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 |
|---|---|---|---|---|---|
|
Brown Financial Advisory
|
Oct 27, 2025 Q3 2025 |
13,495
shares
|
$624,548
0.37% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Oct 22, 2025 Q3 2025 |
13,428
shares
|
$621,447
0.29% of portfolio
|
Q3 2025
Reduced 1.53%
|
|
|
Integrity Financial Corp
|
Aug 05, 2025 Q2 2025 |
13,335
shares
|
$617,143
0.32% of portfolio
|
Q2 2025
Reduced 65.71%
|
|
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
Oct 23, 2025 Q3 2025 |
13,202
shares
|
$610,988
0.18% of portfolio
|
Q3 2025
Reduced 34.58%
|
|
|
Mma Asset Management LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
13,143
shares
|
$608,258
0.21% of portfolio
|
Q3 2025
Added 119.49%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 14, 2025 Q3 2025 |
13,105
shares
|
$606,499
0.14% of portfolio
|
Q3 2025
Reduced 42.86%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
12,900
shares
|
$597,012
0.12% of portfolio
|
Q2 2025
Reduced 56.47%
|
|
|
Continental Investors Services, Inc.
Longview, WA |
Nov 05, 2025 Q3 2025 |
12,771
shares
|
$591,041
1.0% of portfolio
|
Q3 2025
Reduced 12.77%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Aug 01, 2025 Q2 2025 |
12,709
shares
|
$588,172
0.23% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Horizon Wealth Management, LLC
|
Aug 04, 2025 Q2 2025 |
12,667
shares
|
$586,228
0.1% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Pacific Sun Financial Corp
|
Jul 30, 2025 Q2 2025 |
12,634
shares
|
$584,701
0.3% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Oct 21, 2025 Q3 2025 |
12,627
shares
|
$584,377
0.21% of portfolio
|
Q3 2025
Reduced 31.89%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
12,588
shares
|
$582,572
0.03% of portfolio
|
Q3 2025
Added 47.83%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
May 08, 2025 Q1 2025 |
12,558
shares
|
$581,184
0.15% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
12,529
shares
|
$579,842
0.37% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
12,454
shares
|
$576,371
0.0% of portfolio
|
Q2 2025
Reduced 28.74%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
12,315
shares
|
$569,938
0.02% of portfolio
|
Q2 2025
Reduced 34.69%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Oct 23, 2025 Q3 2025 |
12,200
shares
|
$564,616
0.37% of portfolio
|
Q3 2025
Reduced 2.21%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
12,131
shares
|
$561,422
0.01% of portfolio
|
Q3 2025
Added 11.53%
|
|
|
Ground Swell Capital, LLC
Folly Beach, SC |
Jul 31, 2025 Q2 2025 |
12,074
shares
|
$558,784
0.87% of portfolio
|
Q2 2025
New holding
|
|
|
Tennessee Valley Asset Management Partners
|
Aug 14, 2025 Q2 2025 |
11,890
shares
|
$550,269
0.13% of portfolio
|
Q2 2025
Reduced 26.95%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
11,616
shares
|
$537,588
0.01% of portfolio
|
Q2 2025
Reduced 16.6%
|
|
|
Symphony Financial, Ltd. Co.
|
Oct 31, 2025 Q3 2025 |
11,611
shares
|
$537,357
0.07% of portfolio
|
Q3 2025
Added 10.31%
|
|
|
Elite Financial, Inc.
Lewiston, ID |
Aug 11, 2025 Q2 2025 |
11,601
shares
|
$536,894
0.25% of portfolio
|
Q2 2025
Added 20.89%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
11,457
shares
|
$530,229
0.01% of portfolio
|
Q3 2025
Reduced 16.63%
|