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 962 institutions that hold shares in the stock, with a total of 197 Million shares, which have been reported (via 13F filing form) to have a value of $8.51 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
619,262
shares
|
$26.8 Million
1.74% of portfolio
|
Q2 2025
Added 6.35%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Aug 13, 2025 Q2 2025 |
617,093
shares
|
$26.7 Million
11.57% of portfolio
|
Q2 2025
Added 9.75%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
596,772
shares
|
$25.8 Million
0.26% of portfolio
|
Q2 2025
Reduced 46.44%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
579,615
shares
|
$25.1 Million
0.04% of portfolio
|
Q2 2025
Reduced 26.05%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 05, 2025 Q2 2025 |
573,588
shares
|
$24.8 Million
3.44% of portfolio
|
Q2 2025
Added 288.6%
|
|
|
Compton Financial Group, LLC
|
Aug 05, 2025 Q2 2025 |
572,287
shares
|
$24.8 Million
6.34% of portfolio
|
Q2 2025
Added 2.5%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
567,592
shares
|
$24.5 Million
0.1% of portfolio
|
Q2 2025
Added 4.78%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
563,324
shares
|
$24.4 Million
0.04% of portfolio
|
Q1 2025
Reduced 2.88%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Aug 07, 2025 Q2 2025 |
562,073
shares
|
$24.3 Million
0.93% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
556,863
shares
|
$24.1 Million
0.88% of portfolio
|
Q4 2023
New holding
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
547,383
shares
|
$23.7 Million
0.98% of portfolio
|
Q2 2025
Added 59.95%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
539,269
shares
|
$23.3 Million
1.03% of portfolio
|
Q2 2025
Added 14.44%
|
|
|
Spinnaker Trust
|
Aug 04, 2025 Q2 2025 |
538,532
shares
|
$23.3 Million
1.4% of portfolio
|
Q2 2025
Reduced 34.28%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
528,971
shares
|
$22.9 Million
0.07% of portfolio
|
Q2 2025
Added 4.31%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
522,606
shares
|
$22.6 Million
0.26% of portfolio
|
Q2 2022
Reduced 76.24%
|
|
|
One Day In July LLC
|
Aug 04, 2025 Q2 2025 |
518,163
shares
|
$22.4 Million
2.0% of portfolio
|
Q2 2025
Added 25.94%
|
|
|
Banco Santander, S.A.
|
Aug 01, 2025 Q2 2025 |
503,220
shares
|
$21.8 Million
0.21% of portfolio
|
Q2 2025
Added 77.2%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
496,579
shares
|
$21.5 Million
0.77% of portfolio
|
Q2 2025
Added 2.4%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
494,130
shares
|
$21.4 Million
0.03% of portfolio
|
Q2 2025
Reduced 7.29%
|
|
|
Rkl Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
477,974
shares
|
$20.7 Million
1.8% of portfolio
|
Q2 2025
Added 16.14%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
473,999
shares
|
$20.5 Million
0.14% of portfolio
|
Q4 2024
Added 6.89%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Apr 29, 2025 Q1 2025 |
470,879
shares
|
$20.4 Million
4.3% of portfolio
|
Q1 2025
Added 5.5%
|
|
|
Mc Namara Financial Services, Inc.
|
Jul 25, 2025 Q2 2025 |
446,464
shares
|
$19.3 Million
3.82% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Aug 01, 2025 Q2 2025 |
431,350
shares
|
$18.7 Million
2.92% of portfolio
|
Q2 2025
Added 24.82%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
425,900
shares
|
$18.4 Million
0.3% of portfolio
|
Q2 2025
Added 89563.16%
|