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 |
|---|---|---|---|---|---|
|
Sharkey, Howes & Javer
|
Jul 10, 2025 Q2 2025 |
61,270
shares
|
$2.7 Million
0.38% of portfolio
|
Q2 2025
Reduced 52.46%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
May 14, 2025 Q1 2025 |
61,074
shares
|
$2.69 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
60,758
shares
|
$2.67 Million
0.37% of portfolio
|
Q1 2025
Reduced 50.14%
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Apr 11, 2025 Q1 2025 |
60,107
shares
|
$2.64 Million
1.35% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
Apr 28, 2025 Q1 2025 |
59,893
shares
|
$2.63 Million
2.43% of portfolio
|
Q1 2025
Added 3.25%
|
|
|
Flynn Zito Capital Management, LLC
|
May 05, 2025 Q1 2025 |
58,878
shares
|
$2.59 Million
1.17% of portfolio
|
Q1 2025
Reduced 29.38%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
58,601
shares
|
$2.58 Million
0.09% of portfolio
|
Q4 2024
Added 13.79%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
58,548
shares
|
$2.58 Million
0.72% of portfolio
|
Q2 2025
Added 12.08%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
58,513
shares
|
$2.57 Million
0.17% of portfolio
|
Q1 2025
Reduced 28.78%
|
|
|
Sky Oak Wealth, LLC
|
May 01, 2025 Q1 2025 |
58,273
shares
|
$2.56 Million
0.52% of portfolio
|
Q1 2025
Reduced 2.72%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
May 09, 2025 Q1 2025 |
58,222
shares
|
$2.56 Million
0.0% of portfolio
|
Q4 2024
Added 2.7%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
58,191
shares
|
$2.56 Million
0.18% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
58,000
shares
|
$2.55 Million
0.67% of portfolio
|
Q3 2023
New holding
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
57,862
shares
|
$2.55 Million
1.24% of portfolio
|
Q2 2025
Added 14.78%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
57,645
shares
|
$2.54 Million
0.01% of portfolio
|
Q1 2025
Reduced 10.96%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
57,301
shares
|
$2.52 Million
0.19% of portfolio
|
Q1 2025
Reduced 18.53%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
57,139
shares
|
$2.51 Million
0.02% of portfolio
|
Q1 2025
Reduced 19.26%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
57,011
shares
|
$2.51 Million
0.13% of portfolio
|
Q1 2025
Added 17.7%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
57,000
shares
|
$2.51 Million
0.25% of portfolio
|
Q1 2025
Added 8.36%
|
|
|
Summit Global Investments
Bountiful, UT |
Apr 07, 2025 Q1 2025 |
56,741
shares
|
$2.5 Million
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
May 12, 2025 Q1 2025 |
56,702
shares
|
$2.49 Million
1.04% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
56,260
shares
|
$2.47 Million
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
May 16, 2025 Q1 2025 |
55,447
shares
|
$2.44 Million
0.69% of portfolio
|
Q1 2025
Reduced 4.27%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
55,075
shares
|
$2.42 Million
0.07% of portfolio
|
Q1 2025
Reduced 24.79%
|
|
|
Stone Point Wealth LLC
|
Jul 17, 2025 Q2 2025 |
54,755
shares
|
$2.41 Million
0.73% of portfolio
|
Q2 2025
Added 7.09%
|