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 |
|---|---|---|---|---|---|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
166,847
shares
|
$7.66 Million
0.55% of portfolio
|
Q4 2023
Added 6.37%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
163,036
shares
|
$7.49 Million
0.02% of portfolio
|
Q2 2025
Reduced 34.76%
|
|
|
International City Management Association Retirement Corp
Washington, DC |
Oct 31, 2025 Q3 2025 |
161,660
shares
|
$7.43 Million
3.82% of portfolio
|
Q1 2025
New holding
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
161,383
shares
|
$7.41 Million
0.44% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Aug 07, 2025 Q2 2025 |
161,282
shares
|
$7.41 Million
0.65% of portfolio
|
Q2 2025
Added 1225.9%
|
|
|
Collier Financial
Denver, CO |
Apr 15, 2025 Q1 2025 |
156,474
shares
|
$7.19 Million
5.42% of portfolio
|
Q1 2025
Added 2316.59%
|
|
|
Landmark Wealth Management, Inc.
Normal, IL |
Oct 23, 2025 Q3 2025 |
154,475
shares
|
$7.1 Million
2.79% of portfolio
|
Q3 2025
Added 87.6%
|
|
|
Warren Street Wealth Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
152,965
shares
|
$7.03 Million
2.19% of portfolio
|
Q3 2025
Added 11.13%
|
|
|
Hudson Valley Investment Advisors Inc
|
Oct 16, 2025 Q3 2025 |
149,911
shares
|
$6.89 Million
0.72% of portfolio
|
Q3 2025
Added 13.42%
|
|
|
Valley Financial Management, Inc.
New York, NY |
Aug 14, 2023 Q2 2023 |
149,771
shares
|
$6.88 Million
3.01% of portfolio
|
Q2 2023
Added 121.85%
|
|
|
Private Wealth Group, LLC
|
Oct 22, 2025 Q3 2025 |
147,876
shares
|
$6.79 Million
3.47% of portfolio
|
Q3 2025
Reduced 1.71%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
May 14, 2025 Q1 2025 |
147,563
shares
|
$6.78 Million
1.12% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
Bensler, LLC
Bellevue, WA |
Nov 03, 2025 Q3 2025 |
146,427
shares
|
$6.73 Million
0.71% of portfolio
|
Q3 2025
Added 1.24%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
146,237
shares
|
$6.72 Million
0.58% of portfolio
|
Q2 2024
Added 8.28%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Oct 30, 2025 Q3 2025 |
145,181
shares
|
$6.67 Million
3.2% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Oct 10, 2025 Q3 2025 |
144,592
shares
|
$6.64 Million
0.45% of portfolio
|
Q3 2025
Added 1223.62%
|
|
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
Jul 18, 2025 Q2 2025 |
142,585
shares
|
$6.55 Million
3.22% of portfolio
|
Q4 2024
Added 57.4%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
142,033
shares
|
$6.52 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.49%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Aug 12, 2025 Q2 2025 |
140,629
shares
|
$6.46 Million
1.27% of portfolio
|
Q2 2025
Added 591.49%
|
|
|
Pachira Investments Inc.
|
Oct 22, 2025 Q3 2025 |
140,392
shares
|
$6.45 Million
3.98% of portfolio
|
Q3 2025
New holding
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
136,336
shares
|
$6.26 Million
0.29% of portfolio
|
Q3 2025
Reduced 11.49%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
134,538
shares
|
$6.18 Million
0.03% of portfolio
|
Q2 2025
Reduced 4.36%
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
134,370
shares
|
$6.17 Million
2.03% of portfolio
|
Q3 2024
Reduced 2.78%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
134,184
shares
|
$6.16 Million
0.12% of portfolio
|
Q2 2025
Added 1.6%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Oct 22, 2025 Q3 2025 |
132,878
shares
|
$6.1 Million
2.89% of portfolio
|
Q3 2025
Reduced 11.76%
|