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 986 institutions that hold shares in the stock, with a total of 199 Million shares, which have been reported (via 13F filing form) to have a value of $9.16 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
4,788
shares
|
$221,588
0.0% of portfolio
|
Q2 2025
Added 4137.17%
|
|
|
Snider Financial Group
Bellevue, WA |
Aug 05, 2025 Q2 2025 |
4,779
shares
|
$221,172
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Aug 14, 2025 Q2 2025 |
4,779
shares
|
$221,172
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
4,750
shares
|
$219,830
0.02% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 28, 2025 Q3 2025 |
4,736
shares
|
$219,182
0.04% of portfolio
|
Q4 2024
Reduced 6.72%
|
|
|
Trinity Wealth Management, LLC
|
Oct 07, 2025 Q3 2025 |
4,723
shares
|
$218,580
0.09% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Stanich Group LLC
Montauk, NY |
Oct 15, 2025 Q3 2025 |
4,691
shares
|
$217,099
0.13% of portfolio
|
Q2 2025
Reduced 9.68%
|
|
|
Matauro, LLC
New York, NY |
Oct 10, 2025 Q3 2025 |
4,675
shares
|
$216,359
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Nov 03, 2025 Q3 2025 |
4,663
shares
|
$215,803
0.01% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
Oct 30, 2025 Q3 2025 |
4,662
shares
|
$215,757
0.12% of portfolio
|
Q3 2025
Reduced 5.28%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 23, 2025 Q3 2025 |
4,596
shares
|
$212,702
0.03% of portfolio
|
Q3 2025
Reduced 1.54%
|
|
|
Professional Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
4,545
shares
|
$210,342
0.05% of portfolio
|
Q3 2025
Reduced 13.69%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
4,509
shares
|
$208,676
0.01% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Howard Financial Services, Ltd.
|
Oct 23, 2025 Q3 2025 |
4,495
shares
|
$208,028
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Marion Wealth Management
|
Oct 10, 2025 Q3 2025 |
4,494
shares
|
$207,982
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
4,451
shares
|
$205,992
0.01% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Oct 22, 2025 Q3 2025 |
4,449
shares
|
$205,899
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Oct 20, 2025 Q3 2025 |
4,448
shares
|
$205,853
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Lavaca Capital LLC
Houston, TX |
Aug 28, 2025 Q2 2025 |
4,299
shares
|
$198,957
0.07% of portfolio
|
Q2 2025
Reduced 19.57%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2025 Q3 2025 |
4,233
shares
|
$195,903
0.03% of portfolio
|
Q3 2022
Reduced 5.72%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
3,977
shares
|
$184,055
0.0% of portfolio
|
Q3 2025
Reduced 3.77%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
3,902
shares
|
$180,584
0.0% of portfolio
|
Q2 2025
Added 19.51%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
3,810
shares
|
$176,326
0.02% of portfolio
|
Q2 2025
Reduced 62.66%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
3,801
shares
|
$175,910
0.02% of portfolio
|
Q4 2024
Added 6.83%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
3,725
shares
|
$172,393
0.02% of portfolio
|
Q2 2025
Reduced 34.05%
|