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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2025
Q3 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
18.3K+ 17.2% |
$774K - $863K
|
125K
$5.68M
|
|
|
Nov 12, 2025
Q3 2025
|
Blueprint Financial Advisors LLC
Greensboto, NC |
BUY
|
- |
17.7KNew |
$749K - $836K
|
17.7K
$808K
|
|
|
Oct 16, 2025
Q3 2025
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
17.7K+ 13.42% |
$749K - $836K
|
150K
$6.83M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
17.7K+ 7.29% |
$747K - $834K
|
260K
$11.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
17.4K+ 69.17% |
$735K - $820K
|
42.5K
$1.94M
|
|
|
Nov 12, 2025
Q3 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
17K+ 21.18% |
$720K - $804K
|
97.5K
$4.44M
|
|
|
Oct 28, 2025
Q3 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
17KNew |
$717K - $800K
|
17K
$773K
|
|
|
Nov 13, 2025
Q3 2025
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
16.5K+ 83.0% |
$698K - $779K
|
36.4K
$1.66M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
16.5K+ 100.26% |
$696K - $777K
|
32.9K
$1.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
16.2K+ 33.86% |
$683K - $762K
|
63.9K
$2.91M
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
16.1K+ 171.11% |
$678K - $757K
|
25.4K
$1.16M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
16K+ 2.5% |
$676K - $754K
|
654K
$29.8M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
15.9K+ 27.8% |
$672K - $750K
|
73.1K
$3.33M
|
|
|
Oct 17, 2025
Q3 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
15.3K+ 11.13% |
$647K - $722K
|
153K
$6.97M
|
|
|
Nov 04, 2025
Q3 2025
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
14.9K+ 5.33% |
$631K - $704K
|
295K
$13.4M
|
|
|
Nov 17, 2025
Q3 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
14.9K+ 12.29% |
$631K - $704K
|
136K
$6.21M
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
14.9K+ 25.32% |
$629K - $702K
|
73.7K
$3.36M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
14.9K+ 4.93% |
$628K - $701K
|
316K
$14.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Compton Financial Group, LLC
|
BUY
|
- |
14.8K+ 2.59% |
$627K - $700K
|
587K
$26.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
14.7KNew |
$623K - $695K
|
14.7K
$672K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
14.7K+ 6.73% |
$621K - $692K
|
233K
$10.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Paulson Wealth Management Inc.
|
BUY
|
- |
14.5K+ 13.54% |
$612K - $683K
|
121K
$5.53M
|
|
|
Nov 12, 2025
Q3 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
14.1K+ 2.45% |
$594K - $663K
|
588K
$26.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
14K+ 195.1% |
$592K - $661K
|
21.2K
$966K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
13.8K+ 0.85% |
$583K - $651K
|
1.64M
$74.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
13.1K+ 43.82% |
$555K - $619K
|
43.1K
$1.96M
|
|
|
Oct 28, 2025
Q3 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
13.1K+ 48.16% |
$552K - $616K
|
40.2K
$1.83M
|
|
|
Oct 07, 2025
Q3 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
12.1K+ 42.16% |
$510K - $569K
|
40.7K
$1.85M
|
|
|
Nov 12, 2025
Q3 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
12K+ 53.3% |
$506K - $565K
|
34.5K
$1.57M
|
|
|
Nov 06, 2025
Q3 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
12K+ 87.82% |
$506K - $564K
|
25.6K
$1.17M
|
|
|
Oct 09, 2025
Q3 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
11.9K+ 1.44% |
$505K - $563K
|
839K
$38.2M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
11.8K+ 5.64% |
$500K - $558K
|
222K
$10.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
11.7K+ 42.84% |
$496K - $554K
|
39.1K
$1.78M
|
|
|
Nov 14, 2025
Q3 2025
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
11.6K+ 63.02% |
$490K - $546K
|
30K
$1.37M
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
11.2K+ 3.04% |
$475K - $530K
|
380K
$17.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
11.2K+ 53.79% |
$472K - $526K
|
31.9K
$1.45M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
11K+ 5.68% |
$466K - $520K
|
205K
$9.34M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
10.8K+ 3.02% |
$457K - $509K
|
369K
$16.8M
|
|
|
Oct 16, 2025
Q3 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
10.3K+ 77.94% |
$437K - $487K
|
23.6K
$1.08M
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
10.3K+ 67.51% |
$436K - $486K
|
25.6K
$1.17M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
10.3KNew |
$435K - $486K
|
10.3K
$469K
|
|
|
Nov 10, 2025
Q3 2025
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
9.8KNew |
$414K - $462K
|
9.8K
$447K
|
|
|
Oct 10, 2025
Q3 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
9.65KNew |
$408K - $455K
|
9.65K
$439K
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9.63K+ 3.83% |
$407K - $454K
|
261K
$11.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
9.57K+ 2.57% |
$404K - $451K
|
382K
$17.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
9.48KNew |
$400K - $447K
|
9.48K
$432K
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
9.26K+ 54.05% |
$391K - $437K
|
26.4K
$1.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Absolute Capital Management, LLC
|
BUY
|
- |
9.14KNew |
$386K - $431K
|
9.14K
$416K
|
|
|
Oct 24, 2025
Q3 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
8.98K+ 8.13% |
$379K - $423K
|
119K
$5.44M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
8.88K+ 21.07% |
$375K - $419K
|
51K
$2.32M
|
|