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 |
|---|---|---|---|---|---|
|
Breakwater Investment Management
Seattle, WA |
Oct 02, 2025 Q3 2025 |
85
shares
|
$3,933
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
80
shares
|
$3,702
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
78
shares
|
$3,609
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Oct 30, 2025 Q3 2025 |
77
shares
|
$3,563
0.0% of portfolio
|
Q3 2025
Added 1.32%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
72
shares
|
$3,332
0.0% of portfolio
|
Q4 2024
Reduced 40.98%
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
68
shares
|
$3,147
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
60
shares
|
$2,776
0.0% of portfolio
|
Q3 2025
Added 22.45%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 21, 2025 Q3 2025 |
59
shares
|
$2,730
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
55
shares
|
$2,545
0.0% of portfolio
|
Q3 2025
Added 66.67%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Aug 14, 2025 Q2 2025 |
50
shares
|
$2,314
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Aug 08, 2025 Q2 2025 |
47
shares
|
$2,175
0.0% of portfolio
|
Q2 2024
Reduced 4.08%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
41
shares
|
$1,897
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
38
shares
|
$1,758
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cypress Capital Management LLC (Wy)
|
Nov 03, 2025 Q3 2025 |
38
shares
|
$1,758
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Aug 05, 2025 Q2 2025 |
38
shares
|
$1,758
0.0% of portfolio
|
Q1 2025
Reduced 71.64%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
36
shares
|
$1,666
0.0% of portfolio
|
Q4 2019
Reduced 96.54%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 03, 2025 Q3 2025 |
34
shares
|
$1,573
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Oct 02, 2025 Q3 2025 |
28
shares
|
$1,295
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
25
shares
|
$1,157
0.0% of portfolio
|
Q2 2025
Reduced 99.34%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
22
shares
|
$1,018
0.0% of portfolio
|
Q2 2024
Added 69.23%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
20
shares
|
$925
0.0% of portfolio
|
Q1 2024
Reduced 94.35%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Aug 08, 2025 Q2 2025 |
19
shares
|
$879
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
17
shares
|
$786
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
16
shares
|
$740
0.0% of portfolio
|
Q2 2025
Reduced 88.15%
|
|
|
Bfsg, LLC
|
Oct 28, 2025 Q3 2025 |
11
shares
|
$509
0.0% of portfolio
|
Q3 2025
New holding
|