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 |
|---|---|---|---|---|---|
|
Private Advisory Group LLC
Redmond, WA |
Nov 10, 2025 Q3 2025 |
165,274
shares
|
$7.53 Million
0.66% of portfolio
|
Q3 2025
Added 2.48%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Nov 12, 2025 Q3 2025 |
162,330
shares
|
$7.4 Million
2.37% of portfolio
|
Q3 2025
Added 25.47%
|
|
|
International City Management Association Retirement Corp
Washington, DC |
Oct 31, 2025 Q3 2025 |
161,660
shares
|
$7.37 Million
3.82% of portfolio
|
Q1 2025
New holding
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Nov 10, 2025 Q3 2025 |
158,643
shares
|
$7.23 Million
0.42% of portfolio
|
Q3 2025
Reduced 1.7%
|
|
|
Collier Financial
Denver, CO |
Nov 05, 2025 Q3 2025 |
157,385
shares
|
$7.17 Million
5.48% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 12, 2025 Q3 2025 |
156,339
shares
|
$7.12 Million
0.25% of portfolio
|
Q3 2025
Reduced 75.41%
|
|
|
Aspire Private Capital, LLC
|
Nov 19, 2025 Q3 2025 |
154,740
shares
|
$7.05 Million
1.69% of portfolio
|
Q3 2025
Added 94.86%
|
|
|
Landmark Wealth Management, Inc.
Normal, IL |
Oct 23, 2025 Q3 2025 |
154,475
shares
|
$7.04 Million
2.79% of portfolio
|
Q3 2025
Added 87.6%
|
|
|
Warren Street Wealth Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
152,965
shares
|
$6.97 Million
2.19% of portfolio
|
Q3 2025
Added 11.13%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Nov 06, 2025 Q3 2025 |
152,621
shares
|
$6.95 Million
2.52% of portfolio
|
Q3 2025
Added 287.33%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
152,443
shares
|
$6.95 Million
0.01% of portfolio
|
Q3 2025
Reduced 6.5%
|
|
|
Hudson Valley Investment Advisors Inc
|
Oct 16, 2025 Q3 2025 |
149,911
shares
|
$6.83 Million
0.72% of portfolio
|
Q3 2025
Added 13.42%
|
|
|
Valley Financial Management, Inc.
New York, NY |
Aug 14, 2023 Q2 2023 |
149,771
shares
|
$6.82 Million
3.01% of portfolio
|
Q2 2023
Added 121.85%
|
|
|
Private Wealth Group, LLC
|
Oct 22, 2025 Q3 2025 |
147,876
shares
|
$6.74 Million
3.47% of portfolio
|
Q3 2025
Reduced 1.71%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Nov 14, 2025 Q3 2025 |
147,864
shares
|
$6.74 Million
1.13% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Bensler, LLC
Bellevue, WA |
Nov 03, 2025 Q3 2025 |
146,427
shares
|
$6.67 Million
0.71% of portfolio
|
Q3 2025
Added 1.24%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
146,237
shares
|
$6.66 Million
0.58% of portfolio
|
Q2 2024
Added 8.28%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Oct 30, 2025 Q3 2025 |
145,181
shares
|
$6.61 Million
3.2% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Oct 10, 2025 Q3 2025 |
144,592
shares
|
$6.59 Million
0.45% of portfolio
|
Q3 2025
Added 1223.62%
|
|
|
Strategic Financial Planning, Inc.
|
Nov 13, 2025 Q3 2025 |
143,037
shares
|
$6.52 Million
3.99% of portfolio
|
Q3 2025
Added 15.56%
|
|
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
Nov 10, 2025 Q3 2025 |
142,585
shares
|
$6.5 Million
3.31% of portfolio
|
Q4 2024
Added 57.4%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
142,033
shares
|
$6.47 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.49%
|
|
|
Pachira Investments Inc.
|
Oct 22, 2025 Q3 2025 |
140,392
shares
|
$6.4 Million
3.98% of portfolio
|
Q3 2025
New holding
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
136,336
shares
|
$6.21 Million
0.29% of portfolio
|
Q3 2025
Reduced 11.49%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 17, 2025 Q3 2025 |
136,314
shares
|
$6.21 Million
0.92% of portfolio
|
Q3 2025
Added 12.29%
|
|