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 |
|---|---|---|---|---|---|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
6,668
shares
|
$308,595
0.01% of portfolio
|
Q1 2025
Reduced 71.43%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Oct 20, 2025 Q3 2025 |
6,664
shares
|
$308,409
0.13% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
6,653
shares
|
$307,900
0.0% of portfolio
|
Q2 2025
Added 3.42%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
6,608
shares
|
$305,818
0.02% of portfolio
|
Q2 2025
Reduced 35.4%
|
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
Aug 14, 2025 Q2 2025 |
6,518
shares
|
$301,653
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Aug 12, 2025 Q2 2025 |
6,516
shares
|
$301,560
0.01% of portfolio
|
Q2 2025
Reduced 98.7%
|
|
|
Mbe Wealth Management, LLC
|
Oct 27, 2025 Q3 2025 |
6,512
shares
|
$301,375
0.14% of portfolio
|
Q3 2025
Added 1.24%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Jul 15, 2025 Q2 2025 |
6,434
shares
|
$297,765
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Oct 15, 2025 Q3 2025 |
6,426
shares
|
$297,395
0.17% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
6,426
shares
|
$297,395
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
6,394
shares
|
$295,914
0.14% of portfolio
|
Q1 2024
Added 0.28%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Oct 14, 2025 Q3 2025 |
6,303
shares
|
$291,702
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
Aug 14, 2025 Q2 2025 |
6,292
shares
|
$291,193
0.26% of portfolio
|
Q2 2025
Reduced 10.54%
|
|
|
May Barnhard Investments LLC
Bethesda, MD |
Jul 29, 2025 Q2 2025 |
6,276
shares
|
$290,453
0.12% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Acropolis Investment Management, LLC
|
Oct 07, 2025 Q3 2025 |
6,258
shares
|
$289,620
0.01% of portfolio
|
Q4 2023
Reduced 1.76%
|
|
|
Aifg Consultants Ltd.
Halfmoon, NY |
Oct 14, 2025 Q3 2025 |
6,232
shares
|
$288,416
0.51% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Burt Wealth Advisors
|
Nov 05, 2025 Q3 2025 |
6,213
shares
|
$287,537
0.07% of portfolio
|
Q1 2025
Added 4.31%
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
6,196
shares
|
$286,750
0.02% of portfolio
|
Q2 2025
Reduced 3.17%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Oct 10, 2025 Q3 2025 |
6,191
shares
|
$286,519
0.02% of portfolio
|
Q2 2025
Reduced 11.04%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
6,168
shares
|
$285,455
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
6,092
shares
|
$281,937
0.02% of portfolio
|
Q2 2025
Reduced 2.67%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
6,030
shares
|
$279,068
0.0% of portfolio
|
Q4 2024
Reduced 7.16%
|
|
|
Moloney Securities Asset Management, LLC
|
Nov 05, 2025 Q3 2025 |
6,022
shares
|
$278,698
0.04% of portfolio
|
Q3 2025
Reduced 1.44%
|
|
|
Keudell
|
Jul 22, 2025 Q2 2025 |
6,002
shares
|
$277,772
0.06% of portfolio
|
Q2 2025
Reduced 15.37%
|
|
|
Noesis Capital Mangement Corp
|
Oct 23, 2025 Q3 2025 |
6,000
shares
|
$277,680
0.04% of portfolio
|
Q3 2025
Reduced 14.22%
|