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 |
|---|---|---|---|---|---|
|
Fsb Premier Wealth Management, Inc.
|
Oct 31, 2025 Q3 2025 |
23,723
shares
|
$1.1 Million
0.39% of portfolio
|
Q3 2025
Reduced 14.09%
|
|
|
Lockerman Financial Group, Inc.
|
Oct 16, 2025 Q3 2025 |
23,596
shares
|
$1.09 Million
1.49% of portfolio
|
Q3 2025
Added 77.94%
|
|
|
Courier Capital LLC
|
Oct 29, 2025 Q3 2025 |
23,312
shares
|
$1.08 Million
0.06% of portfolio
|
Q3 2025
Added 4.71%
|
|
|
Swmg, LLC
Fort Worth, TX |
Oct 24, 2025 Q3 2025 |
23,141
shares
|
$1.07 Million
0.35% of portfolio
|
Q3 2025
Added 9.48%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
22,807
shares
|
$1.06 Million
0.09% of portfolio
|
Q2 2025
Reduced 80.76%
|
|
|
Epiq Capital Group, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
22,721
shares
|
$1.05 Million
0.3% of portfolio
|
Q4 2024
Added 10.02%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
22,707
shares
|
$1.05 Million
0.04% of portfolio
|
Q3 2025
Added 32.62%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
22,478
shares
|
$1.04 Million
0.07% of portfolio
|
Q2 2025
Reduced 51.49%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
22,408
shares
|
$1.04 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Outlook Wealth Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
22,132
shares
|
$1.02 Million
0.31% of portfolio
|
Q3 2025
Added 60.71%
|
|
|
Tkg Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
21,903
shares
|
$1.01 Million
0.45% of portfolio
|
Q3 2025
Reduced 5.5%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Aug 07, 2025 Q2 2025 |
21,557
shares
|
$997,657
0.08% of portfolio
|
Q2 2025
Added 10.63%
|
|
|
Wulff, Hansen & Co.
|
Aug 12, 2025 Q2 2025 |
21,435
shares
|
$992,011
0.86% of portfolio
|
Q2 2025
Added 1.71%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Jul 24, 2025 Q2 2025 |
21,419
shares
|
$991,271
0.45% of portfolio
|
Q2 2025
Added 14.16%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
21,241
shares
|
$983,033
0.01% of portfolio
|
Q2 2025
Reduced 3.92%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
21,205
shares
|
$981,367
0.14% of portfolio
|
Q3 2025
Added 23.69%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
21,022
shares
|
$972,898
0.03% of portfolio
|
Q3 2025
Added 17.6%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
21,006
shares
|
$972,157
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
21,004
shares
|
$972,065
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Corrigan Financial, Inc.
Middletown, RI |
Apr 15, 2025 Q1 2025 |
20,747
shares
|
$960,171
0.17% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
20,743
shares
|
$959,986
0.04% of portfolio
|
Q2 2025
Added 47.92%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Aug 14, 2025 Q2 2025 |
20,422
shares
|
$945,130
0.21% of portfolio
|
Q2 2025
Added 9.13%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Jul 15, 2025 Q2 2025 |
20,374
shares
|
$942,908
0.4% of portfolio
|
Q2 2025
Reduced 8.07%
|
|
|
January Capital Advisors LLC
|
Aug 05, 2022 Q2 2022 |
20,341
shares
|
$941,381
0.65% of portfolio
|
Q2 2022
Reduced 0.31%
|
|
|
Horan Wealth, LLC
Cincinnati, OH |
Nov 05, 2025 Q3 2025 |
20,261
shares
|
$937,679
0.15% of portfolio
|
Q3 2025
New holding
|