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 |
|---|---|---|---|---|---|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
497
shares
|
$22,966
0.0% of portfolio
|
Q2 2025
Added 16466.67%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
480
shares
|
$22,180
0.0% of portfolio
|
Q1 2018
Reduced 57.33%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
467
shares
|
$21,580
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
439
shares
|
$20,286
0.01% of portfolio
|
Q2 2025
Added 22.97%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
426
shares
|
$19,685
0.0% of portfolio
|
Q1 2024
Added 69.72%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
406
shares
|
$18,761
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
400
shares
|
$18,484
0.0% of portfolio
|
Q1 2025
Reduced 33.33%
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
399
shares
|
$18,437
0.0% of portfolio
|
Q2 2025
Reduced 19.88%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
369
shares
|
$17,051
0.01% of portfolio
|
Q2 2025
Added 43.02%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 22, 2025 Q2 2025 |
366
shares
|
$16,912
0.01% of portfolio
|
Q2 2025
Reduced 23.59%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
362
shares
|
$16,728
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
357
shares
|
$16,496
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
346
shares
|
$15,988
0.0% of portfolio
|
Q3 2024
Reduced 48.89%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
345
shares
|
$15,942
0.01% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
330
shares
|
$15,249
0.0% of portfolio
|
Q2 2025
Added 12.63%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
320
shares
|
$14,787
0.0% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Aug 15, 2025 Q2 2025 |
300
shares
|
$13,863
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
295
shares
|
$13,631
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
279
shares
|
$12,892
0.0% of portfolio
|
Q2 2025
Added 114.62%
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Aug 12, 2025 Q2 2025 |
278
shares
|
$12,846
0.01% of portfolio
|
Q2 2025
Added 34.3%
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Jul 30, 2025 Q2 2025 |
259
shares
|
$11,968
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
257
shares
|
$11,875
0.0% of portfolio
|
Q4 2024
Added 1252.63%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
252
shares
|
$11,644
0.0% of portfolio
|
Q1 2025
Reduced 41.12%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
Aug 15, 2025 Q2 2025 |
247
shares
|
$11,413
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
246
shares
|
$11,367
0.01% of portfolio
|
Q2 2024
New holding
|