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 |
|---|---|---|---|---|---|
|
Surience Private Wealth LLC
|
Jul 15, 2025 Q2 2025 |
234,633
shares
|
$10.3 Million
9.75% of portfolio
|
Q2 2025
New holding
|
|
|
Univest Financial Corp
|
May 08, 2025 Q1 2025 |
233,975
shares
|
$10.3 Million
0.64% of portfolio
|
Q1 2025
Added 5.44%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
232,940
shares
|
$10.2 Million
0.02% of portfolio
|
Q3 2023
Reduced 8.9%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
227,015
shares
|
$9.99 Million
0.63% of portfolio
|
Q1 2025
Reduced 18.91%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
220,096
shares
|
$9.68 Million
0.05% of portfolio
|
Q1 2025
Reduced 16.06%
|
|
|
Montz Harcus Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
217,701
shares
|
$9.58 Million
4.53% of portfolio
|
Q2 2025
Added 7.18%
|
|
|
Austin Private Wealth, LLC
|
May 12, 2025 Q1 2025 |
217,086
shares
|
$9.55 Million
0.82% of portfolio
|
Q1 2025
Reduced 21.76%
|
|
|
Financial Insights, Inc.
|
Jul 21, 2025 Q2 2025 |
211,555
shares
|
$9.31 Million
3.39% of portfolio
|
Q2 2025
Added 4.74%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
210,032
shares
|
$9.24 Million
0.35% of portfolio
|
Q1 2025
Added 15.16%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
209,273
shares
|
$9.21 Million
0.07% of portfolio
|
Q1 2025
Added 2.42%
|
|
|
North Star Asset Management Inc
|
May 08, 2025 Q1 2025 |
205,741
shares
|
$9.05 Million
0.4% of portfolio
|
Q1 2025
Reduced 14.08%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
204,647
shares
|
$9 Million
5.21% of portfolio
|
Q3 2023
Reduced 1.34%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
May 07, 2025 Q1 2025 |
204,125
shares
|
$8.98 Million
0.71% of portfolio
|
Q1 2025
Added 59.99%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
194,090
shares
|
$8.54 Million
4.77% of portfolio
|
Q1 2023
Reduced 3.31%
|
|
|
Advisor Os, LLC
|
May 06, 2025 Q1 2025 |
189,249
shares
|
$8.33 Million
0.88% of portfolio
|
Q1 2025
Reduced 12.92%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
188,827
shares
|
$8.31 Million
0.12% of portfolio
|
Q1 2025
Reduced 5.01%
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
188,609
shares
|
$8.3 Million
1.35% of portfolio
|
Q2 2025
Added 10.48%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
188,058
shares
|
$8.27 Million
0.0% of portfolio
|
Q1 2025
Added 4.69%
|
|
|
Rvw Wealth, LLC
|
Jul 15, 2025 Q2 2025 |
186,840
shares
|
$8.22 Million
0.74% of portfolio
|
Q2 2025
Reduced 6.66%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
182,322
shares
|
$8.02 Million
0.36% of portfolio
|
Q1 2025
Added 12.04%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
May 05, 2025 Q1 2025 |
180,530
shares
|
$7.94 Million
1.35% of portfolio
|
Q1 2025
Reduced 2.61%
|
|
|
Wrapmanager Inc
|
May 08, 2025 Q1 2025 |
180,302
shares
|
$7.93 Million
1.96% of portfolio
|
Q1 2025
Added 2.08%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Jul 15, 2025 Q2 2025 |
179,846
shares
|
$7.91 Million
2.3% of portfolio
|
Q2 2025
Reduced 21.98%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
177,825
shares
|
$7.82 Million
0.17% of portfolio
|
Q3 2022
Added 345.05%
|
|
|
Kwb Wealth
Redlands, CA |
Jul 16, 2025 Q2 2025 |
176,079
shares
|
$7.75 Million
0.89% of portfolio
|
Q2 2025
Reduced 24.35%
|