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 967 institutions that hold shares in the stock, with a total of 199 Million shares, which have been reported (via 13F filing form) to have a value of $9.19 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
23,832,103
shares
|
$1.1 Billion
2.03% of portfolio
|
Q2 2025
Added 5.65%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
23,401,632
shares
|
$1.08 Billion
0.35% of portfolio
|
Q2 2025
Added 4.32%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
17,616,693
shares
|
$814 Million
1.6% of portfolio
|
Q2 2025
Added 9.21%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
6,263,369
shares
|
$289 Million
3.77% of portfolio
|
Q2 2025
Added 7.11%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
6,148,239
shares
|
$284 Million
0.05% of portfolio
|
Q1 2025
Reduced 8.13%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
4,912,132
shares
|
$227 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.36%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
3,772,069
shares
|
$174 Million
0.04% of portfolio
|
Q2 2025
Reduced 20.49%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
3,261,561
shares
|
$151 Million
0.04% of portfolio
|
Q2 2025
Added 5.27%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
3,167,590
shares
|
$146 Million
2.27% of portfolio
|
Q2 2025
Added 5.45%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
3,115,831
shares
|
$144 Million
0.01% of portfolio
|
Q2 2025
Reduced 27.72%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
2,858,713
shares
|
$132 Million
0.1% of portfolio
|
Q2 2025
Reduced 5.23%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
2,614,616
shares
|
$121 Million
0.04% of portfolio
|
Q2 2025
Added 128.5%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
1,908,244
shares
|
$88.2 Million
0.05% of portfolio
|
Q2 2025
Added 6.04%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Aug 11, 2025 Q2 2025 |
1,660,231
shares
|
$76.7 Million
9.45% of portfolio
|
Q2 2025
Added 2.85%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1,632,282
shares
|
$75.4 Million
0.01% of portfolio
|
Q1 2025
Added 4.27%
|
|
|
Crestwood Advisors Group LLC
|
Aug 05, 2025 Q2 2025 |
1,632,125
shares
|
$75.4 Million
1.29% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
1,629,859
shares
|
$75.3 Million
1.66% of portfolio
|
Q2 2025
Added 18.04%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
1,565,831
shares
|
$72.4 Million
0.13% of portfolio
|
Q2 2025
Added 5.08%
|
|
|
Hancock Prospecting Pty LTD
West Perth, C3 |
Aug 14, 2025 Q2 2025 |
1,479,711
shares
|
$68.4 Million
2.0% of portfolio
|
Q1 2025
New holding
|
|
|
Texas Permanent School Fund
Austin, TX |
May 14, 2025 Q1 2025 |
1,435,489
shares
|
$66.3 Million
0.57% of portfolio
|
Q4 2024
Added 193.6%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
1,402,146
shares
|
$64.8 Million
0.04% of portfolio
|
Q2 2025
Added 5.72%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
1,329,087
shares
|
$61.4 Million
0.14% of portfolio
|
Q2 2025
Added 113.3%
|
|
|
State Street Corp
Boston, MA |
Aug 14, 2025 Q2 2025 |
1,288,475
shares
|
$59.5 Million
0.0% of portfolio
|
Q2 2025
Added 15.74%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
1,276,296
shares
|
$59 Million
0.01% of portfolio
|
Q2 2025
Reduced 47.65%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
1,241,772
shares
|
$57.4 Million
0.3% of portfolio
|
Q2 2025
Reduced 13.27%
|