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 |
|---|---|---|---|---|---|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
396,352
shares
|
$18.2 Million
0.14% of portfolio
|
Q3 2025
Added 64.52%
|
|
|
Allen Capital Group, LLC
|
Oct 27, 2025 Q3 2025 |
393,272
shares
|
$18.1 Million
1.78% of portfolio
|
Q3 2025
Added 8.69%
|
|
|
Leicht Financial Planning & Wealth Management, Inc.
|
Nov 04, 2025 Q3 2025 |
387,704
shares
|
$17.8 Million
8.1% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
380,771
shares
|
$17.5 Million
3.18% of portfolio
|
Q2 2025
Added 23.1%
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
380,303
shares
|
$17.5 Million
1.78% of portfolio
|
Q3 2025
Added 3.04%
|
|
|
Boston Standard Wealth Management, LLC
|
Oct 06, 2025 Q3 2025 |
376,264
shares
|
$17.3 Million
2.93% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Aug 13, 2025 Q2 2025 |
373,523
shares
|
$17.2 Million
1.77% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Aug 13, 2025 Q2 2025 |
372,694
shares
|
$17.1 Million
0.74% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
368,785
shares
|
$16.9 Million
0.45% of portfolio
|
Q3 2025
Added 3.02%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
367,172
shares
|
$16.9 Million
2.43% of portfolio
|
Q3 2024
Added 15.4%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
364,399
shares
|
$16.7 Million
0.17% of portfolio
|
Q2 2025
Added 13.81%
|
|
|
Merit Financial Group, LLC
|
Oct 20, 2025 Q3 2025 |
357,716
shares
|
$16.4 Million
0.17% of portfolio
|
Q3 2025
Reduced 11.09%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
347,090
shares
|
$15.9 Million
0.18% of portfolio
|
Q2 2025
Reduced 2.6%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Nov 03, 2025 Q3 2025 |
346,902
shares
|
$15.9 Million
4.22% of portfolio
|
Q3 2025
Reduced 59.01%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
346,006
shares
|
$15.9 Million
3.08% of portfolio
|
Q1 2025
Added 4.45%
|
|
|
Austin Private Wealth, LLC
|
Oct 17, 2025 Q3 2025 |
344,348
shares
|
$15.8 Million
1.35% of portfolio
|
Q3 2025
Added 43.53%
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
335,572
shares
|
$15.4 Million
1.43% of portfolio
|
Q3 2025
Reduced 1.43%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Nov 04, 2025 Q3 2025 |
330,999
shares
|
$15.2 Million
2.68% of portfolio
|
Q3 2025
Added 6.59%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
321,899
shares
|
$14.8 Million
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
320,520
shares
|
$14.7 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.24%
|
|
|
Cahaba Wealth Management, Inc.
|
Oct 17, 2025 Q3 2025 |
317,025
shares
|
$14.6 Million
1.22% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
Nov 03, 2025 Q3 2025 |
311,612
shares
|
$14.3 Million
3.07% of portfolio
|
Q3 2025
Reduced 4.38%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
309,319
shares
|
$14.2 Million
0.67% of portfolio
|
Q2 2025
Reduced 26.22%
|
|
|
Wbh Advisory Inc
|
Oct 30, 2025 Q3 2025 |
309,126
shares
|
$14.2 Million
1.15% of portfolio
|
Q3 2025
Added 0.94%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
301,529
shares
|
$13.8 Million
0.04% of portfolio
|
Q2 2025
Added 20.72%
|