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 |
---|---|---|---|---|---|
Tfg Advisers LLC
|
Jul 21, 2025 Q2 2025 |
53,776
shares
|
$2.37 Million
0.8% of portfolio
|
Q2 2025
Reduced 4.64%
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
53,563
shares
|
$2.36 Million
0.23% of portfolio
|
Q1 2025
Added 7.02%
|
|
Fiduciary Group LLC
Savannah, GA |
Apr 28, 2025 Q1 2025 |
53,174
shares
|
$2.34 Million
0.22% of portfolio
|
Q1 2025
Added 42.34%
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
53,121
shares
|
$2.34 Million
0.1% of portfolio
|
Q1 2025
Added 6.3%
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
53,007
shares
|
$2.33 Million
0.17% of portfolio
|
Q1 2025
Added 6.81%
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
52,729
shares
|
$2.32 Million
0.02% of portfolio
|
Q1 2025
Added 27.25%
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
May 06, 2025 Q1 2025 |
52,542
shares
|
$2.31 Million
0.29% of portfolio
|
Q1 2025
New holding
|
|
Sentinus, LLC
Oak Brook, IL |
May 15, 2025 Q1 2025 |
52,045
shares
|
$2.29 Million
0.64% of portfolio
|
Q1 2025
Added 35.22%
|
|
Elgethun Capital Management
Sioux Falls, SD |
May 09, 2025 Q1 2025 |
51,968
shares
|
$2.29 Million
0.51% of portfolio
|
Q1 2025
Added 59.22%
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
51,282
shares
|
$2.26 Million
0.07% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
Syon Capital LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
51,250
shares
|
$2.25 Million
0.17% of portfolio
|
Q1 2025
Added 1.03%
|
|
Bill Few Associates, Inc.
|
May 12, 2025 Q1 2025 |
51,193
shares
|
$2.25 Million
0.76% of portfolio
|
Q1 2025
Added 6.63%
|
|
Towercrest Capital Management
Newtown, PA |
May 08, 2025 Q1 2025 |
51,002
shares
|
$2.24 Million
0.39% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
Affinity Capital Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
50,696
shares
|
$2.23 Million
0.37% of portfolio
|
Q2 2025
Reduced 6.09%
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 14, 2025 Q1 2025 |
50,486
shares
|
$2.22 Million
0.21% of portfolio
|
Q1 2025
Reduced 20.19%
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
May 08, 2025 Q1 2025 |
50,298
shares
|
$2.21 Million
0.2% of portfolio
|
Q1 2025
Added 20.96%
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
50,258
shares
|
$2.21 Million
0.7% of portfolio
|
Q2 2025
New holding
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
50,149
shares
|
$2.21 Million
0.04% of portfolio
|
Q1 2025
Reduced 9.5%
|
|
Ifg Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
49,962
shares
|
$2.2 Million
0.4% of portfolio
|
Q1 2025
Reduced 1.36%
|
|
G&S Capital LLC
|
Jul 17, 2025 Q2 2025 |
49,486
shares
|
$2.18 Million
0.89% of portfolio
|
Q2 2025
Reduced 18.37%
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
49,332
shares
|
$2.17 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.77%
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
49,001
shares
|
$2.16 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
Sunflower Bank, N.A.
Denver, CO |
Jul 09, 2025 Q2 2025 |
48,641
shares
|
$2.14 Million
0.52% of portfolio
|
Q2 2025
New holding
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
48,197
shares
|
$2.12 Million
0.06% of portfolio
|
Q1 2025
Reduced 8.69%
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
47,290
shares
|
$2.08 Million
0.67% of portfolio
|
Q3 2024
Added 0.19%
|