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 |
|---|---|---|---|---|---|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
3,775
shares
|
$166,062
0.0% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
3,759
shares
|
$165,358
0.01% of portfolio
|
Q4 2024
Added 93.86%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
3,619
shares
|
$159,199
0.06% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Arcadia Investment Management Corp
|
Apr 30, 2025 Q1 2025 |
3,566
shares
|
$156,868
0.03% of portfolio
|
Q1 2025
Reduced 8.54%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
3,393
shares
|
$149,258
0.09% of portfolio
|
Q2 2024
Reduced 3.33%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
3,265
shares
|
$143,627
0.0% of portfolio
|
Q1 2025
Reduced 4.14%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
3,111
shares
|
$136,852
0.03% of portfolio
|
Q3 2024
Added 7.13%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
3,018
shares
|
$132,761
0.0% of portfolio
|
Q1 2025
Added 534.03%
|
|
|
Ballast Advisors LLC
|
May 07, 2025 Q1 2025 |
2,948
shares
|
$129,682
0.04% of portfolio
|
Q1 2025
Reduced 3.41%
|
|
|
Lavaca Capital LLC
Houston, TX |
May 15, 2025 Q1 2025 |
2,823
shares
|
$124,183
0.05% of portfolio
|
Q1 2025
Reduced 17.21%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
2,761
shares
|
$121,456
0.04% of portfolio
|
Q2 2024
Reduced 44.68%
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
2,759
shares
|
$121,368
0.05% of portfolio
|
Q1 2025
Reduced 12.91%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
2,673
shares
|
$117,585
0.0% of portfolio
|
Q1 2025
Added 17.08%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
2,566
shares
|
$112,878
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
2,562
shares
|
$112,702
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
S.A. Mason LLC
|
Jul 14, 2025 Q2 2025 |
2,543
shares
|
$111,866
0.05% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
2,480
shares
|
$109,095
0.01% of portfolio
|
Q1 2025
Reduced 8.18%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
2,399
shares
|
$105,532
0.0% of portfolio
|
Q1 2025
Reduced 51.54%
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
2,381
shares
|
$104,740
0.01% of portfolio
|
Q4 2024
Added 8.92%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
2,329
shares
|
$102,452
0.0% of portfolio
|
Q4 2024
Reduced 13.71%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
2,241
shares
|
$98,581
0.01% of portfolio
|
Q1 2025
Added 1.17%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
2,197
shares
|
$96,646
0.05% of portfolio
|
Q2 2025
Reduced 6.67%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
2,105
shares
|
$92,598
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
2,059
shares
|
$90,575
0.0% of portfolio
|
Q1 2025
Added 6.91%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
2,055
shares
|
$90,399
0.02% of portfolio
|
Q2 2025
New holding
|