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 1,007 institutions that hold shares in the stock, with a total of 205 Million shares, which have been reported (via 13F filing form) to have a value of $9.36 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Copia Wealth Management
Bend, OR |
Oct 31, 2025 Q3 2025 |
605
shares
|
$27,563
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Nov 10, 2025 Q3 2025 |
599
shares
|
$27,290
0.01% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Nov 04, 2025 Q3 2025 |
591
shares
|
$26,925
0.01% of portfolio
|
Q3 2025
Reduced 21.83%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
564
shares
|
$25,695
0.0% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
562
shares
|
$25,604
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
534
shares
|
$24,329
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 16, 2025 Q3 2025 |
533
shares
|
$24,283
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Stone House Investment Management, LLC
|
Oct 27, 2025 Q3 2025 |
525
shares
|
$23,919
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
501
shares
|
$22,825
0.0% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
500
shares
|
$22,780
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2025 Q3 2025 |
500
shares
|
$22,780
0.01% of portfolio
|
Q2 2025
Reduced 95.81%
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
493
shares
|
$22,461
0.0% of portfolio
|
Q3 2025
Reduced 3.9%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
480
shares
|
$21,868
0.0% of portfolio
|
Q1 2018
Reduced 57.33%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Oct 23, 2025 Q3 2025 |
454
shares
|
$20,684
0.02% of portfolio
|
Q3 2025
Added 25.41%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
426
shares
|
$19,408
0.0% of portfolio
|
Q1 2024
Added 69.72%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2026 Q4 2025 |
406
shares
|
$18,497
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Webster Bank, N. A.
|
Oct 23, 2025 Q3 2025 |
400
shares
|
$18,224
0.0% of portfolio
|
Q1 2025
Reduced 33.33%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
394
shares
|
$17,950
0.0% of portfolio
|
Q3 2025
Reduced 1.25%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Sep 25, 2025 Q2 2025 |
386
shares
|
$17,586
0.18% of portfolio
|
Q2 2025
Added 819.05%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
369
shares
|
$16,811
0.01% of portfolio
|
Q2 2025
Added 43.02%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
357
shares
|
$16,264
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
346
shares
|
$15,763
0.0% of portfolio
|
Q3 2024
Reduced 48.89%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
334
shares
|
$15,217
0.0% of portfolio
|
Q3 2025
Added 107.45%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
328
shares
|
$14,943
0.0% of portfolio
|
Q3 2025
Reduced 46.32%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 03, 2025 Q3 2025 |
321
shares
|
$14,624
0.0% of portfolio
|
Q3 2025
Added 0.31%
|
|