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 |
|---|---|---|---|---|---|
|
Keystone Financial Group
|
Aug 13, 2025 Q2 2025 |
7,230
shares
|
$334,604
0.03% of portfolio
|
Q2 2025
Added 4.74%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jul 14, 2025 Q2 2025 |
7,188
shares
|
$332,660
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
7,182
shares
|
$332,382
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Center For Asset Management LLC
|
Jul 23, 2025 Q2 2025 |
7,170
shares
|
$331,827
0.18% of portfolio
|
Q2 2025
Added 10.31%
|
|
|
Richard Bernstein Advisors LLC
|
Aug 06, 2025 Q2 2025 |
7,168
shares
|
$331,735
0.01% of portfolio
|
Q2 2025
Reduced 99.58%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
7,149
shares
|
$330,855
0.02% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Fulton Bank, N.A.
|
Oct 21, 2025 Q3 2025 |
7,144
shares
|
$330,624
0.02% of portfolio
|
Q3 2025
Reduced 2.26%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
7,141
shares
|
$330,485
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
7,127
shares
|
$329,837
0.22% of portfolio
|
Q1 2025
Added 1.24%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
7,062
shares
|
$326,829
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Aug 11, 2025 Q2 2025 |
7,037
shares
|
$325,672
0.23% of portfolio
|
Q2 2025
Reduced 0.79%
|
|
|
Clifford Swan Investment Counsel LLC
|
Jul 30, 2025 Q2 2025 |
7,026
shares
|
$325,163
0.01% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Aug 11, 2025 Q2 2025 |
6,987
shares
|
$323,358
0.13% of portfolio
|
Q2 2025
Added 2.61%
|
|
|
Astoria Portfolio Advisors Llc.
|
Oct 09, 2025 Q3 2025 |
6,923
shares
|
$320,396
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Optima Capital LLC
Portland, OR |
Oct 27, 2025 Q3 2025 |
6,893
shares
|
$319,008
0.15% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
6,883
shares
|
$318,545
0.01% of portfolio
|
Q2 2025
Added 8.62%
|
|
|
Baker Tilly Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
6,848
shares
|
$316,925
0.07% of portfolio
|
Q3 2025
Added 18.54%
|
|
|
Vci Wealth Management LLC
St Louis, MO |
Oct 15, 2025 Q3 2025 |
6,780
shares
|
$313,778
0.1% of portfolio
|
Q3 2025
Added 11.44%
|
|
|
October Effect LTD
Virginia Beach, VA |
Oct 31, 2025 Q3 2025 |
6,761
shares
|
$312,899
0.35% of portfolio
|
Q3 2025
Reduced 2.55%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Oct 17, 2025 Q3 2025 |
6,752
shares
|
$312,482
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
6,747
shares
|
$312,251
0.0% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
6,703
shares
|
$310,214
0.01% of portfolio
|
Q3 2024
Reduced 2.33%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Aug 07, 2025 Q2 2025 |
6,693
shares
|
$309,752
0.03% of portfolio
|
Q2 2025
Reduced 94.12%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jul 22, 2025 Q2 2025 |
6,691
shares
|
$309,659
0.11% of portfolio
|
Q2 2025
Added 2.17%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Jul 09, 2025 Q2 2025 |
6,684
shares
|
$309,335
0.11% of portfolio
|
Q2 2025
Reduced 70.1%
|