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 |
|---|---|---|---|---|---|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
1,315
shares
|
$60,858
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
1,252
shares
|
$57,942
0.01% of portfolio
|
Q3 2024
Added 8.59%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
1,190
shares
|
$55,073
0.0% of portfolio
|
Q2 2025
Reduced 12.76%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Nov 04, 2025 Q3 2025 |
1,170
shares
|
$54,147
0.01% of portfolio
|
Q3 2025
Added 46.25%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
1,167
shares
|
$54,008
0.0% of portfolio
|
Q1 2025
Reduced 4.58%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Oct 28, 2025 Q3 2025 |
1,150
shares
|
$53,222
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
1,121
shares
|
$51,879
0.03% of portfolio
|
Q2 2025
Added 47.31%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
1,075
shares
|
$49,751
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
1,063
shares
|
$49,195
0.0% of portfolio
|
Q3 2024
Reduced 6.75%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
1,041
shares
|
$48,177
0.0% of portfolio
|
Q3 2025
Reduced 12.74%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
1,030
shares
|
$47,668
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 23, 2025 Q3 2025 |
1,000
shares
|
$46,280
0.02% of portfolio
|
Q3 2025
Added 173.22%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
980
shares
|
$45,354
0.02% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Aug 05, 2025 Q2 2025 |
973
shares
|
$45,030
0.02% of portfolio
|
Q1 2025
Added 158.09%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
926
shares
|
$42,855
0.01% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
920
shares
|
$42,577
0.0% of portfolio
|
Q3 2022
Reduced 30.25%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Aug 15, 2025 Q2 2025 |
900
shares
|
$41,652
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
879
shares
|
$40,680
0.01% of portfolio
|
Q2 2025
Added 6.67%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Nov 05, 2025 Q3 2025 |
869
shares
|
$40,217
0.03% of portfolio
|
Q3 2025
Reduced 2.58%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Oct 08, 2025 Q3 2025 |
813
shares
|
$37,625
0.02% of portfolio
|
Q3 2025
Reduced 18.7%
|
|
|
Northwest Capital Management Inc
|
Oct 20, 2025 Q3 2025 |
812
shares
|
$37,579
0.04% of portfolio
|
Q3 2025
Reduced 32.39%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Aug 12, 2025 Q2 2025 |
800
shares
|
$37,024
0.03% of portfolio
|
Q2 2025
Reduced 11.11%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
767
shares
|
$35,496
0.0% of portfolio
|
Q1 2025
Added 1.86%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
755
shares
|
$34,941
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
689
shares
|
$31,886
0.01% of portfolio
|
Q2 2025
Added 33.27%
|