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 |
|---|---|---|---|---|---|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
May 14, 2025 Q1 2025 |
5,080
shares
|
$223,469
0.13% of portfolio
|
Q1 2025
Reduced 66.38%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
5,065
shares
|
$222,809
0.3% of portfolio
|
Q3 2022
Reduced 4.22%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jul 07, 2025 Q2 2025 |
5,040
shares
|
$221,709
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Glenview Trust CO
Louisville, KY |
May 20, 2025 Q1 2025 |
5,017
shares
|
$220,697
0.0% of portfolio
|
Q1 2025
Added 8.76%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
May 08, 2025 Q1 2025 |
4,986
shares
|
$219,334
0.1% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
4,948
shares
|
$217,662
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
4,942
shares
|
$217,398
0.02% of portfolio
|
Q1 2025
Added 1.15%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Apr 22, 2025 Q1 2025 |
4,925
shares
|
$216,650
0.2% of portfolio
|
Q1 2025
Reduced 13.79%
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
May 02, 2025 Q1 2025 |
4,922
shares
|
$216,518
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Arthur M. Cohen & Associates, LLC
|
Jul 11, 2025 Q2 2025 |
4,861
shares
|
$213,835
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
4,789
shares
|
$210,668
0.01% of portfolio
|
Q4 2023
Reduced 19.12%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
4,736
shares
|
$208,336
0.04% of portfolio
|
Q4 2024
Reduced 6.72%
|
|
|
Trinity Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
4,735
shares
|
$208,292
0.08% of portfolio
|
Q2 2025
Reduced 74.8%
|
|
|
Stanich Group LLC
Montauk, NY |
Jul 21, 2025 Q2 2025 |
4,691
shares
|
$206,357
0.19% of portfolio
|
Q2 2025
Reduced 9.68%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
4,668
shares
|
$205,345
0.03% of portfolio
|
Q2 2025
Reduced 2.99%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
4,640
shares
|
$204,113
0.02% of portfolio
|
Q1 2025
Added 14.34%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
4,509
shares
|
$198,350
0.01% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
4,473
shares
|
$196,767
0.01% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
4,443
shares
|
$195,447
0.02% of portfolio
|
Q1 2025
Reduced 13.07%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
4,442
shares
|
$195,403
0.0% of portfolio
|
Q1 2025
Reduced 43.82%
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
4,233
shares
|
$186,209
0.03% of portfolio
|
Q3 2022
Reduced 5.72%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
4,219
shares
|
$185,593
0.0% of portfolio
|
Q1 2025
Added 35.88%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
4,133
shares
|
$181,810
0.0% of portfolio
|
Q2 2025
Added 9.28%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Jul 16, 2025 Q2 2025 |
3,929
shares
|
$172,836
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
3,801
shares
|
$167,205
0.02% of portfolio
|
Q4 2024
Added 6.83%
|