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 |
|---|---|---|---|---|---|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
15,245
shares
|
$705,538
0.11% of portfolio
|
Q2 2025
Added 4.15%
|
|
|
Sunburst Financial Group, LLC
|
Oct 17, 2025 Q3 2025 |
15,212
shares
|
$704,011
0.15% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Aug 04, 2025 Q2 2025 |
15,185
shares
|
$702,761
0.1% of portfolio
|
Q2 2025
Reduced 3.76%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Nov 03, 2025 Q3 2025 |
15,088
shares
|
$698,272
0.28% of portfolio
|
Q3 2025
New holding
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Aug 14, 2025 Q2 2025 |
15,047
shares
|
$696,375
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Management Network Inc
|
Oct 28, 2025 Q3 2025 |
14,955
shares
|
$692,117
0.14% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
14,891
shares
|
$689,155
0.24% of portfolio
|
Q3 2023
Reduced 11.47%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Oct 17, 2025 Q3 2025 |
14,830
shares
|
$686,332
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Continental Investors Services, Inc.
Longview, WA |
Aug 04, 2025 Q2 2025 |
14,640
shares
|
$677,539
1.2% of portfolio
|
Q2 2025
Added 2.26%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
14,497
shares
|
$670,921
0.01% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Nov 03, 2025 Q3 2025 |
14,358
shares
|
$664,488
0.28% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
14,323
shares
|
$662,868
0.01% of portfolio
|
Q3 2025
Reduced 4.42%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Nov 04, 2025 Q3 2025 |
14,189
shares
|
$656,666
0.25% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
14,054
shares
|
$650,419
0.01% of portfolio
|
Q3 2025
Added 4.94%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
13,926
shares
|
$644,495
0.0% of portfolio
|
Q2 2025
Added 936.93%
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
Aug 12, 2025 Q2 2025 |
13,837
shares
|
$640,376
1.11% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
13,764
shares
|
$636,997
0.04% of portfolio
|
Q2 2025
Reduced 22.08%
|
|
|
Redwood Financial Network Corp
|
Aug 14, 2025 Q2 2025 |
13,731
shares
|
$635,470
0.4% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jul 11, 2025 Q2 2025 |
13,621
shares
|
$630,379
0.5% of portfolio
|
Q2 2025
Added 67.58%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
13,615
shares
|
$630,102
0.05% of portfolio
|
Q3 2025
Added 13.79%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
13,574
shares
|
$628,204
0.02% of portfolio
|
Q1 2024
Added 0.17%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
13,561
shares
|
$627,603
0.02% of portfolio
|
Q3 2025
Reduced 1.04%
|
|
|
E&G Advisors, LP
|
Oct 20, 2025 Q3 2025 |
13,531
shares
|
$626,214
0.15% of portfolio
|
Q3 2025
Added 7.51%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
13,504
shares
|
$624,965
0.01% of portfolio
|
Q3 2024
Reduced 21.35%
|
|
|
Brown Financial Advisory
|
Oct 27, 2025 Q3 2025 |
13,495
shares
|
$624,548
0.37% of portfolio
|
Q4 2024
Reduced 1.23%
|