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 |
|---|---|---|---|---|---|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
432,259
shares
|
$19 Million
0.13% of portfolio
|
Q1 2025
Reduced 30.73%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
419,263
shares
|
$18.4 Million
0.95% of portfolio
|
Q1 2025
Added 24.84%
|
|
|
One Day In July LLC
|
Apr 29, 2025 Q1 2025 |
411,441
shares
|
$18.1 Million
1.68% of portfolio
|
Q1 2025
Added 24.24%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
402,331
shares
|
$17.7 Million
0.2% of portfolio
|
Q2 2025
Reduced 47.82%
|
|
|
Leicht Financial Planning & Wealth Management, Inc.
|
Apr 11, 2025 Q1 2025 |
384,956
shares
|
$16.9 Million
8.19% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
384,094
shares
|
$16.9 Million
1.63% of portfolio
|
Q1 2025
Reduced 27.24%
|
|
|
Retirement Financial Solutions, LLC
Knoxville, TN |
Apr 16, 2025 Q1 2025 |
376,213
shares
|
$16.5 Million
9.27% of portfolio
|
Q1 2025
Reduced 13.59%
|
|
|
Boston Standard Wealth Management, LLC
|
Jul 02, 2025 Q2 2025 |
374,051
shares
|
$16.5 Million
2.87% of portfolio
|
Q2 2025
Added 11.38%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Apr 18, 2025 Q1 2025 |
372,362
shares
|
$16.4 Million
1.82% of portfolio
|
Q1 2025
Added 735.7%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
May 14, 2025 Q1 2025 |
369,762
shares
|
$16.3 Million
0.72% of portfolio
|
Q1 2025
Added 5.76%
|
|
|
Octavia Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
369,070
shares
|
$16.2 Million
1.81% of portfolio
|
Q2 2025
Reduced 6.7%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
367,172
shares
|
$16.2 Million
2.43% of portfolio
|
Q3 2024
Added 15.4%
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
361,813
shares
|
$15.9 Million
1.71% of portfolio
|
Q1 2025
Added 2.73%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
356,354
shares
|
$15.7 Million
0.18% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
May 05, 2025 Q1 2025 |
350,684
shares
|
$15.4 Million
3.05% of portfolio
|
Q1 2025
Added 34.05%
|
|
|
Carnegie Capital Asset Management, LLC
|
May 06, 2025 Q1 2025 |
348,659
shares
|
$15.3 Million
0.32% of portfolio
|
Q1 2025
Added 1.1%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
347,353
shares
|
$15.3 Million
0.49% of portfolio
|
Q1 2025
Reduced 3.87%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
346,006
shares
|
$15.2 Million
3.08% of portfolio
|
Q1 2025
Added 4.45%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
May 14, 2025 Q1 2025 |
345,589
shares
|
$15.2 Million
2.58% of portfolio
|
Q1 2025
Added 14.86%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
342,229
shares
|
$15.1 Million
0.64% of portfolio
|
Q1 2025
Added 3.13%
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
May 01, 2025 Q1 2025 |
340,146
shares
|
$15 Million
3.52% of portfolio
|
Q1 2025
Reduced 4.39%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
323,844
shares
|
$14.2 Million
1.08% of portfolio
|
Q2 2025
Added 12.19%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
320,520
shares
|
$14.1 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.24%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
320,182
shares
|
$14.1 Million
0.16% of portfolio
|
Q1 2025
Reduced 33.43%
|
|
|
Cahaba Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
314,664
shares
|
$13.8 Million
1.05% of portfolio
|
Q2 2025
Added 56.52%
|