| 8/1/2025 | Oarsman Capital Inc. | 431,350 | $18.38M | 2.9% | +24.8% | 0.161% | |
| 8/1/2025 | Austin Private Wealth LLC | 239,919 | $10.22M | 0.8% | +10.5% | 0.090% | |
| 8/1/2025 | Advisory Alpha LLC | 16,157 | $688K | 0.0% | -4.3% | 0.006% | |
| 8/1/2025 | Transcend Capital Advisors LLC | 8,351 | $356K | 0.0% | -74.5% | 0.003% | |
| 8/1/2025 | Penobscot Wealth Management | 15,742 | $671K | 0.2% | -13.8% | 0.006% | |
| 8/1/2025 | Koss Olinger Consulting LLC | 7,384 | $315K | 0.0% | -21.1% | 0.003% | |
| 8/1/2025 | Brookwood Investment Group LLC | 17,906 | $763K | 0.1% | N/A | 0.007% | |
| 8/1/2025 | First Command Advisory Services Inc. | 666,809 | $28.41M | 0.2% | +19.7% | 0.249% | |
| 8/1/2025 | Banco Santander S.A. | 503,220 | $21.44M | 0.2% | +77.2% | 0.188% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 3,261,561 | $138.94M | 0.0% | +5.3% | 1.218% | |
Get the Latest News and Ratings for SPSM and Related Stocks Enter your email address below to receive the latest news and analysts' ratings for SPDR Portfolio S&P 600 Small Cap ETF and its competitors with MarketBeat's FREE daily newsletter. |
| 7/31/2025 | Resonant Capital Advisors LLC | 125,803 | $5.36M | 0.3% | +18.1% | 0.047% | |
| 7/31/2025 | Topsail Wealth Management LLC | 800 | $34K | 0.0% | N/A | 0.000% | |
| 7/31/2025 | AF Advisors Inc. | 90,000 | $3.83M | 1.3% | N/A | 0.034% | |
| 7/31/2025 | BIP Wealth LLC | 13,704 | $584K | 0.0% | -28.8% | 0.005% | |
| 7/31/2025 | Ranch Capital Advisors Inc. | 18,352 | $782K | 0.3% | +13.3% | 0.007% | |
| 7/31/2025 | Sage Mountain Advisors LLC | 1,822 | $78K | 0.0% | -23.5% | 0.001% | |
| 7/31/2025 | Sumitomo Mitsui Trust Group Inc. | 130,500 | $5.56M | 0.0% | +11.2% | 0.049% | |
| 7/31/2025 | Ground Swell Capital LLC | 12,074 | $514K | 0.8% | N/A | 0.005% | |
| 7/31/2025 | Moloney Securities Asset Management LLC | 6,110 | $260K | 0.0% | -38.1% | 0.002% | |
| 7/31/2025 | Carnegie Investment Counsel | 345,381 | $14.71M | 0.3% | -0.9% | 0.129% | |
| 7/30/2025 | Roman Butler Fullerton & Co. | 5,307 | $234K | 0.1% | -7.6% | 0.002% | |
| 7/30/2025 | Strategic Blueprint LLC | 30,106 | $1.28M | 0.1% | -3.0% | 0.011% | |
| 7/30/2025 | Caliber Wealth Management LLC KS | 46,614 | $1.99M | 0.2% | -11.3% | 0.017% | |
| 7/30/2025 | Parcion Private Wealth LLC | 8,980 | $383K | 0.0% | -6.0% | 0.003% | |
| 7/30/2025 | Brookstone Capital Management | 8,633 | $368K | 0.0% | -7.0% | 0.003% | |
| 7/30/2025 | Retirement Planning Group LLC | 8,240 | $351K | 0.0% | -3.2% | 0.003% | |
| 7/30/2025 | D.A. Davidson & CO. | 144,186 | $6.14M | 0.0% | -31.1% | 0.054% | |
| 7/30/2025 | Cullen Frost Bankers Inc. | 14,520 | $619K | 0.0% | +11.9% | 0.005% | |
| 7/30/2025 | Syntegra Private Wealth Group LLC | 254,892 | $10.86M | 1.1% | -7.4% | 0.095% | |
| 7/30/2025 | VCI Wealth Management LLC | 6,084 | $259K | 0.1% | N/A | 0.002% | |
| 7/30/2025 | Berkeley Capital Partners LLC | 168,585 | $7.18M | 1.8% | +2.5% | 0.063% | |
| 7/30/2025 | Avidian Wealth Enterprises LLC | 547,383 | $23.32M | 0.9% | +59.9% | 0.204% | |
| 7/30/2025 | Nottingham Advisors Inc. | 86,660 | $3.69M | 0.5% | +20.9% | 0.032% | |
| 7/30/2025 | Evermay Wealth Management LLC | 280,214 | $11.94M | 1.5% | +7.6% | 0.105% | |
| 7/30/2025 | WBH Advisory Inc. | 306,239 | $13.05M | 1.1% | +3.7% | 0.114% | |
| 7/29/2025 | Orin Green Financial LLC | 26,905 | $1.15M | 0.5% | -1.5% | 0.010% | |
| 7/29/2025 | Alaska Wealth Advisors | 17,544 | $747K | 0.1% | +17.9% | 0.007% | |
| 7/29/2025 | Liberty Square Wealth Partners LLC | 60,508 | $2.58M | 0.9% | -8.0% | 0.023% | |
| 7/29/2025 | Balboa Wealth Partners | 9,965 | $425K | 0.1% | +60.9% | 0.004% | |
| 7/29/2025 | Pinnacle Wealth Management LLC | 15,424 | $657K | 0.5% | +9.3% | 0.006% | |
This Social Security Shift Could Boost Benefits by 400% (Ad) If you currently collect Social Security—or plan to in the future—this may be one of the most important updates you'll ever see.
A new initiative, linked to President Trump's Executive Order #14196, has the potential to do more than just protect Social Security from collapse...
According to renowned investor Louis Navellier, it could increase benefits by as much as 400%. Click here to watch the urgent briefing now — before this opportunity disappears. |
| 7/29/2025 | Swmg LLC | 21,138 | $930K | 0.3% | +27.0% | 0.008% | |
| 7/29/2025 | Marathon Strategic Advisors LLC | 45,428 | $1.94M | 1.8% | +15.7% | 0.017% | |
| 7/29/2025 | Koshinski Asset Management Inc. | 19,223 | $819K | 0.1% | +13.0% | 0.007% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 193,920 | $8.26M | 0.1% | +2.7% | 0.072% | |
| 7/29/2025 | Stratos Wealth Advisors LLC | 61,101 | $2.60M | 0.1% | +7.2% | 0.023% | |
| 7/29/2025 | Private Trust Co. NA | 66,685 | $2.84M | 0.3% | +17.0% | 0.025% | |
| 7/29/2025 | Angeles Wealth Management LLC | 5,543 | $236K | 0.0% | -4.5% | 0.002% | |
| 7/29/2025 | SilverOak Wealth Management LLC | 74,690 | $3.18M | 0.6% | -2.0% | 0.028% | |
| 7/29/2025 | Semitam Bonam LLC | 45,776 | $1.95M | 1.8% | N/A | 0.017% | |
| 7/29/2025 | Latitude Advisors LLC | 11,851 | $505K | 0.3% | +5.8% | 0.004% | |
| 7/28/2025 | WealthPLAN Partners LLC | 8,420 | $359K | 0.1% | +11.4% | 0.003% | |
| 7/28/2025 | Evernest Financial Advisors LLC | 129,380 | $5.51M | 1.8% | N/A | 0.048% | |
| 7/28/2025 | Keeler & Nadler Financial Planning & Wealth Management | 54,408 | $2.32M | 0.9% | -4.0% | 0.020% | |
| 7/28/2025 | IFG Advisors LLC | 46,726 | $1.99M | 0.3% | -6.5% | 0.017% | |
| 7/28/2025 | Mutual Advisors LLC | 9,289 | $409K | 0.0% | -2.6% | 0.003% | |
| 7/28/2025 | Lunt Capital Management Inc. | 27,403 | $1.17M | 0.4% | -39.8% | 0.010% | |
| 7/28/2025 | SFG Wealth Management LLC. | 18,513 | $789K | 0.5% | +14.0% | 0.007% | |
| 7/28/2025 | RMR Capital Management LLC | 53,292 | $2.27M | 1.6% | -27.1% | 0.020% | |
| 7/28/2025 | Private Wealth Asset Management LLC | 1,315 | $56K | 0.0% | N/A | 0.000% | |
| 7/28/2025 | Harbour Investments Inc. | 67,830 | $2.89M | 0.1% | +23.2% | 0.025% | |
| 7/28/2025 | Courier Capital LLC | 22,263 | $948K | 0.1% | +3.2% | 0.008% | |
| 7/28/2025 | RFG Advisory LLC | 114,784 | $4.89M | 0.1% | -7.5% | 0.043% | |
| 7/28/2025 | Axxcess Wealth Management LLC | 53,477 | $2.28M | 0.1% | +84.7% | 0.020% | |
| 7/25/2025 | Northwest Capital Management Inc | 1,201 | $51K | 0.0% | -79.9% | 0.000% | |
| 7/25/2025 | Verdence Capital Advisors LLC | 7,986 | $340K | 0.0% | -14.6% | 0.003% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 76,590 | $3.30M | 0.1% | -8.0% | 0.029% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 567,592 | $24.18M | 0.1% | +4.8% | 0.212% | |
| 7/25/2025 | Astoria Portfolio Advisors LLC. | 6,923 | $303K | 0.1% | N/A | 0.003% | |
| 7/25/2025 | Sequoia Financial Advisors LLC | 74,290 | $3.17M | 0.0% | -0.8% | 0.028% | |
| 7/25/2025 | Bill Few Associates Inc. | 48,415 | $2.06M | 0.6% | -5.4% | 0.018% | |
| 7/25/2025 | Hazlett Burt & Watson Inc. | 2,388 | $100K | 0.0% | -13.4% | 0.001% | |
| 7/25/2025 | McNamara Financial Services Inc. | 446,464 | $19.02M | 3.8% | +0.5% | 0.167% | |
| 7/25/2025 | CWM LLC | 638,483 | $27.20M | 0.1% | -61.0% | 0.238% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 13,743 | $585K | 0.0% | +23.4% | 0.005% | |
| 7/25/2025 | Johnson Investment Counsel Inc. | 12,454 | $531K | 0.0% | -28.7% | 0.005% | |
| 7/25/2025 | Apollon Wealth Management LLC | 21,492 | $916K | 0.0% | +131.2% | 0.008% | |
| 7/25/2025 | Keener Financial Planning LLC | 21,419 | $912K | 0.5% | +14.2% | 0.008% | |
| 7/25/2025 | Fifth Third Wealth Advisors LLC | 38,042 | $1.62M | 0.1% | -11.6% | 0.014% | |
| 7/25/2025 | Richardson Financial Services Inc. | 27,116 | $1.17M | 0.8% | +39.3% | 0.010% | |
| 7/24/2025 | Comprehensive Money Management Services LLC | 16,335 | $696K | 0.5% | +4.1% | 0.006% | |
| 7/24/2025 | JNBA Financial Advisors | 340,424 | $14.50M | 1.4% | -11.4% | 0.127% | |
| 7/24/2025 | Drucker Wealth 3.0 LLC | 32,157 | $1.42M | 0.3% | +60.0% | 0.012% | |
| 7/24/2025 | Wealth Management Resources Inc. | 91,365 | $3.89M | 1.3% | +12.7% | 0.034% | |
| 7/24/2025 | Blue Trust Inc. | 611 | $26K | 0.0% | -85.5% | 0.000% | |
| 7/24/2025 | Mengis Capital Management Inc. | 9,252 | $394K | 0.1% | -6.8% | 0.003% | |
| 7/24/2025 | McKinley Carter Wealth Services Inc. | 4,695 | $200K | 0.0% | N/A | 0.002% | |
| 7/24/2025 | Coordinated Financial Services Inc. | 7,591 | $323K | 0.2% | N/A | 0.003% | |
| 7/24/2025 | IFP Advisors Inc | 40,549 | $1.73M | 0.0% | -15.9% | 0.015% | |
| 7/24/2025 | Financial Security Advisor Inc. | 325,882 | $13.88M | 3.2% | -4.2% | 0.122% | |
| 7/24/2025 | Blair William & Co. IL | 35,732 | $1.52M | 0.0% | -27.6% | 0.013% | |
This Crypto Is Set to Explode in January (Ad) Free summit reveals where Bitcoin goes after $120k
Don't miss this rare opportunity to learn directly from the experts who are driving this market… Reserve your free spot now. |
| 7/24/2025 | MFA Wealth Services | 37,506 | $1.60M | 1.2% | -15.4% | 0.014% | |
| 7/23/2025 | Values Added Financial LLC | 25,638 | $1.09M | 0.5% | +8.5% | 0.010% | |
| 7/23/2025 | Valmark Advisers Inc. | 6,263,369 | $266.82M | 3.7% | +7.1% | 2.339% | |
| 7/23/2025 | Armbruster Capital Management Inc. | 27,462 | $1.17M | 0.2% | +18.9% | 0.010% | |
| 7/23/2025 | Opulen Financial Group LLC | 16,108 | $686K | 0.6% | +21.4% | 0.006% | |
| 7/23/2025 | Louisiana State Employees Retirement System | 108,400 | $4.62M | 0.1% | +138.8% | 0.040% | |
| 7/23/2025 | Venturi Wealth Management LLC | 26,878 | $1.15M | 0.1% | -22.1% | 0.010% | |
| 7/23/2025 | TPG Financial Advisors LLC | 290,586 | $12.38M | 5.0% | +8.1% | 0.109% | |
| 7/23/2025 | BankPlus Trust Department | 14,830 | $632K | 0.2% | N/A | 0.006% | |
| 7/23/2025 | Kingswood Wealth Advisors LLC | 35,891 | $1.53M | 0.1% | +7.9% | 0.013% | |
