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 |
|---|---|---|---|---|---|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
45,056
shares
|
$2.08 Million
0.02% of portfolio
|
Q2 2025
Reduced 35.09%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
44,853
shares
|
$2.07 Million
0.06% of portfolio
|
Q2 2020
Added 10.51%
|
|
|
Prairie Sky Financial Group LLC
Westchester, IL |
Jul 28, 2025 Q2 2025 |
44,832
shares
|
$2.07 Million
1.05% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jul 16, 2025 Q2 2025 |
44,433
shares
|
$2.05 Million
1.26% of portfolio
|
Q2 2025
Reduced 15.13%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
44,327
shares
|
$2.05 Million
0.0% of portfolio
|
Q2 2025
Reduced 23.1%
|
|
|
F
|
Aug 13, 2025 Q2 2025 |
43,671
shares
|
$2.02 Million
0.08% of portfolio
|
Q4 2024
Added 219.42%
|
|
|
Defined Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
43,323
shares
|
$2 Million
1.19% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Securian Asset Management, Inc
|
Jul 30, 2025 Q2 2025 |
43,024
shares
|
$1.99 Million
0.05% of portfolio
|
Q1 2025
Reduced 24.15%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Aug 13, 2025 Q2 2025 |
42,684
shares
|
$1.97 Million
0.49% of portfolio
|
Q2 2025
Reduced 17.99%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
42,513
shares
|
$1.96 Million
0.16% of portfolio
|
Q2 2025
Added 7.38%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
42,470
shares
|
$1.96 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Jul 11, 2025 Q2 2025 |
42,215
shares
|
$1.95 Million
1.45% of portfolio
|
Q2 2025
Added 13.69%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Jul 22, 2025 Q2 2025 |
42,122
shares
|
$1.95 Million
0.19% of portfolio
|
Q2 2025
Reduced 1.46%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
42,019
shares
|
$1.94 Million
0.05% of portfolio
|
Q2 2025
Added 59.58%
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
Aug 11, 2025 Q2 2025 |
41,990
shares
|
$1.94 Million
0.57% of portfolio
|
Q2 2025
Added 15.64%
|
|
|
Alta Wealth Advisors LLC
|
Jul 22, 2025 Q2 2025 |
41,989
shares
|
$1.94 Million
0.84% of portfolio
|
Q2 2025
Added 2.7%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
41,850
shares
|
$1.93 Million
0.04% of portfolio
|
Q2 2025
Reduced 3.06%
|
|
|
Idaho Trust Bank
Boise, ID |
Aug 13, 2025 Q2 2025 |
41,786
shares
|
$1.93 Million
0.64% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Aug 14, 2025 Q2 2025 |
41,391
shares
|
$1.91 Million
1.56% of portfolio
|
Q2 2025
Reduced 36.3%
|
|
|
Nova Point Capital, LLC
|
Jul 16, 2025 Q2 2025 |
40,583
shares
|
$1.88 Million
0.55% of portfolio
|
Q2 2025
Reduced 9.1%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
40,549
shares
|
$1.87 Million
0.05% of portfolio
|
Q2 2025
Reduced 15.87%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
40,156
shares
|
$1.86 Million
0.06% of portfolio
|
Q2 2025
Added 239.24%
|
|
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
40,100
shares
|
$1.85 Million
0.29% of portfolio
|
Q1 2024
Reduced 4.75%
|
|
|
Charter Research & Investment Group, Inc.
Southport, CT |
Aug 08, 2025 Q2 2025 |
39,805
shares
|
$1.84 Million
1.27% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Aug 06, 2025 Q2 2025 |
39,504
shares
|
$1.83 Million
0.39% of portfolio
|
Q2 2025
Reduced 2.59%
|