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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
4.68K+ 4137.17% |
$165K - $200K
|
4.79K
$218K
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
8.75KNew |
$309K - $374K
|
8.75K
$399K
|
|
|
Aug 12, 2025
Q2 2025
|
Wambolt & Associates, LLC
|
SELL
|
- |
-4.09K- 26.86% |
$145K - $175K
|
11.1K
$508K
|
|
|
Aug 12, 2025
Q2 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
71+ 34.3% |
$2.51K - $3.03K
|
278
$12.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
1+ 0.78% |
$35.4 - $42.7
|
130
$5.92K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-3.75K- 99.34% |
$133K - $160K
|
25
$1.14K
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
4.98KNew |
$176K - $213K
|
4.98K
$227K
|
|
|
Aug 11, 2025
Q2 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
22+ 1.46% |
$778 - $939
|
1.53K
$69.5K
|
|
|
Aug 08, 2025
Q2 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-103- 1.96% |
$3.64K - $4.4K
|
5.16K
$235K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
37K+ 6.35% |
$1.31M - $1.58M
|
619K
$28.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-3.62K- 42.45% |
$128K - $154K
|
4.9K
$223K
|
|
|
Aug 08, 2025
Q2 2025
|
Arcadia Investment Management Corp
|
SELL
|
- |
-422- 11.83% |
$14.9K - $18K
|
3.14K
$143K
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
21KNew |
$743K - $897K
|
21K
$957K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-6.13K- 4.36% |
$217K - $262K
|
135K
$6.13M
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
71.5K+ 23.1% |
$2.53M - $3.05M
|
381K
$17.3M
|
|
|
Aug 07, 2025
Q2 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
95+ 306.45% |
$3.36K - $4.05K
|
126
$5.74K
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.04K- 7.71% |
$36.8K - $44.4K
|
12.5K
$568K
|
|
|
Aug 07, 2025
Q2 2025
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-107K- 94.12% |
$3.79M - $4.57M
|
6.69K
$305K
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Securities, Inc.
|
BUY
|
- |
25KNew |
$882K - $1.06M
|
25K
$1.14M
|
|
|
Aug 06, 2025
Q2 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-6.85K- 70.28% |
$242K - $292K
|
2.9K
$132K
|
|
|
Aug 06, 2025
Q2 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
37New |
$1.31K - $1.58K
|
37
$1.69K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
134New |
$4.74K - $5.72K
|
134
$6.11K
|
|
|
Aug 06, 2025
Q2 2025
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
38New |
$1.34K - $1.62K
|
38
$1.73K
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-16.7K- 56.47% |
$592K - $714K
|
12.9K
$588K
|
|
|
Aug 05, 2025
Q2 2025
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-30K- 7.96% |
$1.06M - $1.28M
|
346K
$15.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-167- 2.67% |
$5.9K - $7.13K
|
6.09K
$278K
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
BUY
|
- |
179+ 1.13% |
$6.33K - $7.64K
|
16K
$729K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-245- 11.9% |
$8.66K - $10.5K
|
1.81K
$82.6K
|
|
|
Aug 04, 2025
Q2 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
1.15KNew |
$40.7K - $49.1K
|
1.15K
$52.4K
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
467New |
$16.5K - $19.9K
|
467
$21.3K
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-1.98K- 21.13% |
$69.9K - $84.4K
|
7.38K
$336K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
111+ 43.02% |
$3.92K - $4.74K
|
369
$16.8K
|
|
|
Aug 01, 2025
Q2 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
187New |
$6.61K - $7.98K
|
187
$8.52K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
144New |
$5.09K - $6.15K
|
144
$6.56K
|
|
|
Jul 31, 2025
Q2 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-559- 23.48% |
$19.8K - $23.9K
|
1.82K
$83K
|
|
|
Jul 31, 2025
Q2 2025
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
12.1KNew |
$427K - $515K
|
12.1K
$550K
|
|
|
Jul 31, 2025
Q2 2025
|
Af Advisors, Inc.
|
BUY
|
- |
90KNew |
$3.18M - $3.84M
|
90K
$4.1M
|
|
|
Jul 31, 2025
Q2 2025
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
40+ 0.67% |
$1.41K - $1.71K
|
5.98K
$273K
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
259New |
$9.16K - $11.1K
|
259
$11.8K
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-56- 0.52% |
$1.98K - $2.39K
|
10.6K
$485K
|
|
|
Jul 30, 2025
Q2 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-570- 5.97% |
$20.1K - $24.3K
|
8.98K
$409K
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-260- 4.48% |
$9.19K - $11.1K
|
5.54K
$253K
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
1.32KNew |
$46.5K - $56.1K
|
1.32K
$59.9K
|
|
|
Jul 28, 2025
Q2 2025
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
39+ 0.09% |
$1.38K - $1.66K
|
44.8K
$2.04M
|
|
|
Jul 25, 2025
Q2 2025
|
Community Bank, N.A.
|
BUY
|
- |
39+ 6.11% |
$1.38K - $1.66K
|
677
$30.8K
|
|
|
Jul 25, 2025
Q2 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
6.92KNew |
$245K - $295K
|
6.92K
$315K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.64K- 7.97% |
$235K - $283K
|
76.6K
$3.49M
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
200New |
$7.07K - $8.54K
|
200
$9.11K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
533New |
$18.8K - $22.7K
|
533
$24.3K
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
84+ 5.61% |
$2.97K - $3.59K
|
1.58K
$72.1K
|
|