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 |
|---|---|---|---|---|---|
|
One Day In July LLC
|
Oct 27, 2025 Q3 2025 |
608,883
shares
|
$27.7 Million
2.39% of portfolio
|
Q3 2025
Added 17.51%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
606,032
shares
|
$27.6 Million
1.17% of portfolio
|
Q3 2025
Added 12.38%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
603,241
shares
|
$27.5 Million
4.09% of portfolio
|
Q3 2025
Reduced 9.17%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
596,772
shares
|
$27.2 Million
0.26% of portfolio
|
Q2 2025
Reduced 46.44%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2025 Q3 2025 |
587,650
shares
|
$26.8 Million
3.96% of portfolio
|
Q3 2025
Added 2.45%
|
|
|
Compton Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
587,125
shares
|
$26.7 Million
6.55% of portfolio
|
Q3 2025
Added 2.59%
|
|
|
Banco Santander, S.A.
|
Nov 12, 2025 Q3 2025 |
586,360
shares
|
$26.7 Million
0.25% of portfolio
|
Q3 2025
Added 16.52%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
583,271
shares
|
$26.6 Million
0.98% of portfolio
|
Q3 2025
Added 3.77%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
578,260
shares
|
$26.3 Million
0.41% of portfolio
|
Q3 2025
Added 35.77%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
576,642
shares
|
$26.3 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
559,958
shares
|
$25.5 Million
0.07% of portfolio
|
Q3 2025
Added 5.86%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
556,863
shares
|
$25.4 Million
0.88% of portfolio
|
Q4 2023
New holding
|
|
|
First Command Advisory Services, Inc.
|
Oct 31, 2025 Q3 2025 |
547,074
shares
|
$24.9 Million
0.19% of portfolio
|
Q3 2025
Reduced 17.96%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
522,606
shares
|
$23.8 Million
0.26% of portfolio
|
Q2 2022
Reduced 76.24%
|
|
|
Spinnaker Trust
|
Nov 05, 2025 Q3 2025 |
519,861
shares
|
$23.7 Million
1.35% of portfolio
|
Q3 2025
Reduced 3.47%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 14, 2025 Q3 2025 |
519,418
shares
|
$23.7 Million
0.82% of portfolio
|
Q3 2025
Added 4.6%
|
|
|
Rkl Wealth Management LLC
|
Nov 10, 2025 Q3 2025 |
517,702
shares
|
$23.6 Million
2.05% of portfolio
|
Q3 2025
Added 8.31%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
484,440
shares
|
$22.1 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.96%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
473,999
shares
|
$21.6 Million
0.14% of portfolio
|
Q4 2024
Added 6.89%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
469,380
shares
|
$21.4 Million
0.07% of portfolio
|
Q3 2025
Added 836.66%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 20, 2025 Q3 2025 |
466,303
shares
|
$21.2 Million
3.06% of portfolio
|
Q3 2025
Added 8.1%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Nov 17, 2025 Q3 2025 |
451,885
shares
|
$20.6 Million
4.3% of portfolio
|
Q3 2025
Reduced 4.03%
|
|
|
Vicus Capital
State College, PA |
Oct 24, 2025 Q3 2025 |
451,343
shares
|
$20.6 Million
1.63% of portfolio
|
Q3 2025
Added 1741.16%
|
|
|
Mc Namara Financial Services, Inc.
|
Nov 14, 2025 Q3 2025 |
450,315
shares
|
$20.5 Million
3.93% of portfolio
|
Q3 2025
Added 0.86%
|
|
|
Wellington Management Group LLP
Boston, MA |
Nov 14, 2025 Q3 2025 |
438,960
shares
|
$20 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|