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 |
|---|---|---|---|---|---|
|
Bank Of Marin
Novato, CA |
Nov 04, 2025 Q3 2025 |
11,227
shares
|
$519,585
0.39% of portfolio
|
Q3 2025
Reduced 0.87%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 17, 2025 Q3 2025 |
11,180
shares
|
$517,410
0.1% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
11,156
shares
|
$516,299
0.07% of portfolio
|
Q3 2025
Added 16.79%
|
|
|
Wambolt & Associates, LLC
|
Aug 12, 2025 Q2 2025 |
11,143
shares
|
$515,698
0.16% of portfolio
|
Q2 2025
Reduced 26.86%
|
|
|
Lynch & Associates
|
Oct 07, 2025 Q3 2025 |
11,114
shares
|
$514,355
0.1% of portfolio
|
Q4 2023
Reduced 1.88%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Oct 31, 2025 Q3 2025 |
11,068
shares
|
$512,227
0.63% of portfolio
|
Q3 2025
Reduced 84.38%
|
|
|
Bcs Wealth Management
|
Oct 22, 2025 Q3 2025 |
11,045
shares
|
$511,162
0.12% of portfolio
|
Q2 2025
Reduced 6.2%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
11,023
shares
|
$510,144
0.07% of portfolio
|
Q1 2022
Reduced 24.05%
|
|
|
Grove Bank & Trust
|
Oct 06, 2025 Q3 2025 |
10,993
shares
|
$508,756
0.06% of portfolio
|
Q3 2025
Reduced 9.71%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
10,958
shares
|
$507,136
0.01% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Aug 14, 2025 Q2 2025 |
10,925
shares
|
$505,609
0.02% of portfolio
|
Q4 2024
Reduced 9.19%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
10,907
shares
|
$504,775
0.01% of portfolio
|
Q2 2025
Reduced 4.98%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
10,877
shares
|
$503,387
0.01% of portfolio
|
Q2 2025
Added 6.13%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
10,767
shares
|
$498,296
0.0% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Security Financial Services, Inc.
|
Oct 14, 2025 Q3 2025 |
10,719
shares
|
$496,075
0.09% of portfolio
|
Q3 2025
Reduced 2.47%
|
|
|
Montis Financial, LLC
|
Oct 28, 2025 Q3 2025 |
10,684
shares
|
$494,455
0.12% of portfolio
|
Q3 2025
Reduced 3.37%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
10,643
shares
|
$492,558
0.02% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
10,634
shares
|
$492,141
0.01% of portfolio
|
Q3 2025
Added 14.48%
|
|
|
Graney & King, LLC
Latham, NY |
Aug 14, 2025 Q2 2025 |
10,510
shares
|
$486,402
0.3% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Second Line Capital, LLC
Metairie, LA |
Aug 15, 2025 Q2 2025 |
10,504
shares
|
$486,125
0.1% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
Aug 04, 2025 Q2 2025 |
10,381
shares
|
$480,432
0.32% of portfolio
|
Q4 2024
Reduced 3.91%
|
|
|
Old Second National Bank Of Aurora
|
Oct 22, 2025 Q3 2025 |
10,328
shares
|
$477,979
0.11% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Act Advisors, Llc.
|
Oct 09, 2025 Q3 2025 |
10,327
shares
|
$477,933
0.2% of portfolio
|
Q3 2025
Added 5.56%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Aug 14, 2025 Q2 2025 |
10,254
shares
|
$474,555
0.17% of portfolio
|
Q2 2025
Added 6.6%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
10,129
shares
|
$468,770
0.01% of portfolio
|
Q2 2025
Reduced 27.05%
|