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 |
|---|---|---|---|---|---|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
1,518
shares
|
$70,146
0.01% of portfolio
|
Q2 2024
Added 0.53%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
1,517
shares
|
$70,100
0.01% of portfolio
|
Q2 2025
Added 110.4%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
1,498
shares
|
$69,222
0.0% of portfolio
|
Q1 2025
Reduced 97.55%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
1,473
shares
|
$68,067
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
1,435
shares
|
$66,311
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
1,385
shares
|
$64,000
0.0% of portfolio
|
Q2 2024
Added 78.02%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
1,355
shares
|
$62,614
0.0% of portfolio
|
Q2 2025
Added 6.53%
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
1,340
shares
|
$61,921
0.01% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
1,338
shares
|
$61,828
0.04% of portfolio
|
Q4 2024
Reduced 92.86%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
1,315
shares
|
$60,766
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
1,252
shares
|
$57,854
0.01% of portfolio
|
Q3 2024
Added 8.59%
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
1,204
shares
|
$55,636
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Northwest Capital Management Inc
|
Jul 25, 2025 Q2 2025 |
1,201
shares
|
$55,498
0.03% of portfolio
|
Q2 2025
Reduced 79.92%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
1,193
shares
|
$55,128
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
1,190
shares
|
$54,989
0.0% of portfolio
|
Q2 2025
Reduced 12.76%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
1,167
shares
|
$53,927
0.0% of portfolio
|
Q1 2025
Reduced 4.58%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Aug 04, 2025 Q2 2025 |
1,150
shares
|
$53,141
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
1,121
shares
|
$51,801
0.03% of portfolio
|
Q2 2025
Added 47.31%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
1,075
shares
|
$49,675
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
1,063
shares
|
$49,121
0.0% of portfolio
|
Q3 2024
Reduced 6.75%
|
|
|
Capital Investment Counsel, Inc
|
Aug 08, 2025 Q2 2025 |
1,034
shares
|
$47,781
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jul 07, 2025 Q2 2025 |
1,000
shares
|
$46,210
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
977
shares
|
$45,147
0.02% of portfolio
|
Q2 2025
Added 4.83%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Aug 05, 2025 Q2 2025 |
973
shares
|
$44,962
0.02% of portfolio
|
Q1 2025
Added 158.09%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
923
shares
|
$42,651
0.0% of portfolio
|
Q2 2025
Added 0.33%
|