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 206 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 |
|---|---|---|---|---|---|
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
89,770
shares
|
$4.09 Million
0.8% of portfolio
|
Q3 2025
Added 43.24%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
89,684
shares
|
$4.09 Million
0.01% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
1900 Wealth Management LLC
|
Oct 17, 2025 Q3 2025 |
87,789
shares
|
$4 Million
0.3% of portfolio
|
Q3 2025
Reduced 6.87%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
86,001
shares
|
$3.92 Million
0.02% of portfolio
|
Q3 2025
Added 1326.22%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
85,064
shares
|
$3.88 Million
0.34% of portfolio
|
Q3 2025
Reduced 28.8%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 10, 2025 Q3 2025 |
84,744
shares
|
$3.86 Million
0.06% of portfolio
|
Q3 2025
Added 5.83%
|
|
|
Affinia Financial Group, LLC
Burlington, MA |
Aug 08, 2023 Q2 2023 |
84,079
shares
|
$3.83 Million
2.3% of portfolio
|
Q2 2023
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
82,356
shares
|
$3.75 Million
0.01% of portfolio
|
Q3 2025
Added 1.82%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
82,356
shares
|
$3.75 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cvfg LLC
Shelbyville, IN |
Nov 10, 2025 Q3 2025 |
81,979
shares
|
$3.73 Million
2.74% of portfolio
|
Q3 2025
Added 3.73%
|
|
|
Colton Groome Financial Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
81,878
shares
|
$3.73 Million
1.17% of portfolio
|
Q3 2025
Added 6.0%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Nov 04, 2025 Q3 2025 |
81,807
shares
|
$3.73 Million
1.53% of portfolio
|
Q3 2025
Added 109.9%
|
|
|
Sterling Investment Advisors, Ltd.
|
Oct 28, 2025 Q3 2025 |
81,253
shares
|
$3.7 Million
0.82% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Rainier Family Wealth Inc
Tacoma, WA |
Oct 15, 2025 Q3 2025 |
80,926
shares
|
$3.69 Million
3.34% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
79,799
shares
|
$3.64 Million
0.59% of portfolio
|
Q3 2025
Reduced 7.69%
|
|
|
Wealth Advisory Solutions, LLC
|
Oct 27, 2025 Q3 2025 |
79,645
shares
|
$3.63 Million
0.9% of portfolio
|
Q3 2025
Added 8.05%
|
|
|
Mjp Associates Inc
|
Nov 07, 2025 Q3 2025 |
78,946
shares
|
$3.6 Million
0.54% of portfolio
|
Q3 2025
Added 4.85%
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
78,157
shares
|
$3.56 Million
1.79% of portfolio
|
Q1 2025
Added 11.3%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Nov 07, 2025 Q3 2025 |
77,834
shares
|
$3.55 Million
0.8% of portfolio
|
Q3 2025
Added 603.23%
|
|
|
Legacy Solutions, LLC
Kennett Square, PA |
Oct 09, 2025 Q3 2025 |
76,637
shares
|
$3.49 Million
3.19% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
76,590
shares
|
$3.49 Million
0.08% of portfolio
|
Q2 2025
Reduced 7.97%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
Nov 05, 2025 Q3 2025 |
76,570
shares
|
$3.49 Million
0.82% of portfolio
|
Q3 2025
Added 4.47%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
74,765
shares
|
$3.41 Million
0.08% of portfolio
|
Q3 2025
Added 39.81%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 10, 2025 Q3 2025 |
74,295
shares
|
$3.38 Million
0.2% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
73,701
shares
|
$3.36 Million
0.1% of portfolio
|
Q3 2025
Added 25.32%
|
|