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 |
|---|---|---|---|---|---|
|
Sky Oak Wealth, LLC
|
Jul 30, 2025 Q2 2025 |
60,639
shares
|
$2.8 Million
0.52% of portfolio
|
Q2 2025
Added 4.06%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Jul 29, 2025 Q2 2025 |
60,508
shares
|
$2.8 Million
0.89% of portfolio
|
Q2 2025
Reduced 7.98%
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Aug 13, 2025 Q2 2025 |
60,367
shares
|
$2.79 Million
1.49% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Bcgm Wealth Management, LLC
|
Aug 05, 2025 Q2 2025 |
59,530
shares
|
$2.75 Million
0.79% of portfolio
|
Q2 2025
Reduced 3.76%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
58,809
shares
|
$2.72 Million
0.08% of portfolio
|
Q2 2025
Reduced 9.71%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
58,616
shares
|
$2.71 Million
0.01% of portfolio
|
Q2 2025
Reduced 10.11%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
58,548
shares
|
$2.71 Million
0.72% of portfolio
|
Q2 2025
Added 12.08%
|
|
|
Ironwood Wealth Management, Llc.
|
Aug 06, 2025 Q2 2025 |
58,436
shares
|
$2.7 Million
0.92% of portfolio
|
Q2 2025
Reduced 45.11%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
58,085
shares
|
$2.68 Million
0.22% of portfolio
|
Q2 2025
Added 15.48%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
58,000
shares
|
$2.68 Million
0.67% of portfolio
|
Q3 2023
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Aug 12, 2025 Q2 2025 |
57,920
shares
|
$2.68 Million
0.17% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
57,862
shares
|
$2.67 Million
1.24% of portfolio
|
Q2 2025
Added 14.78%
|
|
|
Townsquare Capital LLC
|
Aug 13, 2025 Q2 2025 |
57,304
shares
|
$2.65 Million
0.25% of portfolio
|
Q2 2025
Reduced 97.52%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
57,206
shares
|
$2.64 Million
0.03% of portfolio
|
Q2 2025
Reduced 29.39%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Aug 04, 2025 Q2 2025 |
57,021
shares
|
$2.63 Million
0.28% of portfolio
|
Q2 2025
Reduced 28.33%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
56,379
shares
|
$2.61 Million
0.18% of portfolio
|
Q2 2025
Reduced 1.61%
|
|
|
Flynn Zito Capital Management, LLC
|
Aug 05, 2025 Q2 2025 |
56,325
shares
|
$2.6 Million
1.07% of portfolio
|
Q2 2025
Reduced 4.34%
|
|
|
Towercrest Capital Management
Newtown, PA |
Aug 05, 2025 Q2 2025 |
56,316
shares
|
$2.6 Million
0.43% of portfolio
|
Q2 2025
Added 10.42%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
56,260
shares
|
$2.6 Million
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Aug 12, 2025 Q2 2025 |
55,395
shares
|
$2.56 Million
0.51% of portfolio
|
Q2 2025
Added 6.59%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
55,281
shares
|
$2.55 Million
0.02% of portfolio
|
Q2 2025
Added 25.05%
|
|
|
Stone Point Wealth LLC
|
Jul 17, 2025 Q2 2025 |
54,755
shares
|
$2.53 Million
0.73% of portfolio
|
Q2 2025
Added 7.09%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
Jul 28, 2025 Q2 2025 |
54,408
shares
|
$2.51 Million
0.93% of portfolio
|
Q2 2025
Reduced 4.05%
|
|
|
Tfg Advisers LLC
|
Jul 21, 2025 Q2 2025 |
53,776
shares
|
$2.48 Million
0.8% of portfolio
|
Q2 2025
Reduced 4.64%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
53,477
shares
|
$2.47 Million
0.06% of portfolio
|
Q2 2025
Added 84.66%
|