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 |
|---|---|---|---|---|---|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
328
shares
|
$14,943
0.0% of portfolio
|
Q3 2025
Reduced 46.32%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 03, 2025 Q3 2025 |
321
shares
|
$14,624
0.0% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
300
shares
|
$13,668
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
299
shares
|
$13,622
0.01% of portfolio
|
Q3 2025
Added 69.89%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
299
shares
|
$13,622
0.0% of portfolio
|
Q3 2025
Reduced 9.39%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
297
shares
|
$13,531
0.0% of portfolio
|
Q3 2025
Reduced 13.91%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
295
shares
|
$13,440
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
291
shares
|
$13,257
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Aug 12, 2025 Q2 2025 |
278
shares
|
$12,665
0.01% of portfolio
|
Q2 2025
Added 34.3%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
275
shares
|
$12,529
0.0% of portfolio
|
Q3 2025
Added 2650.0%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Nov 12, 2025 Q3 2025 |
263
shares
|
$11,982
0.03% of portfolio
|
Q3 2025
Reduced 67.13%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
257
shares
|
$11,708
0.0% of portfolio
|
Q4 2024
Added 1252.63%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
Nov 14, 2025 Q3 2025 |
248
shares
|
$11,298
0.01% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
246
shares
|
$11,207
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
245
shares
|
$11,162
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
238
shares
|
$10,843
0.0% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
231
shares
|
$10,524
0.01% of portfolio
|
Q4 2023
Reduced 46.15%
|
|
|
Centerpoint Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
214
shares
|
$9,749
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
204
shares
|
$9,294
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 24, 2025 Q3 2025 |
201
shares
|
$9,157
0.0% of portfolio
|
Q4 2024
Reduced 20.87%
|
|
|
Costello Asset Management, Inc
|
Nov 06, 2025 Q3 2025 |
200
shares
|
$9,112
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Nov 14, 2025 Q3 2025 |
188
shares
|
$8,565
0.01% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Oct 31, 2025 Q3 2025 |
187
shares
|
$8,519
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Horizons Wealth Management
Asheville, NC |
Oct 03, 2025 Q3 2025 |
164
shares
|
$7,471
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
154
shares
|
$7,016
0.0% of portfolio
|
Q1 2025
Reduced 5.52%
|
|