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 |
|---|---|---|---|---|---|
|
Professional Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
4,545
shares
|
$207,070
0.05% of portfolio
|
Q3 2025
Reduced 13.69%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
4,509
shares
|
$205,430
0.01% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 07, 2025 Q3 2025 |
4,500
shares
|
$205,020
0.0% of portfolio
|
Q3 2025
Reduced 21.12%
|
|
|
Howard Financial Services, Ltd.
|
Oct 23, 2025 Q3 2025 |
4,495
shares
|
$204,792
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Marion Wealth Management
|
Oct 10, 2025 Q3 2025 |
4,494
shares
|
$204,746
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Counterweight Ventures, LLC
Wilmington, NC |
Nov 14, 2025 Q3 2025 |
4,489
shares
|
$204,518
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
4,458
shares
|
$203,106
0.01% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Mount Yale Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
4,452
shares
|
$202,833
0.01% of portfolio
|
Q3 2025
Reduced 43.38%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Oct 22, 2025 Q3 2025 |
4,449
shares
|
$202,696
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Oct 20, 2025 Q3 2025 |
4,448
shares
|
$202,650
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Power Wealth Management LLC
Roswell, GA |
Nov 12, 2025 Q3 2025 |
4,438
shares
|
$202,195
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2025 Q3 2025 |
4,233
shares
|
$192,855
0.03% of portfolio
|
Q3 2022
Reduced 5.72%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
3,977
shares
|
$181,192
0.0% of portfolio
|
Q3 2025
Reduced 3.77%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
3,870
shares
|
$176,317
0.02% of portfolio
|
Q3 2025
Added 1.57%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
3,801
shares
|
$173,173
0.02% of portfolio
|
Q4 2024
Added 6.83%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
3,725
shares
|
$169,711
0.02% of portfolio
|
Q2 2025
Reduced 34.05%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
3,619
shares
|
$164,881
0.06% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 06, 2025 Q3 2025 |
3,514
shares
|
$160,097
0.0% of portfolio
|
Q2 2025
Added 222.68%
|
|
|
Ggm Financials LLC
Columbus, OH |
Nov 10, 2025 Q3 2025 |
3,400
shares
|
$154,904
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
3,393
shares
|
$154,585
0.09% of portfolio
|
Q2 2024
Reduced 3.33%
|
|
|
Heartwood Wealth Advisors LLC
|
Oct 06, 2025 Q3 2025 |
3,373
shares
|
$153,673
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 22, 2025 Q3 2025 |
3,349
shares
|
$152,580
0.04% of portfolio
|
Q3 2025
Added 62.97%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
3,238
shares
|
$147,523
0.01% of portfolio
|
Q3 2025
Added 1.35%
|
|
|
Arcadia Investment Management Corp
|
Oct 27, 2025 Q3 2025 |
3,144
shares
|
$143,240
0.02% of portfolio
|
Q2 2025
Reduced 11.83%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
3,111
shares
|
$141,737
0.02% of portfolio
|
Q3 2024
Added 7.13%
|
|