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 |
|---|---|---|---|---|---|
|
Montis Financial, LLC
|
Jul 17, 2025 Q2 2025 |
11,057
shares
|
$510,943
0.13% of portfolio
|
Q2 2025
Added 1.57%
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
11,045
shares
|
$510,389
0.1% of portfolio
|
Q2 2025
Reduced 6.2%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
11,023
shares
|
$509,372
0.07% of portfolio
|
Q1 2022
Reduced 24.05%
|
|
|
Security Financial Services, Inc.
|
Aug 08, 2025 Q2 2025 |
10,990
shares
|
$507,847
0.09% of portfolio
|
Q2 2025
Reduced 14.81%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Aug 14, 2025 Q2 2025 |
10,925
shares
|
$504,844
0.02% of portfolio
|
Q4 2024
Reduced 9.19%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jul 08, 2025 Q2 2025 |
10,924
shares
|
$504,798
0.03% of portfolio
|
Q2 2025
Reduced 7.27%
|
|
|
Keybank National Association
|
Aug 04, 2025 Q2 2025 |
10,914
shares
|
$504,335
0.0% of portfolio
|
Q1 2025
Reduced 11.17%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
10,907
shares
|
$504,012
0.01% of portfolio
|
Q2 2025
Reduced 4.98%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
10,877
shares
|
$502,626
0.01% of portfolio
|
Q2 2025
Added 6.13%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
10,875
shares
|
$502,533
0.01% of portfolio
|
Q2 2025
Added 1.51%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
10,767
shares
|
$497,543
0.0% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
10,643
shares
|
$491,813
0.02% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Symphony Financial, Ltd. Co.
|
Aug 14, 2025 Q2 2025 |
10,526
shares
|
$486,406
0.04% of portfolio
|
Q2 2025
Reduced 74.81%
|
|
|
Graney & King, LLC
Latham, NY |
Aug 14, 2025 Q2 2025 |
10,510
shares
|
$485,667
0.3% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Second Line Capital, LLC
Metairie, LA |
Aug 15, 2025 Q2 2025 |
10,504
shares
|
$485,389
0.1% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
Aug 04, 2025 Q2 2025 |
10,381
shares
|
$479,706
0.32% of portfolio
|
Q4 2024
Reduced 3.91%
|
|
|
Old Second National Bank Of Aurora
|
Jul 21, 2025 Q2 2025 |
10,370
shares
|
$479,197
0.11% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Aug 14, 2025 Q2 2025 |
10,254
shares
|
$473,837
0.17% of portfolio
|
Q2 2025
Added 6.6%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
10,148
shares
|
$468,939
0.04% of portfolio
|
Q2 2025
Reduced 64.53%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
10,129
shares
|
$468,061
0.01% of portfolio
|
Q2 2025
Reduced 27.05%
|
|
|
Scott Marsh Financial, LLC
Millcreek, UT |
Aug 14, 2025 Q2 2025 |
10,128
shares
|
$468,014
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Valpey Financial Services, LLC
Concord, NH |
Jul 22, 2025 Q2 2025 |
10,087
shares
|
$466,120
0.3% of portfolio
|
Q2 2025
New holding
|
|
|
Mayport, LLC
|
Aug 07, 2025 Q2 2025 |
10,000
shares
|
$462,100
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Claro Advisors LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
9,984
shares
|
$461,360
0.07% of portfolio
|
Q2 2025
Reduced 19.28%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Jul 29, 2025 Q2 2025 |
9,965
shares
|
$460,482
0.09% of portfolio
|
Q2 2025
Added 60.91%
|