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 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
|
|
|
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
|
|
|
Nov 12, 2025
Q3 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
371+ 6.34% |
$15.7K - $17.5K
|
6.23K
$284K
|
|
|
Nov 04, 2025
Q3 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
370+ 46.25% |
$15.6K - $17.4K
|
1.17K
$53.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
368+ 2.3% |
$15.6K - $17.4K
|
16.4K
$747K
|
|
|
Nov 14, 2025
Q3 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
367+ 0.54% |
$15.5K - $17.3K
|
69K
$3.14M
|
|
|
Oct 14, 2025
Q3 2025
|
S.A. Mason LLC
|
BUY
|
- |
341+ 13.41% |
$14.4K - $16.1K
|
2.88K
$131K
|
|
|
Oct 15, 2025
Q3 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
311+ 5.91% |
$13.1K - $14.7K
|
5.58K
$254K
|
|
|
Nov 14, 2025
Q3 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
301+ 0.2% |
$12.7K - $14.2K
|
148K
$6.74M
|
|
|
Nov 07, 2025
Q3 2025
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
300+ 2.93% |
$12.7K - $14.1K
|
10.6K
$481K
|
|
|
Nov 05, 2025
Q3 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
297+ 1.68% |
$12.6K - $14K
|
18K
$821K
|
|
|
Nov 07, 2025
Q3 2025
|
Addison Advisors LLC
|
BUY
|
- |
291New |
$12.3K - $13.7K
|
291
$13.3K
|
|
|
Oct 31, 2025
Q3 2025
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
283+ 1.61% |
$12K - $13.3K
|
17.8K
$812K
|
|
|
Oct 31, 2025
Q3 2025
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
267+ 0.64% |
$11.3K - $12.6K
|
42.3K
$1.93M
|
|
|
Nov 14, 2025
Q3 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
265+ 2650.0% |
$11.2K - $12.5K
|
275
$12.5K
|
|
|
Nov 06, 2025
Q3 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
252+ 1.98% |
$10.6K - $11.9K
|
13K
$591K
|
|
|
Nov 14, 2025
Q3 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
250+ 2.6% |
$10.6K - $11.8K
|
9.86K
$449K
|
|
|
Nov 12, 2025
Q3 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
244+ 3.67% |
$10.3K - $11.5K
|
6.9K
$314K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
233+ 0.26% |
$9.85K - $11K
|
89.7K
$4.09M
|
|
|
Oct 28, 2025
Q3 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
219+ 0.27% |
$9.25K - $10.3K
|
81.3K
$3.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
204New |
$8.62K - $9.62K
|
204
$9.29K
|
|
|
Nov 05, 2025
Q3 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
200+ 2.52% |
$8.45K - $9.43K
|
8.13K
$370K
|
|
|
Oct 14, 2025
Q3 2025
|
Apeiron Ria LLC
|
BUY
|
- |
194+ 3.84% |
$8.2K - $9.15K
|
5.25K
$239K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
183+ 0.15% |
$7.73K - $8.63K
|
119K
$5.42M
|
|
|
Nov 05, 2025
Q3 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
173+ 107.45% |
$7.31K - $8.16K
|
334
$15.2K
|
|
|
Oct 14, 2025
Q3 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
165+ 3.06% |
$6.97K - $7.78K
|
5.56K
$253K
|
|
|
Oct 24, 2025
Q3 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
136+ 0.72% |
$5.75K - $6.41K
|
19.1K
$871K
|
|
|
Nov 13, 2025
Q3 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
130New |
$5.49K - $6.13K
|
130
$5.92K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
123+ 69.89% |
$5.2K - $5.8K
|
299
$13.6K
|
|
|
Nov 13, 2025
Q3 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
122+ 0.66% |
$5.16K - $5.75K
|
18.6K
$849K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
119+ 100.0% |
$5.03K - $5.61K
|
238
$10.8K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
112New |
$4.73K - $5.28K
|
112
$5.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
100+ 5.84% |
$4.23K - $4.72K
|
1.81K
$82.6K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
93+ 0.15% |
$3.93K - $4.39K
|
61.2K
$2.79M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
92+ 0.38% |
$3.89K - $4.34K
|
24K
$1.09M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
89+ 0.2% |
$3.76K - $4.2K
|
45.1K
$2.06M
|
|