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 |
|---|---|---|---|---|---|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
73,109
shares
|
$3.33 Million
0.04% of portfolio
|
Q3 2025
Added 27.8%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
72,931
shares
|
$3.32 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
72,735
shares
|
$3.31 Million
0.1% of portfolio
|
Q3 2025
Reduced 4.39%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Oct 24, 2025 Q3 2025 |
72,484
shares
|
$3.3 Million
0.57% of portfolio
|
Q3 2025
Reduced 2.95%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
71,779
shares
|
$3.27 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
71,473
shares
|
$3.26 Million
0.09% of portfolio
|
Q3 2025
Added 70.1%
|
|
|
Annex Advisory Services, LLC
|
Oct 17, 2025 Q3 2025 |
71,346
shares
|
$3.25 Million
0.09% of portfolio
|
Q3 2025
Reduced 5.84%
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Oct 31, 2025 Q3 2025 |
71,072
shares
|
$3.24 Million
1.8% of portfolio
|
Q3 2025
Reduced 4.19%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Nov 13, 2025 Q3 2025 |
70,900
shares
|
$3.23 Million
0.35% of portfolio
|
Q3 2025
Reduced 9.19%
|
|
|
Grimes & Company, Inc.
|
Oct 27, 2025 Q3 2025 |
70,516
shares
|
$3.21 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Pecaut & Co.
|
Nov 03, 2025 Q3 2025 |
69,583
shares
|
$3.17 Million
1.07% of portfolio
|
Q3 2025
Reduced 23.6%
|
|
|
Sage Financial Management Group, Inc.
|
Oct 23, 2025 Q3 2025 |
69,435
shares
|
$3.16 Million
1.03% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
69,044
shares
|
$3.15 Million
0.35% of portfolio
|
Q3 2025
Added 11.02%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Nov 14, 2025 Q3 2025 |
69,028
shares
|
$3.14 Million
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Disciplined Investors, L.L.C.
Waco, TX |
Nov 14, 2025 Q3 2025 |
68,963
shares
|
$3.14 Million
2.27% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
68,291
shares
|
$3.11 Million
0.45% of portfolio
|
Q1 2023
Added 1.57%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
66,315
shares
|
$3.02 Million
0.27% of portfolio
|
Q3 2025
Added 3.14%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
66,137
shares
|
$3.01 Million
0.14% of portfolio
|
Q4 2024
Reduced 41.08%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Nov 05, 2025 Q3 2025 |
65,669
shares
|
$2.99 Million
0.45% of portfolio
|
Q3 2025
Reduced 11.85%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Oct 20, 2025 Q3 2025 |
65,651
shares
|
$2.99 Million
1.71% of portfolio
|
Q3 2025
Added 0.89%
|
|
|
Clarus Wealth Advisors
|
Oct 06, 2025 Q3 2025 |
65,420
shares
|
$2.98 Million
1.36% of portfolio
|
Q3 2025
Added 1.43%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
64,812
shares
|
$2.95 Million
0.0% of portfolio
|
Q3 2025
Reduced 25.92%
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
64,519
shares
|
$2.94 Million
0.19% of portfolio
|
Q3 2025
Added 4.21%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2025 Q3 2025 |
63,991
shares
|
$2.92 Million
0.66% of portfolio
|
Q3 2025
Reduced 12.4%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
63,902
shares
|
$2.91 Million
0.0% of portfolio
|
Q3 2025
Added 33.86%
|
|