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 |
|---|---|---|---|---|---|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
17,384
shares
|
$804,531
0.03% of portfolio
|
Q2 2025
Added 58.07%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Aug 08, 2025 Q2 2025 |
17,379
shares
|
$804,300
0.33% of portfolio
|
Q2 2025
Added 4.84%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Oct 22, 2025 Q3 2025 |
17,217
shares
|
$796,802
0.45% of portfolio
|
Q3 2025
Added 10.07%
|
|
|
Aldebaran Financial Inc.
|
Aug 14, 2025 Q2 2025 |
17,114
shares
|
$792,035
0.81% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Garrett Investment Advisors LLC
|
Oct 09, 2025 Q3 2025 |
17,103
shares
|
$791,526
0.07% of portfolio
|
Q3 2025
Added 11.46%
|
|
|
Columbia River Financial Group, LLC
Vancouver, WA |
Aug 05, 2025 Q2 2025 |
17,004
shares
|
$786,945
0.47% of portfolio
|
Q2 2025
Added 9.08%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Oct 28, 2025 Q3 2025 |
16,970
shares
|
$785,371
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Oct 15, 2025 Q3 2025 |
16,967
shares
|
$785,232
0.32% of portfolio
|
Q3 2025
Added 82.62%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Oct 27, 2025 Q3 2025 |
16,948
shares
|
$784,353
0.08% of portfolio
|
Q3 2025
Reduced 3.29%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Oct 23, 2025 Q3 2025 |
16,800
shares
|
$777,504
0.59% of portfolio
|
Q3 2025
Added 2.85%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
16,660
shares
|
$771,024
0.84% of portfolio
|
Q3 2025
Added 32.35%
|
|
|
Municipal Employees' Retirement System Of Michigan
|
Aug 04, 2025 Q2 2025 |
16,642
shares
|
$770,191
0.01% of portfolio
|
Q3 2024
Added 4.1%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Aug 12, 2025 Q2 2025 |
16,635
shares
|
$769,867
0.23% of portfolio
|
Q2 2025
Reduced 15.26%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Nov 03, 2025 Q3 2025 |
16,363
shares
|
$757,279
0.24% of portfolio
|
Q3 2025
Reduced 1.43%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
16,157
shares
|
$747,745
0.02% of portfolio
|
Q2 2025
Reduced 4.29%
|
|
|
Opulen Financial Group LLC
Arlington, VA |
Jul 23, 2025 Q2 2025 |
16,108
shares
|
$745,478
0.56% of portfolio
|
Q2 2025
Added 21.35%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
16,034
shares
|
$742,053
0.02% of portfolio
|
Q2 2025
Added 27.37%
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Oct 15, 2025 Q3 2025 |
16,015
shares
|
$741,174
0.6% of portfolio
|
Q3 2025
Reduced 4.29%
|
|
|
Penobscot Wealth Management
|
Aug 01, 2025 Q2 2025 |
15,742
shares
|
$728,539
0.28% of portfolio
|
Q2 2025
Reduced 13.82%
|
|
|
Butensky & Cohen Financial Security, Inc
|
Oct 20, 2025 Q3 2025 |
15,514
shares
|
$717,987
0.21% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
Pinnacle Wealth Management, LLC
|
Jul 29, 2025 Q2 2025 |
15,424
shares
|
$713,822
0.79% of portfolio
|
Q2 2025
Added 9.27%
|
|
|
Qp Wealth Management, LLC
|
Oct 05, 2023 Q3 2023 |
15,391
shares
|
$712,295
0.99% of portfolio
|
Q3 2023
Reduced 17.36%
|
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Jul 23, 2025 Q2 2025 |
15,358
shares
|
$710,768
0.63% of portfolio
|
Q2 2025
Reduced 14.15%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
15,332
shares
|
$709,564
0.04% of portfolio
|
Q3 2025
Added 93.29%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
15,271
shares
|
$706,741
0.0% of portfolio
|
Q2 2025
Reduced 5.55%
|