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 |
|---|---|---|---|---|---|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
7,149
shares
|
$330,355
0.02% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
7,141
shares
|
$329,985
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
7,127
shares
|
$329,338
0.22% of portfolio
|
Q1 2025
Added 1.24%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Aug 13, 2025 Q2 2025 |
7,112
shares
|
$328,645
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
7,062
shares
|
$326,335
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Aug 11, 2025 Q2 2025 |
7,037
shares
|
$325,179
0.23% of portfolio
|
Q2 2025
Reduced 0.79%
|
|
|
Clifford Swan Investment Counsel LLC
|
Jul 30, 2025 Q2 2025 |
7,026
shares
|
$324,671
0.01% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Noesis Capital Mangement Corp
|
Aug 04, 2025 Q2 2025 |
6,995
shares
|
$323,238
0.05% of portfolio
|
Q2 2025
Added 16.58%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Aug 11, 2025 Q2 2025 |
6,987
shares
|
$322,869
0.13% of portfolio
|
Q2 2025
Added 2.61%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Aug 13, 2025 Q2 2025 |
6,941
shares
|
$320,743
0.04% of portfolio
|
Q2 2025
Added 12.88%
|
|
|
October Effect LTD
Virginia Beach, VA |
Aug 11, 2025 Q2 2025 |
6,938
shares
|
$320,604
0.36% of portfolio
|
Q2 2025
New holding
|
|
|
Astoria Portfolio Advisors Llc.
|
Jul 25, 2025 Q2 2025 |
6,923
shares
|
$319,911
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
6,883
shares
|
$318,063
0.01% of portfolio
|
Q2 2025
Added 8.62%
|
|
|
Optima Capital LLC
Portland, OR |
Jul 14, 2025 Q2 2025 |
6,868
shares
|
$317,370
0.16% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
6,747
shares
|
$311,778
0.0% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
6,703
shares
|
$309,745
0.01% of portfolio
|
Q3 2024
Reduced 2.33%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Aug 07, 2025 Q2 2025 |
6,693
shares
|
$309,283
0.03% of portfolio
|
Q2 2025
Reduced 94.12%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jul 22, 2025 Q2 2025 |
6,691
shares
|
$309,191
0.11% of portfolio
|
Q2 2025
Added 2.17%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Jul 09, 2025 Q2 2025 |
6,684
shares
|
$308,867
0.11% of portfolio
|
Q2 2025
Reduced 70.1%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
6,668
shares
|
$308,128
0.01% of portfolio
|
Q1 2025
Reduced 71.43%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Aug 01, 2025 Q2 2025 |
6,663
shares
|
$307,897
0.13% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
6,653
shares
|
$307,435
0.0% of portfolio
|
Q2 2025
Added 3.42%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
6,608
shares
|
$305,355
0.02% of portfolio
|
Q2 2025
Reduced 35.4%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
6,533
shares
|
$301,889
0.04% of portfolio
|
Q2 2025
Added 6.96%
|
|
|
Intrua Financial, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
6,532
shares
|
$301,843
0.04% of portfolio
|
Q2 2025
Added 17.84%
|