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 |
|---|---|---|---|---|---|
|
E&G Advisors, LP
|
Jul 14, 2025 Q2 2025 |
12,586
shares
|
$581,599
0.14% of portfolio
|
Q2 2025
Reduced 1.87%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
May 08, 2025 Q1 2025 |
12,558
shares
|
$580,305
0.15% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
12,529
shares
|
$578,965
0.37% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Jul 30, 2025 Q2 2025 |
12,476
shares
|
$576,515
0.4% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
12,462
shares
|
$575,869
0.05% of portfolio
|
Q2 2025
Reduced 7.71%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
12,454
shares
|
$575,499
0.0% of portfolio
|
Q2 2025
Reduced 28.74%
|
|
|
E Rn Financial, LLC
|
Jul 17, 2025 Q2 2025 |
12,337
shares
|
$570,092
0.11% of portfolio
|
Q2 2025
Reduced 18.7%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
12,315
shares
|
$569,076
0.02% of portfolio
|
Q2 2025
Reduced 34.69%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
12,175
shares
|
$562,606
0.07% of portfolio
|
Q2 2025
Reduced 6.83%
|
|
|
Ground Swell Capital, LLC
Folly Beach, SC |
Jul 31, 2025 Q2 2025 |
12,074
shares
|
$557,939
0.87% of portfolio
|
Q2 2025
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
11,965
shares
|
$552,902
0.04% of portfolio
|
Q2 2025
Added 27.22%
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
Aug 20, 2025 Q2 2025 |
11,915
shares
|
$550,592
0.37% of portfolio
|
Q2 2025
Reduced 15.21%
|
|
|
Tennessee Valley Asset Management Partners
|
Aug 14, 2025 Q2 2025 |
11,890
shares
|
$549,436
0.13% of portfolio
|
Q2 2025
Reduced 26.95%
|
|
|
Latitude Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
11,851
shares
|
$547,634
0.3% of portfolio
|
Q2 2025
Added 5.83%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jul 21, 2025 Q2 2025 |
11,708
shares
|
$541,026
0.12% of portfolio
|
Q2 2025
Reduced 36.0%
|
|
|
Precision Wealth Strategies, LLC
|
Jul 18, 2025 Q2 2025 |
11,702
shares
|
$540,749
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
11,616
shares
|
$536,775
0.01% of portfolio
|
Q2 2025
Reduced 16.6%
|
|
|
Elite Financial, Inc.
Lewiston, ID |
Aug 11, 2025 Q2 2025 |
11,601
shares
|
$536,082
0.25% of portfolio
|
Q2 2025
Added 20.89%
|
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
11,447
shares
|
$528,965
0.05% of portfolio
|
Q1 2025
Added 622.21%
|
|
|
Mc Guire Investment Group, LLC
|
Jul 18, 2025 Q2 2025 |
11,357
shares
|
$524,806
0.07% of portfolio
|
Q2 2023
New holding
|
|
|
Bank Of Marin
Novato, CA |
Aug 14, 2025 Q2 2025 |
11,326
shares
|
$523,374
0.38% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Seros Financial, LLC
Tempe, AZ |
Jul 21, 2025 Q2 2025 |
11,205
shares
|
$517,783
0.3% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jul 25, 2025 Q2 2025 |
11,193
shares
|
$517,228
0.1% of portfolio
|
Q1 2025
Reduced 1.91%
|
|
|
Wambolt & Associates, LLC
|
Aug 12, 2025 Q2 2025 |
11,143
shares
|
$514,918
0.16% of portfolio
|
Q2 2025
Reduced 26.86%
|
|
|
Lynch & Associates
|
Jul 15, 2025 Q2 2025 |
11,114
shares
|
$513,577
0.1% of portfolio
|
Q4 2023
Reduced 1.88%
|