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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
687
shares
|
$31,794
0.01% of portfolio
|
Q2 2023
Added 2444.44%
|
|
|
Community Bank, N.A.
|
Jul 25, 2025 Q2 2025 |
677
shares
|
$31,331
0.0% of portfolio
|
Q2 2025
Added 6.11%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
673
shares
|
$31,146
0.0% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
670
shares
|
$31,007
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
658
shares
|
$30,452
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Copia Wealth Management
Bend, OR |
Oct 31, 2025 Q3 2025 |
605
shares
|
$27,999
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jul 17, 2025 Q2 2025 |
596
shares
|
$27,582
0.01% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Nov 04, 2025 Q3 2025 |
591
shares
|
$27,351
0.01% of portfolio
|
Q3 2025
Reduced 21.83%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
564
shares
|
$26,101
0.0% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
562
shares
|
$26,009
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
561
shares
|
$25,963
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Aug 11, 2025 Q2 2025 |
534
shares
|
$24,713
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 16, 2025 Q3 2025 |
533
shares
|
$24,667
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Stone House Investment Management, LLC
|
Oct 27, 2025 Q3 2025 |
525
shares
|
$24,297
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Aug 14, 2025 Q2 2025 |
500
shares
|
$23,140
0.01% of portfolio
|
Q2 2025
Reduced 95.81%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
500
shares
|
$23,140
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
497
shares
|
$23,001
0.0% of portfolio
|
Q2 2025
Added 16466.67%
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
493
shares
|
$22,816
0.0% of portfolio
|
Q3 2025
Reduced 3.9%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
480
shares
|
$22,214
0.0% of portfolio
|
Q1 2018
Reduced 57.33%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
467
shares
|
$21,612
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Oct 23, 2025 Q3 2025 |
454
shares
|
$21,011
0.02% of portfolio
|
Q3 2025
Added 25.41%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
439
shares
|
$20,316
0.01% of portfolio
|
Q2 2025
Added 22.97%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
426
shares
|
$19,715
0.0% of portfolio
|
Q1 2024
Added 69.72%
|