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 |
|---|---|---|---|---|---|
|
Jackson, Grant Investment Advisers, Inc.
|
Jul 17, 2025 Q2 2025 |
596
shares
|
$26,218
0.01% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
562
shares
|
$24,722
0.0% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
562
shares
|
$24,722
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
561
shares
|
$24,678
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
May 05, 2025 Q1 2025 |
534
shares
|
$23,490
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
517
shares
|
$22,742
0.01% of portfolio
|
Q1 2025
Reduced 59.89%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
516
shares
|
$22,698
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
500
shares
|
$21,995
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
498
shares
|
$21,907
0.0% of portfolio
|
Q1 2025
Added 340.71%
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
493
shares
|
$21,687
0.0% of portfolio
|
Q2 2024
Reduced 60.18%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
480
shares
|
$21,115
0.0% of portfolio
|
Q1 2018
Reduced 57.33%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
475
shares
|
$20,895
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Apr 29, 2025 Q1 2025 |
457
shares
|
$20,103
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
439
shares
|
$19,311
0.01% of portfolio
|
Q2 2025
Added 22.97%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
426
shares
|
$18,739
0.0% of portfolio
|
Q1 2024
Added 69.72%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
406
shares
|
$17,859
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
400
shares
|
$17,596
0.0% of portfolio
|
Q1 2025
Reduced 33.33%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 22, 2025 Q2 2025 |
366
shares
|
$16,100
0.01% of portfolio
|
Q2 2025
Reduced 23.59%
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
357
shares
|
$15,704
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
346
shares
|
$15,220
0.0% of portfolio
|
Q3 2024
Reduced 48.89%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
345
shares
|
$15,176
0.01% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
318
shares
|
$13,988
0.0% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
May 13, 2025 Q1 2025 |
300
shares
|
$13,197
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
295
shares
|
$12,977
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
293
shares
|
$12,889
0.0% of portfolio
|
Q1 2025
Reduced 5.79%
|