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 |
|---|---|---|---|---|---|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
245
shares
|
$11,321
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
240
shares
|
$11,090
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Aug 13, 2025 Q2 2025 |
231
shares
|
$10,674
0.01% of portfolio
|
Q4 2023
Reduced 46.15%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Aug 07, 2025 Q2 2025 |
227
shares
|
$10,489
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Centerpoint Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
214
shares
|
$9,888
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
209
shares
|
$9,657
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
201
shares
|
$9,288
0.0% of portfolio
|
Q4 2024
Reduced 20.87%
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
200
shares
|
$9,242
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Aug 01, 2025 Q2 2025 |
187
shares
|
$8,641
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Aug 01, 2025 Q2 2025 |
187
shares
|
$8,641
0.01% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
176
shares
|
$8,132
0.0% of portfolio
|
Q2 2025
Added 388.89%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jul 07, 2025 Q2 2025 |
164
shares
|
$7,578
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
161
shares
|
$7,439
0.0% of portfolio
|
Q4 2024
Reduced 30.9%
|
|
|
Bristlecone Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
157
shares
|
$7,254
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
154
shares
|
$7,116
0.0% of portfolio
|
Q1 2025
Reduced 5.52%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
152
shares
|
$7,023
0.0% of portfolio
|
Q1 2024
Reduced 0.65%
|
|
|
Woodside Wealth Management LLC
Framingham, MA |
Jul 23, 2025 Q2 2025 |
149
shares
|
$6,885
0.01% of portfolio
|
Q2 2025
Added 3.47%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
145
shares
|
$6,700
0.0% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Quaker Wealth Management, LLC
|
Aug 01, 2025 Q2 2025 |
144
shares
|
$6,654
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
143
shares
|
$6,608
0.01% of portfolio
|
Q3 2022
Reduced 6.99%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
138
shares
|
$6,376
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Jul 28, 2025 Q2 2025 |
135
shares
|
$6,238
0.0% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
134
shares
|
$6,192
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Aug 06, 2025 Q2 2025 |
134
shares
|
$6,192
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
132
shares
|
$6,099
0.0% of portfolio
|
Q2 2024
New holding
|