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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
200New |
$7.07K - $8.54K
|
200
$9.11K
|
|
|
Aug 01, 2025
Q2 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
187New |
$6.61K - $7.98K
|
187
$8.52K
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
BUY
|
- |
179+ 1.13% |
$6.33K - $7.64K
|
16K
$729K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
172+ 33.27% |
$6.08K - $7.34K
|
689
$31.4K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
144New |
$5.09K - $6.15K
|
144
$6.56K
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
138New |
$4.88K - $5.89K
|
138
$6.29K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
134New |
$4.74K - $5.72K
|
134
$6.11K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
111+ 43.02% |
$3.92K - $4.74K
|
369
$16.8K
|
|
|
Aug 07, 2025
Q2 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
95+ 306.45% |
$3.36K - $4.05K
|
126
$5.74K
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
84+ 5.61% |
$2.97K - $3.59K
|
1.58K
$72.1K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
82+ 22.97% |
$2.9K - $3.5K
|
439
$20K
|
|
|
Jul 22, 2025
Q2 2025
|
Vantage Investment Partners, LLC
|
BUY
|
- |
80+ 1.02% |
$2.83K - $3.41K
|
7.91K
$360K
|
|
|
Aug 12, 2025
Q2 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
71+ 34.3% |
$2.51K - $3.03K
|
278
$12.7K
|
|
|
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 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
|
|
|
Aug 06, 2025
Q2 2025
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
38New |
$1.34K - $1.62K
|
38
$1.73K
|
|
|
Aug 06, 2025
Q2 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
37New |
$1.31K - $1.58K
|
37
$1.69K
|
|
|
Aug 11, 2025
Q2 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
22+ 1.46% |
$778 - $939
|
1.53K
$69.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
18New |
$636 - $768
|
18
$820
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
6+ 0.17% |
$212 - $256
|
3.62K
$165K
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
4+ 0.18% |
$141 - $171
|
2.25K
$102K
|
|
|
Jul 21, 2025
Q2 2025
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
2+ 0.02% |
$70.7 - $85.4
|
11.2K
$510K
|
|
|
Aug 11, 2025
Q2 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
1+ 0.78% |
$35.4 - $42.7
|
130
$5.92K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
1+ 0.69% |
$35.4 - $42.7
|
145
$6.61K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
Apr 09, 2025
Q1 2025
|
International City Management Association Retirement Corp
Washington, DC |
BUY
|
- |
162KNew |
$6.47M - $7.57M
|
162K
$7.37M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
137KNew |
$5.5M - $6.43M
|
137K
$6.26M
|
|
|
May 15, 2025
Q1 2025
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
37.1KNew |
$1.49M - $1.74M
|
37.1K
$1.69M
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
22.7KNew |
$910K - $1.06M
|
22.7K
$1.04M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
20.7K+ 16.92% |
$827K - $967K
|
143K
$6.51M
|
|
|
Nov 04, 2025
Q1 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
14.2K+ 15.84% |
$570K - $666K
|
104K
$4.74M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
11.3KNew |
$453K - $530K
|
11.3K
$516K
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
9.86K+ 622.21% |
$395K - $462K
|
11.4K
$522K
|
|
|
May 13, 2025
Q1 2025
|
Pennington Partners & Co., LLC
Bethesda, MD |
BUY
|
- |
9.67KNew |
$387K - $452K
|
9.67K
$440K
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
BUY
|
- |
8.39KNew |
$336K - $393K
|
8.39K
$382K
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
7.94K+ 11.3% |
$318K - $371K
|
78.2K
$3.56M
|
|
|
May 15, 2025
Q1 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
7.71KNew |
$309K - $361K
|
7.71K
$351K
|
|
|
Apr 24, 2025
Q1 2025
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
7.26KNew |
$290K - $340K
|
7.26K
$331K
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
7.17KNew |
$287K - $336K
|
7.17K
$327K
|
|
|
Apr 14, 2025
Q1 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
7.11K+ 11.26% |
$285K - $333K
|
70.2K
$3.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Leverty Financial Group, LLC
|
BUY
|
- |
6.49KNew |
$260K - $304K
|
6.49K
$296K
|
|
|
May 14, 2025
Q1 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
6.3KNew |
$252K - $295K
|
6.3K
$287K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
6.25KNew |
$250K - $293K
|
6.25K
$285K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
5.41K+ 12.19% |
$217K - $253K
|
49.8K
$2.27M
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
4.55K+ 17.44% |
$182K - $213K
|
30.6K
$1.4M
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
3.53K+ 4.98% |
$141K - $165K
|
74.3K
$3.39M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
2.57KNew |
$103K - $120K
|
2.57K
$117K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.56KNew |
$103K - $120K
|
2.56K
$117K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
2.11KNew |
$84.3K - $98.5K
|
2.11K
$95.9K
|
|