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 |
|---|---|---|---|---|---|
|
Rmr Capital Management, LLC
Tustin, CA |
Jul 28, 2025 Q2 2025 |
53,292
shares
|
$2.46 Million
1.62% of portfolio
|
Q2 2025
Reduced 27.09%
|
|
|
Walkner Condon Financial Advisors LLC
|
Aug 06, 2025 Q2 2025 |
52,512
shares
|
$2.43 Million
0.42% of portfolio
|
Q2 2025
Reduced 18.0%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
52,065
shares
|
$2.41 Million
0.01% of portfolio
|
Q2 2025
Reduced 37.23%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
51,387
shares
|
$2.37 Million
0.06% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
50,832
shares
|
$2.35 Million
0.09% of portfolio
|
Q2 2025
Reduced 4.31%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
50,705
shares
|
$2.34 Million
0.04% of portfolio
|
Q2 2025
Added 1.11%
|
|
|
Affinity Capital Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
50,696
shares
|
$2.34 Million
0.37% of portfolio
|
Q2 2025
Reduced 6.09%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
50,258
shares
|
$2.32 Million
0.7% of portfolio
|
Q2 2025
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
50,112
shares
|
$2.32 Million
0.01% of portfolio
|
Q2 2025
Reduced 28.74%
|
|
|
G&S Capital LLC
|
Jul 17, 2025 Q2 2025 |
49,486
shares
|
$2.29 Million
0.89% of portfolio
|
Q2 2025
Reduced 18.37%
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Jul 09, 2025 Q2 2025 |
48,641
shares
|
$2.25 Million
0.52% of portfolio
|
Q2 2025
New holding
|
|
|
Bill Few Associates, Inc.
|
Jul 25, 2025 Q2 2025 |
48,415
shares
|
$2.24 Million
0.68% of portfolio
|
Q2 2025
Reduced 5.43%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
47,738
shares
|
$2.21 Million
0.0% of portfolio
|
Q2 2025
Added 48.13%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Aug 14, 2025 Q2 2025 |
47,591
shares
|
$2.2 Million
0.48% of portfolio
|
Q2 2025
Added 13.56%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
47,290
shares
|
$2.19 Million
0.67% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Aug 12, 2025 Q2 2025 |
47,048
shares
|
$2.17 Million
0.0% of portfolio
|
Q2 2025
Reduced 19.19%
|
|
|
Ifg Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
46,726
shares
|
$2.16 Million
0.34% of portfolio
|
Q2 2025
Reduced 6.48%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
46,614
shares
|
$2.15 Million
0.21% of portfolio
|
Q2 2025
Reduced 11.28%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Aug 13, 2025 Q2 2025 |
46,532
shares
|
$2.15 Million
0.34% of portfolio
|
Q2 2025
Added 2.38%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
46,403
shares
|
$2.14 Million
0.14% of portfolio
|
Q2 2025
Added 15.46%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Aug 07, 2025 Q2 2025 |
46,234
shares
|
$2.14 Million
0.5% of portfolio
|
Q2 2025
Added 7.9%
|
|
|
Goodman Financial Corp
Houston, TX |
Aug 11, 2025 Q2 2025 |
46,125
shares
|
$2.13 Million
0.41% of portfolio
|
Q2 2025
Reduced 34.46%
|
|
|
Semitam Bonam LLC
Goshen, NY |
Jul 28, 2025 Q2 2025 |
45,776
shares
|
$2.12 Million
1.84% of portfolio
|
Q2 2025
New holding
|
|
|
Tandem Investment Partners LLC
Bordentown, NJ |
Jul 22, 2025 Q2 2025 |
45,458
shares
|
$2.1 Million
1.69% of portfolio
|
Q2 2025
Added 6.58%
|
|
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
Jul 29, 2025 Q2 2025 |
45,428
shares
|
$2.1 Million
1.8% of portfolio
|
Q2 2025
Added 15.66%
|