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 |
|---|---|---|---|---|---|
|
Bcgm Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
53,308
shares
|
$2.43 Million
0.71% of portfolio
|
Q3 2025
Reduced 10.45%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 28, 2025 Q3 2025 |
52,187
shares
|
$2.38 Million
0.39% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
51,860
shares
|
$2.36 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
Stone Point Wealth LLC
|
Oct 22, 2025 Q3 2025 |
51,857
shares
|
$2.36 Million
0.69% of portfolio
|
Q3 2025
Reduced 5.29%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Nov 03, 2025 Q3 2025 |
51,500
shares
|
$2.35 Million
0.38% of portfolio
|
Q3 2025
Added 10.68%
|
|
|
Bill Few Associates, Inc.
|
Oct 16, 2025 Q3 2025 |
51,351
shares
|
$2.34 Million
0.71% of portfolio
|
Q3 2025
Added 6.06%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Nov 07, 2025 Q3 2025 |
50,997
shares
|
$2.32 Million
0.27% of portfolio
|
Q3 2025
Added 21.07%
|
|
|
Towercrest Capital Management
Newtown, PA |
Oct 24, 2025 Q3 2025 |
50,846
shares
|
$2.32 Million
0.38% of portfolio
|
Q3 2025
Reduced 9.71%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
50,670
shares
|
$2.31 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Affinity Capital Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
50,456
shares
|
$2.3 Million
0.37% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
Oct 09, 2025 Q3 2025 |
50,390
shares
|
$2.3 Million
1.87% of portfolio
|
Q3 2025
Added 10.92%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Nov 24, 2025 Q3 2025 |
49,339
shares
|
$2.25 Million
0.49% of portfolio
|
Q3 2025
Added 3.67%
|
|
|
G&S Capital LLC
|
Oct 23, 2025 Q3 2025 |
48,888
shares
|
$2.23 Million
0.9% of portfolio
|
Q3 2025
Reduced 1.21%
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Oct 09, 2025 Q3 2025 |
48,152
shares
|
$2.19 Million
0.56% of portfolio
|
Q3 2025
Reduced 1.01%
|
|
|
Alta Wealth Advisors LLC
|
Nov 03, 2025 Q3 2025 |
47,984
shares
|
$2.19 Million
0.81% of portfolio
|
Q3 2025
Added 14.28%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
47,892
shares
|
$2.18 Million
0.07% of portfolio
|
Q3 2025
Reduced 34.54%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
47,296
shares
|
$2.15 Million
0.59% of portfolio
|
Q3 2025
Reduced 5.89%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
47,290
shares
|
$2.15 Million
0.67% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
47,020
shares
|
$2.14 Million
0.13% of portfolio
|
Q3 2025
Added 1.33%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Oct 17, 2025 Q3 2025 |
46,896
shares
|
$2.14 Million
1.54% of portfolio
|
Q3 2025
Added 11.09%
|
|
|
Tandem Investment Partners LLC
Bordentown, NJ |
Oct 24, 2025 Q3 2025 |
46,608
shares
|
$2.12 Million
1.77% of portfolio
|
Q3 2025
Added 2.53%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
46,391
shares
|
$2.11 Million
0.09% of portfolio
|
Q3 2025
Added 15.53%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
46,240
shares
|
$2.11 Million
0.04% of portfolio
|
Q3 2025
Reduced 8.81%
|
|
|
Semitam Bonam LLC
Goshen, NY |
Oct 20, 2025 Q3 2025 |
46,213
shares
|
$2.11 Million
1.91% of portfolio
|
Q3 2025
Added 0.95%
|
|
|
Ifg Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
46,110
shares
|
$2.1 Million
0.35% of portfolio
|
Q3 2025
Reduced 1.32%
|
|