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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Windsor Capital Management, LLC
|
Oct 06, 2025 Q3 2025 |
297,198
shares
|
$13.7 Million
3.86% of portfolio
|
Q3 2025
Added 3.0%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
296,551
shares
|
$13.6 Million
0.04% of portfolio
|
Q2 2025
Added 37.91%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Oct 23, 2025 Q3 2025 |
292,958
shares
|
$13.5 Million
1.1% of portfolio
|
Q3 2025
Added 1.63%
|
|
|
Tpg Financial Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
290,586
shares
|
$13.3 Million
5.17% of portfolio
|
Q2 2025
Added 8.15%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
286,674
shares
|
$13.2 Million
0.26% of portfolio
|
Q3 2025
Reduced 17.0%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
286,319
shares
|
$13.2 Million
0.1% of portfolio
|
Q2 2025
Added 64.83%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
285,957
shares
|
$13.1 Million
0.22% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Nov 03, 2025 Q3 2025 |
282,654
shares
|
$13 Million
1.95% of portfolio
|
Q3 2025
Reduced 26.59%
|
|
|
Univest Financial Corp
|
Oct 30, 2025 Q3 2025 |
281,060
shares
|
$12.9 Million
0.75% of portfolio
|
Q3 2025
Reduced 1.81%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jul 29, 2025 Q2 2025 |
280,214
shares
|
$12.9 Million
1.48% of portfolio
|
Q2 2025
Added 7.59%
|
|
|
Taylor & Morgan Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
275,937
shares
|
$12.7 Million
8.09% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
275,573
shares
|
$12.7 Million
0.31% of portfolio
|
Q2 2025
Added 4.59%
|
|
|
Alpha Star Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
272,217
shares
|
$12.5 Million
0.8% of portfolio
|
Q2 2025
Added 289.83%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
254,902
shares
|
$11.7 Million
0.27% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
252,077
shares
|
$11.6 Million
0.28% of portfolio
|
Q3 2025
Reduced 8.57%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
251,700
shares
|
$11.6 Million
0.31% of portfolio
|
Q2 2025
Reduced 8.08%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jul 22, 2025 Q2 2025 |
250,491
shares
|
$11.5 Million
2.28% of portfolio
|
Q2 2025
Added 4.26%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Oct 16, 2025 Q3 2025 |
248,473
shares
|
$11.4 Million
1.09% of portfolio
|
Q3 2025
Reduced 2.52%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
242,465
shares
|
$11.1 Million
0.05% of portfolio
|
Q2 2025
Added 10.16%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Jul 28, 2025 Q2 2025 |
242,438
shares
|
$11.1 Million
0.91% of portfolio
|
Q2 2025
Added 18.77%
|
|
|
Wall Capital Group, Inc.
|
Feb 07, 2024 Q4 2023 |
236,443
shares
|
$10.9 Million
11.3% of portfolio
|
Q4 2023
Added 70.14%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
232,940
shares
|
$10.7 Million
0.02% of portfolio
|
Q3 2023
Reduced 8.9%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
232,924
shares
|
$10.7 Million
1.11% of portfolio
|
Q3 2025
Added 6.73%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
230,982
shares
|
$10.6 Million
0.61% of portfolio
|
Q2 2025
Added 1.75%
|