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 |
|---|---|---|---|---|---|
|
Lee Kelleher Wealth Management
Fulton, MD |
Jul 14, 2025 Q2 2025 |
32,643
shares
|
$1.51 Million
0.92% of portfolio
|
Q4 2024
New holding
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
32,268
shares
|
$1.49 Million
0.18% of portfolio
|
Q2 2025
Added 47.69%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Jul 24, 2025 Q2 2025 |
32,157
shares
|
$1.49 Million
0.27% of portfolio
|
Q2 2025
Added 60.01%
|
|
|
Nikulski Financial, Inc.
|
Aug 14, 2025 Q2 2025 |
31,452
shares
|
$1.45 Million
0.38% of portfolio
|
Q2 2025
Reduced 3.0%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Aug 13, 2025 Q2 2025 |
31,271
shares
|
$1.45 Million
0.37% of portfolio
|
Q2 2025
Added 6.33%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
31,176
shares
|
$1.44 Million
0.0% of portfolio
|
Q2 2025
Added 77.03%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
31,174
shares
|
$1.44 Million
0.11% of portfolio
|
Q2 2025
Reduced 46.72%
|
|
|
Deltec Asset Management LLC
|
Jul 18, 2025 Q2 2025 |
31,000
shares
|
$1.43 Million
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Jul 16, 2025 Q2 2025 |
30,903
shares
|
$1.43 Million
0.45% of portfolio
|
Q2 2025
Added 52.95%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
30,639
shares
|
$1.42 Million
0.01% of portfolio
|
Q1 2025
Added 17.44%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
30,561
shares
|
$1.41 Million
0.0% of portfolio
|
Q2 2025
Reduced 8.29%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Aug 07, 2025 Q2 2025 |
30,503
shares
|
$1.41 Million
0.23% of portfolio
|
Q2 2025
Reduced 6.38%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Aug 13, 2025 Q2 2025 |
30,488
shares
|
$1.41 Million
0.29% of portfolio
|
Q2 2024
Reduced 0.51%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Jul 08, 2025 Q2 2025 |
30,467
shares
|
$1.41 Million
0.67% of portfolio
|
Q1 2025
Reduced 13.08%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
30,106
shares
|
$1.39 Million
0.07% of portfolio
|
Q2 2025
Reduced 2.95%
|
|
|
Headinvest, LLC
Portland, ME |
Aug 14, 2025 Q2 2025 |
30,015
shares
|
$1.39 Million
0.28% of portfolio
|
Q2 2025
Reduced 7.5%
|
|
|
Wealth Advisors Of Iowa, LLC
|
May 12, 2025 Q1 2025 |
29,953
shares
|
$1.38 Million
0.52% of portfolio
|
Q1 2025
Added 28.55%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
29,676
shares
|
$1.37 Million
0.06% of portfolio
|
Q2 2025
Reduced 49.36%
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
29,656
shares
|
$1.37 Million
0.12% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
29,575
shares
|
$1.37 Million
0.43% of portfolio
|
Q2 2025
Added 5.25%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
29,367
shares
|
$1.36 Million
0.0% of portfolio
|
Q2 2025
Reduced 10.58%
|
|
|
Syon Capital LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
29,360
shares
|
$1.36 Million
0.08% of portfolio
|
Q2 2025
Reduced 42.71%
|
|
|
Apexium Financial, LP
|
Jul 22, 2025 Q2 2025 |
28,969
shares
|
$1.34 Million
0.07% of portfolio
|
Q2 2025
Added 103.76%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jul 09, 2025 Q2 2025 |
28,608
shares
|
$1.32 Million
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
28,576
shares
|
$1.32 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.49%
|