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 |
|---|---|---|---|---|---|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Oct 28, 2025 Q3 2025 |
5,371
shares
|
$248,569
0.24% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Fox Financial, Inc
Wyomissing, PA |
Aug 07, 2025 Q2 2025 |
5,340
shares
|
$247,135
0.19% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Aug 13, 2025 Q2 2025 |
5,336
shares
|
$246,950
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Roman Butler Fullerton & CO
|
Nov 05, 2025 Q3 2025 |
5,319
shares
|
$246,163
0.07% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Triumph Capital Management
|
Jul 09, 2025 Q2 2025 |
5,302
shares
|
$245,376
0.07% of portfolio
|
Q2 2025
Reduced 47.66%
|
|
|
Townsend Asset Management Corp
|
Oct 16, 2025 Q3 2025 |
5,293
shares
|
$244,960
0.09% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
5,283
shares
|
$244,497
0.0% of portfolio
|
Q2 2025
Added 18.93%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
5,265
shares
|
$243,664
0.0% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Oct 30, 2025 Q3 2025 |
5,255
shares
|
$243,201
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Apeiron Ria LLC
|
Oct 14, 2025 Q3 2025 |
5,246
shares
|
$242,784
0.06% of portfolio
|
Q3 2025
Added 3.84%
|
|
|
Cypress Financial Planning LLC
|
Oct 09, 2025 Q3 2025 |
5,245
shares
|
$242,738
0.08% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
5,219
shares
|
$241,535
0.03% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Oct 14, 2025 Q3 2025 |
5,202
shares
|
$240,748
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
5,196
shares
|
$240,470
0.03% of portfolio
|
Q4 2024
Reduced 17.08%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Oct 23, 2025 Q3 2025 |
5,155
shares
|
$238,573
0.08% of portfolio
|
Q2 2025
Reduced 1.96%
|
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Oct 14, 2025 Q3 2025 |
5,143
shares
|
$238,018
0.24% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
5,065
shares
|
$234,408
0.3% of portfolio
|
Q3 2022
Reduced 4.22%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
5,055
shares
|
$233,945
0.02% of portfolio
|
Q2 2025
Added 8.94%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
5,016
shares
|
$232,140
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
4,981
shares
|
$230,520
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Main Line Retirement Advisors, LLC
Radnor, PA |
Oct 20, 2025 Q3 2025 |
4,960
shares
|
$229,548
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
4,942
shares
|
$228,715
0.02% of portfolio
|
Q1 2025
Added 1.15%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Aug 13, 2025 Q2 2025 |
4,911
shares
|
$227,281
0.09% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
Arthur M. Cohen & Associates, LLC
|
Oct 14, 2025 Q3 2025 |
4,880
shares
|
$225,846
0.04% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
4,789
shares
|
$221,634
0.01% of portfolio
|
Q4 2023
Reduced 19.12%
|