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 |
|---|---|---|---|---|---|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
21,492
shares
|
$993,145
0.02% of portfolio
|
Q2 2025
Added 131.17%
|
|
|
Wulff, Hansen & Co.
|
Aug 12, 2025 Q2 2025 |
21,435
shares
|
$990,511
0.86% of portfolio
|
Q2 2025
Added 1.71%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Jul 24, 2025 Q2 2025 |
21,419
shares
|
$989,771
0.45% of portfolio
|
Q2 2025
Added 14.16%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
21,241
shares
|
$981,546
0.01% of portfolio
|
Q2 2025
Reduced 3.92%
|
|
|
Swmg, LLC
Fort Worth, TX |
Jul 29, 2025 Q2 2025 |
21,138
shares
|
$976,786
0.32% of portfolio
|
Q2 2025
Added 27.02%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
21,006
shares
|
$970,687
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
21,004
shares
|
$970,594
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Corrigan Financial, Inc.
Middletown, RI |
Apr 15, 2025 Q1 2025 |
20,747
shares
|
$958,718
0.17% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
20,743
shares
|
$958,534
0.04% of portfolio
|
Q2 2025
Added 47.92%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Aug 14, 2025 Q2 2025 |
20,422
shares
|
$943,700
0.21% of portfolio
|
Q2 2025
Added 9.13%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Jul 15, 2025 Q2 2025 |
20,374
shares
|
$941,482
0.4% of portfolio
|
Q2 2025
Reduced 8.07%
|
|
|
January Capital Advisors LLC
|
Aug 05, 2022 Q2 2022 |
20,341
shares
|
$939,957
0.65% of portfolio
|
Q2 2022
Reduced 0.31%
|
|
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
Jul 01, 2025 Q2 2025 |
20,180
shares
|
$932,517
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
20,070
shares
|
$927,434
0.01% of portfolio
|
Q2 2024
Reduced 7.4%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
20,009
shares
|
$924,615
0.04% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Novus Advisors, LLC
Greenville, SC |
Aug 14, 2025 Q2 2025 |
19,912
shares
|
$920,133
1.29% of portfolio
|
Q2 2025
Added 78.06%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Aug 05, 2025 Q2 2025 |
19,786
shares
|
$914,311
0.6% of portfolio
|
Q3 2024
New holding
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
19,610
shares
|
$906,178
0.02% of portfolio
|
Q2 2025
Added 44.49%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Jul 09, 2025 Q2 2025 |
19,552
shares
|
$903,497
0.27% of portfolio
|
Q2 2025
Reduced 3.18%
|
|
|
American Investment Services, Inc.
|
Aug 13, 2025 Q2 2025 |
19,244
shares
|
$889,265
0.22% of portfolio
|
Q2 2025
Reduced 2.24%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
19,223
shares
|
$888,294
0.06% of portfolio
|
Q2 2025
Added 13.01%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
19,100
shares
|
$882,611
0.01% of portfolio
|
Q2 2024
Added 6.97%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Jul 15, 2025 Q2 2025 |
18,986
shares
|
$877,343
0.53% of portfolio
|
Q2 2025
Added 3.56%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Aug 25, 2025 Q2 2025 |
18,905
shares
|
$873,600
0.23% of portfolio
|
Q2 2025
Added 24.98%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Aug 13, 2025 Q2 2025 |
18,724
shares
|
$865,236
0.35% of portfolio
|
Q2 2025
Reduced 7.89%
|