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 |
|
Paulson Wealth Management Inc.
|
Aug 06, 2025 Q2 2025 |
106,962
shares
|
$4.63 Million
1.22% of portfolio
|
Q2 2025
Added 4.97%
|
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
106,550
shares
|
$4.61 Million
0.05% of portfolio
|
Q2 2025
Added 17.87%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Aug 11, 2025 Q2 2025 |
106,419
shares
|
$4.6 Million
0.67% of portfolio
|
Q2 2025
Added 9.63%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
106,351
shares
|
$4.6 Million
0.31% of portfolio
|
Q3 2022
Reduced 2.56%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
105,728
shares
|
$4.57 Million
0.04% of portfolio
|
Q2 2025
Added 100.51%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Aug 05, 2025 Q2 2025 |
104,242
shares
|
$4.51 Million
0.23% of portfolio
|
Q2 2025
Reduced 83.77%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
104,043
shares
|
$4.5 Million
0.01% of portfolio
|
Q2 2025
Reduced 9.56%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
100,694
shares
|
$4.36 Million
1.03% of portfolio
|
Q3 2024
Added 4.61%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Apr 22, 2025 Q1 2025 |
99,612
shares
|
$4.31 Million
3.51% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
96,831
shares
|
$4.19 Million
0.08% of portfolio
|
Q2 2025
Added 117.25%
|
|
|
1900 Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
94,265
shares
|
$4.08 Million
0.33% of portfolio
|
Q2 2025
Reduced 17.1%
|
|
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
Jul 17, 2025 Q2 2025 |
92,111
shares
|
$3.98 Million
1.32% of portfolio
|
Q2 2025
Added 35.38%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
91,600
shares
|
$3.96 Million
0.93% of portfolio
|
Q2 2025
Added 8.89%
|
|
|
Wealth Management Resources, Inc.
|
Jul 24, 2025 Q2 2025 |
91,365
shares
|
$3.95 Million
1.33% of portfolio
|
Q2 2025
Added 12.74%
|
|
|
Pecaut & Co.
|
Aug 14, 2025 Q2 2025 |
91,076
shares
|
$3.94 Million
1.34% of portfolio
|
Q2 2025
Reduced 9.31%
|
|
|
Af Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
90,000
shares
|
$3.89 Million
1.32% of portfolio
|
Q2 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
89,451
shares
|
$3.87 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.32%
|
|
|
Summit Global Investments
Bountiful, UT |
Aug 12, 2025 Q2 2025 |
87,613
shares
|
$3.79 Million
0.22% of portfolio
|
Q2 2025
Added 54.41%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
87,494
shares
|
$3.78 Million
0.0% of portfolio
|
Q2 2025
Added 156.84%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
May 15, 2025 Q1 2025 |
86,692
shares
|
$3.75 Million
1.13% of portfolio
|
Q1 2025
Added 5.03%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Jul 29, 2025 Q2 2025 |
86,660
shares
|
$3.75 Million
0.59% of portfolio
|
Q2 2025
Added 20.86%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
86,449
shares
|
$3.74 Million
0.64% of portfolio
|
Q2 2025
Reduced 85.66%
|
|
|
1248 Management, LLC
Kansas City, MO |
May 15, 2025 Q1 2025 |
84,508
shares
|
$3.65 Million
2.4% of portfolio
|
Q1 2025
Added 77.21%
|
|
|
Affinia Financial Group, LLC
Burlington, MA |
Aug 08, 2023 Q2 2023 |
84,079
shares
|
$3.64 Million
2.3% of portfolio
|
Q2 2023
New holding
|
|
|
Landmark Wealth Management, Inc.
Normal, IL |
Aug 05, 2025 Q2 2025 |
82,344
shares
|
$3.56 Million
1.5% of portfolio
|
Q2 2025
Added 79.79%
|