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 |
|---|---|---|---|---|---|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2025 Q2 2025 |
63,097
shares
|
$2.87 Million
0.11% of portfolio
|
Q2 2025
Reduced 3.86%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
62,407
shares
|
$2.84 Million
0.27% of portfolio
|
Q3 2025
Reduced 6.42%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Oct 24, 2025 Q3 2025 |
61,753
shares
|
$2.81 Million
0.82% of portfolio
|
Q3 2025
Added 5.47%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
61,613
shares
|
$2.81 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
61,366
shares
|
$2.8 Million
0.23% of portfolio
|
Q3 2025
Added 5.65%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
61,194
shares
|
$2.79 Million
0.14% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
61,190
shares
|
$2.79 Million
0.01% of portfolio
|
Q3 2025
Added 263.81%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
60,715
shares
|
$2.77 Million
0.02% of portfolio
|
Q3 2025
Added 9.83%
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Aug 13, 2025 Q2 2025 |
60,367
shares
|
$2.75 Million
1.49% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
60,295
shares
|
$2.75 Million
0.06% of portfolio
|
Q3 2025
Reduced 78.17%
|
|
|
Cfm Wealth Partners LLC
|
Nov 03, 2025 Q3 2025 |
60,219
shares
|
$2.74 Million
0.41% of portfolio
|
Q3 2025
Reduced 4.55%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
60,192
shares
|
$2.74 Million
0.11% of portfolio
|
Q3 2025
Reduced 15.38%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
60,063
shares
|
$2.74 Million
0.15% of portfolio
|
Q3 2025
Added 6.53%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 13, 2025 Q3 2025 |
58,146
shares
|
$2.65 Million
0.17% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
58,086
shares
|
$2.65 Million
1.24% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
58,000
shares
|
$2.64 Million
0.67% of portfolio
|
Q3 2023
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
57,945
shares
|
$2.64 Million
0.04% of portfolio
|
Q3 2025
Reduced 9.19%
|
|
|
Sky Oak Wealth, LLC
|
Oct 23, 2025 Q3 2025 |
57,921
shares
|
$2.64 Million
0.51% of portfolio
|
Q3 2025
Reduced 4.48%
|
|
|
Rmr Capital Management, LLC
Tustin, CA |
Nov 03, 2025 Q3 2025 |
57,493
shares
|
$2.62 Million
1.86% of portfolio
|
Q3 2025
Added 7.88%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 14, 2025 Q3 2025 |
56,523
shares
|
$2.58 Million
0.27% of portfolio
|
Q3 2025
Reduced 0.87%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
56,177
shares
|
$2.56 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.16%
|
|
|
Ironwood Wealth Management, Llc.
|
Oct 27, 2025 Q3 2025 |
55,901
shares
|
$2.55 Million
0.89% of portfolio
|
Q3 2025
Reduced 4.34%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
Oct 29, 2025 Q3 2025 |
54,941
shares
|
$2.5 Million
0.93% of portfolio
|
Q3 2025
Added 0.98%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Oct 28, 2025 Q3 2025 |
54,484
shares
|
$2.48 Million
0.07% of portfolio
|
Q3 2025
Added 177.84%
|
|
|
Tfg Advisers LLC
|
Jul 21, 2025 Q2 2025 |
53,776
shares
|
$2.45 Million
0.8% of portfolio
|
Q2 2025
Reduced 4.64%
|
|