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 |
|---|---|---|---|---|---|
|
Atlantic Private Wealth, LLC
|
Aug 11, 2025 Q2 2025 |
130
shares
|
$6,007
0.0% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
126
shares
|
$5,822
0.0% of portfolio
|
Q2 2025
Reduced 73.97%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Aug 07, 2025 Q2 2025 |
126
shares
|
$5,822
0.0% of portfolio
|
Q2 2025
Added 306.45%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
119
shares
|
$5,498
0.0% of portfolio
|
Q2 2025
Added 3.48%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
113
shares
|
$5,221
0.0% of portfolio
|
Q1 2025
Reduced 23.65%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jul 30, 2025 Q2 2025 |
105
shares
|
$4,852
0.0% of portfolio
|
Q4 2023
Reduced 97.14%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
97
shares
|
$4,482
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Systm Wealth Solutions LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
93
shares
|
$4,297
0.13% of portfolio
|
Q3 2024
Reduced 21.19%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
85
shares
|
$3,927
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
80
shares
|
$3,696
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
78
shares
|
$3,604
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Jul 30, 2025 Q2 2025 |
76
shares
|
$3,511
0.0% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
72
shares
|
$3,327
0.0% of portfolio
|
Q4 2024
Reduced 40.98%
|
|
|
Tradewinds Capital Management, LLC
|
Jul 29, 2025 Q2 2025 |
59
shares
|
$2,726
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Aug 14, 2025 Q2 2025 |
50
shares
|
$2,310
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
49
shares
|
$2,264
0.0% of portfolio
|
Q4 2024
Reduced 67.76%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Aug 08, 2025 Q2 2025 |
47
shares
|
$2,171
0.0% of portfolio
|
Q2 2024
Reduced 4.08%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
42
shares
|
$1,940
0.0% of portfolio
|
Q1 2025
Added 90.91%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
41
shares
|
$1,894
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Aug 05, 2025 Q2 2025 |
38
shares
|
$1,755
0.0% of portfolio
|
Q1 2025
Reduced 71.64%
|
|
|
Cypress Capital Management LLC (Wy)
|
Aug 06, 2025 Q2 2025 |
38
shares
|
$1,755
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Aug 06, 2025 Q2 2025 |
37
shares
|
$1,709
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
36
shares
|
$1,663
0.0% of portfolio
|
Q4 2019
Reduced 96.54%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
34
shares
|
$1,571
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
33
shares
|
$1,524
0.0% of portfolio
|
Q4 2023
Reduced 75.19%
|