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 |
|---|---|---|---|---|---|
|
Hudson Valley Investment Advisors Inc
|
Jul 21, 2025 Q2 2025 |
132,177
shares
|
$5.81 Million
0.62% of portfolio
|
Q2 2025
Added 11.21%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
132,066
shares
|
$5.81 Million
0.17% of portfolio
|
Q1 2025
Added 10.13%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
129,699
shares
|
$5.71 Million
0.37% of portfolio
|
Q1 2025
Reduced 2.23%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
125,290
shares
|
$5.51 Million
3.75% of portfolio
|
Q3 2023
New holding
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
May 14, 2025 Q1 2025 |
124,427
shares
|
$5.47 Million
0.83% of portfolio
|
Q1 2025
Added 5.13%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
124,157
shares
|
$5.46 Million
0.14% of portfolio
|
Q1 2025
Reduced 7.06%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Apr 14, 2025 Q1 2025 |
123,594
shares
|
$5.44 Million
2.82% of portfolio
|
Q1 2025
Reduced 3.05%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
121,043
shares
|
$5.32 Million
0.64% of portfolio
|
Q1 2025
Added 21.06%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
120,160
shares
|
$5.29 Million
0.18% of portfolio
|
Q3 2022
Added 2.72%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
119,817
shares
|
$5.27 Million
0.85% of portfolio
|
Q1 2025
Added 12.6%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
118,509
shares
|
$5.21 Million
0.52% of portfolio
|
Q4 2024
Reduced 8.06%
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Apr 25, 2025 Q1 2025 |
117,400
shares
|
$5.16 Million
0.0% of portfolio
|
Q1 2025
Added 74.96%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
116,394
shares
|
$5.12 Million
0.01% of portfolio
|
Q1 2025
Reduced 11.73%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
115,332
shares
|
$5.07 Million
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
115,115
shares
|
$5.06 Million
0.06% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
115,047
shares
|
$5.06 Million
0.01% of portfolio
|
Q1 2025
Added 148.06%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Apr 30, 2025 Q1 2025 |
113,814
shares
|
$5.01 Million
0.56% of portfolio
|
Q1 2025
Reduced 87.22%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
113,602
shares
|
$5 Million
0.54% of portfolio
|
Q1 2025
Reduced 26.09%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
111,607
shares
|
$4.91 Million
0.55% of portfolio
|
Q4 2023
Reduced 0.15%
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
111,573
shares
|
$4.91 Million
2.29% of portfolio
|
Q1 2023
Added 0.13%
|
|
|
Arkansas Financial Group, Inc.
|
Jul 16, 2025 Q2 2025 |
110,454
shares
|
$4.86 Million
0.73% of portfolio
|
Q2 2025
Added 7.64%
|
|
|
626 Financial, LLC
|
Jul 23, 2025 Q2 2025 |
109,777
shares
|
$4.83 Million
2.51% of portfolio
|
Q2 2025
Added 26.87%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
109,702
shares
|
$4.83 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.64%
|
|
|
Strategic Financial Planning, Inc.
|
May 14, 2025 Q1 2025 |
109,160
shares
|
$4.8 Million
3.07% of portfolio
|
Q1 2025
Added 6.94%
|
|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Jul 14, 2025 Q2 2025 |
107,335
shares
|
$4.72 Million
2.99% of portfolio
|
Q2 2025
Added 2.46%
|