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 |
|---|---|---|---|---|---|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Aug 14, 2025 Q2 2025 |
7,975
shares
|
$369,083
0.12% of portfolio
|
Q3 2024
Reduced 10.34%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 15, 2025 Q3 2025 |
7,956
shares
|
$368,203
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Fusion Family Wealth LLC
|
Jul 30, 2025 Q2 2025 |
7,913
shares
|
$366,213
0.03% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Oakwell Private Wealth Management, LLC
|
Aug 05, 2025 Q2 2025 |
7,911
shares
|
$366,121
0.08% of portfolio
|
Q3 2024
Reduced 2.51%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Oct 17, 2025 Q3 2025 |
7,896
shares
|
$365,426
0.05% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
7,863
shares
|
$363,899
0.03% of portfolio
|
Q2 2025
Reduced 14.23%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Jul 23, 2025 Q2 2025 |
7,768
shares
|
$359,503
0.25% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Oct 02, 2025 Q3 2025 |
7,696
shares
|
$356,170
0.02% of portfolio
|
Q3 2025
Added 52.7%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
7,681
shares
|
$355,476
0.02% of portfolio
|
Q2 2025
Added 27.57%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
7,675
shares
|
$355,199
0.02% of portfolio
|
Q2 2025
Reduced 2.37%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Nov 04, 2025 Q3 2025 |
7,662
shares
|
$354,597
0.02% of portfolio
|
Q1 2025
Reduced 2.51%
|
|
|
Blb&B Advisors, LLC
|
Oct 31, 2025 Q3 2025 |
7,601
shares
|
$351,774
0.02% of portfolio
|
Q3 2025
Reduced 20.83%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Oct 07, 2025 Q3 2025 |
7,591
shares
|
$351,311
0.1% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Oct 15, 2025 Q3 2025 |
7,589
shares
|
$351,218
0.26% of portfolio
|
Q3 2025
Added 5.74%
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Aug 05, 2025 Q2 2025 |
7,554
shares
|
$349,599
0.2% of portfolio
|
Q1 2025
Reduced 1.6%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
7,534
shares
|
$348,673
0.03% of portfolio
|
Q3 2025
Reduced 25.76%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Oct 30, 2025 Q3 2025 |
7,484
shares
|
$346,359
0.22% of portfolio
|
Q3 2025
Reduced 1.41%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
7,436
shares
|
$344,138
0.01% of portfolio
|
Q2 2025
Reduced 5.0%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
7,358
shares
|
$340,528
0.02% of portfolio
|
Q1 2025
Added 2.42%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Oct 31, 2025 Q3 2025 |
7,320
shares
|
$338,769
0.03% of portfolio
|
Q3 2025
Reduced 7.52%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
7,308
shares
|
$338,214
0.26% of portfolio
|
Q1 2023
Reduced 6.82%
|
|
|
Van Den Berg Management I, Inc
Austin, TX |
Aug 14, 2025 Q2 2025 |
7,270
shares
|
$336,455
0.1% of portfolio
|
Q2 2025
Reduced 8.48%
|
|
|
Welch & Forbes LLC
|
Nov 03, 2025 Q3 2025 |
7,263
shares
|
$336,131
0.0% of portfolio
|
Q3 2025
Reduced 2.97%
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
7,261
shares
|
$336,039
0.03% of portfolio
|
Q2 2025
Added 41.79%
|
|
|
Claremont Financial Group, Inc.
Claremont, CA |
Aug 15, 2022 Q1 2022 |
7,236
shares
|
$334,882
1.26% of portfolio
|
Q1 2022
Added 9950.0%
|