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 |
|---|---|---|---|---|---|
|
Investors Research Corp
|
Jan 06, 2026 Q4 2025 |
87
shares
|
$3,963
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Breakwater Investment Management
Seattle, WA |
Oct 02, 2025 Q3 2025 |
85
shares
|
$3,872
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 16, 2026 Q4 2025 |
82
shares
|
$3,735
0.0% of portfolio
|
Q4 2025
Reduced 75.0%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Jan 28, 2026 Q4 2025 |
80
shares
|
$3,644
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
78
shares
|
$3,553
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Oct 30, 2025 Q3 2025 |
77
shares
|
$3,508
0.0% of portfolio
|
Q3 2025
Added 1.32%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 12, 2025 Q3 2025 |
72
shares
|
$3,280
0.0% of portfolio
|
Q4 2024
Reduced 40.98%
|
|
|
Exchange Traded Concepts, LLC
|
Jan 14, 2026 Q4 2025 |
68
shares
|
$3,098
0.0% of portfolio
|
Q4 2025
Reduced 33.33%
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
68
shares
|
$3,098
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
60
shares
|
$2,733
0.0% of portfolio
|
Q3 2025
Added 22.45%
|
|
|
Tradewinds Capital Management, LLC
|
Jan 13, 2026 Q4 2025 |
59
shares
|
$2,688
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
55
shares
|
$2,505
0.0% of portfolio
|
Q3 2025
Added 66.67%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Nov 06, 2025 Q3 2025 |
50
shares
|
$2,278
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Nov 12, 2025 Q3 2025 |
47
shares
|
$2,141
0.0% of portfolio
|
Q2 2024
Reduced 4.08%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 12, 2025 Q3 2025 |
42
shares
|
$1,913
0.0% of portfolio
|
Q3 2025
Reduced 68.66%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
41
shares
|
$1,867
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 30, 2026 Q4 2025 |
40
shares
|
$1,822
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Cypress Capital Management LLC (Wy)
|
Nov 03, 2025 Q3 2025 |
38
shares
|
$1,731
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Quent Capital, LLC
|
Jan 29, 2026 Q4 2025 |
38
shares
|
$1,731
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Nov 07, 2025 Q3 2025 |
38
shares
|
$1,731
0.0% of portfolio
|
Q1 2025
Reduced 71.64%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
36
shares
|
$1,640
0.0% of portfolio
|
Q4 2019
Reduced 96.54%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 03, 2025 Q3 2025 |
34
shares
|
$1,549
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2025 Q3 2025 |
30
shares
|
$1,366
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 06, 2026 Q4 2025 |
28
shares
|
$1,275
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
25
shares
|
$1,139
0.0% of portfolio
|
Q2 2025
Reduced 99.34%
|
|