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 |
|---|---|---|---|---|---|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
36,125
shares
|
$1.67 Million
0.01% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
35,860
shares
|
$1.66 Million
0.0% of portfolio
|
Q2 2025
Added 330.08%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
35,732
shares
|
$1.65 Million
0.0% of portfolio
|
Q2 2025
Reduced 27.57%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
35,377
shares
|
$1.64 Million
0.01% of portfolio
|
Q2 2025
Reduced 7.26%
|
|
|
Bedel Financial Consulting, Inc.
|
Aug 12, 2025 Q2 2025 |
35,152
shares
|
$1.63 Million
0.2% of portfolio
|
Q2 2025
Added 4.04%
|
|
|
Cache Tech Inc.
Logan, UT |
Sep 25, 2025 Q2 2025 |
34,929
shares
|
$1.62 Million
0.27% of portfolio
|
Q2 2025
Added 54.78%
|
|
|
Adams Wealth Management
|
Sep 25, 2025 Q2 2025 |
34,929
shares
|
$1.62 Million
0.31% of portfolio
|
Q2 2025
Added 54.78%
|
|
|
Legacy Private Trust Co.
|
Oct 08, 2025 Q3 2025 |
34,561
shares
|
$1.6 Million
0.1% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
34,557
shares
|
$1.6 Million
0.06% of portfolio
|
Q3 2025
Reduced 6.52%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
34,202
shares
|
$1.58 Million
0.01% of portfolio
|
Q2 2025
Reduced 8.56%
|
|
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
Oct 15, 2025 Q3 2025 |
33,840
shares
|
$1.57 Million
0.79% of portfolio
|
Q3 2025
Reduced 1.65%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
33,809
shares
|
$1.56 Million
0.02% of portfolio
|
Q3 2023
Reduced 0.09%
|
|
|
Flynn Zito Capital Management, LLC
|
Nov 04, 2025 Q3 2025 |
33,451
shares
|
$1.55 Million
0.64% of portfolio
|
Q3 2025
Reduced 40.61%
|
|
|
Armbruster Capital Management, Inc.
|
Oct 20, 2025 Q3 2025 |
33,010
shares
|
$1.53 Million
0.26% of portfolio
|
Q3 2025
Added 20.2%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 21, 2025 Q3 2025 |
32,889
shares
|
$1.52 Million
0.54% of portfolio
|
Q3 2025
Added 100.26%
|
|
|
Lee Kelleher Wealth Management
Fulton, MD |
Oct 23, 2025 Q3 2025 |
32,643
shares
|
$1.51 Million
0.93% of portfolio
|
Q4 2024
New holding
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
32,268
shares
|
$1.49 Million
0.18% of portfolio
|
Q2 2025
Added 47.69%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Jul 24, 2025 Q2 2025 |
32,157
shares
|
$1.49 Million
0.27% of portfolio
|
Q2 2025
Added 60.01%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
31,621
shares
|
$1.46 Million
0.01% of portfolio
|
Q3 2025
Added 6.55%
|
|
|
Nikulski Financial, Inc.
|
Aug 14, 2025 Q2 2025 |
31,452
shares
|
$1.46 Million
0.38% of portfolio
|
Q2 2025
Reduced 3.0%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Oct 31, 2025 Q3 2025 |
31,351
shares
|
$1.45 Million
0.38% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
31,193
shares
|
$1.44 Million
0.0% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
31,174
shares
|
$1.44 Million
0.11% of portfolio
|
Q2 2025
Reduced 46.72%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Jul 16, 2025 Q2 2025 |
30,903
shares
|
$1.43 Million
0.45% of portfolio
|
Q2 2025
Added 52.95%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
30,639
shares
|
$1.42 Million
0.01% of portfolio
|
Q1 2025
Added 17.44%
|