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 |
|---|---|---|---|---|---|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
71,132
shares
|
$3.13 Million
0.13% of portfolio
|
Q2 2025
Added 3.41%
|
|
|
Grimes & Company, Inc.
|
Jul 22, 2025 Q2 2025 |
71,061
shares
|
$3.13 Million
0.08% of portfolio
|
Q2 2025
Reduced 6.97%
|
|
|
Marmo Financial Group, LLC
Johnson City, TN |
Jul 16, 2025 Q2 2025 |
70,893
shares
|
$3.12 Million
1.5% of portfolio
|
Q2 2025
Reduced 4.34%
|
|
|
Cvfg LLC
Shelbyville, IN |
Apr 23, 2025 Q1 2025 |
70,668
shares
|
$3.11 Million
2.62% of portfolio
|
Q1 2025
Added 6.25%
|
|
|
Goodman Financial Corp
Houston, TX |
May 08, 2025 Q1 2025 |
70,377
shares
|
$3.1 Million
0.64% of portfolio
|
Q1 2025
Added 2.89%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
May 13, 2025 Q1 2025 |
70,340
shares
|
$3.09 Million
0.79% of portfolio
|
Q1 2025
Added 8.26%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
70,321
shares
|
$3.09 Million
0.01% of portfolio
|
Q1 2025
Added 20.6%
|
|
|
Alpha Star Capital Management, LLC
|
Apr 30, 2025 Q1 2025 |
69,830
shares
|
$3.07 Million
0.28% of portfolio
|
Q1 2025
Reduced 71.16%
|
|
|
Sage Financial Management Group, Inc.
|
Jul 21, 2025 Q2 2025 |
69,010
shares
|
$3.04 Million
1.02% of portfolio
|
Q2 2025
Reduced 11.59%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
68,291
shares
|
$3 Million
0.45% of portfolio
|
Q1 2023
Added 1.57%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
66,137
shares
|
$2.91 Million
0.14% of portfolio
|
Q4 2024
Reduced 41.08%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Apr 29, 2025 Q1 2025 |
65,756
shares
|
$2.89 Million
1.02% of portfolio
|
Q1 2025
Reduced 5.75%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
May 16, 2025 Q1 2025 |
65,630
shares
|
$2.89 Million
0.12% of portfolio
|
Q1 2025
Reduced 3.48%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
65,208
shares
|
$2.87 Million
0.01% of portfolio
|
Q1 2025
Reduced 10.58%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
65,136
shares
|
$2.87 Million
0.1% of portfolio
|
Q1 2025
Reduced 93.19%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Jul 15, 2025 Q2 2025 |
65,070
shares
|
$2.86 Million
1.79% of portfolio
|
Q2 2025
Added 1.34%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Apr 14, 2025 Q1 2025 |
64,974
shares
|
$2.86 Million
2.53% of portfolio
|
Q1 2025
Added 9.01%
|
|
|
Clarus Wealth Advisors
|
Jul 09, 2025 Q2 2025 |
64,499
shares
|
$2.84 Million
1.28% of portfolio
|
Q2 2025
Added 6.9%
|
|
|
Disciplined Investors, L.L.C.
Waco, TX |
May 12, 2025 Q1 2025 |
64,478
shares
|
$2.84 Million
2.37% of portfolio
|
Q1 2025
Reduced 2.17%
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
64,040
shares
|
$2.82 Million
0.54% of portfolio
|
Q1 2025
Reduced 60.98%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Apr 29, 2025 Q1 2025 |
63,835
shares
|
$2.81 Million
0.66% of portfolio
|
Q1 2025
Added 9.46%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
63,812
shares
|
$2.81 Million
0.05% of portfolio
|
Q2 2025
Reduced 44.58%
|
|
|
Cfm Wealth Partners LLC
|
Jul 23, 2025 Q2 2025 |
63,092
shares
|
$2.78 Million
0.43% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
62,235
shares
|
$2.74 Million
1.06% of portfolio
|
Q1 2025
Added 5.59%
|
|
|
Bcgm Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
61,857
shares
|
$2.72 Million
0.85% of portfolio
|
Q1 2025
Reduced 4.24%
|