Purchases and Sales Made in Q4 2025 in Spdr Portfolio S&P 600 Small C (SPSM)
This table provides information about the institutional ownership of Spdr Portfolio S&P 600 Small C (SPSM) during Q4 2025. The information is specifically focused on institutions that hold shares of SPDR PORTFOLIO S&P 600 SMALL C.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2026
Q4 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
425K+ 237.69% |
$18.9M - $20.1M
|
604K
$27.5M
|
|
|
Jan 05, 2026
Q4 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
107K+ 42.85% |
$4.78M - $5.07M
|
358K
$16.3M
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
85.7KNew |
$3.81M - $4.05M
|
85.7K
$3.9M
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
52.3K+ 4.27% |
$2.33M - $2.47M
|
1.28M
$58.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
48.8K+ 6.62% |
$2.17M - $2.31M
|
786K
$35.8M
|
|
|
Jan 16, 2026
Q4 2025
|
Louisiana State Employees Retirement System
|
BUY
|
- |
42KNew |
$1.87M - $1.98M
|
42K
$1.91M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
39K+ 2.37% |
$1.74M - $1.84M
|
1.68M
$76.7M
|
|
|
Jan 16, 2026
Q4 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
30KNew |
$1.34M - $1.42M
|
30K
$1.37M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
25.5K+ 3.54% |
$1.14M - $1.21M
|
747K
$34M
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
21K+ 4.04% |
$933K - $990K
|
540K
$24.6M
|
|
|
Jan 15, 2026
Q4 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
16.8KNew |
$747K - $793K
|
16.8K
$764K
|
|
|
Jan 07, 2026
Q4 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
10.4K+ 2.77% |
$464K - $492K
|
387K
$17.6M
|
|
|
Jan 08, 2026
Q4 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
9.76K+ 25.88% |
$435K - $461K
|
47.5K
$2.16M
|
|
|
Jan 14, 2026
Q4 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
8.95K+ 5.42% |
$399K - $423K
|
174K
$7.94M
|
|
|
Jan 07, 2026
Q4 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
8.91K+ 2.81% |
$397K - $421K
|
326K
$14.8M
|
|
|
Jan 16, 2026
Q4 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
6.98KNew |
$311K - $330K
|
6.98K
$318K
|
|
|
Jan 12, 2026
Q4 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
6.63KNew |
$295K - $313K
|
6.63K
$302K
|
|
|
Jan 13, 2026
Q4 2025
|
Sherman Wealth Management LLC
Gaithersburg, MD |
BUY
|
- |
6.27KNew |
$279K - $296K
|
6.27K
$286K
|
|
|
Jan 15, 2026
Q4 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
5.68K+ 13.94% |
$253K - $268K
|
46.4K
$2.12M
|
|
|
Jan 16, 2026
Q4 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
4.94KNew |
$220K - $233K
|
4.94K
$225K
|
|
|
Jan 08, 2026
Q4 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
4.44K+ 62.19% |
$198K - $210K
|
11.6K
$528K
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
4.25K+ 31.22% |
$189K - $201K
|
17.9K
$814K
|
|
|
Jan 12, 2026
Q4 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
3.99K+ 7.78% |
$178K - $189K
|
55.3K
$2.52M
|
|
|
Jan 12, 2026
Q4 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
3.81K+ 84.78% |
$170K - $180K
|
8.31K
$378K
|
|
|
Jan 16, 2026
Q4 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
3.79K+ 1.84% |
$169K - $179K
|
209K
$9.53M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
3.4K+ 5.86% |
$151K - $161K
|
61.5K
$2.8M
|
|
|
Jan 15, 2026
Q4 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
3.37K+ 3.1% |
$150K - $159K
|
112K
$5.1M
|
|
|
Jan 13, 2026
Q4 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
2.93K+ 3.83% |
$131K - $139K
|
79.6K
$3.63M
|
|
|
Jan 05, 2026
Q4 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
2.93K+ 22.19% |
$130K - $138K
|
16.1K
$735K
|
|
|
Jan 08, 2026
Q4 2025
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
2.26K+ 2.95% |
$101K - $107K
|
78.8K
$3.59M
|
|
|
Jan 12, 2026
Q4 2025
|
Private Wealth Group, LLC
|
BUY
|
- |
2.16K+ 1.46% |
$96.1K - $102K
|
150K
$6.84M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.88K+ 5.43% |
$83.5K - $88.6K
|
36.4K
$1.66M
|
|
|
Jan 13, 2026
Q4 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
1.71K+ 3.33% |
$76.3K - $81K
|
53.2K
$2.42M
|
|
|
Jan 16, 2026
Q4 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
1.4K+ 0.51% |
$62.4K - $66.2K
|
277K
$12.6M
|
|
|
Jan 16, 2026
Q4 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
1.31K+ 1.65% |
$58.5K - $62K
|
81K
$3.69M
|
|
|
Jan 16, 2026
Q4 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
846+ 3.56% |
$37.7K - $40K
|
24.6K
$1.12M
|
|
|
Jan 13, 2026
Q4 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
806+ 2.15% |
$35.9K - $38.1K
|
38.2K
$1.74M
|
|
|
Jan 12, 2026
Q4 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
747+ 7.74% |
$33.3K - $35.3K
|
10.4K
$473K
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
713New |
$31.7K - $33.7K
|
713
$32.5K
|
|
|
Jan 08, 2026
Q4 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
678+ 9.9% |
$30.2K - $32K
|
7.53K
$343K
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
647+ 0.99% |
$28.8K - $30.6K
|
66.3K
$3.02M
|
|
|
Jan 14, 2026
Q4 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
567+ 124.89% |
$25.2K - $26.8K
|
1.02K
$46.5K
|
|
|
Jan 16, 2026
Q4 2025
|
Crewe Advisors LLC
|
BUY
|
- |
500New |
$22.3K - $23.6K
|
500
$22.8K
|
|
|
Jan 15, 2026
Q4 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
475+ 10.06% |
$21.2K - $22.4K
|
5.2K
$237K
|
|
|
Jan 13, 2026
Q4 2025
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
390+ 2.51% |
$17.4K - $18.4K
|
15.9K
$725K
|
|
|
Jan 15, 2026
Q4 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
287+ 0.49% |
$12.8K - $13.6K
|
58.4K
$2.66M
|
|
|
Jan 16, 2026
Q4 2025
|
First Community Trust Na
|
BUY
|
- |
151New |
$6.72K - $7.13K
|
151
$6.88K
|
|
|
Jan 16, 2026
Q4 2025
|
First Pacific Financial
|
BUY
|
- |
146New |
$6.5K - $6.9K
|
146
$6.65K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
127+ 8.87% |
$5.66K - $6K
|
1.56K
$71K
|
|
|
Jan 06, 2026
Q4 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
111New |
$4.94K - $5.24K
|
111
$5.06K
|
|