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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Scott Marsh Financial, LLC
Millcreek, UT |
Aug 14, 2025 Q2 2025 |
10,128
shares
|
$468,723
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Essex Savings Bank
|
Nov 04, 2025 Q3 2025 |
10,087
shares
|
$466,826
0.11% of portfolio
|
Q3 2025
Added 15.07%
|
|
|
Valpey Financial Services, LLC
Concord, NH |
Jul 22, 2025 Q2 2025 |
10,087
shares
|
$466,826
0.3% of portfolio
|
Q2 2025
New holding
|
|
|
Keybank National Association
|
Nov 04, 2025 Q3 2025 |
10,049
shares
|
$465,067
0.0% of portfolio
|
Q3 2025
Reduced 7.93%
|
|
|
Hbw Advisory Services LLC
|
Oct 16, 2025 Q3 2025 |
10,033
shares
|
$464,327
0.06% of portfolio
|
Q3 2025
Reduced 22.98%
|
|
|
Latitude Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
10,017
shares
|
$463,586
0.26% of portfolio
|
Q3 2025
Reduced 15.48%
|
|
|
Mayport, LLC
|
Aug 07, 2025 Q2 2025 |
10,000
shares
|
$462,800
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Claro Advisors LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
9,984
shares
|
$462,059
0.07% of portfolio
|
Q2 2025
Reduced 19.28%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Jul 29, 2025 Q2 2025 |
9,965
shares
|
$461,180
0.09% of portfolio
|
Q2 2025
Added 60.91%
|
|
|
Precision Wealth Strategies, LLC
|
Oct 16, 2025 Q3 2025 |
9,941
shares
|
$460,069
0.17% of portfolio
|
Q3 2025
Reduced 15.05%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Nov 03, 2025 Q3 2025 |
9,870
shares
|
$456,783
0.1% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Rmb Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
9,844
shares
|
$455,580
0.01% of portfolio
|
Q2 2025
Added 62.71%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Oct 14, 2025 Q3 2025 |
9,798
shares
|
$453,451
0.1% of portfolio
|
Q3 2025
Reduced 16.31%
|
|
|
Spinnaker Investment Group, LLC
|
Oct 10, 2025 Q3 2025 |
9,645
shares
|
$446,370
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
9,613
shares
|
$444,889
0.04% of portfolio
|
Q2 2025
Reduced 1.03%
|
|
|
Rmr Wealth Builders
|
Nov 05, 2025 Q3 2025 |
9,470
shares
|
$438,271
0.04% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Aug 14, 2025 Q2 2025 |
9,379
shares
|
$434,060
0.02% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Nov 04, 2025 Q3 2025 |
9,375
shares
|
$433,875
0.08% of portfolio
|
Q3 2025
Reduced 2.38%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jul 14, 2025 Q2 2025 |
9,370
shares
|
$433,643
0.12% of portfolio
|
Q2 2025
Reduced 8.14%
|
|
|
Acas, LLC
|
Aug 14, 2025 Q2 2025 |
9,316
shares
|
$431,144
0.31% of portfolio
|
Q2 2025
Added 7.04%
|
|
|
Mengis Capital Management, Inc.
|
Jul 24, 2025 Q2 2025 |
9,252
shares
|
$428,182
0.09% of portfolio
|
Q2 2025
Reduced 6.79%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
9,222
shares
|
$426,794
0.01% of portfolio
|
Q3 2025
Added 6.82%
|
|
|
Absolute Capital Management, LLC
|
Nov 03, 2025 Q3 2025 |
9,139
shares
|
$422,952
0.19% of portfolio
|
Q3 2025
New holding
|