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 |
|---|---|---|---|---|---|
|
Resonant Capital Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
106,511
shares
|
$4.69 Million
0.31% of portfolio
|
Q1 2025
Added 3.66%
|
|
|
Ironwood Wealth Management, Llc.
|
Apr 25, 2025 Q1 2025 |
106,461
shares
|
$4.68 Million
1.33% of portfolio
|
Q1 2025
Reduced 10.3%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
106,351
shares
|
$4.68 Million
0.31% of portfolio
|
Q3 2022
Reduced 2.56%
|
|
|
Mjp Associates Inc
|
Apr 30, 2025 Q1 2025 |
103,876
shares
|
$4.57 Million
0.75% of portfolio
|
Q1 2025
Reduced 23.88%
|
|
|
California First Leasing Corp
Newport Beach, CA |
Apr 29, 2025 Q1 2025 |
103,485
shares
|
$4.55 Million
1.86% of portfolio
|
Q4 2024
New holding
|
|
|
Paulson Wealth Management Inc.
|
May 12, 2025 Q1 2025 |
101,894
shares
|
$4.48 Million
1.18% of portfolio
|
Q1 2025
Added 2.49%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
100,694
shares
|
$4.43 Million
1.03% of portfolio
|
Q3 2024
Added 4.61%
|
|
|
Pecaut & Co.
|
May 02, 2025 Q1 2025 |
100,426
shares
|
$4.42 Million
1.45% of portfolio
|
Q1 2025
Added 5.93%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Apr 22, 2025 Q1 2025 |
99,612
shares
|
$4.38 Million
3.51% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
99,537
shares
|
$4.38 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.48%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Apr 14, 2025 Q1 2025 |
97,072
shares
|
$4.27 Million
0.65% of portfolio
|
Q1 2025
Added 7.87%
|
|
|
1900 Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
94,265
shares
|
$4.15 Million
0.33% of portfolio
|
Q2 2025
Reduced 17.1%
|
|
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
Jul 17, 2025 Q2 2025 |
92,111
shares
|
$4.05 Million
1.32% of portfolio
|
Q2 2025
Added 35.38%
|
|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
90,399
shares
|
$3.98 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
89,451
shares
|
$3.93 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.32%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
May 15, 2025 Q1 2025 |
86,692
shares
|
$3.81 Million
1.13% of portfolio
|
Q1 2025
Added 5.03%
|
|
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
Apr 23, 2025 Q1 2025 |
86,258
shares
|
$3.79 Million
2.5% of portfolio
|
Q1 2025
Reduced 25.38%
|
|
|
Spc Financial, Inc.
|
May 08, 2025 Q1 2025 |
85,347
shares
|
$3.75 Million
0.31% of portfolio
|
Q1 2025
Added 3.58%
|
|
|
1248 Management, LLC
Kansas City, MO |
May 15, 2025 Q1 2025 |
84,508
shares
|
$3.72 Million
2.4% of portfolio
|
Q1 2025
Added 77.21%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
84,123
shares
|
$3.7 Million
0.86% of portfolio
|
Q1 2025
Added 8.44%
|
|
|
Affinia Financial Group, LLC
Burlington, MA |
Aug 08, 2023 Q2 2023 |
84,079
shares
|
$3.7 Million
2.3% of portfolio
|
Q2 2023
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
83,226
shares
|
$3.66 Million
0.04% of portfolio
|
Q1 2025
Reduced 11.38%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
82,952
shares
|
$3.65 Million
0.02% of portfolio
|
Q1 2025
Added 139.86%
|
|
|
Wealth Management Resources, Inc.
|
Apr 23, 2025 Q1 2025 |
81,039
shares
|
$3.56 Million
1.2% of portfolio
|
Q1 2025
Added 4.3%
|
|
|
Sterling Investment Advisors, Ltd.
|
Jul 17, 2025 Q2 2025 |
81,034
shares
|
$3.56 Million
0.81% of portfolio
|
Q2 2025
Added 2.03%
|