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 |
|---|---|---|---|---|---|
|
Peterson Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
695,826
shares
|
$30.6 Million
5.62% of portfolio
|
Q2 2025
Added 2.02%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
May 16, 2025 Q1 2025 |
669,768
shares
|
$29.5 Million
3.15% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
664,125
shares
|
$29.2 Million
4.45% of portfolio
|
Q2 2025
Added 7.51%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
May 05, 2025 Q1 2025 |
642,354
shares
|
$28.3 Million
1.45% of portfolio
|
Q1 2025
Reduced 6.0%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
623,097
shares
|
$27.4 Million
0.07% of portfolio
|
Q1 2025
Reduced 24.33%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
602,705
shares
|
$26.5 Million
4.82% of portfolio
|
Q1 2025
Reduced 1.41%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
582,288
shares
|
$25.6 Million
1.75% of portfolio
|
Q1 2025
Added 5.02%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
579,615
shares
|
$25.5 Million
0.04% of portfolio
|
Q2 2025
Reduced 26.05%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
563,324
shares
|
$24.8 Million
0.04% of portfolio
|
Q1 2025
Reduced 2.88%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Apr 29, 2025 Q1 2025 |
562,256
shares
|
$24.7 Million
11.59% of portfolio
|
Q1 2025
Added 5.52%
|
|
|
Compton Financial Group, LLC
|
Apr 11, 2025 Q1 2025 |
558,328
shares
|
$24.6 Million
6.54% of portfolio
|
Q1 2025
New holding
|
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
557,255
shares
|
$24.5 Million
0.22% of portfolio
|
Q1 2025
Added 16.53%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
556,863
shares
|
$24.5 Million
0.88% of portfolio
|
Q4 2023
New holding
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
556,695
shares
|
$24.5 Million
0.98% of portfolio
|
Q1 2025
Reduced 78.35%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
541,691
shares
|
$23.8 Million
0.09% of portfolio
|
Q1 2025
Reduced 28.51%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
539,269
shares
|
$23.7 Million
1.03% of portfolio
|
Q2 2025
Added 14.44%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
532,979
shares
|
$23.4 Million
0.04% of portfolio
|
Q1 2025
Reduced 3.01%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
522,606
shares
|
$23 Million
0.26% of portfolio
|
Q2 2022
Reduced 76.24%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
507,130
shares
|
$22.3 Million
0.07% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
May 14, 2025 Q1 2025 |
501,307
shares
|
$22.1 Million
1.12% of portfolio
|
Q1 2025
Added 8.24%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
496,579
shares
|
$21.8 Million
0.77% of portfolio
|
Q2 2025
Added 2.4%
|
|
|
Rkl Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
477,974
shares
|
$21 Million
1.8% of portfolio
|
Q2 2025
Added 16.14%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
473,999
shares
|
$20.9 Million
0.14% of portfolio
|
Q4 2024
Added 6.89%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Apr 29, 2025 Q1 2025 |
470,879
shares
|
$20.7 Million
4.3% of portfolio
|
Q1 2025
Added 5.5%
|
|
|
Mc Namara Financial Services, Inc.
|
Apr 11, 2025 Q1 2025 |
444,075
shares
|
$19.5 Million
3.93% of portfolio
|
Q1 2025
Reduced 0.16%
|