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 |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
25,628,182
shares
|
$1.17 Billion
0.37% of portfolio
|
Q3 2025
Added 9.51%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
23,000,738
shares
|
$1.05 Billion
2.04% of portfolio
|
Q3 2025
Reduced 3.49%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
18,142,585
shares
|
$827 Million
1.66% of portfolio
|
Q3 2025
Added 2.99%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
6,362,933
shares
|
$290 Million
0.05% of portfolio
|
Q3 2025
Added 3.49%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
5,372,230
shares
|
$245 Million
0.02% of portfolio
|
Q3 2025
Added 9.37%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
5,315,886
shares
|
$242 Million
3.24% of portfolio
|
Q3 2025
Reduced 15.13%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
3,882,503
shares
|
$177 Million
0.06% of portfolio
|
Q3 2025
Added 19.04%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
3,752,588
shares
|
$171 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
3,281,191
shares
|
$149 Million
2.41% of portfolio
|
Q3 2025
Added 3.59%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
3,272,697
shares
|
$149 Million
0.01% of portfolio
|
Q3 2025
Added 5.03%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
2,829,374
shares
|
$129 Million
0.1% of portfolio
|
Q3 2025
Reduced 1.03%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
2,773,574
shares
|
$126 Million
0.04% of portfolio
|
Q3 2025
Added 6.08%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
2,256,998
shares
|
$103 Million
0.16% of portfolio
|
Q3 2025
Added 44.14%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
1,931,478
shares
|
$88 Million
0.06% of portfolio
|
Q3 2025
Added 1.22%
|
|
|
Texas Permanent School Fund
Austin, TX |
Nov 14, 2025 Q3 2025 |
1,804,117
shares
|
$82.2 Million
4.12% of portfolio
|
Q3 2025
Added 25.68%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 12, 2025 Q3 2025 |
1,752,614
shares
|
$79.8 Million
9.69% of portfolio
|
Q3 2025
Added 5.56%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2025 Q3 2025 |
1,724,825
shares
|
$78.6 Million
0.0% of portfolio
|
Q3 2025
Added 33.87%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
1,674,127
shares
|
$76.3 Million
0.17% of portfolio
|
Q3 2025
Added 25.96%
|
|
|
Crestwood Advisors Group LLC
|
Nov 07, 2025 Q3 2025 |
1,666,835
shares
|
$75.9 Million
1.35% of portfolio
|
Q3 2025
Added 2.13%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
1,643,666
shares
|
$74.9 Million
1.67% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
1,512,859
shares
|
$68.9 Million
0.01% of portfolio
|
Q3 2025
Added 18.54%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
1,476,417
shares
|
$67.3 Million
0.05% of portfolio
|
Q3 2025
Added 5.3%
|
|
|
Vantagepoint Investment Advisers LLC
|
Oct 31, 2025 Q3 2025 |
1,413,202
shares
|
$64.4 Million
0.56% of portfolio
|
Q3 2025
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
1,254,850
shares
|
$57.2 Million
0.24% of portfolio
|
Q3 2025
Added 121.08%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
1,245,557
shares
|
$56.7 Million
0.07% of portfolio
|
Q3 2025
Added 14.02%
|
|