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 |
|
Surience Private Wealth LLC
|
Jul 15, 2025 Q2 2025 |
234,633
shares
|
$10.1 Million
9.75% of portfolio
|
Q2 2025
New holding
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
232,940
shares
|
$10.1 Million
0.02% of portfolio
|
Q3 2023
Reduced 8.9%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
230,982
shares
|
$9.99 Million
0.61% of portfolio
|
Q2 2025
Added 1.75%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
218,241
shares
|
$9.44 Million
1.03% of portfolio
|
Q2 2025
Added 80.3%
|
|
|
Montz Harcus Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
217,701
shares
|
$9.42 Million
4.53% of portfolio
|
Q2 2025
Added 7.18%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
213,016
shares
|
$9.21 Million
0.25% of portfolio
|
Q2 2025
Reduced 18.76%
|
|
|
Financial Insights, Inc.
|
Jul 21, 2025 Q2 2025 |
211,555
shares
|
$9.15 Million
3.39% of portfolio
|
Q2 2025
Added 4.74%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
210,120
shares
|
$9.09 Million
0.3% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
204,647
shares
|
$8.85 Million
5.21% of portfolio
|
Q3 2023
Reduced 1.34%
|
|
|
Wrapmanager Inc
|
Aug 08, 2025 Q2 2025 |
198,751
shares
|
$8.6 Million
2.09% of portfolio
|
Q2 2025
Added 10.23%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
194,090
shares
|
$8.39 Million
4.77% of portfolio
|
Q1 2023
Reduced 3.31%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
193,920
shares
|
$8.39 Million
0.12% of portfolio
|
Q2 2025
Added 2.7%
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
188,609
shares
|
$8.16 Million
1.35% of portfolio
|
Q2 2025
Added 10.48%
|
|
|
North Star Asset Management Inc
|
Aug 12, 2025 Q2 2025 |
187,618
shares
|
$8.11 Million
0.35% of portfolio
|
Q2 2025
Reduced 8.81%
|
|
|
Rvw Wealth, LLC
|
Jul 15, 2025 Q2 2025 |
186,840
shares
|
$8.08 Million
0.74% of portfolio
|
Q2 2025
Reduced 6.66%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
186,283
shares
|
$8.06 Million
0.81% of portfolio
|
Q2 2025
Added 9.78%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
184,467
shares
|
$7.98 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.91%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
182,322
shares
|
$7.89 Million
0.36% of portfolio
|
Q1 2025
Added 12.04%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
May 05, 2025 Q1 2025 |
180,530
shares
|
$7.81 Million
1.35% of portfolio
|
Q1 2025
Reduced 2.61%
|
|
|
Advisor Os, LLC
|
Aug 14, 2025 Q2 2025 |
179,848
shares
|
$7.78 Million
0.79% of portfolio
|
Q2 2025
Reduced 4.97%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Jul 15, 2025 Q2 2025 |
179,846
shares
|
$7.78 Million
2.3% of portfolio
|
Q2 2025
Reduced 21.98%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
177,825
shares
|
$7.69 Million
0.17% of portfolio
|
Q3 2022
Added 345.05%
|
|
|
Kwb Wealth
Redlands, CA |
Jul 16, 2025 Q2 2025 |
176,079
shares
|
$7.62 Million
0.89% of portfolio
|
Q2 2025
Reduced 24.35%
|
|
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
Aug 08, 2025 Q2 2025 |
172,419
shares
|
$7.46 Million
2.37% of portfolio
|
Q2 2025
Added 99.89%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
172,246
shares
|
$7.45 Million
0.04% of portfolio
|
Q2 2025
Added 25.18%
|