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 |
|---|---|---|---|---|---|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
258
shares
|
$11,349
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
257
shares
|
$11,305
0.0% of portfolio
|
Q4 2024
Added 1252.63%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
252
shares
|
$11,085
0.0% of portfolio
|
Q1 2025
Reduced 41.12%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Apr 30, 2025 Q1 2025 |
249
shares
|
$10,953
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
246
shares
|
$10,821
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
245
shares
|
$10,777
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jun 10, 2025 Q1 2025 |
232
shares
|
$10,205
0.0% of portfolio
|
Q1 2025
Added 40.61%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
231
shares
|
$10,161
0.01% of portfolio
|
Q4 2023
Reduced 46.15%
|
|
|
Centerpoint Advisors, LLC
|
May 12, 2025 Q1 2025 |
214
shares
|
$9,413
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
May 14, 2025 Q1 2025 |
207
shares
|
$9,105
0.01% of portfolio
|
Q1 2025
Added 0.98%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
201
shares
|
$8,841
0.0% of portfolio
|
Q4 2024
Reduced 20.87%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
May 06, 2025 Q1 2025 |
186
shares
|
$8,182
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
May 22, 2025 Q1 2025 |
174
shares
|
$7,654
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
171
shares
|
$7,522
0.0% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jul 07, 2025 Q2 2025 |
164
shares
|
$7,214
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
161
shares
|
$7,082
0.0% of portfolio
|
Q4 2024
Reduced 30.9%
|
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
157
shares
|
$6,906
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
154
shares
|
$6,774
0.0% of portfolio
|
Q1 2025
Reduced 5.52%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
152
shares
|
$6,686
0.0% of portfolio
|
Q1 2024
Reduced 0.65%
|
|
|
Woodside Wealth Management LLC
Framingham, MA |
Jul 23, 2025 Q2 2025 |
149
shares
|
$6,554
0.01% of portfolio
|
Q2 2025
Added 3.47%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
145
shares
|
$6,378
0.0% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
143
shares
|
$6,290
0.01% of portfolio
|
Q3 2022
Reduced 6.99%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
138
shares
|
$6,070
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
135
shares
|
$5,938
0.0% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
132
shares
|
$5,806
0.0% of portfolio
|
Q2 2024
New holding
|