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 |
|---|---|---|---|---|---|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Jul 21, 2025 Q2 2025 |
18,539
shares
|
$856,687
0.39% of portfolio
|
Q2 2025
Reduced 26.38%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
18,514
shares
|
$855,531
0.02% of portfolio
|
Q1 2024
Added 1.74%
|
|
|
Sfg Wealth Management, Llc.
|
Jul 28, 2025 Q2 2025 |
18,513
shares
|
$855,485
0.48% of portfolio
|
Q2 2025
Added 13.99%
|
|
|
Pitcairn CO
Jenkintown, PA |
Aug 18, 2025 Q2 2025 |
18,448
shares
|
$852,482
0.05% of portfolio
|
Q2 2025
Reduced 34.31%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
Aug 07, 2025 Q2 2025 |
18,382
shares
|
$849,432
0.02% of portfolio
|
Q2 2025
Reduced 77.24%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Jul 31, 2025 Q2 2025 |
18,352
shares
|
$848,045
0.34% of portfolio
|
Q2 2025
Added 13.34%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Aug 01, 2025 Q2 2025 |
17,906
shares
|
$827,436
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Sei Investments CO
Oaks, PA |
Aug 14, 2025 Q2 2025 |
17,899
shares
|
$827,112
0.0% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
17,876
shares
|
$826,049
0.02% of portfolio
|
Q2 2025
Added 4.61%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Aug 12, 2025 Q2 2025 |
17,729
shares
|
$819,257
0.07% of portfolio
|
Q2 2025
Added 2.9%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
17,650
shares
|
$815,606
0.02% of portfolio
|
Q3 2024
Added 19.36%
|
|
|
American Trust
Lexington, KY |
Sep 03, 2025 Q2 2025 |
17,553
shares
|
$811,124
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Apcm Wealth Management For Individuals
|
Jul 29, 2025 Q2 2025 |
17,544
shares
|
$810,708
0.11% of portfolio
|
Q2 2025
Added 17.88%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Jul 29, 2025 Q2 2025 |
17,524
shares
|
$809,784
0.08% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
17,384
shares
|
$803,314
0.03% of portfolio
|
Q2 2025
Added 58.07%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Aug 08, 2025 Q2 2025 |
17,379
shares
|
$803,083
0.33% of portfolio
|
Q2 2025
Added 4.84%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
17,143
shares
|
$792,178
0.09% of portfolio
|
Q2 2025
Added 1.62%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
17,130
shares
|
$791,577
0.03% of portfolio
|
Q2 2025
Added 38.67%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
17,122
shares
|
$791,207
0.03% of portfolio
|
Q2 2025
Added 10.4%
|
|
|
Aldebaran Financial Inc.
|
Aug 14, 2025 Q2 2025 |
17,114
shares
|
$790,837
0.81% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Columbia River Financial Group, LLC
Vancouver, WA |
Aug 05, 2025 Q2 2025 |
17,004
shares
|
$785,754
0.47% of portfolio
|
Q2 2025
Added 9.08%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
16,819
shares
|
$777,205
0.0% of portfolio
|
Q2 2025
Reduced 94.13%
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Aug 08, 2025 Q2 2025 |
16,733
shares
|
$773,231
0.55% of portfolio
|
Q2 2025
Reduced 36.16%
|
|
|
Municipal Employees' Retirement System Of Michigan
|
Aug 04, 2025 Q2 2025 |
16,642
shares
|
$769,026
0.01% of portfolio
|
Q3 2024
Added 4.1%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Aug 12, 2025 Q2 2025 |
16,635
shares
|
$768,703
0.23% of portfolio
|
Q2 2025
Reduced 15.26%
|