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 |
|---|---|---|---|---|---|
|
Independent Wealth Network Inc.
|
Jul 16, 2025 Q2 2025 |
8,561
shares
|
$395,603
0.14% of portfolio
|
Q2 2025
Added 2.98%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
8,549
shares
|
$395,049
0.03% of portfolio
|
Q2 2025
Reduced 21.96%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
8,515
shares
|
$393,478
0.02% of portfolio
|
Q2 2025
Reduced 46.09%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Jul 09, 2025 Q2 2025 |
8,514
shares
|
$393,431
0.13% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
8,490
shares
|
$392,322
0.01% of portfolio
|
Q1 2023
Reduced 1.44%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
8,420
shares
|
$389,088
0.06% of portfolio
|
Q2 2025
Added 11.41%
|
|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
8,351
shares
|
$385,899
0.03% of portfolio
|
Q2 2025
Reduced 74.46%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
8,324
shares
|
$384,652
0.01% of portfolio
|
Q4 2023
Reduced 8.56%
|
|
|
Retirement Planning Group
|
Jul 30, 2025 Q2 2025 |
8,240
shares
|
$380,770
0.02% of portfolio
|
Q2 2025
Reduced 3.21%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
8,231
shares
|
$380,354
0.05% of portfolio
|
Q2 2025
Added 11.93%
|
|
|
American Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
8,220
shares
|
$379,846
0.05% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
8,214
shares
|
$379,568
0.01% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
Brio Consultants, LLC
|
Aug 07, 2025 Q2 2025 |
8,154
shares
|
$376,796
0.05% of portfolio
|
Q2 2025
Reduced 14.51%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Aug 05, 2025 Q2 2025 |
8,114
shares
|
$374,947
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Moneywise, Inc.
|
Jul 15, 2025 Q2 2025 |
8,065
shares
|
$372,683
0.17% of portfolio
|
Q2 2025
Reduced 10.25%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Aug 11, 2025 Q2 2025 |
8,043
shares
|
$371,667
0.07% of portfolio
|
Q2 2025
Reduced 9.96%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
8,000
shares
|
$369,680
0.05% of portfolio
|
Q3 2023
Added 60.0%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Jul 25, 2025 Q2 2025 |
7,986
shares
|
$369,033
0.02% of portfolio
|
Q2 2025
Reduced 14.62%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Aug 14, 2025 Q2 2025 |
7,975
shares
|
$368,524
0.12% of portfolio
|
Q3 2024
Reduced 10.34%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
7,932
shares
|
$366,537
0.03% of portfolio
|
Q2 2025
Added 15.51%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Aug 14, 2025 Q2 2025 |
7,930
shares
|
$366,445
0.13% of portfolio
|
Q1 2025
Reduced 10.55%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
7,915
shares
|
$365,752
0.04% of portfolio
|
Q2 2025
Reduced 30.28%
|
|
|
Fusion Family Wealth LLC
|
Jul 30, 2025 Q2 2025 |
7,913
shares
|
$365,659
0.03% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Oakwell Private Wealth Management, LLC
|
Aug 05, 2025 Q2 2025 |
7,911
shares
|
$365,567
0.08% of portfolio
|
Q3 2024
Reduced 2.51%
|
|
|
Vantage Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
7,905
shares
|
$365,290
0.03% of portfolio
|
Q2 2025
Added 1.02%
|