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 |
|---|---|---|---|---|---|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
6,000
shares
|
$277,680
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Oct 20, 2025 Q3 2025 |
5,982
shares
|
$276,846
0.14% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Oct 14, 2025 Q3 2025 |
5,975
shares
|
$276,523
0.04% of portfolio
|
Q3 2025
Reduced 8.54%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Oct 21, 2025 Q3 2025 |
5,948
shares
|
$275,273
0.05% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2025 Q2 2025 |
5,915
shares
|
$273,746
0.01% of portfolio
|
Q2 2025
Added 2.83%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
5,856
shares
|
$271,015
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
5,841
shares
|
$270,321
0.03% of portfolio
|
Q3 2025
Reduced 15.85%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Oct 17, 2025 Q3 2025 |
5,828
shares
|
$269,719
0.0% of portfolio
|
Q2 2025
Reduced 8.29%
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
Oct 22, 2025 Q3 2025 |
5,765
shares
|
$266,804
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
True Vision Mn LLC
Woodbury, MN |
Oct 27, 2025 Q3 2025 |
5,752
shares
|
$266,202
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
5,744
shares
|
$265,832
0.02% of portfolio
|
Q1 2025
Reduced 42.95%
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
5,719
shares
|
$264,675
0.04% of portfolio
|
Q3 2025
Reduced 5.22%
|
|
|
Glenview Trust CO
Louisville, KY |
Aug 14, 2025 Q2 2025 |
5,705
shares
|
$264,027
0.0% of portfolio
|
Q2 2025
Added 13.71%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
5,665
shares
|
$262,176
0.24% of portfolio
|
Q3 2025
Reduced 6.61%
|
|
|
Pinnacle Financial Partners Inc
|
Oct 28, 2025 Q3 2025 |
5,642
shares
|
$261,111
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Oct 15, 2025 Q3 2025 |
5,577
shares
|
$258,103
0.2% of portfolio
|
Q3 2025
Added 5.91%
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
5,560
shares
|
$257,316
0.05% of portfolio
|
Q3 2025
Added 3.06%
|
|
|
Optimist Retirement Group LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
5,547
shares
|
$256,715
0.12% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Angeles Wealth Management, LLC
|
Jul 29, 2025 Q2 2025 |
5,543
shares
|
$256,530
0.02% of portfolio
|
Q2 2025
Reduced 4.48%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Oct 31, 2025 Q3 2025 |
5,509
shares
|
$254,956
0.1% of portfolio
|
Q3 2025
Reduced 8.11%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Oct 31, 2025 Q3 2025 |
5,492
shares
|
$254,169
0.09% of portfolio
|
Q3 2025
Reduced 22.78%
|
|
|
Psi Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
5,477
shares
|
$253,475
0.12% of portfolio
|
Q2 2025
Reduced 96.88%
|
|
|
Helen Stephens Group, LLC
|
Oct 02, 2025 Q3 2025 |
5,469
shares
|
$253,105
0.06% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Ironwood Financial, LLC
|
Oct 22, 2025 Q3 2025 |
5,399
shares
|
$249,865
0.04% of portfolio
|
Q1 2025
Added 4.96%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 23, 2025 Q3 2025 |
5,389
shares
|
$249,402
0.02% of portfolio
|
Q3 2025
Reduced 1.61%
|