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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2025
Q3 2025
|
Deltec Asset Management LLC
|
BUY
|
- |
8.83K+ 28.48% |
$373K - $416K
|
39.8K
$1.81M
|
|
|
Oct 06, 2025
Q3 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
8.65K+ 3.0% |
$366K - $408K
|
297K
$13.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
8.46K+ 84.94% |
$358K - $399K
|
18.4K
$840K
|
|
|
Oct 30, 2025
Q3 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
8.36K+ 60.71% |
$353K - $394K
|
22.1K
$1.01M
|
|
|
Nov 05, 2025
Q3 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
8.3K+ 102.29% |
$351K - $391K
|
16.4K
$748K
|
|
|
Oct 15, 2025
Q3 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
7.96KNew |
$336K - $375K
|
7.96K
$362K
|
|
|
Nov 13, 2025
Q3 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
7.69K+ 27.63% |
$325K - $363K
|
35.5K
$1.62M
|
|
|
Oct 15, 2025
Q3 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
7.68K+ 82.62% |
$324K - $362K
|
17K
$773K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
7.4K+ 93.29% |
$313K - $349K
|
15.3K
$699K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
7.39K+ 7.63% |
$312K - $349K
|
104K
$4.75M
|
|
|
Nov 17, 2025
Q3 2025
|
Apexium Financial, LP
|
BUY
|
- |
7.28K+ 25.13% |
$308K - $343K
|
36.2K
$1.65M
|
|
|
Nov 14, 2025
Q3 2025
|
William Mack & Associates, Inc.
Troy, MI |
BUY
|
- |
7.26KNew |
$307K - $342K
|
7.26K
$331K
|
|
|
Nov 05, 2025
Q3 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
7.16K+ 119.49% |
$302K - $337K
|
13.1K
$599K
|
|
|
Nov 06, 2025
Q3 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
7.04KNew |
$297K - $332K
|
7.04K
$321K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
6.85K+ 11.02% |
$290K - $323K
|
69K
$3.15M
|
|
|
Nov 12, 2025
Q3 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
6.82KNew |
$288K - $322K
|
6.82K
$311K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.8K+ 19.88% |
$287K - $321K
|
41K
$1.87M
|
|
|
Oct 17, 2025
Q3 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
6.75KNew |
$285K - $318K
|
6.75K
$308K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
6.64K+ 65.51% |
$280K - $313K
|
16.8K
$764K
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
6.59K+ 3.53% |
$278K - $311K
|
193K
$8.79M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
6.43KNew |
$272K - $303K
|
6.43K
$293K
|
|
|
Nov 12, 2025
Q3 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
6.42KNew |
$271K - $303K
|
6.42K
$293K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
6.34K+ 20.76% |
$268K - $299K
|
36.9K
$1.68M
|
|
|
Oct 14, 2025
Q3 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
6.3KNew |
$266K - $297K
|
6.3K
$287K
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
6.24K+ 15.53% |
$263K - $294K
|
46.4K
$2.11M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
6.12KNew |
$258K - $288K
|
6.12K
$279K
|
|
|
Nov 03, 2025
Q3 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
6K+ 14.28% |
$253K - $283K
|
48K
$2.19M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
5.94K+ 3.26% |
$251K - $280K
|
188K
$8.58M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
5.93K+ 8.05% |
$251K - $280K
|
79.6K
$3.63M
|
|
|
Oct 20, 2025
Q3 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
5.79K+ 2.66% |
$245K - $273K
|
223K
$10.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
5.77KNew |
$244K - $272K
|
5.77K
$263K
|
|
|
Oct 27, 2025
Q3 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
5.75KNew |
$243K - $271K
|
5.75K
$262K
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
CALL |
5.6KNew |
$237K - $264K
|
5.6K
$255K
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
5.59K+ 32.62% |
$236K - $263K
|
22.7K
$1.03M
|
|
|
Oct 20, 2025
Q3 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
5.55K+ 20.2% |
$234K - $262K
|
33K
$1.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
5.47K+ 6.31% |
$231K - $258K
|
92.1K
$4.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
5.46K+ 16.91% |
$231K - $257K
|
37.7K
$1.72M
|
|
|
Nov 07, 2025
Q3 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
5.44K+ 3.23% |
$230K - $257K
|
174K
$7.93M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
5.43K+ 9.83% |
$230K - $256K
|
60.7K
$2.77M
|
|
|
Nov 14, 2025
Q3 2025
|
Ieq Capital, LLC
|
BUY
|
- |
5.33KNew |
$225K - $251K
|
5.33K
$243K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
5.3KNew |
$224K - $250K
|
5.3K
$241K
|
|
|
Nov 17, 2025
Q3 2025
|
Keystone Financial Group
|
BUY
|
- |
5.14K+ 71.11% |
$217K - $242K
|
12.4K
$564K
|
|
|
Nov 12, 2025
Q3 2025
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
5KNew |
$211K - $236K
|
5K
$228K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
4.99K+ 98.71% |
$211K - $235K
|
10K
$458K
|
|
|
Nov 12, 2025
Q3 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
4.99KNew |
$211K - $235K
|
4.99K
$227K
|
|
|
Nov 03, 2025
Q3 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
4.97K+ 10.68% |
$210K - $234K
|
51.5K
$2.35M
|
|
|
Oct 09, 2025
Q3 2025
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
4.96K+ 10.92% |
$210K - $234K
|
50.4K
$2.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
4.96KNew |
$210K - $234K
|
4.96K
$226K
|
|
|
Nov 12, 2025
Q3 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
4.91KNew |
$208K - $232K
|
4.91K
$224K
|
|
|
Nov 07, 2025
Q3 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
4.76KNew |
$201K - $225K
|
4.76K
$217K
|
|