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 |
|---|---|---|---|---|---|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Jul 28, 2025 Q2 2025 |
129,380
shares
|
$5.94 Million
2.0% of portfolio
|
Q2 2025
New holding
|
|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
128,817
shares
|
$5.92 Million
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
126,845
shares
|
$5.83 Million
0.22% of portfolio
|
Q2 2025
Reduced 14.48%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
125,290
shares
|
$5.75 Million
3.75% of portfolio
|
Q3 2023
New holding
|
|
|
Resonant Capital Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
124,867
shares
|
$5.74 Million
0.34% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
Strategic Financial Planning, Inc.
|
Aug 13, 2025 Q2 2025 |
123,781
shares
|
$5.69 Million
3.41% of portfolio
|
Q2 2025
Added 13.39%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
123,415
shares
|
$5.67 Million
0.15% of portfolio
|
Q2 2025
Added 151.86%
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Oct 27, 2025 Q3 2025 |
121,700
shares
|
$5.59 Million
0.0% of portfolio
|
Q3 2025
Reduced 6.74%
|
|
|
Paulson Wealth Management Inc.
|
Nov 03, 2025 Q3 2025 |
121,445
shares
|
$5.58 Million
1.38% of portfolio
|
Q3 2025
Added 13.54%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Aug 14, 2025 Q2 2025 |
121,394
shares
|
$5.58 Million
0.79% of portfolio
|
Q2 2025
Reduced 2.44%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
121,388
shares
|
$5.58 Million
0.33% of portfolio
|
Q3 2025
Reduced 2.73%
|
|
|
Sharkey, Howes & Javer
|
Oct 10, 2025 Q3 2025 |
120,973
shares
|
$5.56 Million
0.81% of portfolio
|
Q3 2025
Added 97.44%
|
|
|
Gibbs Wealth Management
Alpharetta, GA |
Oct 30, 2025 Q3 2025 |
120,967
shares
|
$5.56 Million
1.27% of portfolio
|
Q1 2025
Added 15.84%
|
|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
120,909
shares
|
$5.55 Million
0.76% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
120,160
shares
|
$5.52 Million
0.18% of portfolio
|
Q3 2022
Added 2.72%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
119,465
shares
|
$5.49 Million
0.51% of portfolio
|
Q2 2025
Added 5.16%
|
|
|
Arkansas Financial Group, Inc.
|
Oct 24, 2025 Q3 2025 |
119,430
shares
|
$5.49 Million
0.82% of portfolio
|
Q3 2025
Added 8.13%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
118,902
shares
|
$5.46 Million
0.01% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
115,930
shares
|
$5.32 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
115,712
shares
|
$5.31 Million
0.02% of portfolio
|
Q2 2025
Added 5.48%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
115,332
shares
|
$5.3 Million
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
114,784
shares
|
$5.27 Million
0.19% of portfolio
|
Q2 2025
Reduced 7.55%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 09, 2025 Q3 2025 |
114,641
shares
|
$5.27 Million
0.48% of portfolio
|
Q3 2025
Reduced 64.6%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Aug 14, 2025 Q2 2025 |
114,466
shares
|
$5.26 Million
0.04% of portfolio
|
Q2 2025
Added 87.42%
|
|
|
Summit Global Investments
Bountiful, UT |
Nov 03, 2025 Q3 2025 |
112,776
shares
|
$5.18 Million
0.31% of portfolio
|
Q3 2025
Added 28.72%
|