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 |
|
Wbh Advisory Inc
|
Jul 29, 2025 Q2 2025 |
306,239
shares
|
$13.2 Million
1.13% of portfolio
|
Q2 2025
Added 3.69%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
301,529
shares
|
$13 Million
0.04% of portfolio
|
Q2 2025
Added 20.72%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
300,777
shares
|
$13 Million
0.93% of portfolio
|
Q2 2025
Added 2.49%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
296,551
shares
|
$12.8 Million
0.04% of portfolio
|
Q2 2025
Added 37.91%
|
|
|
Tpg Financial Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
290,586
shares
|
$12.6 Million
5.17% of portfolio
|
Q2 2025
Added 8.15%
|
|
|
Windsor Capital Management, LLC
|
Jul 11, 2025 Q2 2025 |
288,546
shares
|
$12.5 Million
3.64% of portfolio
|
Q2 2025
Added 8.52%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Aug 08, 2025 Q2 2025 |
288,252
shares
|
$12.5 Million
1.05% of portfolio
|
Q2 2025
Added 2.03%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
286,319
shares
|
$12.4 Million
0.1% of portfolio
|
Q2 2025
Added 64.83%
|
|
|
Univest Financial Corp
|
Aug 04, 2025 Q2 2025 |
286,246
shares
|
$12.4 Million
0.75% of portfolio
|
Q2 2025
Added 22.34%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
283,107
shares
|
$12.2 Million
0.22% of portfolio
|
Q2 2025
Reduced 6.88%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jul 29, 2025 Q2 2025 |
280,214
shares
|
$12.1 Million
1.48% of portfolio
|
Q2 2025
Added 7.59%
|
|
|
Taylor & Morgan Wealth Management, LLC
|
Jul 07, 2025 Q2 2025 |
276,366
shares
|
$12 Million
8.21% of portfolio
|
Q2 2025
Added 7.14%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
275,695
shares
|
$11.9 Million
0.3% of portfolio
|
Q2 2025
Reduced 9.11%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
275,573
shares
|
$11.9 Million
0.31% of portfolio
|
Q2 2025
Added 4.59%
|
|
|
Alpha Star Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
272,217
shares
|
$11.8 Million
0.8% of portfolio
|
Q2 2025
Added 289.83%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
265,844
shares
|
$11.5 Million
0.0% of portfolio
|
Q1 2025
Added 201.79%
|
|
|
Valeo Financial Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
257,459
shares
|
$11.1 Million
0.03% of portfolio
|
Q2 2025
Added 3.34%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jul 30, 2025 Q2 2025 |
254,892
shares
|
$11 Million
1.11% of portfolio
|
Q2 2025
Reduced 7.41%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
251,700
shares
|
$10.9 Million
0.31% of portfolio
|
Q2 2025
Reduced 8.08%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jul 22, 2025 Q2 2025 |
250,491
shares
|
$10.8 Million
2.28% of portfolio
|
Q2 2025
Added 4.26%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
242,465
shares
|
$10.5 Million
0.05% of portfolio
|
Q2 2025
Added 10.16%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Jul 28, 2025 Q2 2025 |
242,438
shares
|
$10.5 Million
0.91% of portfolio
|
Q2 2025
Added 18.77%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
240,919
shares
|
$10.4 Million
0.09% of portfolio
|
Q2 2025
Added 4.22%
|
|
|
Austin Private Wealth, LLC
|
Aug 01, 2025 Q2 2025 |
239,919
shares
|
$10.4 Million
0.87% of portfolio
|
Q2 2025
Added 10.52%
|
|
|
Wall Capital Group, Inc.
|
Feb 07, 2024 Q4 2023 |
236,443
shares
|
$10.2 Million
11.3% of portfolio
|
Q4 2023
Added 70.14%
|