Institutional Ownership 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). We have compiled data on the 974 institutions that hold shares in the stock, with a total of 202 Million shares, which have been reported (via 13F filing form) to have a value of $8.78 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sterling Investment Advisors, Ltd.
|
Jul 17, 2025 Q2 2025 |
81,034
shares
|
$3.56 Million
0.81% of portfolio
|
Q2 2025
Added 2.03%
|
|
|
Rainier Family Wealth Inc
Tacoma, WA |
Jul 16, 2025 Q2 2025 |
81,029
shares
|
$3.56 Million
3.45% of portfolio
|
Q2 2025
Reduced 14.74%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
81,020
shares
|
$3.56 Million
0.05% of portfolio
|
Q1 2025
Added 2.52%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
80,887
shares
|
$3.56 Million
0.01% of portfolio
|
Q1 2025
Reduced 11.55%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
May 14, 2025 Q1 2025 |
80,752
shares
|
$3.55 Million
0.18% of portfolio
|
Q4 2024
Reduced 49.66%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
79,603
shares
|
$3.5 Million
0.2% of portfolio
|
Q1 2025
Added 14.91%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
May 05, 2025 Q1 2025 |
79,565
shares
|
$3.5 Million
0.4% of portfolio
|
Q1 2025
Added 3.73%
|
|
|
Aspire Private Capital, LLC
|
Jul 22, 2025 Q2 2025 |
79,412
shares
|
$3.49 Million
0.82% of portfolio
|
Q2 2025
Added 92.25%
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
78,157
shares
|
$3.44 Million
1.79% of portfolio
|
Q1 2025
Added 11.3%
|
|
|
Colton Groome Financial Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
77,245
shares
|
$3.4 Million
1.12% of portfolio
|
Q2 2025
Added 4.09%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
76,632
shares
|
$3.37 Million
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Apr 30, 2025 Q1 2025 |
76,201
shares
|
$3.35 Million
0.67% of portfolio
|
Q1 2025
Added 8.18%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
76,152
shares
|
$3.35 Million
0.11% of portfolio
|
Q1 2025
Added 16.52%
|
|
|
Legacy Solutions, LLC
Kennett Square, PA |
Jul 15, 2025 Q2 2025 |
76,140
shares
|
$3.35 Million
3.11% of portfolio
|
Q2 2025
Added 3.96%
|
|
|
Annex Advisory Services, LLC
|
Jul 11, 2025 Q2 2025 |
75,769
shares
|
$3.33 Million
0.11% of portfolio
|
Q2 2025
Added 10.05%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
75,450
shares
|
$3.32 Million
0.21% of portfolio
|
Q1 2025
Added 92.36%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
74,869
shares
|
$3.29 Million
0.03% of portfolio
|
Q1 2025
Added 3.96%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
74,496
shares
|
$3.28 Million
0.52% of portfolio
|
Q2 2025
Reduced 10.05%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
74,377
shares
|
$3.27 Million
0.04% of portfolio
|
Q1 2025
Reduced 3.44%
|
|
|
New York Life Investment Management LLC
New York, NY |
May 08, 2025 Q1 2025 |
74,333
shares
|
$3.27 Million
0.03% of portfolio
|
Q1 2025
Added 4.98%
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Apr 16, 2025 Q1 2025 |
74,100
shares
|
$3.26 Million
2.06% of portfolio
|
Q1 2025
Reduced 20.2%
|
|
|
Wealth Advisory Solutions, LLC
|
Jul 14, 2025 Q2 2025 |
73,714
shares
|
$3.24 Million
0.8% of portfolio
|
Q2 2025
Added 2.43%
|
|
|
Rmr Capital Management, LLC
Tustin, CA |
May 13, 2025 Q1 2025 |
73,094
shares
|
$3.22 Million
2.11% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
May 13, 2025 Q1 2025 |
72,157
shares
|
$3.17 Million
0.49% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
May 07, 2025 Q1 2025 |
71,703
shares
|
$3.15 Million
0.46% of portfolio
|
Q1 2025
Added 24.2%
|