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 969 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 $8.62 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 |
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
425,900
shares
|
$18.4 Million
0.3% of portfolio
|
Q2 2025
Added 89563.16%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
402,331
shares
|
$17.4 Million
0.2% of portfolio
|
Q2 2025
Reduced 47.82%
|
|
|
Leicht Financial Planning & Wealth Management, Inc.
|
Aug 08, 2025 Q2 2025 |
390,289
shares
|
$16.9 Million
7.9% of portfolio
|
Q2 2025
Added 1.39%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Aug 04, 2025 Q2 2025 |
385,013
shares
|
$16.7 Million
3.02% of portfolio
|
Q2 2025
Added 9.79%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
380,771
shares
|
$16.5 Million
3.18% of portfolio
|
Q2 2025
Added 23.1%
|
|
|
Boston Standard Wealth Management, LLC
|
Jul 02, 2025 Q2 2025 |
374,051
shares
|
$16.2 Million
2.87% of portfolio
|
Q2 2025
Added 11.38%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Aug 13, 2025 Q2 2025 |
373,523
shares
|
$16.2 Million
1.77% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Aug 13, 2025 Q2 2025 |
372,694
shares
|
$16.1 Million
0.74% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Octavia Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
369,070
shares
|
$16 Million
1.81% of portfolio
|
Q2 2025
Reduced 6.7%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
367,172
shares
|
$15.9 Million
2.43% of portfolio
|
Q3 2024
Added 15.4%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
364,399
shares
|
$15.8 Million
0.17% of portfolio
|
Q2 2025
Added 13.81%
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
361,813
shares
|
$15.6 Million
1.71% of portfolio
|
Q1 2025
Added 2.73%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
347,353
shares
|
$15 Million
0.49% of portfolio
|
Q1 2025
Reduced 3.87%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
347,090
shares
|
$15 Million
0.18% of portfolio
|
Q2 2025
Reduced 2.6%
|
|
|
Retirement Financial Solutions, LLC
Knoxville, TN |
Aug 05, 2025 Q2 2025 |
346,251
shares
|
$15 Million
9.15% of portfolio
|
Q2 2025
Reduced 7.96%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
346,006
shares
|
$15 Million
3.08% of portfolio
|
Q1 2025
Added 4.45%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
345,381
shares
|
$14.9 Million
0.31% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
340,424
shares
|
$14.7 Million
1.41% of portfolio
|
Q2 2025
Reduced 11.37%
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
Jul 24, 2025 Q2 2025 |
325,882
shares
|
$14.1 Million
3.2% of portfolio
|
Q2 2025
Reduced 4.19%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
325,297
shares
|
$14.1 Million
0.09% of portfolio
|
Q2 2025
Reduced 24.74%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
323,844
shares
|
$14 Million
1.08% of portfolio
|
Q2 2025
Added 12.19%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
320,520
shares
|
$13.9 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.24%
|
|
|
Cahaba Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
314,664
shares
|
$13.6 Million
1.05% of portfolio
|
Q2 2025
Added 56.52%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Aug 08, 2025 Q2 2025 |
310,523
shares
|
$13.4 Million
2.55% of portfolio
|
Q2 2025
Added 9.0%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
309,319
shares
|
$13.4 Million
0.67% of portfolio
|
Q2 2025
Reduced 26.22%
|