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 |
|---|---|---|---|---|---|
|
Tandem Investment Partners LLC
Bordentown, NJ |
Oct 24, 2025 Q3 2025 |
46,608
shares
|
$2.16 Million
1.77% of portfolio
|
Q3 2025
Added 2.53%
|
|
|
Semitam Bonam LLC
Goshen, NY |
Oct 20, 2025 Q3 2025 |
46,213
shares
|
$2.14 Million
1.91% of portfolio
|
Q3 2025
Added 0.95%
|
|
|
Goodman Financial Corp
Houston, TX |
Aug 11, 2025 Q2 2025 |
46,125
shares
|
$2.13 Million
0.41% of portfolio
|
Q2 2025
Reduced 34.46%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Nov 04, 2025 Q3 2025 |
45,359
shares
|
$2.1 Million
1.29% of portfolio
|
Q3 2025
Added 2.08%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
45,056
shares
|
$2.09 Million
0.02% of portfolio
|
Q2 2025
Reduced 35.09%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
44,853
shares
|
$2.08 Million
0.06% of portfolio
|
Q2 2020
Added 10.51%
|
|
|
Prairie Sky Financial Group LLC
Westchester, IL |
Jul 28, 2025 Q2 2025 |
44,832
shares
|
$2.07 Million
1.05% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 30, 2025 Q3 2025 |
44,696
shares
|
$2.07 Million
0.17% of portfolio
|
Q3 2025
Added 5.13%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
44,327
shares
|
$2.05 Million
0.0% of portfolio
|
Q2 2025
Reduced 23.1%
|
|
|
F
|
Aug 13, 2025 Q2 2025 |
43,671
shares
|
$2.02 Million
0.08% of portfolio
|
Q4 2024
Added 219.42%
|
|
|
Defined Wealth Management, LLC
|
Oct 07, 2025 Q3 2025 |
43,502
shares
|
$2.01 Million
1.22% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
43,041
shares
|
$1.99 Million
0.04% of portfolio
|
Q3 2025
Added 100.27%
|
|
|
Securian Asset Management, Inc
|
Oct 23, 2025 Q3 2025 |
43,024
shares
|
$1.99 Million
0.05% of portfolio
|
Q1 2025
Reduced 24.15%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Aug 13, 2025 Q2 2025 |
42,684
shares
|
$1.98 Million
0.49% of portfolio
|
Q2 2025
Reduced 17.99%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
42,470
shares
|
$1.97 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
Oct 31, 2025 Q3 2025 |
42,257
shares
|
$1.96 Million
0.59% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Jul 22, 2025 Q2 2025 |
42,122
shares
|
$1.95 Million
0.19% of portfolio
|
Q2 2025
Reduced 1.46%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
42,094
shares
|
$1.95 Million
0.04% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
42,019
shares
|
$1.94 Million
0.05% of portfolio
|
Q2 2025
Added 59.58%
|
|
|
Idaho Trust Bank
Boise, ID |
Aug 13, 2025 Q2 2025 |
41,786
shares
|
$1.93 Million
0.64% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Nova Point Capital, LLC
|
Oct 17, 2025 Q3 2025 |
41,549
shares
|
$1.92 Million
0.49% of portfolio
|
Q3 2025
Added 2.38%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2025 Q3 2025 |
41,460
shares
|
$1.92 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
Oct 20, 2025 Q3 2025 |
41,202
shares
|
$1.91 Million
0.48% of portfolio
|
Q3 2025
Added 245.8%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
40,751
shares
|
$1.89 Million
0.07% of portfolio
|
Q3 2025
Added 7.12%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Oct 07, 2025 Q3 2025 |
40,669
shares
|
$1.88 Million
0.4% of portfolio
|
Q3 2025
Added 42.16%
|