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 23, 2025
Q3 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
4.71K+ 1.63% |
$199K - $222K
|
293K
$13.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
4.69K+ 22.97% |
$198K - $221K
|
25.1K
$1.14M
|
|
|
Oct 17, 2025
Q3 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
4.68K+ 11.09% |
$198K - $221K
|
46.9K
$2.14M
|
|
|
Oct 10, 2025
Q3 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
4.68KNew |
$198K - $220K
|
4.68K
$213K
|
|
|
Nov 10, 2025
Q3 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
4.67K+ 5.83% |
$197K - $220K
|
84.7K
$3.86M
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4.66K+ 0.65% |
$197K - $220K
|
721K
$32.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
4.64K+ 3.84% |
$196K - $219K
|
126K
$5.72M
|
|
|
Oct 30, 2025
Q3 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
4.63K+ 6.0% |
$196K - $218K
|
81.9K
$3.73M
|
|
|
Nov 07, 2025
Q3 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
4.62KNew |
$195K - $218K
|
4.62K
$210K
|
|
|
Nov 13, 2025
Q3 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
4.62KNew |
$195K - $218K
|
4.62K
$210K
|
|
|
Oct 23, 2025
Q3 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
4.5KNew |
$190K - $212K
|
4.5K
$205K
|
|
|
Oct 10, 2025
Q3 2025
|
Marion Wealth Management
|
BUY
|
- |
4.49KNew |
$190K - $212K
|
4.49K
$205K
|
|
|
Nov 14, 2025
Q3 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
4.49KNew |
$190K - $212K
|
4.49K
$205K
|
|
|
Oct 22, 2025
Q3 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
4.45KNew |
$188K - $210K
|
4.45K
$203K
|
|
|
Oct 20, 2025
Q3 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
4.45KNew |
$188K - $210K
|
4.45K
$203K
|
|
|
Nov 12, 2025
Q3 2025
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
4.44KNew |
$188K - $209K
|
4.44K
$202K
|
|
|
Nov 07, 2025
Q3 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
4.33K+ 14.73% |
$183K - $204K
|
33.7K
$1.53M
|
|
|
Nov 03, 2025
Q3 2025
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
4.2K+ 7.88% |
$178K - $198K
|
57.5K
$2.62M
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.12K+ 11.16% |
$174K - $194K
|
41K
$1.87M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.07K+ 47.83% |
$172K - $192K
|
12.6K
$574K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
4.07K+ 32.35% |
$172K - $192K
|
16.7K
$759K
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
4.06K+ 23.69% |
$172K - $192K
|
21.2K
$966K
|
|
|
Nov 10, 2025
Q3 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
3.99K+ 2.48% |
$169K - $188K
|
165K
$7.53M
|
|
|
Nov 14, 2025
Q3 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
3.97K+ 51.74% |
$168K - $187K
|
11.6K
$531K
|
|
|
Oct 16, 2025
Q3 2025
|
Wealth Management Resources, Inc.
|
BUY
|
- |
3.92K+ 4.29% |
$165K - $185K
|
95.3K
$4.34M
|
|
|
Nov 14, 2025
Q3 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
3.85K+ 0.86% |
$163K - $182K
|
450K
$20.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Ars Investment Partners, LLC
|
BUY
|
- |
3.79K+ 15.28% |
$160K - $179K
|
28.6K
$1.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
3.75K+ 52.2% |
$159K - $177K
|
10.9K
$498K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
3.75K+ 1.76% |
$158K - $177K
|
217K
$9.88M
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.71K+ 3.42% |
$157K - $175K
|
112K
$5.11M
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
3.68K+ 6.53% |
$156K - $174K
|
60.1K
$2.74M
|
|
|
Nov 07, 2025
Q3 2025
|
Mjp Associates Inc
|
BUY
|
- |
3.65K+ 4.85% |
$154K - $172K
|
78.9K
$3.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
3.4KNew |
$144K - $160K
|
3.4K
$155K
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
3.37KNew |
$143K - $159K
|
3.37K
$154K
|
|
|
Oct 28, 2025
Q3 2025
|
Sol Capital Management CO
|
BUY
|
- |
3.33K+ 13.52% |
$141K - $157K
|
27.9K
$1.27M
|
|
|
Nov 13, 2025
Q3 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
3.28K+ 5.65% |
$139K - $155K
|
61.4K
$2.8M
|
|
|
Nov 05, 2025
Q3 2025
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
3.28K+ 4.47% |
$138K - $155K
|
76.6K
$3.49M
|
|
|
Oct 24, 2025
Q3 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
3.21K+ 5.47% |
$135K - $151K
|
61.8K
$2.81M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.15K+ 17.6% |
$133K - $148K
|
21K
$958K
|
|
|
Nov 10, 2025
Q3 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
2.95K+ 3.73% |
$125K - $139K
|
82K
$3.73M
|
|
|
Oct 16, 2025
Q3 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
2.94K+ 6.06% |
$124K - $138K
|
51.4K
$2.34M
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
BUY
|
- |
2.89K+ 0.94% |
$122K - $136K
|
309K
$14.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.85K+ 1.01% |
$120K - $134K
|
286K
$13M
|
|
|
Oct 07, 2025
Q3 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
2.76K+ 1.57% |
$117K - $130K
|
179K
$8.15M
|
|
|
Oct 15, 2025
Q3 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
2.74K+ 17.05% |
$116K - $129K
|
18.8K
$858K
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
2.72K+ 12.65% |
$115K - $128K
|
24.3K
$1.11M
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
2.72KNew |
$115K - $128K
|
2.72K
$124K
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.71K+ 7.12% |
$114K - $128K
|
40.8K
$1.86M
|
|
|
Nov 12, 2025
Q3 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
2.7KNew |
$114K - $127K
|
2.7K
$123K
|
|
|
Oct 02, 2025
Q3 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
2.66K+ 52.7% |
$112K - $125K
|
7.7K
$351K
|
|