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 |
|---|---|---|---|---|---|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
4,723
shares
|
$218,249
0.02% of portfolio
|
Q2 2025
Added 6.3%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jul 24, 2025 Q2 2025 |
4,695
shares
|
$216,955
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Stanich Group LLC
Montauk, NY |
Jul 21, 2025 Q2 2025 |
4,691
shares
|
$216,771
0.19% of portfolio
|
Q2 2025
Reduced 9.68%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
4,668
shares
|
$215,708
0.03% of portfolio
|
Q2 2025
Reduced 2.99%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
4,509
shares
|
$208,360
0.01% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
4,451
shares
|
$205,680
0.01% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Lavaca Capital LLC
Houston, TX |
Aug 28, 2025 Q2 2025 |
4,299
shares
|
$198,656
0.07% of portfolio
|
Q2 2025
Reduced 19.57%
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
4,233
shares
|
$195,606
0.03% of portfolio
|
Q3 2022
Reduced 5.72%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
4,133
shares
|
$190,985
0.0% of portfolio
|
Q2 2025
Added 9.28%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Jul 16, 2025 Q2 2025 |
3,929
shares
|
$181,559
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
3,902
shares
|
$180,311
0.0% of portfolio
|
Q2 2025
Added 19.51%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
3,810
shares
|
$176,060
0.02% of portfolio
|
Q2 2025
Reduced 62.66%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
3,801
shares
|
$175,644
0.02% of portfolio
|
Q4 2024
Added 6.83%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
3,725
shares
|
$172,132
0.02% of portfolio
|
Q2 2025
Reduced 34.05%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
3,619
shares
|
$167,233
0.06% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Aug 12, 2025 Q2 2025 |
3,514
shares
|
$162,381
0.0% of portfolio
|
Q2 2025
Added 222.68%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
3,393
shares
|
$156,790
0.09% of portfolio
|
Q2 2024
Reduced 3.33%
|
|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
3,195
shares
|
$147,640
0.01% of portfolio
|
Q2 2025
Reduced 68.07%
|
|
|
Arcadia Investment Management Corp
|
Aug 08, 2025 Q2 2025 |
3,144
shares
|
$145,284
0.02% of portfolio
|
Q2 2025
Reduced 11.83%
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
3,111
shares
|
$143,759
0.02% of portfolio
|
Q3 2024
Added 7.13%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
3,095
shares
|
$143,019
0.0% of portfolio
|
Q2 2025
Added 2.55%
|
|
|
Paladin Advisory Group, LLC
|
Aug 06, 2025 Q2 2025 |
2,895
shares
|
$133,777
0.1% of portfolio
|
Q2 2025
Reduced 70.28%
|
|
|
Ballast Advisors LLC
|
Jul 31, 2025 Q2 2025 |
2,804
shares
|
$129,572
0.04% of portfolio
|
Q2 2025
Reduced 4.88%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
2,761
shares
|
$127,585
0.04% of portfolio
|
Q2 2024
Reduced 44.68%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
2,566
shares
|
$118,574
0.04% of portfolio
|
Q1 2025
New holding
|