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 |
|---|---|---|---|---|---|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
14,520
shares
|
$670,969
0.01% of portfolio
|
Q2 2025
Added 11.91%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Aug 12, 2025 Q2 2025 |
14,398
shares
|
$665,331
0.28% of portfolio
|
Q2 2025
Reduced 2.09%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Aug 05, 2025 Q2 2025 |
14,266
shares
|
$659,231
0.26% of portfolio
|
Q2 2025
Reduced 5.64%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
13,926
shares
|
$643,520
0.0% of portfolio
|
Q2 2025
Added 936.93%
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
Aug 12, 2025 Q2 2025 |
13,837
shares
|
$639,407
1.11% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Outlook Wealth Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
13,771
shares
|
$636,357
0.18% of portfolio
|
Q2 2025
Added 49.15%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
13,764
shares
|
$636,034
0.04% of portfolio
|
Q2 2025
Reduced 22.08%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
13,743
shares
|
$635,064
0.01% of portfolio
|
Q2 2025
Added 23.41%
|
|
|
Redwood Financial Network Corp
|
Aug 14, 2025 Q2 2025 |
13,731
shares
|
$634,509
0.4% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
13,704
shares
|
$633,261
0.04% of portfolio
|
Q2 2025
Reduced 28.81%
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Aug 07, 2025 Q2 2025 |
13,637
shares
|
$630,165
0.22% of portfolio
|
Q2 2025
Reduced 2.57%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jul 11, 2025 Q2 2025 |
13,621
shares
|
$629,426
0.5% of portfolio
|
Q2 2025
Added 67.58%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
13,574
shares
|
$627,254
0.02% of portfolio
|
Q1 2024
Added 0.17%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
13,504
shares
|
$624,019
0.01% of portfolio
|
Q3 2024
Reduced 21.35%
|
|
|
Brown Financial Advisory
|
Jul 28, 2025 Q2 2025 |
13,495
shares
|
$623,603
0.35% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
Citizens Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
13,392
shares
|
$618,844
0.01% of portfolio
|
Q2 2025
Reduced 23.89%
|
|
|
Integrity Financial Corp
|
Aug 05, 2025 Q2 2025 |
13,335
shares
|
$616,210
0.32% of portfolio
|
Q2 2025
Reduced 65.71%
|
|
|
Lockerman Financial Group, Inc.
|
Jul 17, 2025 Q2 2025 |
13,261
shares
|
$612,790
0.81% of portfolio
|
Q2 2025
Added 84.36%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Aug 07, 2025 Q2 2025 |
13,179
shares
|
$609,001
0.4% of portfolio
|
Q2 2025
Added 45.67%
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
13,026
shares
|
$601,931
0.08% of portfolio
|
Q2 2025
Reduced 22.4%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
12,900
shares
|
$596,109
0.12% of portfolio
|
Q2 2025
Reduced 56.47%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Aug 01, 2025 Q2 2025 |
12,709
shares
|
$587,282
0.23% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Horizon Wealth Management, LLC
|
Aug 04, 2025 Q2 2025 |
12,667
shares
|
$585,342
0.1% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Pacific Sun Financial Corp
|
Jul 30, 2025 Q2 2025 |
12,634
shares
|
$583,817
0.3% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2025 Q2 2025 |
12,588
shares
|
$581,691
0.65% of portfolio
|
Q2 2025
Added 2.78%
|