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 |
|---|---|---|---|---|---|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
920
shares
|
$42,513
0.0% of portfolio
|
Q3 2022
Reduced 30.25%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Aug 15, 2025 Q2 2025 |
900
shares
|
$41,589
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
892
shares
|
$41,219
0.03% of portfolio
|
Q2 2025
Added 2.65%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
879
shares
|
$40,618
0.01% of portfolio
|
Q2 2025
Added 6.67%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
800
shares
|
$36,968
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Aug 12, 2025 Q2 2025 |
800
shares
|
$36,968
0.03% of portfolio
|
Q2 2025
Reduced 11.11%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
767
shares
|
$35,443
0.0% of portfolio
|
Q1 2025
Added 1.86%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Aug 08, 2025 Q2 2025 |
756
shares
|
$34,934
0.02% of portfolio
|
Q2 2025
Added 225.86%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
755
shares
|
$34,888
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
689
shares
|
$31,838
0.01% of portfolio
|
Q2 2025
Added 33.27%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
687
shares
|
$31,746
0.01% of portfolio
|
Q2 2023
Added 2444.44%
|
|
|
Community Bank, N.A.
|
Jul 25, 2025 Q2 2025 |
677
shares
|
$31,284
0.0% of portfolio
|
Q2 2025
Added 6.11%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
673
shares
|
$31,099
0.0% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
670
shares
|
$30,960
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
611
shares
|
$28,234
0.0% of portfolio
|
Q2 2025
Reduced 85.52%
|
|
|
Copia Wealth Management
Bend, OR |
Jul 28, 2025 Q2 2025 |
605
shares
|
$27,957
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jul 17, 2025 Q2 2025 |
596
shares
|
$27,541
0.01% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
562
shares
|
$25,970
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
562
shares
|
$25,970
0.0% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
561
shares
|
$25,923
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Aug 11, 2025 Q2 2025 |
534
shares
|
$24,676
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jul 24, 2025 Q2 2025 |
533
shares
|
$24,629
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
513
shares
|
$23,705
0.0% of portfolio
|
Q2 2025
Added 4.06%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Aug 14, 2025 Q2 2025 |
500
shares
|
$23,105
0.01% of portfolio
|
Q2 2025
Reduced 95.81%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Aug 04, 2025 Q2 2025 |
500
shares
|
$23,105
0.0% of portfolio
|
Q4 2020
New holding
|