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 |
|---|---|---|---|---|---|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
6,116
shares
|
$278,644
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
6,038
shares
|
$275,091
0.02% of portfolio
|
Q3 2025
Reduced 73.53%
|
|
|
Moloney Securities Asset Management, LLC
|
Nov 05, 2025 Q3 2025 |
6,022
shares
|
$274,362
0.04% of portfolio
|
Q3 2025
Reduced 1.44%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
6,014
shares
|
$273,997
0.0% of portfolio
|
Q3 2025
Reduced 10.86%
|
|
|
Keudell
|
Jul 22, 2025 Q2 2025 |
6,002
shares
|
$273,451
0.06% of portfolio
|
Q2 2025
Reduced 15.37%
|
|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
6,000
shares
|
$273,360
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Noesis Capital Mangement Corp
|
Oct 23, 2025 Q3 2025 |
6,000
shares
|
$273,360
0.04% of portfolio
|
Q3 2025
Reduced 14.22%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jan 12, 2026 Q4 2025 |
5,977
shares
|
$272,312
0.05% of portfolio
|
Q4 2025
Added 0.49%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 12, 2025 Q3 2025 |
5,899
shares
|
$268,758
0.01% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Jan 26, 2026 Q4 2025 |
5,891
shares
|
$268,393
0.04% of portfolio
|
Q4 2025
Reduced 5.4%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
5,841
shares
|
$266,115
0.03% of portfolio
|
Q3 2025
Reduced 15.85%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 20, 2026 Q4 2025 |
5,835
shares
|
$265,842
0.02% of portfolio
|
Q4 2025
Reduced 20.29%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Oct 17, 2025 Q3 2025 |
5,828
shares
|
$265,523
0.0% of portfolio
|
Q2 2025
Reduced 8.29%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Jan 29, 2026 Q4 2025 |
5,819
shares
|
$265,113
0.24% of portfolio
|
Q4 2025
Added 2.72%
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
Oct 22, 2025 Q3 2025 |
5,765
shares
|
$262,653
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Jan 30, 2026 Q4 2025 |
5,743
shares
|
$261,651
0.13% of portfolio
|
Q4 2025
Reduced 4.0%
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
5,719
shares
|
$260,557
0.04% of portfolio
|
Q3 2025
Reduced 5.22%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
5,710
shares
|
$260,147
0.02% of portfolio
|
Q3 2025
Reduced 13.59%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 09, 2026 Q4 2025 |
5,670
shares
|
$258,325
0.01% of portfolio
|
Q4 2025
Reduced 26.33%
|
|
|
Pinnacle Financial Partners Inc
|
Oct 28, 2025 Q3 2025 |
5,642
shares
|
$257,049
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Jan 23, 2026 Q4 2025 |
5,583
shares
|
$254,361
0.26% of portfolio
|
Q4 2025
Added 8.56%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Oct 15, 2025 Q3 2025 |
5,577
shares
|
$254,088
0.2% of portfolio
|
Q3 2025
Added 5.91%
|
|
|
Optimist Retirement Group LLC
Bellevue, WA |
Nov 17, 2025 Q3 2025 |
5,551
shares
|
$252,903
0.12% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Angeles Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
5,543
shares
|
$252,539
0.02% of portfolio
|
Q2 2025
Reduced 4.48%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Jan 12, 2026 Q4 2025 |
5,529
shares
|
$251,901
0.09% of portfolio
|
Q4 2025
Added 0.36%
|
|