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 |
|---|---|---|---|---|---|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
3,619
shares
|
$167,487
0.06% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Aug 12, 2025 Q2 2025 |
3,514
shares
|
$162,627
0.0% of portfolio
|
Q2 2025
Added 222.68%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
3,393
shares
|
$157,028
0.09% of portfolio
|
Q2 2024
Reduced 3.33%
|
|
|
Heartwood Wealth Advisors LLC
|
Oct 06, 2025 Q3 2025 |
3,373
shares
|
$156,102
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 22, 2025 Q3 2025 |
3,349
shares
|
$154,991
0.04% of portfolio
|
Q3 2025
Added 62.97%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
3,238
shares
|
$149,854
0.01% of portfolio
|
Q3 2025
Added 1.35%
|
|
|
Arcadia Investment Management Corp
|
Oct 27, 2025 Q3 2025 |
3,144
shares
|
$145,504
0.02% of portfolio
|
Q2 2025
Reduced 11.83%
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
3,111
shares
|
$143,977
0.02% of portfolio
|
Q3 2024
Added 7.13%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
3,095
shares
|
$143,236
0.0% of portfolio
|
Q2 2025
Added 2.55%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Oct 14, 2025 Q3 2025 |
2,938
shares
|
$135,970
0.11% of portfolio
|
Q3 2025
Reduced 25.22%
|
|
|
Paladin Advisory Group, LLC
|
Nov 05, 2025 Q3 2025 |
2,895
shares
|
$133,980
0.11% of portfolio
|
Q2 2025
Reduced 70.28%
|
|
|
S.A. Mason LLC
|
Oct 14, 2025 Q3 2025 |
2,884
shares
|
$133,471
0.06% of portfolio
|
Q3 2025
Added 13.41%
|
|
|
Ballast Advisors LLC
|
Jul 31, 2025 Q2 2025 |
2,804
shares
|
$129,769
0.04% of portfolio
|
Q2 2025
Reduced 4.88%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
2,761
shares
|
$127,779
0.04% of portfolio
|
Q2 2024
Reduced 44.68%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Oct 23, 2025 Q3 2025 |
2,720
shares
|
$125,881
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Joseph Group Capital Management
Columbus, OH |
Oct 23, 2025 Q3 2025 |
2,699
shares
|
$124,909
0.04% of portfolio
|
Q3 2025
Added 1088.99%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
2,566
shares
|
$118,754
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
2,480
shares
|
$114,774
0.01% of portfolio
|
Q1 2025
Reduced 8.18%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
2,417
shares
|
$111,858
0.04% of portfolio
|
Q2 2025
Added 50.31%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
2,386
shares
|
$110,424
0.04% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
2,324
shares
|
$107,554
0.0% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
2,245
shares
|
$103,898
0.01% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
2,197
shares
|
$101,677
0.05% of portfolio
|
Q2 2025
Reduced 6.67%
|
|
|
Abound Wealth Management
Franklin, TN |
Oct 10, 2025 Q3 2025 |
2,105
shares
|
$97,419
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
1,831
shares
|
$84,738
0.0% of portfolio
|
Q3 2023
Reduced 14.32%
|