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 |
|---|---|---|---|---|---|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
9,047
shares
|
$418,695
0.04% of portfolio
|
Q2 2022
Closed
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
9,027
shares
|
$417,769
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Oct 14, 2025 Q3 2025 |
8,980
shares
|
$415,594
0.03% of portfolio
|
Q2 2025
Reduced 5.97%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Nov 04, 2025 Q3 2025 |
8,771
shares
|
$405,921
0.08% of portfolio
|
Q3 2025
Added 9.05%
|
|
|
Xtx Topco LTD
London, X0 |
Aug 12, 2025 Q2 2025 |
8,754
shares
|
$405,135
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
8,664
shares
|
$400,969
0.13% of portfolio
|
Q2 2025
Added 12.93%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Oct 29, 2025 Q3 2025 |
8,644
shares
|
$400,044
0.02% of portfolio
|
Q3 2025
Added 8.24%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2025 Q3 2025 |
8,600
shares
|
$398,008
0.14% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
8,549
shares
|
$395,647
0.03% of portfolio
|
Q2 2025
Reduced 21.96%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Oct 22, 2025 Q3 2025 |
8,514
shares
|
$394,027
0.13% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Oct 15, 2025 Q3 2025 |
8,512
shares
|
$393,935
0.26% of portfolio
|
Q3 2025
Reduced 35.41%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
8,490
shares
|
$392,917
0.01% of portfolio
|
Q1 2023
Reduced 1.44%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
8,488
shares
|
$392,824
0.07% of portfolio
|
Q3 2025
Added 0.81%
|
|
|
Transcend Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
8,423
shares
|
$389,816
0.03% of portfolio
|
Q3 2025
Added 0.86%
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
8,326
shares
|
$385,327
0.02% of portfolio
|
Q3 2025
Added 1.04%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
8,324
shares
|
$385,234
0.01% of portfolio
|
Q4 2023
Reduced 8.56%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
8,231
shares
|
$380,930
0.05% of portfolio
|
Q2 2025
Added 11.93%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
8,184
shares
|
$378,755
0.01% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Brio Consultants, LLC
|
Aug 07, 2025 Q2 2025 |
8,154
shares
|
$377,367
0.05% of portfolio
|
Q2 2025
Reduced 14.51%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Nov 05, 2025 Q3 2025 |
8,130
shares
|
$376,256
0.13% of portfolio
|
Q3 2025
Added 2.52%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Aug 05, 2025 Q2 2025 |
8,114
shares
|
$375,515
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Oct 21, 2025 Q3 2025 |
8,053
shares
|
$372,692
0.05% of portfolio
|
Q3 2025
Reduced 55.03%
|
|
|
Townsquare Capital LLC
|
Nov 03, 2025 Q3 2025 |
8,045
shares
|
$372,322
0.06% of portfolio
|
Q3 2025
Reduced 85.96%
|
|
|
Moneywise, Inc.
|
Oct 23, 2025 Q3 2025 |
8,039
shares
|
$372,044
0.18% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
8,000
shares
|
$370,240
0.05% of portfolio
|
Q3 2023
Added 60.0%
|