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 29, 2025
Q3 2025
|
Courier Capital LLC
|
BUY
|
- |
1.05K+ 4.71% |
$44.3K - $49.5K
|
23.3K
$1.06M
|
|
|
Nov 14, 2025
Q3 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.04K+ 19.66% |
$43.7K - $48.8K
|
6.3K
$287K
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.03KNew |
$43.5K - $48.6K
|
1.03K
$46.9K
|
|
|
Oct 17, 2025
Q3 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
966+ 2.38% |
$40.8K - $45.6K
|
41.5K
$1.89M
|
|
|
Oct 20, 2025
Q3 2025
|
E&G Advisors, LP
|
BUY
|
- |
945+ 7.51% |
$39.9K - $44.6K
|
13.5K
$616K
|
|
|
Nov 04, 2025
Q3 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
926+ 2.08% |
$39.1K - $43.7K
|
45.4K
$2.07M
|
|
|
Nov 13, 2025
Q3 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
923+ 10.65% |
$39K - $43.5K
|
9.59K
$437K
|
|
|
Oct 06, 2025
Q3 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
921+ 1.43% |
$38.9K - $43.4K
|
65.4K
$2.98M
|
|
|
Nov 05, 2025
Q3 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
911+ 0.58% |
$38.5K - $43K
|
157K
$7.17M
|
|
|
Nov 14, 2025
Q3 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
886New |
$37.4K - $41.8K
|
886
$40.4K
|
|
|
Nov 18, 2025
Q3 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
843+ 12.94% |
$35.6K - $39.8K
|
7.36K
$335K
|
|
|
Nov 07, 2025
Q3 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
797+ 5.28% |
$33.7K - $37.6K
|
15.9K
$724K
|
|
|
Nov 10, 2025
Q3 2025
|
North Star Asset Management Inc
|
BUY
|
- |
774+ 0.41% |
$32.7K - $36.5K
|
188K
$8.58M
|
|
|
Nov 19, 2025
Q3 2025
|
Center For Asset Management LLC
|
BUY
|
- |
739+ 10.31% |
$31.2K - $34.9K
|
7.91K
$360K
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
736+ 584.13% |
$31.1K - $34.7K
|
862
$39.3K
|
|
|
Nov 04, 2025
Q3 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
728+ 9.05% |
$30.8K - $34.3K
|
8.77K
$400K
|
|
|
Nov 14, 2025
Q3 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
716+ 2.94% |
$30.3K - $33.8K
|
25K
$1.14M
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
BUY
|
- |
707+ 253.41% |
$29.9K - $33.3K
|
986
$44.9K
|
|
|
Oct 15, 2025
Q3 2025
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
696+ 11.44% |
$29.4K - $32.8K
|
6.78K
$309K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
662+ 4.94% |
$28K - $31.2K
|
14.1K
$640K
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
658+ 8.24% |
$27.8K - $31K
|
8.64K
$394K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
658New |
$27.8K - $31K
|
658
$30K
|
|
|
Nov 04, 2025
Q3 2025
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
651+ 1.77% |
$27.5K - $30.7K
|
37.4K
$1.7M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
634+ 0.47% |
$26.8K - $29.9K
|
135K
$6.14M
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
634+ 173.22% |
$26.8K - $29.9K
|
1K
$45.6K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
617+ 1.33% |
$26.1K - $29.1K
|
47K
$2.14M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
589+ 6.82% |
$24.9K - $27.8K
|
9.22K
$420K
|
|
|
Oct 20, 2025
Q3 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
581+ 0.89% |
$24.6K - $27.4K
|
65.7K
$2.99M
|
|
|
Nov 14, 2025
Q3 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
574+ 2.21% |
$24.3K - $27.1K
|
26.5K
$1.21M
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
554+ 1.55% |
$23.4K - $26.1K
|
36.3K
$1.65M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
553+ 230.42% |
$23.4K - $26.1K
|
793
$36.1K
|
|
|
Nov 07, 2025
Q3 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
547+ 1.56% |
$23.1K - $25.8K
|
35.7K
$1.63M
|
|
|
Oct 09, 2025
Q3 2025
|
Act Advisors, Llc.
|
BUY
|
- |
544+ 5.56% |
$23K - $25.7K
|
10.3K
$470K
|
|
|
Nov 06, 2025
Q3 2025
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
537+ 5.32% |
$22.7K - $25.3K
|
10.6K
$484K
|
|
|
Oct 29, 2025
Q3 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
533+ 0.98% |
$22.5K - $25.1K
|
54.9K
$2.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
527+ 47.01% |
$22.3K - $24.9K
|
1.65K
$75.1K
|
|
|
Oct 27, 2025
Q3 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
525New |
$22.2K - $24.8K
|
525
$23.9K
|
|
|
Nov 12, 2025
Q3 2025
|
Mengis Capital Management, Inc.
|
BUY
|
- |
510+ 5.51% |
$21.6K - $24.1K
|
9.76K
$445K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
499+ 1.13% |
$21.1K - $23.5K
|
44.8K
$2.04M
|
|
|
Oct 09, 2025
Q3 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
497+ 0.65% |
$21K - $23.4K
|
76.6K
$3.49M
|
|
|
Nov 21, 2025
Q3 2025
|
Blue Fin Capital, Inc.
|
BUY
|
- |
494+ 1.63% |
$20.9K - $23.3K
|
30.8K
$1.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
469+ 1.76% |
$19.8K - $22.1K
|
27.1K
$1.23M
|
|
|
Oct 23, 2025
Q3 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
465+ 2.85% |
$19.7K - $21.9K
|
16.8K
$765K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
450+ 0.19% |
$19K - $21.2K
|
231K
$10.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Semitam Bonam LLC
Goshen, NY |
BUY
|
- |
437+ 0.95% |
$18.5K - $20.6K
|
46.2K
$2.11M
|
|
|
Oct 23, 2025
Q3 2025
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
425+ 0.62% |
$18K - $20K
|
69.4K
$3.16M
|
|
|
Nov 10, 2025
Q3 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
420+ 19.12% |
$17.7K - $19.8K
|
2.62K
$119K
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
BUY
|
- |
417+ 1.7% |
$17.6K - $19.7K
|
25K
$1.14M
|
|
|
Oct 15, 2025
Q3 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
412+ 5.74% |
$17.4K - $19.4K
|
7.59K
$346K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
404+ 38.01% |
$17.1K - $19.1K
|
1.47K
$66.8K
|
|