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 |
|---|---|---|---|---|---|
|
Rainier Family Wealth Inc
Tacoma, WA |
Jul 16, 2025 Q2 2025 |
81,029
shares
|
$3.74 Million
3.45% of portfolio
|
Q2 2025
Reduced 14.74%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
80,887
shares
|
$3.74 Million
0.01% of portfolio
|
Q1 2025
Reduced 11.55%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Aug 13, 2025 Q2 2025 |
80,499
shares
|
$3.72 Million
0.33% of portfolio
|
Q2 2025
Added 51.39%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Aug 11, 2025 Q2 2025 |
80,078
shares
|
$3.7 Million
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Aspire Private Capital, LLC
|
Jul 22, 2025 Q2 2025 |
79,412
shares
|
$3.67 Million
0.82% of portfolio
|
Q2 2025
Added 92.25%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
79,298
shares
|
$3.66 Million
0.35% of portfolio
|
Q2 2025
Reduced 88.16%
|
|
|
Cvfg LLC
Shelbyville, IN |
Aug 07, 2025 Q2 2025 |
79,029
shares
|
$3.65 Million
2.67% of portfolio
|
Q2 2025
Added 11.83%
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
78,157
shares
|
$3.61 Million
1.79% of portfolio
|
Q1 2025
Added 11.3%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Aug 12, 2025 Q2 2025 |
78,075
shares
|
$3.61 Million
0.37% of portfolio
|
Q2 2025
Added 108.88%
|
|
|
Colton Groome Financial Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
77,245
shares
|
$3.57 Million
1.12% of portfolio
|
Q2 2025
Added 4.09%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
76,590
shares
|
$3.54 Million
0.08% of portfolio
|
Q2 2025
Reduced 7.97%
|
|
|
Legacy Solutions, LLC
Kennett Square, PA |
Jul 15, 2025 Q2 2025 |
76,140
shares
|
$3.52 Million
3.11% of portfolio
|
Q2 2025
Added 3.96%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
76,077
shares
|
$3.52 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Annex Advisory Services, LLC
|
Jul 11, 2025 Q2 2025 |
75,769
shares
|
$3.5 Million
0.11% of portfolio
|
Q2 2025
Added 10.05%
|
|
|
Mjp Associates Inc
|
Aug 08, 2025 Q2 2025 |
75,296
shares
|
$3.48 Million
0.51% of portfolio
|
Q2 2025
Reduced 27.51%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Jul 29, 2025 Q2 2025 |
74,690
shares
|
$3.45 Million
0.6% of portfolio
|
Q2 2025
Reduced 1.98%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
74,496
shares
|
$3.44 Million
0.52% of portfolio
|
Q2 2025
Reduced 10.05%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jul 24, 2025 Q2 2025 |
74,467
shares
|
$3.44 Million
0.2% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Aug 06, 2025 Q2 2025 |
74,182
shares
|
$3.43 Million
1.91% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Wealth Advisory Solutions, LLC
|
Jul 14, 2025 Q2 2025 |
73,714
shares
|
$3.41 Million
0.8% of portfolio
|
Q2 2025
Added 2.43%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
Aug 06, 2025 Q2 2025 |
73,293
shares
|
$3.39 Million
0.79% of portfolio
|
Q2 2025
Added 4.2%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
73,163
shares
|
$3.38 Million
0.12% of portfolio
|
Q2 2025
Reduced 4.53%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Aug 14, 2025 Q2 2025 |
73,047
shares
|
$3.38 Million
0.79% of portfolio
|
Q2 2025
Reduced 15.74%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Aug 13, 2025 Q2 2025 |
72,187
shares
|
$3.34 Million
0.53% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
71,995
shares
|
$3.33 Million
0.04% of portfolio
|
Q2 2025
Reduced 3.2%
|