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 |
|---|---|---|---|---|---|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
1,843
shares
|
$81,073
0.01% of portfolio
|
Q1 2025
Reduced 94.52%
|
|
|
Flaharty Asset Management, LLC
|
May 20, 2025 Q1 2025 |
1,836
shares
|
$80,765
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
1,831
shares
|
$80,545
0.0% of portfolio
|
Q3 2023
Reduced 14.32%
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
1,790
shares
|
$78,742
0.03% of portfolio
|
Q1 2025
Reduced 21.42%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
1,741
shares
|
$76,586
0.0% of portfolio
|
Q2 2025
Reduced 91.91%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
1,690
shares
|
$74,343
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
1,643
shares
|
$72,275
0.04% of portfolio
|
Q2 2024
Reduced 96.67%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
1,608
shares
|
$70,735
0.03% of portfolio
|
Q1 2025
Added 105.36%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
1,542
shares
|
$67,832
0.0% of portfolio
|
Q4 2023
Added 497.67%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,542
shares
|
$67,832
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Kathleen S. Wright Associates Inc.
|
May 05, 2025 Q1 2025 |
1,530
shares
|
$67,304
0.03% of portfolio
|
Q1 2025
Reduced 2.3%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
1,518
shares
|
$66,776
0.01% of portfolio
|
Q2 2024
Added 0.53%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
1,517
shares
|
$66,732
0.01% of portfolio
|
Q2 2025
Added 110.4%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
1,504
shares
|
$66,160
0.01% of portfolio
|
Q1 2025
Added 2.59%
|
|
|
Prairie View Partners, LLC
|
May 09, 2025 Q1 2025 |
1,498
shares
|
$65,897
0.01% of portfolio
|
Q1 2025
Reduced 5.55%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
1,498
shares
|
$65,897
0.0% of portfolio
|
Q1 2025
Reduced 97.55%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
1,473
shares
|
$64,797
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
1,435
shares
|
$63,125
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
1,385
shares
|
$60,926
0.0% of portfolio
|
Q2 2024
Added 78.02%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
1,343
shares
|
$59,078
0.0% of portfolio
|
Q1 2025
Added 1.82%
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
1,340
shares
|
$58,946
0.01% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
1,338
shares
|
$58,858
0.04% of portfolio
|
Q4 2024
Reduced 92.86%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
1,275
shares
|
$56,087
0.01% of portfolio
|
Q1 2025
Added 14066.67%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
1,272
shares
|
$55,955
0.0% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
1,252
shares
|
$55,075
0.01% of portfolio
|
Q3 2024
Added 8.59%
|