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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Jan 23, 2026 Q4 2025 |
107,000
shares
|
$4.87 Million
0.0% of portfolio
|
Q4 2025
Reduced 12.08%
|
|
|
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%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Jan 26, 2026 Q4 2025 |
105,459
shares
|
$4.8 Million
0.86% of portfolio
|
Q4 2025
Added 241.26%
|
|
|
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%
|
|
|
Sharkey, Howes & Javer
|
Jan 13, 2026 Q4 2025 |
101,181
shares
|
$4.61 Million
0.67% of portfolio
|
Q4 2025
Reduced 16.36%
|
|
|
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%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 22, 2026 Q4 2025 |
97,709
shares
|
$4.45 Million
0.16% of portfolio
|
Q4 2025
Added 4.09%
|
|
|
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 |
Jan 15, 2026 Q4 2025 |
96,189
shares
|
$4.38 Million
3.25% of portfolio
|
Q4 2025
Reduced 0.86%
|
|
|
Seeds Investor LLC
New York, NY |
Jan 27, 2026 Q4 2025 |
95,846
shares
|
$4.37 Million
0.86% of portfolio
|
Q4 2025
Reduced 8.19%
|
|
|
Ae Wealth Management LLC
|
Jan 26, 2026 Q4 2025 |
95,706
shares
|
$4.36 Million
0.03% of portfolio
|
Q4 2025
Reduced 9.97%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 12, 2026 Q4 2025 |
95,557
shares
|
$4.35 Million
0.36% of portfolio
|
Q4 2025
Reduced 16.65%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Jan 26, 2026 Q4 2025 |
94,653
shares
|
$4.31 Million
0.64% of portfolio
|
Q4 2025
Added 2.74%
|
|
|
Wealth Management Resources, Inc.
|
Jan 30, 2026 Q4 2025 |
94,117
shares
|
$4.29 Million
1.52% of portfolio
|
Q4 2025
Reduced 1.22%
|
|
|
Rainier Family Wealth Inc
Tacoma, WA |
Jan 20, 2026 Q4 2025 |
93,049
shares
|
$4.24 Million
3.29% of portfolio
|
Q4 2025
Added 14.98%
|
|
|
Spc Financial, Inc.
|
Nov 05, 2025 Q3 2025 |
92,280
shares
|
$4.2 Million
0.34% of portfolio
|
Q3 2025
New holding
|
|
|
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%
|
|