Latest Institutional Purchases of Spdr Portfolio S&P 600 Small C (SPSM)
This list provides information on the latest institutional transactions involving Spdr Portfolio S&P 600 Small C (SPSM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2025
Q1 2025
|
Compton Financial Group, LLC
|
BUY
|
- |
558KNew |
$22.3M - $26.1M
|
558K
$22.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
224K+ 130.47% |
$8.96M - $10.5M
|
396K
$16.1M
|
|
|
Apr 09, 2025
Q1 2025
|
International City Management Association Retirement Corp
Washington, DC |
BUY
|
- |
162KNew |
$6.47M - $7.57M
|
162K
$6.56M
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
150K+ 2316.59% |
$6M - $7.02M
|
156K
$6.35M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
78.8K+ 57.89% |
$3.16M - $3.69M
|
215K
$8.73M
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
58.4K+ 5.5% |
$2.34M - $2.73M
|
1.12M
$45.4M
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
56.7KNew |
$2.27M - $2.66M
|
56.7K
$2.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
53.7K+ 4.05% |
$2.15M - $2.51M
|
1.38M
$56.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
48.8K+ 73.68% |
$1.96M - $2.29M
|
115K
$4.67M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
48K+ 19.92% |
$1.92M - $2.24M
|
289K
$11.7M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
39.3K+ 9.09% |
$1.57M - $1.84M
|
471K
$19.1M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
25.6K+ 146.68% |
$1.02M - $1.2M
|
43.1K
$1.75M
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
14K+ 177.77% |
$560K - $655K
|
21.8K
$887K
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
12.3K+ 17.47% |
$493K - $577K
|
82.8K
$3.36M
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
12.2K+ 36.69% |
$488K - $571K
|
45.5K
$1.85M
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
11K+ 10.25% |
$442K - $517K
|
119K
$4.83M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
10.6K+ 1.77% |
$424K - $496K
|
610K
$24.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
9.88K+ 19.59% |
$396K - $463K
|
60.3K
$2.45M
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
BUY
|
- |
8.39KNew |
$336K - $393K
|
8.39K
$341K
|
|
|
Apr 10, 2025
Q1 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
7.95K+ 6.76% |
$318K - $372K
|
125K
$5.09M
|
|
|
Apr 11, 2025
Q1 2025
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
7.53K+ 2.0% |
$301K - $353K
|
385K
$15.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
7.11K+ 11.26% |
$285K - $333K
|
70.2K
$2.85M
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
7.08K+ 7.87% |
$283K - $331K
|
97.1K
$3.94M
|
|
|
Apr 10, 2025
Q1 2025
|
Leverty Financial Group, LLC
|
BUY
|
- |
6.49KNew |
$260K - $304K
|
6.49K
$263K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
5.56KNew |
$222K - $260K
|
5.56K
$226K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.38K+ 107580.0% |
$215K - $252K
|
5.38K
$219K
|
|
|
Apr 14, 2025
Q1 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
5.37K+ 9.01% |
$215K - $251K
|
65K
$2.64M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
4.61K+ 10.06% |
$184K - $216K
|
50.4K
$2.05M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
4.43K+ 25.85% |
$177K - $207K
|
21.6K
$876K
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
3.39K+ 5.8% |
$136K - $158K
|
61.8K
$2.51M
|
|
|
Apr 07, 2025
Q1 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
2.52K+ 3.56% |
$101K - $118K
|
73.2K
$2.97M
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
2.15K+ 44.14% |
$86.2K - $101K
|
7.03K
$286K
|
|
|
Apr 15, 2025
Q1 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
1.66K+ 4.8% |
$66.6K - $77.8K
|
36.3K
$1.47M
|
|
|
Apr 08, 2025
Q1 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
1.6K+ 0.62% |
$63.9K - $74.8K
|
258K
$10.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.6K+ 10.45% |
$63.9K - $74.7K
|
16.9K
$685K
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.39K+ 3.64% |
$55.6K - $65.1K
|
39.6K
$1.61M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.32K+ 2931.11% |
$52.8K - $61.7K
|
1.36K
$55.4K
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
527+ 9.04% |
$21.1K - $24.7K
|
6.36K
$258K
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
BUY
|
- |
522+ 6.96% |
$20.9K - $24.4K
|
8.02K
$326K
|
|
|
Apr 10, 2025
Q1 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
488+ 2.67% |
$19.5K - $22.8K
|
18.8K
$763K
|
|
|
Apr 11, 2025
Q1 2025
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
360+ 2.54% |
$14.4K - $16.9K
|
14.6K
$591K
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
255+ 4.96% |
$10.2K - $11.9K
|
5.4K
$219K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
247+ 2.99% |
$9.89K - $11.6K
|
8.51K
$346K
|
|
|
Apr 10, 2025
Q1 2025
|
Act Advisors, Llc.
|
BUY
|
- |
235+ 2.33% |
$9.41K - $11K
|
10.3K
$419K
|
|
|
Apr 11, 2025
Q1 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
220+ 0.37% |
$8.81K - $10.3K
|
60.1K
$2.44M
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
184+ 1.27% |
$7.37K - $8.61K
|
14.6K
$594K
|
|
|
Apr 11, 2025
Q1 2025
|
Horizon Wealth Management, LLC
|
BUY
|
- |
128+ 1.01% |
$5.12K - $5.99K
|
12.8K
$519K
|
|
|
Apr 15, 2025
Q1 2025
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
81+ 0.39% |
$3.24K - $3.79K
|
20.7K
$842K
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
BUY
|
- |
50+ 0.43% |
$2K - $2.34K
|
11.8K
$478K
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
40New |
$1.6K - $1.87K
|
40
$1.62K
|