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 |
|---|---|---|---|---|---|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
673
shares
|
$30,661
0.0% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 08, 2026 Q4 2025 |
670
shares
|
$30,525
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
658
shares
|
$29,978
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Northwest Capital Management Inc
|
Jan 26, 2026 Q4 2025 |
607
shares
|
$27,654
0.13% of portfolio
|
Q4 2025
Reduced 25.25%
|
|
|
Copia Wealth Management
Bend, OR |
Oct 31, 2025 Q3 2025 |
605
shares
|
$27,563
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jan 27, 2026 Q4 2025 |
602
shares
|
$27,427
0.01% of portfolio
|
Q4 2025
Added 0.5%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Nov 04, 2025 Q3 2025 |
591
shares
|
$26,925
0.01% of portfolio
|
Q3 2025
Reduced 21.83%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jan 30, 2026 Q4 2025 |
567
shares
|
$25,832
0.0% of portfolio
|
Q4 2025
Added 0.53%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 20, 2026 Q4 2025 |
566
shares
|
$25,786
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2026 Q4 2025 |
562
shares
|
$25,604
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
534
shares
|
$24,329
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jan 20, 2026 Q4 2025 |
533
shares
|
$24,283
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
501
shares
|
$22,825
0.0% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
Crewe Advisors LLC
|
Jan 16, 2026 Q4 2025 |
500
shares
|
$22,780
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
500
shares
|
$22,780
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2025 Q3 2025 |
500
shares
|
$22,780
0.01% of portfolio
|
Q2 2025
Reduced 95.81%
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
493
shares
|
$22,461
0.0% of portfolio
|
Q3 2025
Reduced 3.9%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
480
shares
|
$21,868
0.0% of portfolio
|
Q1 2018
Reduced 57.33%
|
|
|
Stone House Investment Management, LLC
|
Jan 21, 2026 Q4 2025 |
479
shares
|
$21,823
0.0% of portfolio
|
Q4 2025
Reduced 8.76%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2026 Q4 2025 |
426
shares
|
$19,408
0.0% of portfolio
|
Q1 2024
Added 69.72%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2026 Q4 2025 |
406
shares
|
$18,497
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Webster Bank, N. A.
|
Jan 23, 2026 Q4 2025 |
400
shares
|
$18,224
0.0% of portfolio
|
Q1 2025
Reduced 33.33%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
394
shares
|
$17,950
0.0% of portfolio
|
Q3 2025
Reduced 1.25%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Sep 25, 2025 Q2 2025 |
386
shares
|
$17,586
0.18% of portfolio
|
Q2 2025
Added 819.05%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Jan 09, 2026 Q4 2025 |
369
shares
|
$16,811
0.0% of portfolio
|
Q4 2025
Reduced 59.93%
|
|