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 |
|---|---|---|---|---|---|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jul 17, 2025 Q2 2025 |
7,888
shares
|
$364,504
0.05% of portfolio
|
Q2 2024
Reduced 7.07%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
7,863
shares
|
$363,349
0.03% of portfolio
|
Q2 2025
Reduced 14.23%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Jul 23, 2025 Q2 2025 |
7,768
shares
|
$358,959
0.25% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
7,681
shares
|
$354,939
0.02% of portfolio
|
Q2 2025
Added 27.57%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
7,675
shares
|
$354,661
0.02% of portfolio
|
Q2 2025
Reduced 2.37%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
7,666
shares
|
$354,245
0.01% of portfolio
|
Q1 2025
Added 13.34%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Jul 22, 2025 Q2 2025 |
7,662
shares
|
$354,061
0.02% of portfolio
|
Q1 2025
Reduced 2.51%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Jul 24, 2025 Q2 2025 |
7,591
shares
|
$350,780
0.22% of portfolio
|
Q2 2025
Added 6.86%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jul 15, 2025 Q2 2025 |
7,574
shares
|
$349,994
0.1% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Aug 05, 2025 Q2 2025 |
7,554
shares
|
$349,070
0.2% of portfolio
|
Q1 2025
Reduced 1.6%
|
|
|
Welch & Forbes LLC
|
Aug 04, 2025 Q2 2025 |
7,485
shares
|
$345,881
0.0% of portfolio
|
Q2 2025
Added 2.56%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
7,436
shares
|
$343,617
0.01% of portfolio
|
Q2 2025
Reduced 5.0%
|
|
|
Koss Olinger Consulting, LLC
|
Aug 01, 2025 Q2 2025 |
7,384
shares
|
$341,214
0.03% of portfolio
|
Q2 2025
Reduced 21.13%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
7,358
shares
|
$340,013
0.02% of portfolio
|
Q1 2025
Added 2.42%
|
|
|
Fulton Bank, N.A.
|
Jul 10, 2025 Q2 2025 |
7,309
shares
|
$337,748
0.02% of portfolio
|
Q2 2025
Added 5.99%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
7,308
shares
|
$337,702
0.26% of portfolio
|
Q1 2023
Reduced 6.82%
|
|
|
Van Den Berg Management I, Inc
Austin, TX |
Aug 14, 2025 Q2 2025 |
7,270
shares
|
$335,946
0.1% of portfolio
|
Q2 2025
Reduced 8.48%
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
7,261
shares
|
$335,530
0.03% of portfolio
|
Q2 2025
Added 41.79%
|
|
|
Claremont Financial Group, Inc.
Claremont, CA |
Aug 15, 2022 Q1 2022 |
7,236
shares
|
$334,375
1.26% of portfolio
|
Q1 2022
Added 9950.0%
|
|
|
Keystone Financial Group
|
Aug 13, 2025 Q2 2025 |
7,230
shares
|
$334,098
0.03% of portfolio
|
Q2 2025
Added 4.74%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jul 14, 2025 Q2 2025 |
7,188
shares
|
$332,157
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
7,182
shares
|
$331,880
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Jul 30, 2025 Q2 2025 |
7,177
shares
|
$331,649
0.21% of portfolio
|
Q2 2025
Added 2.03%
|
|
|
Center For Asset Management LLC
|
Jul 23, 2025 Q2 2025 |
7,170
shares
|
$331,325
0.18% of portfolio
|
Q2 2025
Added 10.31%
|
|
|
Richard Bernstein Advisors LLC
|
Aug 06, 2025 Q2 2025 |
7,168
shares
|
$331,233
0.01% of portfolio
|
Q2 2025
Reduced 99.58%
|