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 |
|---|---|---|---|---|---|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
1,326,326
shares
|
$58.3 Million
0.04% of portfolio
|
Q1 2025
Added 5.57%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
1,144,228
shares
|
$50.3 Million
0.02% of portfolio
|
Q1 2025
Added 10.19%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Apr 14, 2025 Q1 2025 |
1,119,216
shares
|
$49.2 Million
2.69% of portfolio
|
Q1 2025
Added 5.5%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
1,118,045
shares
|
$49.2 Million
1.02% of portfolio
|
Q2 2025
Added 25.33%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
1,114,201
shares
|
$49 Million
0.57% of portfolio
|
Q1 2025
Reduced 36.74%
|
|
|
State Street Corp
Boston, MA |
May 15, 2025 Q1 2025 |
1,113,238
shares
|
$49 Million
0.0% of portfolio
|
Q1 2025
Reduced 10.23%
|
|
|
Stadion Money Management, LLC
Watkinsville, GA |
May 15, 2025 Q1 2025 |
1,054,278
shares
|
$46.4 Million
4.32% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
1,041,428
shares
|
$45.8 Million
0.05% of portfolio
|
Q1 2025
Reduced 3.58%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
1,015,464
shares
|
$44.7 Million
4.25% of portfolio
|
Q4 2023
Added 0.1%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
985,613
shares
|
$43.4 Million
0.97% of portfolio
|
Q1 2025
Reduced 27.79%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
946,913
shares
|
$41.7 Million
0.05% of portfolio
|
Q1 2025
Reduced 2.14%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Apr 17, 2025 Q1 2025 |
926,184
shares
|
$40.7 Million
5.44% of portfolio
|
Q1 2025
Reduced 38.04%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
901,646
shares
|
$39.7 Million
0.05% of portfolio
|
Q1 2025
Reduced 7.64%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
891,253
shares
|
$39.2 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.32%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
870,012
shares
|
$38.3 Million
0.22% of portfolio
|
Q2 2025
Added 17.02%
|
|
|
Mason Street Advisors, LLC
Milwaukee, WI |
May 14, 2025 Q1 2025 |
853,500
shares
|
$37.5 Million
4.43% of portfolio
|
Q4 2024
Added 15.23%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
843,519
shares
|
$37.1 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Waller Financial Planning Group, Inc
|
Jul 02, 2025 Q2 2025 |
827,462
shares
|
$36.4 Million
8.56% of portfolio
|
Q2 2025
Added 23.82%
|
|
|
Spinnaker Trust
|
Apr 25, 2025 Q1 2025 |
819,443
shares
|
$36 Million
2.2% of portfolio
|
Q1 2025
Reduced 1.82%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
773,706
shares
|
$34 Million
0.06% of portfolio
|
Q1 2025
Reduced 37.79%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
767,535
shares
|
$33.8 Million
0.31% of portfolio
|
Q1 2025
Added 2.11%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
743,592
shares
|
$32.7 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
Patriot Investment Management Inc.
|
Jul 15, 2025 Q2 2025 |
736,144
shares
|
$32.4 Million
2.18% of portfolio
|
Q2 2025
Added 7.19%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
May 14, 2025 Q1 2025 |
724,357
shares
|
$31.9 Million
1.34% of portfolio
|
Q1 2025
Added 7.32%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
716,623
shares
|
$31.5 Million
1.21% of portfolio
|
Q2 2025
Added 17.57%
|