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 |
|---|---|---|---|---|---|
|
1248 Management, LLC
Kansas City, MO |
Aug 15, 2025 Q2 2025 |
112,677
shares
|
$5.18 Million
1.77% of portfolio
|
Q2 2025
Reduced 24.76%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
111,607
shares
|
$5.13 Million
0.55% of portfolio
|
Q4 2023
Reduced 0.15%
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
111,573
shares
|
$5.12 Million
2.29% of portfolio
|
Q1 2023
Added 0.13%
|
|
|
626 Financial, LLC
|
Aug 04, 2025 Q2 2025 |
109,777
shares
|
$5.04 Million
2.33% of portfolio
|
Q2 2025
Added 26.87%
|
|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Oct 20, 2025 Q3 2025 |
108,521
shares
|
$4.98 Million
3.01% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
108,451
shares
|
$4.98 Million
0.05% of portfolio
|
Q2 2025
Reduced 5.79%
|
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
106,550
shares
|
$4.89 Million
0.05% of portfolio
|
Q2 2025
Added 17.87%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Aug 11, 2025 Q2 2025 |
106,419
shares
|
$4.89 Million
0.67% of portfolio
|
Q2 2025
Added 9.63%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
106,351
shares
|
$4.88 Million
0.31% of portfolio
|
Q3 2022
Reduced 2.56%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
106,307
shares
|
$4.88 Million
0.04% of portfolio
|
Q3 2025
Added 50.45%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
105,728
shares
|
$4.86 Million
0.04% of portfolio
|
Q2 2025
Added 100.51%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
104,043
shares
|
$4.78 Million
0.01% of portfolio
|
Q2 2025
Reduced 9.56%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
100,694
shares
|
$4.62 Million
1.03% of portfolio
|
Q3 2024
Added 4.61%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Oct 20, 2025 Q3 2025 |
97,019
shares
|
$4.46 Million
3.35% of portfolio
|
Q3 2025
Reduced 2.6%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
96,831
shares
|
$4.45 Million
0.08% of portfolio
|
Q2 2025
Added 117.25%
|
|
|
Wealth Management Resources, Inc.
|
Oct 16, 2025 Q3 2025 |
95,280
shares
|
$4.38 Million
1.43% of portfolio
|
Q3 2025
Added 4.29%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
94,241
shares
|
$4.33 Million
0.16% of portfolio
|
Q2 2025
Added 18.39%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 22, 2025 Q3 2025 |
92,128
shares
|
$4.23 Million
0.63% of portfolio
|
Q3 2025
Added 6.31%
|
|
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
Jul 17, 2025 Q2 2025 |
92,111
shares
|
$4.23 Million
1.32% of portfolio
|
Q2 2025
Added 35.38%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
91,600
shares
|
$4.21 Million
0.93% of portfolio
|
Q2 2025
Added 8.89%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
91,180
shares
|
$4.19 Million
0.06% of portfolio
|
Q2 2025
Reduced 61.05%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Oct 27, 2025 Q3 2025 |
90,765
shares
|
$4.17 Million
0.21% of portfolio
|
Q3 2025
Reduced 12.93%
|
|
|
Af Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
90,000
shares
|
$4.13 Million
1.32% of portfolio
|
Q2 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
89,684
shares
|
$4.12 Million
0.01% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
1900 Wealth Management LLC
|
Oct 17, 2025 Q3 2025 |
87,789
shares
|
$4.03 Million
0.3% of portfolio
|
Q3 2025
Reduced 6.87%
|