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 |
|---|---|---|---|---|---|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
128,817
shares
|
$5.95 Million
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
126,845
shares
|
$5.86 Million
0.22% of portfolio
|
Q2 2025
Reduced 14.48%
|
|
|
Resonant Capital Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
125,803
shares
|
$5.81 Million
0.35% of portfolio
|
Q2 2025
Added 18.11%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
125,290
shares
|
$5.79 Million
3.75% of portfolio
|
Q3 2023
New holding
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
124,796
shares
|
$5.77 Million
0.34% of portfolio
|
Q2 2025
Reduced 3.78%
|
|
|
Strategic Financial Planning, Inc.
|
Aug 13, 2025 Q2 2025 |
123,781
shares
|
$5.72 Million
3.41% of portfolio
|
Q2 2025
Added 13.39%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
123,415
shares
|
$5.7 Million
0.15% of portfolio
|
Q2 2025
Added 151.86%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Aug 14, 2025 Q2 2025 |
121,394
shares
|
$5.61 Million
0.79% of portfolio
|
Q2 2025
Reduced 2.44%
|
|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
120,909
shares
|
$5.59 Million
0.76% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
120,160
shares
|
$5.55 Million
0.18% of portfolio
|
Q3 2022
Added 2.72%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
119,465
shares
|
$5.52 Million
0.51% of portfolio
|
Q2 2025
Added 5.16%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
118,719
shares
|
$5.49 Million
0.01% of portfolio
|
Q2 2025
Added 19.27%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
115,930
shares
|
$5.36 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
115,712
shares
|
$5.35 Million
0.02% of portfolio
|
Q2 2025
Added 5.48%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
115,332
shares
|
$5.33 Million
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
114,784
shares
|
$5.3 Million
0.19% of portfolio
|
Q2 2025
Reduced 7.55%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Aug 14, 2025 Q2 2025 |
114,466
shares
|
$5.29 Million
0.04% of portfolio
|
Q2 2025
Added 87.42%
|
|
|
1248 Management, LLC
Kansas City, MO |
Aug 15, 2025 Q2 2025 |
112,677
shares
|
$5.21 Million
1.77% of portfolio
|
Q2 2025
Reduced 24.76%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
111,607
shares
|
$5.16 Million
0.55% of portfolio
|
Q4 2023
Reduced 0.15%
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
111,573
shares
|
$5.16 Million
2.29% of portfolio
|
Q1 2023
Added 0.13%
|
|
|
Arkansas Financial Group, Inc.
|
Jul 16, 2025 Q2 2025 |
110,454
shares
|
$5.1 Million
0.73% of portfolio
|
Q2 2025
Added 7.64%
|
|
|
626 Financial, LLC
|
Aug 04, 2025 Q2 2025 |
109,777
shares
|
$5.07 Million
2.33% of portfolio
|
Q2 2025
Added 26.87%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
108,451
shares
|
$5.01 Million
0.05% of portfolio
|
Q2 2025
Reduced 5.79%
|
|
|
Louisiana State Employees Retirement System
|
Jul 23, 2025 Q2 2025 |
108,400
shares
|
$5.01 Million
0.09% of portfolio
|
Q2 2025
Added 138.77%
|
|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Jul 14, 2025 Q2 2025 |
107,335
shares
|
$4.96 Million
2.99% of portfolio
|
Q2 2025
Added 2.46%
|