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 |
|---|---|---|---|---|---|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 01, 2025 Q2 2025 |
28
shares
|
$1,293
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
25
shares
|
$1,155
0.0% of portfolio
|
Q2 2025
Reduced 99.34%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
22
shares
|
$1,016
0.0% of portfolio
|
Q2 2024
Added 69.23%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
20
shares
|
$924
0.0% of portfolio
|
Q1 2024
Reduced 94.35%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Aug 08, 2025 Q2 2025 |
19
shares
|
$877
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
18
shares
|
$831
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
16
shares
|
$739
0.0% of portfolio
|
Q2 2025
Reduced 88.15%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 13, 2025 Q2 2025 |
10
shares
|
$462
0.0% of portfolio
|
Q1 2025
Reduced 83.33%
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
6
shares
|
$277
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Spirit Of America Management Corp
|
Jul 29, 2025 Q2 2025 |
4
shares
|
$184
0.0% of portfolio
|
Q2 2024
Reduced 99.91%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
2
shares
|
$92
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
1
shares
|
$46
0.0% of portfolio
|
Q2 2025
Reduced 96.88%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
Closed
|