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 |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
416,554
shares
|
$19 Million
0.0% of portfolio
|
Q3 2025
Reduced 74.48%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
412,247
shares
|
$18.8 Million
0.14% of portfolio
|
Q3 2025
Added 43.98%
|
|
|
Geneos Wealth Management Inc.
|
Jan 28, 2026 Q4 2025 |
394,991
shares
|
$18 Million
0.47% of portfolio
|
Q4 2025
Added 7.11%
|
|
|
Allen Capital Group, LLC
|
Oct 27, 2025 Q3 2025 |
393,272
shares
|
$17.9 Million
1.78% of portfolio
|
Q3 2025
Added 8.69%
|
|
|
Leicht Financial Planning & Wealth Management, Inc.
|
Nov 04, 2025 Q3 2025 |
387,704
shares
|
$17.7 Million
8.1% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Boston Standard Wealth Management, LLC
|
Jan 07, 2026 Q4 2025 |
386,674
shares
|
$17.6 Million
2.93% of portfolio
|
Q4 2025
Added 2.77%
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
385,647
shares
|
$17.6 Million
0.15% of portfolio
|
Q4 2025
Reduced 2.7%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Nov 06, 2025 Q3 2025 |
382,259
shares
|
$17.4 Million
0.77% of portfolio
|
Q3 2025
Added 2.57%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
380,771
shares
|
$17.3 Million
3.18% of portfolio
|
Q2 2025
Added 23.1%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Nov 06, 2025 Q3 2025 |
369,104
shares
|
$16.8 Million
1.75% of portfolio
|
Q3 2025
Reduced 1.18%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
367,172
shares
|
$16.7 Million
2.43% of portfolio
|
Q3 2024
Added 15.4%
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
366,916
shares
|
$16.7 Million
3.36% of portfolio
|
Q3 2025
Added 6.04%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
358,309
shares
|
$16.3 Million
0.16% of portfolio
|
Q3 2025
Reduced 1.67%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jan 05, 2026 Q4 2025 |
357,830
shares
|
$16.3 Million
2.62% of portfolio
|
Q4 2025
Added 42.85%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Nov 03, 2025 Q3 2025 |
346,902
shares
|
$15.8 Million
4.22% of portfolio
|
Q3 2025
Reduced 59.01%
|
|
|
Hancock Prospecting Pty LTD
West Perth, C3 |
Nov 14, 2025 Q3 2025 |
342,840
shares
|
$15.6 Million
0.52% of portfolio
|
Q3 2025
Reduced 76.83%
|
|
|
Merit Financial Group, LLC
|
Jan 26, 2026 Q4 2025 |
342,643
shares
|
$15.6 Million
0.14% of portfolio
|
Q4 2025
Reduced 4.21%
|
|
|
Octavia Wealth Advisors, LLC
|
Jan 23, 2026 Q4 2025 |
337,402
shares
|
$15.4 Million
1.52% of portfolio
|
Q4 2025
Reduced 11.28%
|
|
|
Jnba Financial Advisors
|
Jan 26, 2026 Q4 2025 |
331,663
shares
|
$15.1 Million
1.36% of portfolio
|
Q4 2025
Reduced 1.16%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Nov 04, 2025 Q3 2025 |
330,999
shares
|
$15.1 Million
2.68% of portfolio
|
Q3 2025
Added 6.59%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
327,734
shares
|
$14.9 Million
0.17% of portfolio
|
Q3 2025
Reduced 5.58%
|
|
|
Cahaba Wealth Management, Inc.
|
Jan 07, 2026 Q4 2025 |
325,936
shares
|
$14.8 Million
1.19% of portfolio
|
Q4 2025
Added 2.81%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
321,899
shares
|
$14.7 Million
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
320,520
shares
|
$14.6 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.24%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
319,263
shares
|
$14.5 Million
0.05% of portfolio
|
Q3 2025
Added 7.66%
|
|