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 |
|---|---|---|---|---|---|
|
Adamsbrown Wealth Consultants LLC
|
Jul 08, 2025 Q2 2025 |
16,600
shares
|
$767,086
0.22% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jul 10, 2025 Q2 2025 |
16,423
shares
|
$758,906
0.26% of portfolio
|
Q2 2025
Added 37.58%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Jul 24, 2025 Q2 2025 |
16,335
shares
|
$754,840
0.53% of portfolio
|
Q2 2025
Added 4.06%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
16,157
shares
|
$746,614
0.02% of portfolio
|
Q2 2025
Reduced 4.29%
|
|
|
Opulen Financial Group LLC
Arlington, VA |
Jul 23, 2025 Q2 2025 |
16,108
shares
|
$744,350
0.56% of portfolio
|
Q2 2025
Added 21.35%
|
|
|
Norden Group LLC
Provo, UT |
Jul 15, 2025 Q2 2025 |
16,092
shares
|
$743,611
0.07% of portfolio
|
Q2 2025
Added 23.89%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
16,034
shares
|
$740,931
0.02% of portfolio
|
Q2 2025
Added 27.37%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
15,990
shares
|
$738,897
0.04% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
Penobscot Wealth Management
|
Aug 01, 2025 Q2 2025 |
15,742
shares
|
$727,437
0.28% of portfolio
|
Q2 2025
Reduced 13.82%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Jul 16, 2025 Q2 2025 |
15,642
shares
|
$722,816
0.41% of portfolio
|
Q2 2025
Reduced 1.98%
|
|
|
Pinnacle Wealth Management, LLC
|
Jul 29, 2025 Q2 2025 |
15,424
shares
|
$712,743
0.79% of portfolio
|
Q2 2025
Added 9.27%
|
|
|
Qp Wealth Management, LLC
|
Oct 05, 2023 Q3 2023 |
15,391
shares
|
$711,218
0.99% of portfolio
|
Q3 2023
Reduced 17.36%
|
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Jul 23, 2025 Q2 2025 |
15,358
shares
|
$709,693
0.63% of portfolio
|
Q2 2025
Reduced 14.15%
|
|
|
Butensky & Cohen Financial Security, Inc
|
Jul 11, 2025 Q2 2025 |
15,345
shares
|
$709,092
0.2% of portfolio
|
Q2 2025
Added 5.41%
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
15,345
shares
|
$709,092
0.06% of portfolio
|
Q2 2025
Reduced 1.03%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
15,271
shares
|
$705,672
0.0% of portfolio
|
Q2 2025
Reduced 5.55%
|
|
|
Sunburst Financial Group, LLC
|
Aug 05, 2025 Q2 2025 |
15,246
shares
|
$704,517
0.15% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
15,245
shares
|
$704,471
0.11% of portfolio
|
Q2 2025
Added 4.15%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Aug 04, 2025 Q2 2025 |
15,185
shares
|
$701,698
0.1% of portfolio
|
Q2 2025
Reduced 3.76%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Aug 14, 2025 Q2 2025 |
15,047
shares
|
$695,321
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Management Network Inc
|
Jul 09, 2025 Q2 2025 |
15,040
shares
|
$694,998
0.14% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
14,985
shares
|
$692,456
0.01% of portfolio
|
Q2 2025
Reduced 80.7%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
14,891
shares
|
$688,113
0.24% of portfolio
|
Q3 2023
Reduced 11.47%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Jul 23, 2025 Q2 2025 |
14,830
shares
|
$685,294
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Continental Investors Services, Inc.
Longview, WA |
Aug 04, 2025 Q2 2025 |
14,640
shares
|
$676,514
1.2% of portfolio
|
Q2 2025
Added 2.26%
|