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 |
|---|---|---|---|---|---|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
39,430
shares
|
$1.82 Million
0.12% of portfolio
|
Q2 2025
Reduced 9.71%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
39,403
shares
|
$1.82 Million
4.03% of portfolio
|
Q3 2024
Reduced 64.48%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 17, 2025 Q2 2025 |
38,974
shares
|
$1.8 Million
0.73% of portfolio
|
Q2 2025
Added 123.8%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
38,683
shares
|
$1.79 Million
0.2% of portfolio
|
Q2 2025
Reduced 2.34%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jul 24, 2025 Q2 2025 |
38,042
shares
|
$1.76 Million
0.07% of portfolio
|
Q2 2025
Reduced 11.64%
|
|
|
Crescent Grove Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
38,017
shares
|
$1.76 Million
0.17% of portfolio
|
Q2 2025
Reduced 2.96%
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Jul 23, 2025 Q2 2025 |
37,506
shares
|
$1.73 Million
1.2% of portfolio
|
Q2 2025
Reduced 15.39%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
37,260
shares
|
$1.72 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.7%
|
|
|
Brown Miller Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
37,113
shares
|
$1.71 Million
0.51% of portfolio
|
Q2 2025
Added 13.35%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
37,102
shares
|
$1.71 Million
0.08% of portfolio
|
Q2 2025
Reduced 14.82%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
36,969
shares
|
$1.71 Million
0.07% of portfolio
|
Q2 2025
Added 12.48%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
36,887
shares
|
$1.7 Million
0.13% of portfolio
|
Q2 2025
Added 585.12%
|
|
|
Lebenthal Global Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
36,702
shares
|
$1.7 Million
0.3% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
Global Strategic Investment Solutions, LLC
|
Jul 22, 2025 Q2 2025 |
36,474
shares
|
$1.69 Million
0.18% of portfolio
|
Q2 2025
Reduced 10.22%
|
|
|
21 West Wealth Management LLC
Tustin, CA |
Jul 08, 2025 Q2 2025 |
36,132
shares
|
$1.67 Million
1.55% of portfolio
|
Q2 2025
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
36,125
shares
|
$1.67 Million
0.01% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
35,891
shares
|
$1.66 Million
0.12% of portfolio
|
Q1 2025
Reduced 10.33%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
35,860
shares
|
$1.66 Million
0.0% of portfolio
|
Q2 2025
Added 330.08%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
35,732
shares
|
$1.65 Million
0.0% of portfolio
|
Q2 2025
Reduced 27.57%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
35,377
shares
|
$1.63 Million
0.01% of portfolio
|
Q2 2025
Reduced 7.26%
|
|
|
Bedel Financial Consulting, Inc.
|
Aug 12, 2025 Q2 2025 |
35,152
shares
|
$1.62 Million
0.2% of portfolio
|
Q2 2025
Added 4.04%
|
|
|
Legacy Private Trust Co.
|
Jul 08, 2025 Q2 2025 |
34,654
shares
|
$1.6 Million
0.1% of portfolio
|
Q2 2025
Reduced 43.91%
|
|
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
Jul 03, 2025 Q2 2025 |
34,407
shares
|
$1.59 Million
0.81% of portfolio
|
Q2 2025
Reduced 9.01%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
34,202
shares
|
$1.58 Million
0.01% of portfolio
|
Q2 2025
Reduced 8.56%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
33,809
shares
|
$1.56 Million
0.02% of portfolio
|
Q3 2023
Reduced 0.09%
|