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 |
|---|---|---|---|---|---|
|
Dakota Wealth Management
|
Nov 10, 2025 Q3 2025 |
1,226,104
shares
|
$55.9 Million
1.18% of portfolio
|
Q3 2025
Added 9.66%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
1,214,240
shares
|
$55.3 Million
0.3% of portfolio
|
Q3 2025
Reduced 2.22%
|
|
|
Mason Street Advisors, LLC
Milwaukee, WI |
Oct 31, 2025 Q3 2025 |
1,163,700
shares
|
$53 Million
5.59% of portfolio
|
Q3 2025
Added 6.88%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
1,132,906
shares
|
$51.6 Million
0.05% of portfolio
|
Q3 2025
Added 9.52%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
1,096,460
shares
|
$50 Million
1.14% of portfolio
|
Q3 2025
Added 3.3%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
1,058,698
shares
|
$48.2 Million
0.06% of portfolio
|
Q3 2025
Added 9.85%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
1,015,464
shares
|
$46.3 Million
4.25% of portfolio
|
Q4 2023
Added 0.1%
|
|
|
Stadion Money Management, LLC
Watkinsville, GA |
Nov 14, 2025 Q3 2025 |
1,005,482
shares
|
$45.8 Million
3.74% of portfolio
|
Q3 2025
Added 23.36%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Nov 17, 2025 Q3 2025 |
994,157
shares
|
$45.3 Million
1.69% of portfolio
|
Q3 2025
Added 310.07%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Nov 07, 2025 Q3 2025 |
967,737
shares
|
$44.1 Million
2.4% of portfolio
|
Q3 2025
Reduced 16.74%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
940,625
shares
|
$42.9 Million
0.34% of portfolio
|
Q3 2025
Added 9.2%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
894,465
shares
|
$40.8 Million
0.05% of portfolio
|
Q3 2025
Reduced 7.66%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
892,577
shares
|
$40.7 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.86%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
840,028
shares
|
$38.3 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Waller Financial Planning Group, Inc
|
Oct 09, 2025 Q3 2025 |
839,407
shares
|
$38.2 Million
8.95% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
Patriot Investment Management Inc.
|
Oct 15, 2025 Q3 2025 |
769,539
shares
|
$35.1 Million
2.34% of portfolio
|
Q3 2025
Added 4.54%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
743,592
shares
|
$33.9 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
736,780
shares
|
$33.6 Million
0.19% of portfolio
|
Q3 2025
Reduced 15.31%
|
|
|
Peterson Wealth Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
729,139
shares
|
$33.2 Million
5.97% of portfolio
|
Q3 2025
Added 4.79%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
721,286
shares
|
$32.9 Million
1.19% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
655,978
shares
|
$29.9 Million
0.05% of portfolio
|
Q3 2025
Added 12.18%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
654,475
shares
|
$29.8 Million
0.09% of portfolio
|
Q3 2025
Added 2.5%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
625,848
shares
|
$28.5 Million
0.01% of portfolio
|
Q2 2025
Reduced 63.64%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Nov 04, 2025 Q3 2025 |
619,689
shares
|
$28.2 Million
11.49% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
619,262
shares
|
$28.2 Million
1.74% of portfolio
|
Q2 2025
Added 6.35%
|
|