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 1,008 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 $9.36 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Nov 04, 2025 Q3 2025 |
45,359
shares
|
$2.07 Million
1.29% of portfolio
|
Q3 2025
Added 2.08%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
45,145
shares
|
$2.06 Million
0.02% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
44,853
shares
|
$2.04 Million
0.06% of portfolio
|
Q2 2020
Added 10.51%
|
|
|
Prairie Sky Financial Group LLC
Westchester, IL |
Jul 28, 2025 Q2 2025 |
44,832
shares
|
$2.04 Million
1.05% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
44,826
shares
|
$2.04 Million
0.0% of portfolio
|
Q3 2025
Added 1.13%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
44,820
shares
|
$2.04 Million
0.0% of portfolio
|
Q3 2025
Added 5.53%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 30, 2025 Q3 2025 |
44,696
shares
|
$2.04 Million
0.17% of portfolio
|
Q3 2025
Added 5.13%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2025 Q3 2025 |
44,080
shares
|
$2.01 Million
0.49% of portfolio
|
Q3 2025
Added 3.27%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Nov 10, 2025 Q3 2025 |
44,080
shares
|
$2.01 Million
0.92% of portfolio
|
Q3 2025
New holding
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
43,895
shares
|
$2 Million
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Defined Wealth Management, LLC
|
Oct 07, 2025 Q3 2025 |
43,502
shares
|
$1.98 Million
1.22% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Goodman Financial Corp
Houston, TX |
Nov 10, 2025 Q3 2025 |
43,251
shares
|
$1.97 Million
0.41% of portfolio
|
Q3 2025
Reduced 6.23%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Nov 06, 2025 Q3 2025 |
43,178
shares
|
$1.97 Million
0.62% of portfolio
|
Q3 2025
Reduced 28.64%
|
|
|
Wealth Advisors Of Iowa, LLC
|
Nov 14, 2025 Q3 2025 |
43,077
shares
|
$1.96 Million
0.68% of portfolio
|
Q3 2025
Added 43.82%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
43,041
shares
|
$1.96 Million
0.04% of portfolio
|
Q3 2025
Added 100.27%
|
|
|
Securian Asset Management, Inc
|
Oct 23, 2025 Q3 2025 |
43,024
shares
|
$1.96 Million
0.05% of portfolio
|
Q1 2025
Reduced 24.15%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
42,764
shares
|
$1.95 Million
0.01% of portfolio
|
Q3 2025
Reduced 17.86%
|
|
|
Maia Wealth LLC
Denver, CO |
Nov 13, 2025 Q3 2025 |
42,525
shares
|
$1.94 Million
0.33% of portfolio
|
Q3 2025
Added 69.17%
|
|
|
Charter Research & Investment Group, Inc.
Southport, CT |
Nov 12, 2025 Q3 2025 |
42,301
shares
|
$1.93 Million
1.36% of portfolio
|
Q3 2025
Added 6.27%
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
Oct 31, 2025 Q3 2025 |
42,257
shares
|
$1.93 Million
0.59% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
42,094
shares
|
$1.92 Million
0.04% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2025 Q3 2025 |
41,761
shares
|
$1.9 Million
0.0% of portfolio
|
Q3 2025
Reduced 11.24%
|
|
|
F
|
Nov 13, 2025 Q3 2025 |
41,610
shares
|
$1.9 Million
0.08% of portfolio
|
Q3 2025
Reduced 4.72%
|
|
|
Nova Point Capital, LLC
|
Oct 17, 2025 Q3 2025 |
41,549
shares
|
$1.89 Million
0.49% of portfolio
|
Q3 2025
Added 2.38%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2025 Q3 2025 |
41,460
shares
|
$1.89 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|