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 |
|---|---|---|---|---|---|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
232,924
shares
|
$10.6 Million
1.11% of portfolio
|
Q3 2025
Added 6.73%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
231,432
shares
|
$10.5 Million
0.59% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Montz Harcus Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
223,490
shares
|
$10.2 Million
4.58% of portfolio
|
Q3 2025
Added 2.66%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
221,962
shares
|
$10.1 Million
0.25% of portfolio
|
Q3 2025
Added 5.64%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
216,766
shares
|
$9.88 Million
0.26% of portfolio
|
Q3 2025
Added 1.76%
|
|
|
Financial Insights, Inc.
|
Jul 21, 2025 Q2 2025 |
211,555
shares
|
$9.64 Million
3.39% of portfolio
|
Q2 2025
Added 4.74%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Nov 06, 2025 Q3 2025 |
205,453
shares
|
$9.36 Million
2.57% of portfolio
|
Q3 2025
Added 14.24%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
204,942
shares
|
$9.34 Million
0.12% of portfolio
|
Q3 2025
Added 5.68%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
204,647
shares
|
$9.32 Million
5.21% of portfolio
|
Q3 2023
Reduced 1.34%
|
|
|
Fortitude Financial, LLC
Spokane, WA |
Oct 10, 2025 Q3 2025 |
203,794
shares
|
$9.28 Million
7.17% of portfolio
|
Q3 2025
Reduced 1.96%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Nov 12, 2025 Q3 2025 |
195,441
shares
|
$8.9 Million
1.68% of portfolio
|
Q3 2025
Added 38.98%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
194,090
shares
|
$8.84 Million
4.77% of portfolio
|
Q1 2023
Reduced 3.31%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
192,868
shares
|
$8.79 Million
0.86% of portfolio
|
Q3 2025
Added 3.53%
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
188,609
shares
|
$8.59 Million
1.35% of portfolio
|
Q2 2025
Added 10.48%
|
|
|
North Star Asset Management Inc
|
Nov 10, 2025 Q3 2025 |
188,392
shares
|
$8.58 Million
0.37% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
188,257
shares
|
$8.58 Million
0.35% of portfolio
|
Q3 2025
Added 3.26%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
187,950
shares
|
$8.56 Million
0.35% of portfolio
|
Q3 2025
Reduced 65.66%
|
|
|
Rvw Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
186,617
shares
|
$8.5 Million
0.74% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
186,138
shares
|
$8.48 Million
0.0% of portfolio
|
Q3 2025
Added 0.91%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
May 05, 2025 Q1 2025 |
180,530
shares
|
$8.22 Million
1.35% of portfolio
|
Q1 2025
Reduced 2.61%
|
|
|
Wrapmanager Inc
|
Nov 10, 2025 Q3 2025 |
179,813
shares
|
$8.19 Million
2.59% of portfolio
|
Q3 2025
Reduced 9.53%
|
|
|
Kwb Wealth
Redlands, CA |
Oct 07, 2025 Q3 2025 |
178,838
shares
|
$8.15 Million
0.94% of portfolio
|
Q3 2025
Added 1.57%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
177,825
shares
|
$8.1 Million
0.17% of portfolio
|
Q3 2022
Added 345.05%
|
|
|
Berkeley Capital Partners, LLC
|
Nov 07, 2025 Q3 2025 |
174,025
shares
|
$7.93 Million
1.97% of portfolio
|
Q3 2025
Added 3.23%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
166,847
shares
|
$7.6 Million
0.55% of portfolio
|
Q4 2023
Added 6.37%
|
|