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 |
|---|---|---|---|---|---|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 24, 2025 Q3 2025 |
201
shares
|
$9,302
0.0% of portfolio
|
Q4 2024
Reduced 20.87%
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
200
shares
|
$9,256
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Oct 31, 2025 Q3 2025 |
187
shares
|
$8,654
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Aug 01, 2025 Q2 2025 |
187
shares
|
$8,654
0.01% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Horizons Wealth Management
Asheville, NC |
Oct 03, 2025 Q3 2025 |
164
shares
|
$7,589
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
161
shares
|
$7,451
0.0% of portfolio
|
Q4 2024
Reduced 30.9%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
154
shares
|
$7,127
0.0% of portfolio
|
Q1 2025
Reduced 5.52%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
152
shares
|
$7,034
0.0% of portfolio
|
Q1 2024
Reduced 0.65%
|
|
|
Woodside Wealth Management LLC
Framingham, MA |
Jul 23, 2025 Q2 2025 |
149
shares
|
$6,895
0.01% of portfolio
|
Q2 2025
Added 3.47%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
145
shares
|
$6,710
0.0% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
143
shares
|
$6,618
0.01% of portfolio
|
Q3 2022
Reduced 6.99%
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
138
shares
|
$6,386
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Oct 31, 2025 Q3 2025 |
136
shares
|
$6,294
0.0% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Aug 06, 2025 Q2 2025 |
134
shares
|
$6,201
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
134
shares
|
$6,201
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
132
shares
|
$6,108
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Atlantic Private Wealth, LLC
|
Nov 03, 2025 Q3 2025 |
130
shares
|
$6,016
0.0% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 07, 2025 Q3 2025 |
126
shares
|
$5,831
0.0% of portfolio
|
Q2 2025
Added 306.45%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
126
shares
|
$5,831
0.0% of portfolio
|
Q2 2025
Reduced 73.97%
|
|
|
Wolff Wiese Magana LLC
|
Oct 28, 2025 Q3 2025 |
113
shares
|
$5,229
0.0% of portfolio
|
Q1 2025
Reduced 23.65%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
112
shares
|
$5,183
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 24, 2025 Q3 2025 |
105
shares
|
$4,859
0.0% of portfolio
|
Q4 2023
Reduced 97.14%
|
|
|
Exchange Traded Concepts, LLC
|
Oct 14, 2025 Q3 2025 |
102
shares
|
$4,720
0.0% of portfolio
|
Q3 2025
Reduced 98.97%
|
|
|
Systm Wealth Solutions LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
93
shares
|
$4,304
0.13% of portfolio
|
Q3 2024
Reduced 21.19%
|
|
|
Investors Research Corp
|
Oct 02, 2025 Q3 2025 |
87
shares
|
$4,026
0.0% of portfolio
|
Q3 2025
New holding
|