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 |
|---|---|---|---|---|---|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
40,549
shares
|
$1.88 Million
0.05% of portfolio
|
Q2 2025
Reduced 15.87%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Oct 28, 2025 Q3 2025 |
40,495
shares
|
$1.87 Million
0.42% of portfolio
|
Q3 2025
Reduced 12.41%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 28, 2025 Q3 2025 |
40,174
shares
|
$1.86 Million
1.15% of portfolio
|
Q3 2025
Added 48.16%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
40,156
shares
|
$1.86 Million
0.06% of portfolio
|
Q2 2025
Added 239.24%
|
|
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
40,100
shares
|
$1.86 Million
0.29% of portfolio
|
Q1 2024
Reduced 4.75%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
40,025
shares
|
$1.85 Million
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Deltec Asset Management LLC
|
Oct 24, 2025 Q3 2025 |
39,830
shares
|
$1.84 Million
0.34% of portfolio
|
Q3 2025
Added 28.48%
|
|
|
Charter Research & Investment Group, Inc.
Southport, CT |
Aug 08, 2025 Q2 2025 |
39,805
shares
|
$1.84 Million
1.27% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
American Financial Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
39,734
shares
|
$1.84 Million
0.25% of portfolio
|
Q3 2025
Added 383.38%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Nov 05, 2025 Q3 2025 |
39,577
shares
|
$1.83 Million
1.58% of portfolio
|
Q3 2025
Reduced 4.38%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Aug 06, 2025 Q2 2025 |
39,504
shares
|
$1.83 Million
0.39% of portfolio
|
Q2 2025
Reduced 2.59%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
39,430
shares
|
$1.82 Million
0.12% of portfolio
|
Q2 2025
Reduced 9.71%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
39,403
shares
|
$1.82 Million
4.03% of portfolio
|
Q3 2024
Reduced 64.48%
|
|
|
Marmo Financial Group, LLC
Johnson City, TN |
Oct 24, 2025 Q3 2025 |
38,863
shares
|
$1.8 Million
0.87% of portfolio
|
Q3 2025
Reduced 45.18%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
38,381
shares
|
$1.78 Million
0.11% of portfolio
|
Q3 2025
Added 6.94%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
38,070
shares
|
$1.76 Million
0.2% of portfolio
|
Q3 2025
Reduced 1.58%
|
|
|
Crescent Grove Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
38,017
shares
|
$1.76 Million
0.17% of portfolio
|
Q2 2025
Reduced 2.96%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
37,715
shares
|
$1.75 Million
0.11% of portfolio
|
Q3 2025
Reduced 32.96%
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Jul 23, 2025 Q2 2025 |
37,506
shares
|
$1.74 Million
1.2% of portfolio
|
Q2 2025
Reduced 15.39%
|
|
|
21 West Wealth Management LLC
Tustin, CA |
Oct 14, 2025 Q3 2025 |
37,429
shares
|
$1.73 Million
1.64% of portfolio
|
Q3 2025
Added 3.59%
|
|
|
Lebenthal Global Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
37,353
shares
|
$1.73 Million
0.31% of portfolio
|
Q3 2025
Added 1.77%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
37,260
shares
|
$1.72 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.7%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
37,102
shares
|
$1.72 Million
0.08% of portfolio
|
Q2 2025
Reduced 14.82%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
36,887
shares
|
$1.71 Million
0.13% of portfolio
|
Q2 2025
Added 585.12%
|
|
|
Global Strategic Investment Solutions, LLC
|
Jul 22, 2025 Q2 2025 |
36,474
shares
|
$1.69 Million
0.18% of portfolio
|
Q2 2025
Reduced 10.22%
|