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 |
|---|---|---|---|---|---|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
1,169,556
shares
|
$54 Million
0.07% of portfolio
|
Q2 2025
Added 107.62%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Aug 07, 2025 Q2 2025 |
1,162,250
shares
|
$53.7 Million
2.74% of portfolio
|
Q2 2025
Added 3.85%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
1,118,045
shares
|
$51.7 Million
1.02% of portfolio
|
Q2 2025
Added 25.33%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
1,092,438
shares
|
$50.5 Million
0.08% of portfolio
|
Q2 2025
Added 41.2%
|
|
|
Mason Street Advisors, LLC
Milwaukee, WI |
Aug 08, 2025 Q2 2025 |
1,088,800
shares
|
$50.3 Million
5.43% of portfolio
|
Q2 2025
Added 27.57%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
1,061,465
shares
|
$49.1 Million
1.11% of portfolio
|
Q2 2025
Added 7.7%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
1,034,429
shares
|
$47.8 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
1,015,464
shares
|
$46.9 Million
4.25% of portfolio
|
Q4 2023
Added 0.1%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
968,708
shares
|
$44.8 Million
0.05% of portfolio
|
Q2 2025
Added 2.3%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
963,793
shares
|
$44.5 Million
0.05% of portfolio
|
Q2 2025
Added 6.89%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
909,498
shares
|
$42 Million
0.01% of portfolio
|
Q2 2025
Added 2.05%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
870,012
shares
|
$40.2 Million
0.22% of portfolio
|
Q2 2025
Added 17.02%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
861,371
shares
|
$39.8 Million
0.32% of portfolio
|
Q2 2025
Added 12.23%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Aug 04, 2025 Q2 2025 |
846,296
shares
|
$39.1 Million
4.93% of portfolio
|
Q2 2025
Reduced 8.63%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
843,519
shares
|
$39 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Waller Financial Planning Group, Inc
|
Jul 02, 2025 Q2 2025 |
827,462
shares
|
$38.2 Million
8.56% of portfolio
|
Q2 2025
Added 23.82%
|
|
|
Stadion Money Management, LLC
Watkinsville, GA |
Aug 14, 2025 Q2 2025 |
815,062
shares
|
$37.7 Million
2.87% of portfolio
|
Q2 2025
Reduced 22.69%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
743,592
shares
|
$34.4 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
Patriot Investment Management Inc.
|
Jul 15, 2025 Q2 2025 |
736,144
shares
|
$34 Million
2.18% of portfolio
|
Q2 2025
Added 7.19%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
716,623
shares
|
$33.1 Million
1.21% of portfolio
|
Q2 2025
Added 17.57%
|
|
|
Peterson Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
695,826
shares
|
$32.2 Million
5.62% of portfolio
|
Q2 2025
Added 2.02%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
671,356
shares
|
$31 Million
0.01% of portfolio
|
Q2 2025
Reduced 63.64%
|
|
|
First Command Advisory Services, Inc.
|
Aug 01, 2025 Q2 2025 |
666,809
shares
|
$30.8 Million
0.25% of portfolio
|
Q2 2025
Added 19.66%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
664,125
shares
|
$30.7 Million
4.45% of portfolio
|
Q2 2025
Added 7.51%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
638,483
shares
|
$29.5 Million
0.1% of portfolio
|
Q2 2025
Reduced 60.98%
|