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 10, 2025
Q3 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
4.68KNew |
$198K - $220K
|
4.68K
$213K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-18- 1.03% |
$761 - $849
|
1.72K
$78.5K
|
|
|
Oct 10, 2025
Q3 2025
|
Marion Wealth Management
|
BUY
|
- |
4.49KNew |
$190K - $212K
|
4.49K
$205K
|
|
|
Oct 10, 2025
Q3 2025
|
Fortitude Financial, LLC
Spokane, WA |
SELL
|
- |
-4.08K- 1.96% |
$173K - $193K
|
204K
$9.28M
|
|
|
Oct 09, 2025
Q3 2025
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
4.96K+ 10.92% |
$210K - $234K
|
50.4K
$2.3M
|
|
|
Oct 09, 2025
Q3 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
1.45KNew |
$61.1K - $68.2K
|
1.45K
$65.9K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
617+ 1.33% |
$26.1K - $29.1K
|
47K
$2.14M
|
|
|
Oct 08, 2025
Q3 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-187- 18.7% |
$7.9K - $8.82K
|
813
$37K
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
4.06K+ 23.69% |
$172K - $192K
|
21.2K
$966K
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
66.8K+ 12.38% |
$2.82M - $3.15M
|
606K
$27.6M
|
|
|
Oct 07, 2025
Q3 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
179+ 0.41% |
$7.56K - $8.44K
|
43.5K
$1.98M
|
|
|
Oct 07, 2025
Q3 2025
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-12- 0.25% |
$507 - $566
|
4.72K
$215K
|
|
|
Oct 06, 2025
Q3 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
8.65K+ 3.0% |
$366K - $408K
|
297K
$13.5M
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
3.37KNew |
$143K - $159K
|
3.37K
$154K
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
BUY
|
- |
87New |
$3.68K - $4.1K
|
87
$3.96K
|
|
| Q2 2025 | |||||||
|
Jan 06, 2026
Q2 2025
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-4.06K- 99.71% |
$143K - $173K
|
12
$547
|
|
|
Dec 23, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-2.49K- 31.97% |
$88.1K - $106K
|
5.3K
$242K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.18M- 63.64% |
$41.5M - $50.2M
|
671K
$30.6M
|
|
|
Nov 14, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-473- 0.91% |
$16.7K - $20.2K
|
51.4K
$2.34M
|
|
|
Oct 28, 2025
Q2 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
5.64KNew |
$199K - $241K
|
5.64K
$257K
|
|
|
Oct 17, 2025
Q2 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-55.7K- 61.05% |
$1.97M - $2.38M
|
35.5K
$1.62M
|
|
|
Sep 25, 2025
Q2 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
344+ 819.05% |
$12.2K - $14.7K
|
386
$17.6K
|
|
|
Aug 18, 2025
Q2 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-9.63K- 34.31% |
$341K - $411K
|
18.4K
$840K
|
|
|
Aug 15, 2025
Q2 2025
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-2.53K- 3.86% |
$89.5K - $108K
|
63.1K
$2.87M
|
|
|
Aug 15, 2025
Q2 2025
|
1248 Management, LLC
Kansas City, MO |
SELL
|
- |
-37.1K- 24.76% |
$1.31M - $1.58M
|
113K
$5.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
209New |
$7.39K - $8.92K
|
209
$9.52K
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
5.02KNew |
$177K - $214K
|
5.02K
$229K
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
4+ 0.18% |
$141 - $171
|
2.25K
$102K
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-1.92K- 34.05% |
$68K - $82.1K
|
3.73K
$170K
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
7.06KNew |
$250K - $301K
|
7.06K
$322K
|
|
|
Aug 14, 2025
Q2 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
53.4K+ 87.42% |
$1.89M - $2.28M
|
114K
$5.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Acas, LLC
|
BUY
|
- |
613+ 7.04% |
$21.7K - $26.2K
|
9.32K
$424K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.77K- 7.26% |
$97.8K - $118K
|
35.4K
$1.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-590K- 88.16% |
$20.9M - $25.2M
|
79.3K
$3.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
15KNew |
$532K - $642K
|
15K
$686K
|
|
|
Aug 14, 2025
Q2 2025
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-11.4K- 95.81% |
$404K - $488K
|
500
$22.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Scott Marsh Financial, LLC
Millcreek, UT |
BUY
|
- |
10.1KNew |
$358K - $432K
|
10.1K
$461K
|
|
|
Aug 14, 2025
Q2 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
4.78KNew |
$169K - $204K
|
4.78K
$218K
|
|
|
Aug 14, 2025
Q2 2025
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
6.52KNew |
$230K - $278K
|
6.52K
$297K
|
|
|
Aug 13, 2025
Q2 2025
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-37.1K- 87.59% |
$1.31M - $1.58M
|
5.26K
$239K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
5.34KNew |
$189K - $228K
|
5.34K
$243K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-517K- 46.44% |
$18.3M - $22.1M
|
597K
$27.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-75- 1.5% |
$2.65K - $3.2K
|
4.91K
$224K
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
65.9KNew |
$2.33M - $2.81M
|
65.9K
$3M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
18New |
$636 - $768
|
18
$820
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
172+ 33.27% |
$6.08K - $7.34K
|
689
$31.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
260+ 0.43% |
$9.19K - $11.1K
|
60.4K
$2.75M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
2.43K+ 222.68% |
$85.7K - $103K
|
3.51K
$160K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-27.3K- 46.72% |
$966K - $1.17M
|
31.2K
$1.42M
|
|