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 |
|---|---|---|---|---|---|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
5,736
shares
|
$252,326
0.0% of portfolio
|
Q1 2025
Added 6.08%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
May 15, 2025 Q1 2025 |
5,648
shares
|
$248,455
0.03% of portfolio
|
Q1 2025
Added 49.06%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
5,604
shares
|
$246,519
0.01% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 28, 2025 Q1 2025 |
5,543
shares
|
$243,836
0.04% of portfolio
|
Q1 2025
Reduced 5.88%
|
|
|
Optimist Retirement Group LLC
Bellevue, WA |
May 05, 2025 Q1 2025 |
5,542
shares
|
$243,792
0.11% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Shapiro Capital Management LLC
Atlanta, GA |
May 15, 2025 Q1 2025 |
5,500
shares
|
$241,945
0.01% of portfolio
|
Q1 2025
Reduced 73.81%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
May 15, 2025 Q1 2025 |
5,485
shares
|
$241,285
0.15% of portfolio
|
Q1 2025
Reduced 1.54%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
5,477
shares
|
$240,933
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Helen Stephens Group, LLC
|
Jul 02, 2025 Q2 2025 |
5,439
shares
|
$239,261
0.06% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Ironwood Financial, LLC
|
Jul 23, 2025 Q2 2025 |
5,399
shares
|
$237,502
0.05% of portfolio
|
Q1 2025
Added 4.96%
|
|
|
Cranbrook Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
5,395
shares
|
$237,326
0.05% of portfolio
|
Q2 2025
Added 13.2%
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Apr 30, 2025 Q1 2025 |
5,371
shares
|
$236,270
0.26% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Fox Financial, Inc
Wyomissing, PA |
Apr 21, 2025 Q1 2025 |
5,350
shares
|
$235,346
0.21% of portfolio
|
Q1 2025
Reduced 18.88%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
5,317
shares
|
$233,894
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Triumph Capital Management
|
Jul 09, 2025 Q2 2025 |
5,302
shares
|
$233,234
0.07% of portfolio
|
Q2 2025
Reduced 47.66%
|
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Jul 21, 2025 Q2 2025 |
5,297
shares
|
$233,015
0.32% of portfolio
|
Q2 2025
Reduced 3.19%
|
|
|
Townsend Asset Management Corp
|
Jul 16, 2025 Q2 2025 |
5,291
shares
|
$232,751
0.08% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Professional Financial Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
5,266
shares
|
$231,651
0.05% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Apr 28, 2025 Q1 2025 |
5,258
shares
|
$231,299
0.08% of portfolio
|
Q1 2025
Reduced 45.73%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jul 21, 2025 Q2 2025 |
5,255
shares
|
$231,167
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
5,219
shares
|
$229,583
0.03% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Cypress Financial Planning LLC
|
Jul 10, 2025 Q2 2025 |
5,212
shares
|
$229,275
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Apr 16, 2025 Q1 2025 |
5,202
shares
|
$228,835
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
5,196
shares
|
$228,572
0.03% of portfolio
|
Q4 2024
Reduced 17.08%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
5,121
shares
|
$225,272
0.02% of portfolio
|
Q1 2025
Reduced 27.44%
|