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 |
|---|---|---|---|---|---|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
5,265
shares
|
$243,295
0.0% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jul 21, 2025 Q2 2025 |
5,255
shares
|
$242,833
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wealthquest Corp
Cincinnati, OH |
Aug 13, 2025 Q2 2025 |
5,255
shares
|
$242,833
0.02% of portfolio
|
Q2 2025
Reduced 87.59%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
5,219
shares
|
$241,169
0.03% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Cypress Financial Planning LLC
|
Jul 10, 2025 Q2 2025 |
5,212
shares
|
$240,846
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Jul 24, 2025 Q2 2025 |
5,202
shares
|
$240,384
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
5,196
shares
|
$240,107
0.03% of portfolio
|
Q4 2024
Reduced 17.08%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Aug 08, 2025 Q2 2025 |
5,155
shares
|
$238,212
0.08% of portfolio
|
Q2 2025
Reduced 1.96%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
5,065
shares
|
$234,053
0.3% of portfolio
|
Q3 2022
Reduced 4.22%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
5,055
shares
|
$233,591
0.02% of portfolio
|
Q2 2025
Added 8.94%
|
|
|
Apeiron Ria LLC
|
Aug 07, 2025 Q2 2025 |
5,052
shares
|
$233,452
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jul 07, 2025 Q2 2025 |
5,040
shares
|
$232,898
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
5,016
shares
|
$231,789
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
4,981
shares
|
$230,172
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
4,942
shares
|
$228,369
0.02% of portfolio
|
Q1 2025
Added 1.15%
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
Jul 31, 2025 Q2 2025 |
4,922
shares
|
$227,445
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Aug 13, 2025 Q2 2025 |
4,911
shares
|
$226,937
0.09% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
Altfest L J & CO Inc
|
Aug 08, 2025 Q2 2025 |
4,904
shares
|
$226,613
0.03% of portfolio
|
Q2 2025
Reduced 42.45%
|
|
|
Arthur M. Cohen & Associates, LLC
|
Jul 11, 2025 Q2 2025 |
4,861
shares
|
$224,626
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
4,789
shares
|
$221,299
0.01% of portfolio
|
Q4 2023
Reduced 19.12%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
4,788
shares
|
$221,253
0.0% of portfolio
|
Q2 2025
Added 4137.17%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Aug 14, 2025 Q2 2025 |
4,779
shares
|
$220,837
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Snider Financial Group
Bellevue, WA |
Aug 05, 2025 Q2 2025 |
4,779
shares
|
$220,837
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
4,736
shares
|
$218,850
0.04% of portfolio
|
Q4 2024
Reduced 6.72%
|
|
|
Trinity Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
4,735
shares
|
$218,804
0.08% of portfolio
|
Q2 2025
Reduced 74.8%
|