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 |
|---|---|---|---|---|---|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,542
shares
|
$70,253
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
1,542
shares
|
$70,253
0.0% of portfolio
|
Q4 2023
Added 497.67%
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 10, 2025 Q3 2025 |
1,530
shares
|
$69,706
0.03% of portfolio
|
Q1 2025
Reduced 2.3%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
1,526
shares
|
$69,524
0.01% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
1,518
shares
|
$69,160
0.01% of portfolio
|
Q2 2024
Added 0.53%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
1,498
shares
|
$68,248
0.0% of portfolio
|
Q1 2025
Reduced 97.55%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
1,473
shares
|
$67,109
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
1,470
shares
|
$66,973
0.02% of portfolio
|
Q3 2025
Reduced 17.88%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
1,467
shares
|
$66,836
0.01% of portfolio
|
Q3 2025
Added 38.01%
|
|
|
Toth Financial Advisory Corp
|
Oct 09, 2025 Q3 2025 |
1,446
shares
|
$65,879
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 06, 2025 Q3 2025 |
1,445
shares
|
$65,834
0.01% of portfolio
|
Q3 2025
Reduced 14.75%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
1,435
shares
|
$65,378
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
1,432
shares
|
$65,241
0.0% of portfolio
|
Q3 2025
Added 5.68%
|
|
|
Lavaca Capital LLC
Houston, TX |
Nov 13, 2025 Q3 2025 |
1,420
shares
|
$64,695
0.02% of portfolio
|
Q3 2025
Reduced 66.97%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
1,395
shares
|
$63,556
0.07% of portfolio
|
Q3 2025
Reduced 25.6%
|
|
|
Atwood & Palmer Inc
|
Oct 15, 2025 Q3 2025 |
1,385
shares
|
$63,100
0.0% of portfolio
|
Q2 2024
Added 78.02%
|
|
|
American National Bank
|
Oct 21, 2025 Q3 2025 |
1,359
shares
|
$61,916
0.01% of portfolio
|
Q3 2025
Added 1.42%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
1,356
shares
|
$61,779
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
1,346
shares
|
$61,323
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
1,338
shares
|
$60,959
0.04% of portfolio
|
Q4 2024
Reduced 92.86%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
1,315
shares
|
$59,911
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Alexis Investment Partners, LLC
Montgomery, TX |
Nov 14, 2025 Q3 2025 |
1,280
shares
|
$58,316
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
1,252
shares
|
$57,041
0.01% of portfolio
|
Q3 2024
Added 8.59%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Nov 04, 2025 Q3 2025 |
1,170
shares
|
$53,305
0.01% of portfolio
|
Q3 2025
Added 46.25%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Dec 08, 2025 Q3 2025 |
1,168
shares
|
$53,214
0.02% of portfolio
|
Q3 2025
New holding
|
|