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 |
|---|---|---|---|---|---|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
20,070
shares
|
$928,839
0.01% of portfolio
|
Q2 2024
Reduced 7.4%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
20,009
shares
|
$926,016
0.04% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Novus Advisors, LLC
Greenville, SC |
Aug 14, 2025 Q2 2025 |
19,912
shares
|
$921,527
1.29% of portfolio
|
Q2 2025
Added 78.06%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Aug 05, 2025 Q2 2025 |
19,786
shares
|
$915,696
0.6% of portfolio
|
Q3 2024
New holding
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Oct 14, 2025 Q3 2025 |
19,428
shares
|
$899,127
0.27% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
American Investment Services, Inc.
|
Aug 13, 2025 Q2 2025 |
19,244
shares
|
$890,612
0.22% of portfolio
|
Q2 2025
Reduced 2.24%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
19,223
shares
|
$889,640
0.06% of portfolio
|
Q2 2025
Added 13.01%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
19,141
shares
|
$885,845
0.3% of portfolio
|
Q3 2025
Reduced 35.28%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Oct 24, 2025 Q3 2025 |
19,122
shares
|
$884,966
0.52% of portfolio
|
Q3 2025
Added 0.72%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
19,100
shares
|
$883,948
0.01% of portfolio
|
Q2 2024
Added 6.97%
|
|
|
Delta Wealth Advisors LLC
Indianapolis, IN |
Oct 21, 2025 Q3 2025 |
18,903
shares
|
$874,830
0.69% of portfolio
|
Q3 2025
Reduced 7.13%
|
|
|
Berman Mc Aleer LLC
Timonium, MD |
Nov 03, 2025 Q3 2025 |
18,900
shares
|
$874,692
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Norden Group LLC
Provo, UT |
Oct 15, 2025 Q3 2025 |
18,836
shares
|
$871,730
0.09% of portfolio
|
Q3 2025
Added 17.05%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Aug 13, 2025 Q2 2025 |
18,724
shares
|
$866,546
0.35% of portfolio
|
Q2 2025
Reduced 7.89%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Oct 27, 2025 Q3 2025 |
18,650
shares
|
$863,122
0.21% of portfolio
|
Q3 2025
Reduced 1.35%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
18,514
shares
|
$856,827
0.02% of portfolio
|
Q1 2024
Added 1.74%
|
|
|
Sfg Wealth Management, Llc.
|
Jul 28, 2025 Q2 2025 |
18,513
shares
|
$856,781
0.48% of portfolio
|
Q2 2025
Added 13.99%
|
|
|
Pitcairn CO
Jenkintown, PA |
Aug 18, 2025 Q2 2025 |
18,448
shares
|
$853,773
0.05% of portfolio
|
Q2 2025
Reduced 34.31%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
Aug 07, 2025 Q2 2025 |
18,382
shares
|
$850,718
0.02% of portfolio
|
Q2 2025
Reduced 77.24%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Jul 31, 2025 Q2 2025 |
18,352
shares
|
$849,330
0.34% of portfolio
|
Q2 2025
Added 13.34%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 05, 2025 Q3 2025 |
18,026
shares
|
$834,243
0.07% of portfolio
|
Q3 2025
Added 1.68%
|
|
|
Sei Investments CO
Oaks, PA |
Aug 14, 2025 Q2 2025 |
17,899
shares
|
$828,365
0.0% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Apcm Wealth Management For Individuals
|
Oct 31, 2025 Q3 2025 |
17,827
shares
|
$825,033
0.11% of portfolio
|
Q3 2025
Added 1.61%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
17,650
shares
|
$816,842
0.02% of portfolio
|
Q3 2024
Added 19.36%
|
|
|
American Trust
Lexington, KY |
Sep 03, 2025 Q2 2025 |
17,553
shares
|
$812,352
0.07% of portfolio
|
Q2 2025
New holding
|