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 986 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 $9.16 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
72,735
shares
|
$3.34 Million
0.1% of portfolio
|
Q3 2025
Reduced 4.39%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Oct 24, 2025 Q3 2025 |
72,484
shares
|
$3.33 Million
0.57% of portfolio
|
Q3 2025
Reduced 2.95%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Aug 13, 2025 Q2 2025 |
72,187
shares
|
$3.32 Million
0.53% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
71,779
shares
|
$3.3 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Annex Advisory Services, LLC
|
Oct 17, 2025 Q3 2025 |
71,346
shares
|
$3.28 Million
0.09% of portfolio
|
Q3 2025
Reduced 5.84%
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Oct 31, 2025 Q3 2025 |
71,072
shares
|
$3.26 Million
1.8% of portfolio
|
Q3 2025
Reduced 4.19%
|
|
|
Grimes & Company, Inc.
|
Oct 27, 2025 Q3 2025 |
70,516
shares
|
$3.24 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Pecaut & Co.
|
Nov 03, 2025 Q3 2025 |
69,583
shares
|
$3.2 Million
1.07% of portfolio
|
Q3 2025
Reduced 23.6%
|
|
|
Sage Financial Management Group, Inc.
|
Oct 23, 2025 Q3 2025 |
69,435
shares
|
$3.19 Million
1.03% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
69,044
shares
|
$3.17 Million
0.35% of portfolio
|
Q3 2025
Added 11.02%
|
|
|
Disciplined Investors, L.L.C.
Waco, TX |
Aug 06, 2025 Q2 2025 |
68,596
shares
|
$3.15 Million
2.28% of portfolio
|
Q2 2025
Added 6.39%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
68,291
shares
|
$3.14 Million
0.45% of portfolio
|
Q1 2023
Added 1.57%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
67,830
shares
|
$3.12 Million
0.08% of portfolio
|
Q2 2025
Added 23.16%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Aug 11, 2025 Q2 2025 |
66,674
shares
|
$3.06 Million
1.71% of portfolio
|
Q2 2025
Added 7.13%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
66,137
shares
|
$3.04 Million
0.14% of portfolio
|
Q4 2024
Reduced 41.08%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
65,920
shares
|
$3.03 Million
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Meridian Financial, LLC
Holliston, MA |
Oct 20, 2025 Q3 2025 |
65,651
shares
|
$3.02 Million
1.71% of portfolio
|
Q3 2025
Added 0.89%
|
|
|
Clarus Wealth Advisors
|
Oct 06, 2025 Q3 2025 |
65,420
shares
|
$3 Million
1.36% of portfolio
|
Q3 2025
Added 1.43%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
64,297
shares
|
$2.95 Million
0.27% of portfolio
|
Q1 2025
Added 7.02%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2025 Q2 2025 |
63,097
shares
|
$2.9 Million
0.11% of portfolio
|
Q2 2025
Reduced 3.86%
|
|
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
Aug 14, 2025 Q2 2025 |
62,673
shares
|
$2.88 Million
0.68% of portfolio
|
Q2 2025
Added 13.03%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
62,407
shares
|
$2.87 Million
0.27% of portfolio
|
Q3 2025
Reduced 6.42%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
62,277
shares
|
$2.86 Million
0.0% of portfolio
|
Q2 2025
Reduced 76.57%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
61,914
shares
|
$2.84 Million
0.18% of portfolio
|
Q2 2025
Added 16.8%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Oct 24, 2025 Q3 2025 |
61,753
shares
|
$2.84 Million
0.82% of portfolio
|
Q3 2025
Added 5.47%
|