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 |
|---|---|---|---|---|---|
|
Dhjj Financial Advisors, Ltd.
|
Jan 22, 2026 Q4 2025 |
22
shares
|
$1,002
0.0% of portfolio
|
Q2 2024
Added 69.23%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
20
shares
|
$911
0.0% of portfolio
|
Q1 2024
Reduced 94.35%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Nov 07, 2025 Q3 2025 |
19
shares
|
$865
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 23, 2026 Q4 2025 |
17
shares
|
$774
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Nov 05, 2025 Q3 2025 |
14
shares
|
$637
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Jan 06, 2026 Q3 2025 |
12
shares
|
$546
0.0% of portfolio
|
Q2 2025
Reduced 99.71%
|
|
|
Camelot Portfolios, LLC
|
Jan 29, 2026 Q4 2025 |
11
shares
|
$501
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Bfsg, LLC
|
Oct 28, 2025 Q3 2025 |
11
shares
|
$501
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
7
shares
|
$318
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Spirit Of America Management Corp
|
Jan 15, 2026 Q4 2025 |
4
shares
|
$182
0.0% of portfolio
|
Q2 2024
Reduced 99.91%
|
|
|
Soa Wealth Advisors, Llc.
|
Jan 20, 2026 Q4 2025 |
1
shares
|
$45
0.0% of portfolio
|
Q2 2025
Reduced 96.88%
|
|
|
Measured Wealth Private Client Group, LLC
|
Nov 14, 2025 Q3 2025 |
1
shares
|
$45
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Maseco LLP
London, |
Nov 12, 2025 Q3 2025 |
1
shares
|
$45
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Key Capital Management, Inc
Hendersonville, Tn 37075, TN |
Jan 26, 2026 Q4 2025 |
1
shares
|
$45
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 12, 2026 Q4 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2025
New holding
|
|