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 |
|---|---|---|---|---|---|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
399
shares
|
$18,465
0.0% of portfolio
|
Q2 2025
Reduced 19.88%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Sep 25, 2025 Q2 2025 |
386
shares
|
$17,864
0.18% of portfolio
|
Q2 2025
Added 819.05%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
369
shares
|
$17,077
0.01% of portfolio
|
Q2 2025
Added 43.02%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
357
shares
|
$16,521
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
346
shares
|
$16,012
0.0% of portfolio
|
Q3 2024
Reduced 48.89%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
328
shares
|
$15,179
0.0% of portfolio
|
Q3 2025
Reduced 46.32%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 03, 2025 Q3 2025 |
321
shares
|
$14,855
0.0% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Aug 15, 2025 Q2 2025 |
300
shares
|
$13,884
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
299
shares
|
$13,837
0.0% of portfolio
|
Q3 2025
Reduced 9.39%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
299
shares
|
$13,837
0.01% of portfolio
|
Q3 2025
Added 69.89%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
297
shares
|
$13,745
0.0% of portfolio
|
Q3 2025
Reduced 13.91%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
295
shares
|
$13,652
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
279
shares
|
$12,912
0.0% of portfolio
|
Q2 2025
Added 114.62%
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Aug 12, 2025 Q2 2025 |
278
shares
|
$12,865
0.01% of portfolio
|
Q2 2025
Added 34.3%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
257
shares
|
$11,893
0.0% of portfolio
|
Q4 2024
Added 1252.63%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
252
shares
|
$11,662
0.0% of portfolio
|
Q1 2025
Reduced 41.12%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
Aug 15, 2025 Q2 2025 |
247
shares
|
$11,431
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
246
shares
|
$11,384
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
245
shares
|
$11,338
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
240
shares
|
$11,107
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
238
shares
|
$11,014
0.0% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Aug 13, 2025 Q2 2025 |
231
shares
|
$10,690
0.01% of portfolio
|
Q4 2023
Reduced 46.15%
|
|
|
Centerpoint Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
214
shares
|
$9,903
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
209
shares
|
$9,672
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
204
shares
|
$9,441
0.0% of portfolio
|
Q3 2025
New holding
|