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 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
68New |
$2.87K - $3.21K
|
68
$3.1K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
68+ 0.81% |
$2.87K - $3.21K
|
8.49K
$387K
|
|
|
Nov 17, 2025
Q3 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
60+ 0.37% |
$2.54K - $2.83K
|
16.2K
$737K
|
|
|
Nov 14, 2025
Q3 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
60+ 1.57% |
$2.54K - $2.83K
|
3.87K
$176K
|
|
|
Nov 13, 2025
Q3 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
52+ 0.29% |
$2.2K - $2.45K
|
18K
$818K
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
43+ 1.35% |
$1.82K - $2.03K
|
3.24K
$148K
|
|
|
Nov 07, 2025
Q3 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
42+ 4.78% |
$1.77K - $1.98K
|
921
$42K
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
39+ 0.46% |
$1.65K - $1.84K
|
8.6K
$392K
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
38New |
$1.61K - $1.79K
|
38
$1.73K
|
|
|
Nov 05, 2025
Q3 2025
|
Rmr Wealth Builders
|
BUY
|
- |
37+ 0.39% |
$1.56K - $1.74K
|
9.47K
$431K
|
|
|
Oct 09, 2025
Q3 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
33+ 0.63% |
$1.39K - $1.56K
|
5.25K
$239K
|
|
|
Nov 12, 2025
Q3 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
30New |
$1.27K - $1.41K
|
30
$1.37K
|
|
|
Oct 02, 2025
Q3 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
30+ 0.55% |
$1.27K - $1.41K
|
5.47K
$249K
|
|
|
Nov 12, 2025
Q3 2025
|
Psi Advisors, LLC
|
BUY
|
- |
27+ 0.49% |
$1.14K - $1.27K
|
5.5K
$251K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
27+ 0.57% |
$1.14K - $1.27K
|
4.75K
$216K
|
|
|
Oct 27, 2025
Q3 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
25+ 0.36% |
$1.06K - $1.18K
|
6.89K
$314K
|
|
|
Oct 21, 2025
Q3 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
23+ 0.39% |
$972 - $1.08K
|
5.95K
$271K
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
22+ 0.18% |
$930 - $1.04K
|
12.5K
$568K
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
22+ 66.67% |
$930 - $1.04K
|
55
$2.51K
|
|
|
Oct 15, 2025
Q3 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
20+ 0.31% |
$845 - $943
|
6.43K
$293K
|
|
|
Oct 21, 2025
Q3 2025
|
American National Bank
|
BUY
|
- |
19+ 1.42% |
$803 - $896
|
1.36K
$61.9K
|
|
|
Oct 14, 2025
Q3 2025
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
19+ 0.39% |
$803 - $896
|
4.88K
$222K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
17+ 0.05% |
$718 - $802
|
31.2K
$1.42M
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
17New |
$718 - $802
|
17
$775
|
|
|
Oct 07, 2025
Q3 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
17+ 0.22% |
$718 - $802
|
7.59K
$346K
|
|
|
Oct 14, 2025
Q3 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
15+ 0.29% |
$634 - $707
|
5.14K
$234K
|
|
|
Nov 06, 2025
Q3 2025
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
14+ 0.22% |
$592 - $660
|
6.29K
$287K
|
|
|
Nov 05, 2025
Q3 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
14New |
$592 - $660
|
14
$638
|
|
|
Nov 05, 2025
Q3 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
12+ 0.23% |
$507 - $566
|
5.32K
$242K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
11+ 22.45% |
$465 - $519
|
60
$2.73K
|
|
|
Oct 28, 2025
Q3 2025
|
Bfsg, LLC
|
BUY
|
- |
11New |
$465 - $519
|
11
$501
|
|
|
Oct 17, 2025
Q3 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
8+ 0.1% |
$338 - $377
|
7.9K
$360K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
7New |
$296 - $330
|
7
$319
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
7+ 0.16% |
$296 - $330
|
4.46K
$203K
|
|
|
Nov 07, 2025
Q3 2025
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
6+ 0.13% |
$254 - $283
|
4.79K
$218K
|
|
|
Nov 17, 2025
Q3 2025
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
4+ 0.07% |
$169 - $189
|
5.55K
$253K
|
|
|
Nov 13, 2025
Q3 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
4+ 0.01% |
$169 - $189
|
38K
$1.73M
|
|
|
Nov 12, 2025
Q3 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
4+ 0.04% |
$169 - $189
|
10.5K
$479K
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
4+ 0.8% |
$169 - $189
|
501
$22.8K
|
|
|
Nov 10, 2025
Q3 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
4+ 2.68% |
$169 - $189
|
153
$6.97K
|
|
|
Nov 18, 2025
Q3 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
3+ 0.03% |
$127 - $141
|
9.14K
$416K
|
|
|
Nov 10, 2025
Q3 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
3+ 0.5% |
$127 - $141
|
599
$27.3K
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3+ 0.33% |
$127 - $141
|
926
$42.2K
|
|
|
Oct 22, 2025
Q3 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
3+ 0.31% |
$127 - $141
|
980
$44.6K
|
|
|
Oct 14, 2025
Q3 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
3+ 0.05% |
$127 - $141
|
6.23K
$284K
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2+ 0.36% |
$84.5 - $94.3
|
564
$25.7K
|
|
|
Oct 16, 2025
Q3 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
2+ 0.04% |
$84.5 - $94.3
|
5.29K
$241K
|
|
|
Nov 14, 2025
Q3 2025
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
1New |
$42.3 - $47.2
|
1
$45.6
|
|
|
Nov 14, 2025
Q3 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
1+ 0.53% |
$42.3 - $47.2
|
188
$8.57K
|
|
|
Nov 14, 2025
Q3 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
1+ 0.4% |
$42.3 - $47.2
|
248
$11.3K
|
|