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 |
|---|---|---|---|---|---|
|
Range Financial Group LLC
|
Jul 08, 2025 Q2 2025 |
28,448
shares
|
$1.31 Million
0.52% of portfolio
|
Q2 2025
Reduced 4.72%
|
|
|
Kagan Cocozza Asset Management
Mickleton, NJ |
Jul 15, 2025 Q2 2025 |
28,276
shares
|
$1.31 Million
0.92% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
27,832
shares
|
$1.29 Million
0.03% of portfolio
|
Q2 2025
Added 7.52%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
27,830
shares
|
$1.29 Million
0.28% of portfolio
|
Q1 2025
Added 9.8%
|
|
|
Blue Fin Capital, Inc.
|
Aug 13, 2025 Q2 2025 |
27,681
shares
|
$1.28 Million
0.21% of portfolio
|
Q2 2025
Reduced 9.73%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Aug 15, 2025 Q2 2025 |
27,614
shares
|
$1.28 Million
0.45% of portfolio
|
Q2 2025
Added 1.19%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Jul 10, 2025 Q2 2025 |
27,465
shares
|
$1.27 Million
0.43% of portfolio
|
Q2 2025
Reduced 8.35%
|
|
|
Armbruster Capital Management, Inc.
|
Jul 23, 2025 Q2 2025 |
27,462
shares
|
$1.27 Million
0.21% of portfolio
|
Q2 2025
Added 18.9%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Jul 28, 2025 Q2 2025 |
27,403
shares
|
$1.27 Million
0.45% of portfolio
|
Q2 2025
Reduced 39.84%
|
|
|
Seeds Investor LLC
New York, NY |
May 14, 2025 Q1 2025 |
27,250
shares
|
$1.26 Million
0.31% of portfolio
|
Q1 2025
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jul 24, 2025 Q2 2025 |
27,116
shares
|
$1.25 Million
0.79% of portfolio
|
Q2 2025
Added 39.26%
|
|
|
Orin Green Financial, LLC
|
Jul 29, 2025 Q2 2025 |
26,905
shares
|
$1.24 Million
0.49% of portfolio
|
Q2 2025
Reduced 1.54%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
26,878
shares
|
$1.24 Million
0.06% of portfolio
|
Q2 2025
Reduced 22.12%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Aug 05, 2025 Q2 2025 |
26,789
shares
|
$1.24 Million
0.56% of portfolio
|
Q2 2025
Reduced 4.93%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2025 Q2 2025 |
26,627
shares
|
$1.23 Million
0.13% of portfolio
|
Q2 2025
Reduced 47.26%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
26,440
shares
|
$1.22 Million
0.11% of portfolio
|
Q3 2024
Reduced 11.21%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
26,176
shares
|
$1.21 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Trh Financial, LLC
|
Jul 26, 2022 Q2 2022 |
26,158
shares
|
$1.21 Million
0.32% of portfolio
|
Q2 2022
Reduced 26.29%
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
25,971
shares
|
$1.2 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
River Street Advisors LLC
Aurora, IL |
Jul 21, 2025 Q2 2025 |
25,883
shares
|
$1.2 Million
0.47% of portfolio
|
Q2 2025
Added 6.98%
|
|
|
Values Added Financial LLC
Washington, DC |
Jul 23, 2025 Q2 2025 |
25,638
shares
|
$1.18 Million
0.53% of portfolio
|
Q2 2025
Added 8.5%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Jul 21, 2025 Q1 2025 |
25,614
shares
|
$1.18 Million
0.1% of portfolio
|
Q3 2024
Reduced 2.05%
|
|
|
Canal Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
25,228
shares
|
$1.17 Million
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Aug 08, 2025 Q2 2025 |
25,195
shares
|
$1.16 Million
0.77% of portfolio
|
Q2 2025
Added 10018.47%
|
|
|
Independent Advisor Alliance
|
Aug 11, 2025 Q2 2025 |
25,173
shares
|
$1.16 Million
0.03% of portfolio
|
Q2 2025
Added 19.66%
|