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 |
|---|---|---|---|---|---|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
1,254,850
shares
|
$57.6 Million
0.24% of portfolio
|
Q3 2025
Added 121.08%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
1,241,772
shares
|
$57 Million
0.3% of portfolio
|
Q2 2025
Reduced 13.27%
|
|
|
Mason Street Advisors, LLC
Milwaukee, WI |
Oct 31, 2025 Q3 2025 |
1,163,700
shares
|
$53.4 Million
5.59% of portfolio
|
Q3 2025
Added 6.88%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Aug 07, 2025 Q2 2025 |
1,162,250
shares
|
$53.4 Million
2.74% of portfolio
|
Q2 2025
Added 3.85%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
1,118,045
shares
|
$51.4 Million
1.02% of portfolio
|
Q2 2025
Added 25.33%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
1,092,438
shares
|
$50.2 Million
0.08% of portfolio
|
Q2 2025
Added 41.2%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
1,061,465
shares
|
$48.8 Million
1.11% of portfolio
|
Q2 2025
Added 7.7%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
1,034,429
shares
|
$47.5 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
1,015,464
shares
|
$46.6 Million
4.25% of portfolio
|
Q4 2023
Added 0.1%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
963,793
shares
|
$44.3 Million
0.05% of portfolio
|
Q2 2025
Added 6.89%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
909,498
shares
|
$41.8 Million
0.01% of portfolio
|
Q2 2025
Added 2.05%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
894,465
shares
|
$41.1 Million
0.05% of portfolio
|
Q3 2025
Reduced 7.66%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
861,371
shares
|
$39.6 Million
0.32% of portfolio
|
Q2 2025
Added 12.23%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
840,028
shares
|
$38.6 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Waller Financial Planning Group, Inc
|
Oct 09, 2025 Q3 2025 |
839,407
shares
|
$38.6 Million
8.95% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
Stadion Money Management, LLC
Watkinsville, GA |
Aug 14, 2025 Q2 2025 |
815,062
shares
|
$37.4 Million
2.87% of portfolio
|
Q2 2025
Reduced 22.69%
|
|
|
Patriot Investment Management Inc.
|
Oct 15, 2025 Q3 2025 |
769,539
shares
|
$35.3 Million
2.34% of portfolio
|
Q3 2025
Added 4.54%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
743,592
shares
|
$34.2 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
736,780
shares
|
$33.8 Million
0.19% of portfolio
|
Q3 2025
Reduced 15.31%
|
|
|
Peterson Wealth Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
729,139
shares
|
$33.5 Million
5.97% of portfolio
|
Q3 2025
Added 4.79%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
721,286
shares
|
$33.1 Million
1.19% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
671,356
shares
|
$30.8 Million
0.01% of portfolio
|
Q2 2025
Reduced 63.64%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
654,475
shares
|
$30.1 Million
0.09% of portfolio
|
Q3 2025
Added 2.5%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Aug 13, 2025 Q2 2025 |
635,762
shares
|
$29.2 Million
1.06% of portfolio
|
Q2 2025
Reduced 12.23%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Nov 04, 2025 Q3 2025 |
619,689
shares
|
$28.5 Million
11.49% of portfolio
|
Q3 2025
Added 0.42%
|