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 1,021 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 $9.34 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
6,703
shares
|
$305,388
0.01% of portfolio
|
Q3 2024
Reduced 2.33%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 09, 2026 Q4 2025 |
6,668
shares
|
$303,794
0.01% of portfolio
|
Q1 2025
Reduced 71.43%
|
|
|
Brio Consultants, LLC
|
Nov 10, 2025 Q3 2025 |
6,664
shares
|
$303,611
0.04% of portfolio
|
Q3 2025
Reduced 18.27%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Oct 20, 2025 Q3 2025 |
6,664
shares
|
$303,611
0.13% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Jan 29, 2026 Q4 2025 |
6,664
shares
|
$303,611
0.04% of portfolio
|
Q4 2025
Added 11.53%
|
|
|
Brookstone Capital Management
|
Jan 15, 2026 Q4 2025 |
6,638
shares
|
$302,427
0.0% of portfolio
|
Q4 2025
Reduced 28.02%
|
|
|
Tilia Fiduciary Partners, Inc.
|
Jan 12, 2026 Q4 2025 |
6,629
shares
|
$302,017
0.17% of portfolio
|
Q4 2025
New holding
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Nov 12, 2025 Q3 2025 |
6,574
shares
|
$299,511
0.1% of portfolio
|
Q3 2025
Reduced 1.75%
|
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
Nov 13, 2025 Q3 2025 |
6,518
shares
|
$296,960
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Jan 21, 2026 Q4 2025 |
6,515
shares
|
$296,823
0.02% of portfolio
|
Q4 2025
Reduced 14.97%
|
|
|
Adams Wealth Management
|
Nov 14, 2025 Q3 2025 |
6,507
shares
|
$296,458
0.07% of portfolio
|
Q3 2025
Reduced 81.37%
|
|
|
Cache Tech Inc.
Logan, UT |
Nov 14, 2025 Q3 2025 |
6,507
shares
|
$296,458
0.06% of portfolio
|
Q3 2025
Reduced 81.37%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Jan 27, 2026 Q4 2025 |
6,491
shares
|
$295,729
0.17% of portfolio
|
Q4 2025
Added 1.01%
|
|
|
Mbe Wealth Management, LLC
|
Jan 20, 2026 Q4 2025 |
6,488
shares
|
$295,593
0.14% of portfolio
|
Q4 2025
Reduced 0.37%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
6,426
shares
|
$292,768
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Nov 12, 2025 Q3 2025 |
6,424
shares
|
$292,677
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
6,394
shares
|
$291,310
0.14% of portfolio
|
Q1 2024
Added 0.28%
|
|
|
May Barnhard Investments LLC
Bethesda, MD |
Jan 28, 2026 Q4 2025 |
6,306
shares
|
$287,301
0.14% of portfolio
|
Q4 2025
Added 0.25%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
6,300
shares
|
$287,028
0.0% of portfolio
|
Q3 2025
Added 19.66%
|
|
|
Sherman Wealth Management LLC
Gaithersburg, MD |
Jan 13, 2026 Q4 2025 |
6,272
shares
|
$285,752
0.29% of portfolio
|
Q4 2025
Added 1.28%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2026 Q4 2025 |
6,258
shares
|
$285,114
0.01% of portfolio
|
Q4 2023
Reduced 1.76%
|
|
|
Aifg Consultants Ltd.
Halfmoon, NY |
Oct 14, 2025 Q3 2025 |
6,232
shares
|
$283,929
0.51% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Burt Wealth Advisors
|
Nov 05, 2025 Q3 2025 |
6,213
shares
|
$283,064
0.07% of portfolio
|
Q1 2025
Added 4.31%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Jan 28, 2026 Q4 2025 |
6,191
shares
|
$282,061
0.02% of portfolio
|
Q2 2025
Reduced 11.04%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
6,168
shares
|
$281,014
0.04% of portfolio
|
Q4 2024
New holding
|
|