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 |
|---|---|---|---|---|---|
|
Sage Mountain Advisors LLC
|
Oct 29, 2025 Q3 2025 |
1,822
shares
|
$84,322
0.0% of portfolio
|
Q2 2025
Reduced 23.48%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
1,814
shares
|
$83,951
0.0% of portfolio
|
Q2 2025
Reduced 11.9%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
1,723
shares
|
$79,740
0.0% of portfolio
|
Q3 2025
Reduced 1.03%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
1,712
shares
|
$79,231
0.0% of portfolio
|
Q2 2025
Added 40.91%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Aug 07, 2025 Q2 2025 |
1,695
shares
|
$78,444
0.01% of portfolio
|
Q2 2025
Reduced 92.11%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
1,690
shares
|
$78,213
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Oct 30, 2025 Q3 2025 |
1,669
shares
|
$77,241
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
1,643
shares
|
$76,038
0.04% of portfolio
|
Q2 2024
Reduced 96.67%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
1,582
shares
|
$73,214
0.01% of portfolio
|
Q2 2025
Added 5.61%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
1,542
shares
|
$71,363
0.0% of portfolio
|
Q4 2023
Added 497.67%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,542
shares
|
$71,363
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 10, 2025 Q3 2025 |
1,530
shares
|
$70,808
0.03% of portfolio
|
Q1 2025
Reduced 2.3%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
1,526
shares
|
$70,623
0.01% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
1,518
shares
|
$70,253
0.01% of portfolio
|
Q2 2024
Added 0.53%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
1,498
shares
|
$69,327
0.0% of portfolio
|
Q1 2025
Reduced 97.55%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
1,473
shares
|
$68,170
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
1,470
shares
|
$68,031
0.02% of portfolio
|
Q3 2025
Reduced 17.88%
|
|
|
Toth Financial Advisory Corp
|
Oct 09, 2025 Q3 2025 |
1,446
shares
|
$66,920
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
1,435
shares
|
$66,411
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
1,395
shares
|
$64,560
0.07% of portfolio
|
Q3 2025
Reduced 25.6%
|
|
|
Atwood & Palmer Inc
|
Oct 15, 2025 Q3 2025 |
1,385
shares
|
$64,097
0.0% of portfolio
|
Q2 2024
Added 78.02%
|
|
|
American National Bank
|
Oct 21, 2025 Q3 2025 |
1,359
shares
|
$62,894
0.01% of portfolio
|
Q3 2025
Added 1.42%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
1,356
shares
|
$62,755
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
1,355
shares
|
$62,709
0.0% of portfolio
|
Q2 2025
Added 6.53%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
1,338
shares
|
$61,922
0.04% of portfolio
|
Q4 2024
Reduced 92.86%
|