|
- |
3.79K+ 15.28% |
$160K - $179K
|
28.6K
$1.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
311+ 5.91% |
$13.1K - $14.7K
|
5.58K
$254K
|
|
|
Oct 15, 2025
Q3 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-567- 1.65% |
$24K - $26.7K
|
33.8K
$1.54M
|
|
|
Oct 15, 2025
Q3 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
7.68K+ 82.62% |
$324K - $362K
|
17K
$773K
|
|
|
Oct 15, 2025
Q3 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
7.96KNew |
$336K - $375K
|
7.96K
$362K
|
|
|
Oct 15, 2025
Q3 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
20+ 0.31% |
$845 - $943
|
6.43K
$293K
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
39+ 0.46% |
$1.65K - $1.84K
|
8.6K
$392K
|
|
|
Oct 15, 2025
Q3 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
33.4K+ 4.54% |
$1.41M - $1.57M
|
770K
$35.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
16K+ 2.5% |
$676K - $754K
|
654K
$29.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
412+ 5.74% |
$17.4K - $19.4K
|
7.59K
$346K
|
|
|
Oct 15, 2025
Q3 2025
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
696+ 11.44% |
$29.4K - $32.8K
|
6.78K
$309K
|
|
|
Oct 15, 2025
Q3 2025
|
Rainier Family Wealth Inc
Tacoma, WA |
SELL
|
- |
-103- 0.13% |
$4.35K - $4.86K
|
80.9K
$3.69M
|
|
|
Oct 14, 2025
Q3 2025
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
19+ 0.39% |
$803 - $896
|
4.88K
$222K
|
|
|
Oct 14, 2025
Q3 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-124- 0.63% |
$5.24K - $5.85K
|
19.4K
$885K
|
|
|
Oct 14, 2025
Q3 2025
|
S.A. Mason LLC
|
BUY
|
- |
341+ 13.41% |
$14.4K - $16.1K
|
2.88K
$131K
|
|
|
Oct 14, 2025
Q3 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-271- 2.47% |
$11.5K - $12.8K
|
10.7K
$488K
|
|
|
Oct 14, 2025
Q3 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
3+ 0.05% |
$127 - $141
|
6.23K
$284K
|
|
|
Oct 14, 2025
Q3 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
165+ 3.06% |
$6.97K - $7.78K
|
5.56K
$253K
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
114K+ 3.59% |
$4.8M - $5.36M
|
3.28M
$149M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-5.87K- 9.19% |
$248K - $277K
|
57.9K
$2.64M
|
|
|
Oct 14, 2025
Q3 2025
|
Apeiron Ria LLC
|
BUY
|
- |
194+ 3.84% |
$8.2K - $9.15K
|
5.25K
$239K
|
|
|
Oct 14, 2025
Q3 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-9.83K- 42.86% |
$415K - $463K
|
13.1K
$597K
|
|
|
Oct 14, 2025
Q3 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
15+ 0.29% |
$634 - $707
|
5.14K
$234K
|
|
|
Oct 14, 2025
Q3 2025
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-558- 8.54% |
$23.6K - $26.3K
|
5.98K
$272K
|
|
|
Oct 14, 2025
Q3 2025
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-429- 0.16% |
$18.1K - $20.2K
|
276K
$12.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
SELL
|
- |
-991- 25.22% |
$41.9K - $46.7K
|
2.94K
$134K
|
|