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 |
|---|---|---|---|---|---|
|
Nikulski Financial, Inc.
|
Nov 05, 2025 Q3 2025 |
30,619
shares
|
$1.42 Million
0.37% of portfolio
|
Q3 2025
Reduced 2.65%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
30,561
shares
|
$1.41 Million
0.0% of portfolio
|
Q2 2025
Reduced 8.29%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Aug 07, 2025 Q2 2025 |
30,503
shares
|
$1.41 Million
0.23% of portfolio
|
Q2 2025
Reduced 6.38%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Aug 13, 2025 Q2 2025 |
30,488
shares
|
$1.41 Million
0.29% of portfolio
|
Q2 2024
Reduced 0.51%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Jul 08, 2025 Q2 2025 |
30,467
shares
|
$1.41 Million
0.67% of portfolio
|
Q1 2025
Reduced 13.08%
|
|
|
Headinvest, LLC
Portland, ME |
Aug 14, 2025 Q2 2025 |
30,015
shares
|
$1.39 Million
0.28% of portfolio
|
Q2 2025
Reduced 7.5%
|
|
|
Wealth Advisors Of Iowa, LLC
|
May 12, 2025 Q1 2025 |
29,953
shares
|
$1.39 Million
0.52% of portfolio
|
Q1 2025
Added 28.55%
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
29,656
shares
|
$1.37 Million
0.12% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
29,367
shares
|
$1.36 Million
0.0% of portfolio
|
Q2 2025
Reduced 10.58%
|
|
|
Syon Capital LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
29,360
shares
|
$1.36 Million
0.08% of portfolio
|
Q2 2025
Reduced 42.71%
|
|
|
Apexium Financial, LP
|
Jul 22, 2025 Q2 2025 |
28,969
shares
|
$1.34 Million
0.07% of portfolio
|
Q2 2025
Added 103.76%
|
|
|
Ars Investment Partners, LLC
|
Oct 15, 2025 Q3 2025 |
28,611
shares
|
$1.32 Million
0.12% of portfolio
|
Q3 2025
Added 15.28%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
28,576
shares
|
$1.32 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Range Financial Group LLC
|
Oct 17, 2025 Q3 2025 |
28,157
shares
|
$1.3 Million
0.52% of portfolio
|
Q3 2025
Reduced 1.02%
|
|
|
Sol Capital Management CO
|
Oct 28, 2025 Q3 2025 |
27,920
shares
|
$1.29 Million
0.12% of portfolio
|
Q3 2025
Added 13.52%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
27,830
shares
|
$1.29 Million
0.28% of portfolio
|
Q1 2025
Added 9.8%
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
27,794
shares
|
$1.29 Million
0.03% of portfolio
|
Q3 2025
Added 10.41%
|
|
|
Blue Fin Capital, Inc.
|
Aug 13, 2025 Q2 2025 |
27,681
shares
|
$1.28 Million
0.21% of portfolio
|
Q2 2025
Reduced 9.73%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
27,498
shares
|
$1.27 Million
0.06% of portfolio
|
Q3 2025
Reduced 8.66%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
27,424
shares
|
$1.27 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.47%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Jul 28, 2025 Q2 2025 |
27,403
shares
|
$1.27 Million
0.45% of portfolio
|
Q2 2025
Reduced 39.84%
|
|
|
Seeds Investor LLC
New York, NY |
May 14, 2025 Q1 2025 |
27,250
shares
|
$1.26 Million
0.31% of portfolio
|
Q1 2025
New holding
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Aug 05, 2025 Q2 2025 |
26,789
shares
|
$1.24 Million
0.56% of portfolio
|
Q2 2025
Reduced 4.93%
|
|
|
Kagan Cocozza Asset Management
Mickleton, NJ |
Oct 21, 2025 Q3 2025 |
26,657
shares
|
$1.23 Million
0.93% of portfolio
|
Q3 2025
Reduced 5.73%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2025 Q2 2025 |
26,627
shares
|
$1.23 Million
0.13% of portfolio
|
Q2 2025
Reduced 47.26%
|