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 |
|---|---|---|---|---|---|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
135,436
shares
|
$6.17 Million
0.23% of portfolio
|
Q3 2025
Added 17.99%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
134,818
shares
|
$6.14 Million
0.12% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
134,538
shares
|
$6.13 Million
0.03% of portfolio
|
Q2 2025
Reduced 4.36%
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
134,370
shares
|
$6.12 Million
2.03% of portfolio
|
Q3 2024
Reduced 2.78%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Oct 22, 2025 Q3 2025 |
132,878
shares
|
$6.05 Million
2.89% of portfolio
|
Q3 2025
Reduced 11.76%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
126,388
shares
|
$5.76 Million
0.01% of portfolio
|
Q3 2025
Added 21.48%
|
|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
125,549
shares
|
$5.72 Million
0.78% of portfolio
|
Q3 2025
Added 3.84%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
125,290
shares
|
$5.71 Million
3.75% of portfolio
|
Q3 2023
New holding
|
|
|
Resonant Capital Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
124,867
shares
|
$5.69 Million
0.34% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Nov 05, 2025 Q3 2025 |
124,723
shares
|
$5.68 Million
0.8% of portfolio
|
Q3 2025
Added 17.2%
|
|
|
Midwest Trust CO
Overland Park, KS |
Nov 06, 2025 Q3 2025 |
123,837
shares
|
$5.64 Million
0.07% of portfolio
|
Q3 2025
Reduced 3.87%
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Oct 27, 2025 Q3 2025 |
121,700
shares
|
$5.54 Million
0.0% of portfolio
|
Q3 2025
Reduced 6.74%
|
|
|
Paulson Wealth Management Inc.
|
Nov 03, 2025 Q3 2025 |
121,445
shares
|
$5.53 Million
1.38% of portfolio
|
Q3 2025
Added 13.54%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
121,388
shares
|
$5.53 Million
0.33% of portfolio
|
Q3 2025
Reduced 2.73%
|
|
|
Sharkey, Howes & Javer
|
Oct 10, 2025 Q3 2025 |
120,973
shares
|
$5.51 Million
0.81% of portfolio
|
Q3 2025
Added 97.44%
|
|
|
Gibbs Wealth Management
Alpharetta, GA |
Oct 30, 2025 Q3 2025 |
120,967
shares
|
$5.51 Million
1.27% of portfolio
|
Q1 2025
Added 15.84%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
120,160
shares
|
$5.47 Million
0.18% of portfolio
|
Q3 2022
Added 2.72%
|
|
|
Arkansas Financial Group, Inc.
|
Oct 24, 2025 Q3 2025 |
119,430
shares
|
$5.44 Million
0.82% of portfolio
|
Q3 2025
Added 8.13%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
118,902
shares
|
$5.42 Million
0.01% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Advisor Os, LLC
|
Nov 10, 2025 Q3 2025 |
118,133
shares
|
$5.38 Million
0.51% of portfolio
|
Q3 2025
Reduced 34.32%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
116,842
shares
|
$5.32 Million
0.02% of portfolio
|
Q3 2025
Added 0.98%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
115,332
shares
|
$5.25 Million
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 09, 2025 Q3 2025 |
114,641
shares
|
$5.22 Million
0.48% of portfolio
|
Q3 2025
Reduced 64.6%
|
|
|
Summit Global Investments
Bountiful, UT |
Nov 03, 2025 Q3 2025 |
112,776
shares
|
$5.14 Million
0.31% of portfolio
|
Q3 2025
Added 28.72%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
112,459
shares
|
$5.12 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.99%
|
|