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 985 institutions that hold shares in the stock, with a total of 200 Million shares, which have been reported (via 13F filing form) to have a value of $9.26 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
26,440
shares
|
$1.22 Million
0.11% of portfolio
|
Q3 2024
Reduced 11.21%
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
26,388
shares
|
$1.22 Million
0.05% of portfolio
|
Q3 2025
Added 54.05%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
26,271
shares
|
$1.22 Million
0.04% of portfolio
|
Q3 2025
Added 368.79%
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
26,187
shares
|
$1.21 Million
0.08% of portfolio
|
Q3 2025
Added 9.01%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
26,176
shares
|
$1.21 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Trh Financial, LLC
|
Jul 26, 2022 Q2 2022 |
26,158
shares
|
$1.21 Million
0.32% of portfolio
|
Q2 2022
Reduced 26.29%
|
|
|
Agh Wealth Advisors, LLC
Wichita, KS |
Nov 03, 2025 Q3 2025 |
26,117
shares
|
$1.21 Million
0.89% of portfolio
|
Q3 2025
Added 8.25%
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
25,971
shares
|
$1.2 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Orin Green Financial, LLC
|
Oct 27, 2025 Q3 2025 |
25,967
shares
|
$1.2 Million
0.49% of portfolio
|
Q3 2025
Reduced 3.49%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Oct 29, 2025 Q3 2025 |
25,905
shares
|
$1.2 Million
0.38% of portfolio
|
Q3 2025
Reduced 5.68%
|
|
|
Intrua Financial, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
25,890
shares
|
$1.2 Million
0.14% of portfolio
|
Q3 2025
Added 296.36%
|
|
|
River Street Advisors LLC
Aurora, IL |
Oct 22, 2025 Q3 2025 |
25,783
shares
|
$1.19 Million
0.46% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Nov 05, 2025 Q2 2025 |
25,614
shares
|
$1.19 Million
0.1% of portfolio
|
Q3 2024
Reduced 2.05%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Aug 08, 2025 Q2 2025 |
25,195
shares
|
$1.17 Million
0.77% of portfolio
|
Q2 2025
Added 10018.47%
|
|
|
Maia Wealth LLC
Denver, CO |
Aug 12, 2025 Q2 2025 |
25,138
shares
|
$1.16 Million
0.2% of portfolio
|
Q2 2025
Added 332.3%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
25,007
shares
|
$1.16 Million
0.22% of portfolio
|
Q3 2025
Added 1.7%
|
|
|
Horan Securities, Inc.
|
Aug 06, 2025 Q2 2025 |
24,953
shares
|
$1.15 Million
0.38% of portfolio
|
Q2 2025
New holding
|
|
|
Mc Mill Wealth Management
Norfolk, NE |
Aug 04, 2025 Q2 2025 |
24,802
shares
|
$1.15 Million
0.35% of portfolio
|
Q2 2025
Added 4.89%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Aug 07, 2025 Q2 2025 |
24,447
shares
|
$1.13 Million
0.29% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
24,378
shares
|
$1.13 Million
0.06% of portfolio
|
Q3 2025
Reduced 9.3%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
24,313
shares
|
$1.13 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.58%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Oct 31, 2025 Q3 2025 |
24,258
shares
|
$1.12 Million
0.09% of portfolio
|
Q3 2025
Added 12.65%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
24,214
shares
|
$1.12 Million
0.06% of portfolio
|
Q4 2024
Added 4.39%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
24,014
shares
|
$1.11 Million
0.01% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Values Added Financial LLC
Washington, DC |
Oct 31, 2025 Q3 2025 |
23,745
shares
|
$1.1 Million
0.49% of portfolio
|
Q3 2025
Reduced 7.38%
|