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 |
|---|---|---|---|---|---|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
112,159
shares
|
$5.11 Million
0.05% of portfolio
|
Q3 2025
Added 3.42%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
111,607
shares
|
$5.08 Million
0.55% of portfolio
|
Q4 2023
Reduced 0.15%
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
111,573
shares
|
$5.08 Million
2.29% of portfolio
|
Q1 2023
Added 0.13%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
109,686
shares
|
$5 Million
0.19% of portfolio
|
Q3 2025
Reduced 13.53%
|
|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Oct 20, 2025 Q3 2025 |
108,521
shares
|
$4.94 Million
3.01% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
626 Financial, LLC
|
Nov 07, 2025 Q3 2025 |
106,444
shares
|
$4.85 Million
2.31% of portfolio
|
Q3 2025
Reduced 3.04%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
106,351
shares
|
$4.85 Million
0.31% of portfolio
|
Q3 2022
Reduced 2.56%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
106,307
shares
|
$4.84 Million
0.04% of portfolio
|
Q3 2025
Added 50.45%
|
|
|
Seeds Investor LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
104,401
shares
|
$4.76 Million
1.02% of portfolio
|
Q3 2025
Added 283.12%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
104,392
shares
|
$4.76 Million
0.12% of portfolio
|
Q3 2025
Added 53.9%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
104,222
shares
|
$4.75 Million
0.08% of portfolio
|
Q3 2025
Added 7.63%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
103,701
shares
|
$4.72 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.92%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
102,924
shares
|
$4.69 Million
0.05% of portfolio
|
Q3 2025
Reduced 3.4%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
100,694
shares
|
$4.59 Million
1.03% of portfolio
|
Q3 2024
Added 4.61%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 12, 2025 Q3 2025 |
97,547
shares
|
$4.44 Million
0.41% of portfolio
|
Q3 2025
Added 21.18%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Oct 20, 2025 Q3 2025 |
97,019
shares
|
$4.42 Million
3.35% of portfolio
|
Q3 2025
Reduced 2.6%
|
|
|
Wealth Management Resources, Inc.
|
Oct 16, 2025 Q3 2025 |
95,280
shares
|
$4.34 Million
1.43% of portfolio
|
Q3 2025
Added 4.29%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
93,874
shares
|
$4.28 Million
0.14% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Spc Financial, Inc.
|
Nov 05, 2025 Q3 2025 |
92,280
shares
|
$4.2 Million
0.34% of portfolio
|
Q3 2025
New holding
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 22, 2025 Q3 2025 |
92,128
shares
|
$4.2 Million
0.63% of portfolio
|
Q3 2025
Added 6.31%
|
|
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
Jul 17, 2025 Q2 2025 |
92,111
shares
|
$4.2 Million
1.32% of portfolio
|
Q2 2025
Added 35.38%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
91,180
shares
|
$4.15 Million
0.06% of portfolio
|
Q2 2025
Reduced 61.05%
|
|
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
Nov 12, 2025 Q3 2025 |
91,029
shares
|
$4.15 Million
2.7% of portfolio
|
Q3 2025
Reduced 47.2%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Oct 27, 2025 Q3 2025 |
90,765
shares
|
$4.14 Million
0.21% of portfolio
|
Q3 2025
Reduced 12.93%
|
|
|
Af Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
90,000
shares
|
$4.1 Million
1.69% of portfolio
|
Q2 2025
New holding
|
|