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 |
|---|---|---|---|---|---|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2025 Q2 2025 |
5,915
shares
|
$273,332
0.01% of portfolio
|
Q2 2025
Added 2.83%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
5,856
shares
|
$270,605
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Jul 09, 2025 Q2 2025 |
5,828
shares
|
$269,311
0.0% of portfolio
|
Q2 2025
Reduced 8.29%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
5,777
shares
|
$266,955
0.09% of portfolio
|
Q2 2025
Reduced 27.79%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
5,744
shares
|
$265,430
0.02% of portfolio
|
Q1 2025
Reduced 42.95%
|
|
|
Glenview Trust CO
Louisville, KY |
Aug 14, 2025 Q2 2025 |
5,705
shares
|
$263,628
0.0% of portfolio
|
Q2 2025
Added 13.71%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
5,604
shares
|
$258,960
0.01% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Optimist Retirement Group LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
5,547
shares
|
$256,326
0.12% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Angeles Wealth Management, LLC
|
Jul 29, 2025 Q2 2025 |
5,543
shares
|
$256,142
0.02% of portfolio
|
Q2 2025
Reduced 4.48%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
May 15, 2025 Q1 2025 |
5,485
shares
|
$253,461
0.15% of portfolio
|
Q1 2025
Reduced 1.54%
|
|
|
Psi Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
5,477
shares
|
$253,092
0.12% of portfolio
|
Q2 2025
Reduced 96.88%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
5,477
shares
|
$253,092
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Helen Stephens Group, LLC
|
Jul 02, 2025 Q2 2025 |
5,439
shares
|
$251,336
0.06% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Ironwood Financial, LLC
|
Jul 23, 2025 Q2 2025 |
5,399
shares
|
$249,487
0.05% of portfolio
|
Q1 2025
Added 4.96%
|
|
|
Cranbrook Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
5,395
shares
|
$249,302
0.05% of portfolio
|
Q2 2025
Added 13.2%
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Jul 31, 2025 Q2 2025 |
5,371
shares
|
$248,193
0.24% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Fox Financial, Inc
Wyomissing, PA |
Aug 07, 2025 Q2 2025 |
5,340
shares
|
$246,761
0.19% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Aug 13, 2025 Q2 2025 |
5,336
shares
|
$246,576
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Roman Butler Fullerton & CO
|
Jul 30, 2025 Q2 2025 |
5,307
shares
|
$245,236
0.07% of portfolio
|
Q2 2025
Reduced 7.64%
|
|
|
Triumph Capital Management
|
Jul 09, 2025 Q2 2025 |
5,302
shares
|
$245,005
0.07% of portfolio
|
Q2 2025
Reduced 47.66%
|
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Jul 21, 2025 Q2 2025 |
5,297
shares
|
$244,774
0.32% of portfolio
|
Q2 2025
Reduced 3.19%
|
|
|
Townsend Asset Management Corp
|
Jul 16, 2025 Q2 2025 |
5,291
shares
|
$244,497
0.08% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
5,283
shares
|
$244,127
0.0% of portfolio
|
Q2 2025
Added 18.93%
|
|
|
Professional Financial Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
5,266
shares
|
$243,341
0.05% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Aug 06, 2025 Q2 2025 |
5,266
shares
|
$243,341
0.19% of portfolio
|
Q2 2025
Added 6.92%
|