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 |
|---|---|---|---|---|---|
|
S.A. Mason LLC
|
Jul 14, 2025 Q2 2025 |
2,543
shares
|
$117,512
0.05% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Phillips Financial Management, LLC
|
Jul 30, 2025 Q2 2025 |
2,480
shares
|
$114,600
0.01% of portfolio
|
Q1 2025
Reduced 8.18%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
2,417
shares
|
$111,689
0.04% of portfolio
|
Q2 2025
Added 50.31%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
2,388
shares
|
$110,349
0.04% of portfolio
|
Q2 2025
Reduced 13.45%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
2,329
shares
|
$107,623
0.0% of portfolio
|
Q4 2024
Reduced 13.71%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
2,245
shares
|
$103,741
0.01% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
2,197
shares
|
$101,523
0.05% of portfolio
|
Q2 2025
Reduced 6.67%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
2,105
shares
|
$97,272
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
2,055
shares
|
$94,961
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Aug 29, 2025 Q2 2025 |
1,875
shares
|
$86,643
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Flaharty Asset Management, LLC
|
Aug 08, 2025 Q2 2025 |
1,836
shares
|
$84,841
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
1,831
shares
|
$84,610
0.0% of portfolio
|
Q3 2023
Reduced 14.32%
|
|
|
Sage Mountain Advisors LLC
|
Jul 31, 2025 Q2 2025 |
1,822
shares
|
$84,194
0.01% of portfolio
|
Q2 2025
Reduced 23.48%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
1,814
shares
|
$83,824
0.0% of portfolio
|
Q2 2025
Reduced 11.9%
|
|
|
Orion Capital Management LLC
|
Jul 31, 2025 Q2 2025 |
1,790
shares
|
$82,715
0.03% of portfolio
|
Q1 2025
Reduced 21.42%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
1,741
shares
|
$80,451
0.0% of portfolio
|
Q2 2025
Reduced 91.91%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
1,712
shares
|
$79,111
0.0% of portfolio
|
Q2 2025
Added 40.91%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Aug 07, 2025 Q2 2025 |
1,695
shares
|
$78,325
0.01% of portfolio
|
Q2 2025
Reduced 92.11%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
1,690
shares
|
$78,094
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
1,643
shares
|
$75,923
0.04% of portfolio
|
Q2 2024
Reduced 96.67%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
1,582
shares
|
$73,104
0.01% of portfolio
|
Q2 2025
Added 5.61%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
1,542
shares
|
$71,255
0.0% of portfolio
|
Q4 2023
Added 497.67%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,542
shares
|
$71,255
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Kathleen S. Wright Associates Inc.
|
Jul 31, 2025 Q2 2025 |
1,530
shares
|
$70,701
0.03% of portfolio
|
Q1 2025
Reduced 2.3%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
1,526
shares
|
$70,516
0.01% of portfolio
|
Q2 2025
Added 1.46%
|