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 |
|---|---|---|---|---|---|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
71,132
shares
|
$3.29 Million
0.13% of portfolio
|
Q2 2025
Added 3.41%
|
|
|
Grimes & Company, Inc.
|
Jul 22, 2025 Q2 2025 |
71,061
shares
|
$3.28 Million
0.08% of portfolio
|
Q2 2025
Reduced 6.97%
|
|
|
Marmo Financial Group, LLC
Johnson City, TN |
Jul 16, 2025 Q2 2025 |
70,893
shares
|
$3.28 Million
1.5% of portfolio
|
Q2 2025
Reduced 4.34%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Aug 08, 2025 Q2 2025 |
70,847
shares
|
$3.27 Million
0.72% of portfolio
|
Q2 2025
Added 10.98%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
70,660
shares
|
$3.27 Million
0.03% of portfolio
|
Q2 2025
Added 23.66%
|
|
|
Sage Financial Management Group, Inc.
|
Jul 21, 2025 Q2 2025 |
69,010
shares
|
$3.19 Million
1.02% of portfolio
|
Q2 2025
Reduced 11.59%
|
|
|
Disciplined Investors, L.L.C.
Waco, TX |
Aug 06, 2025 Q2 2025 |
68,596
shares
|
$3.17 Million
2.28% of portfolio
|
Q2 2025
Added 6.39%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
68,291
shares
|
$3.16 Million
0.45% of portfolio
|
Q1 2023
Added 1.57%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
67,830
shares
|
$3.13 Million
0.08% of portfolio
|
Q2 2025
Added 23.16%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
66,685
shares
|
$3.08 Million
0.28% of portfolio
|
Q2 2025
Added 16.99%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Aug 11, 2025 Q2 2025 |
66,674
shares
|
$3.08 Million
1.71% of portfolio
|
Q2 2025
Added 7.13%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
66,137
shares
|
$3.06 Million
0.14% of portfolio
|
Q4 2024
Reduced 41.08%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
65,920
shares
|
$3.05 Million
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Meridian Financial, LLC
Holliston, MA |
Jul 15, 2025 Q2 2025 |
65,070
shares
|
$3.01 Million
1.79% of portfolio
|
Q2 2025
Added 1.34%
|
|
|
Clarus Wealth Advisors
|
Jul 09, 2025 Q2 2025 |
64,499
shares
|
$2.98 Million
1.28% of portfolio
|
Q2 2025
Added 6.9%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
64,297
shares
|
$2.97 Million
0.27% of portfolio
|
Q1 2025
Added 7.02%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
63,812
shares
|
$2.95 Million
0.05% of portfolio
|
Q2 2025
Reduced 44.58%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2025 Q2 2025 |
63,097
shares
|
$2.92 Million
0.11% of portfolio
|
Q2 2025
Reduced 3.86%
|
|
|
Cfm Wealth Partners LLC
|
Jul 23, 2025 Q2 2025 |
63,092
shares
|
$2.92 Million
0.43% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
Aug 14, 2025 Q2 2025 |
62,673
shares
|
$2.9 Million
0.68% of portfolio
|
Q2 2025
Added 13.03%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
62,277
shares
|
$2.88 Million
0.0% of portfolio
|
Q2 2025
Reduced 76.57%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
62,193
shares
|
$2.87 Million
0.32% of portfolio
|
Q2 2025
Added 2.36%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
61,914
shares
|
$2.86 Million
0.18% of portfolio
|
Q2 2025
Added 16.8%
|
|
|
Sharkey, Howes & Javer
|
Jul 10, 2025 Q2 2025 |
61,270
shares
|
$2.83 Million
0.38% of portfolio
|
Q2 2025
Reduced 52.46%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
61,101
shares
|
$2.82 Million
0.14% of portfolio
|
Q2 2025
Added 7.17%
|