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 |
|
Berkeley Capital Partners, LLC
|
Jul 30, 2025 Q2 2025 |
168,585
shares
|
$7.29 Million
1.88% of portfolio
|
Q2 2025
Added 2.55%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
166,847
shares
|
$7.22 Million
0.55% of portfolio
|
Q4 2023
Added 6.37%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Apr 30, 2025 Q1 2025 |
163,705
shares
|
$7.08 Million
0.48% of portfolio
|
Q1 2025
Added 8.41%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 08, 2025 Q2 2025 |
163,036
shares
|
$7.05 Million
0.02% of portfolio
|
Q2 2025
Reduced 34.76%
|
|
|
International City Management Association Retirement Corp
Washington, DC |
Aug 13, 2025 Q2 2025 |
161,660
shares
|
$6.99 Million
3.67% of portfolio
|
Q1 2025
New holding
|
|
|
Private Advisory Group LLC
Redmond, WA |
Aug 07, 2025 Q2 2025 |
161,282
shares
|
$6.98 Million
0.65% of portfolio
|
Q2 2025
Added 1225.9%
|
|
|
Collier Financial
Denver, CO |
Apr 15, 2025 Q1 2025 |
156,474
shares
|
$6.77 Million
5.42% of portfolio
|
Q1 2025
Added 2316.59%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
154,042
shares
|
$6.66 Million
0.03% of portfolio
|
Q1 2025
Reduced 34.84%
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
154,041
shares
|
$6.66 Million
0.32% of portfolio
|
Q2 2025
Reduced 47.9%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Aug 13, 2025 Q2 2025 |
150,588
shares
|
$6.51 Million
3.43% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Private Wealth Group, LLC
|
Jul 22, 2025 Q2 2025 |
150,448
shares
|
$6.51 Million
3.46% of portfolio
|
Q2 2025
Reduced 17.0%
|
|
|
Valley Financial Management, Inc.
New York, NY |
Aug 14, 2023 Q2 2023 |
149,771
shares
|
$6.48 Million
3.01% of portfolio
|
Q2 2023
Added 121.85%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
May 14, 2025 Q1 2025 |
147,563
shares
|
$6.38 Million
1.12% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
146,237
shares
|
$6.32 Million
0.58% of portfolio
|
Q2 2024
Added 8.28%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Aug 13, 2025 Q2 2025 |
146,151
shares
|
$6.32 Million
3.28% of portfolio
|
Q2 2025
Added 18.25%
|
|
|
Bensler, LLC
Bellevue, WA |
Aug 06, 2025 Q2 2025 |
144,634
shares
|
$6.26 Million
0.69% of portfolio
|
Q2 2025
Added 3.8%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
144,186
shares
|
$6.24 Million
0.04% of portfolio
|
Q2 2025
Reduced 31.1%
|
|
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
Jul 18, 2025 Q2 2025 |
142,585
shares
|
$6.17 Million
3.22% of portfolio
|
Q4 2024
Added 57.4%
|
|
|
Gibbs Wealth Management
Alpharetta, GA |
Aug 13, 2025 Q2 2025 |
141,654
shares
|
$6.13 Million
1.16% of portfolio
|
Q2 2025
New holding
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Aug 12, 2025 Q2 2025 |
140,629
shares
|
$6.08 Million
1.27% of portfolio
|
Q2 2025
Added 591.49%
|
|
|
Warren Street Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
137,651
shares
|
$5.95 Million
2.01% of portfolio
|
Q2 2025
Added 9.75%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
134,538
shares
|
$5.82 Million
0.03% of portfolio
|
Q2 2025
Reduced 4.36%
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
134,370
shares
|
$5.81 Million
2.03% of portfolio
|
Q3 2024
Reduced 2.78%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
134,184
shares
|
$5.8 Million
0.12% of portfolio
|
Q2 2025
Added 1.6%
|
|
|
Hudson Valley Investment Advisors Inc
|
Jul 21, 2025 Q2 2025 |
132,177
shares
|
$5.72 Million
0.62% of portfolio
|
Q2 2025
Added 11.21%
|