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 $9.37 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
36,904
shares
|
$1.68 Million
0.0% of portfolio
|
Q3 2025
Added 20.76%
|
|
|
Novus Advisors, LLC
Greenville, SC |
Nov 13, 2025 Q3 2025 |
36,439
shares
|
$1.66 Million
3.88% of portfolio
|
Q3 2025
Added 83.0%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
36,370
shares
|
$1.66 Million
0.19% of portfolio
|
Q3 2025
Reduced 21.98%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
36,286
shares
|
$1.65 Million
0.0% of portfolio
|
Q3 2025
Added 1.55%
|
|
|
Apexium Financial, LP
|
Nov 17, 2025 Q3 2025 |
36,248
shares
|
$1.65 Million
0.09% of portfolio
|
Q3 2025
Added 25.13%
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Nov 14, 2025 Q3 2025 |
36,181
shares
|
$1.65 Million
1.16% of portfolio
|
Q3 2025
Reduced 3.53%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 07, 2025 Q3 2025 |
35,699
shares
|
$1.63 Million
0.21% of portfolio
|
Q3 2025
Added 1.56%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 13, 2025 Q3 2025 |
35,520
shares
|
$1.62 Million
0.43% of portfolio
|
Q3 2025
Added 27.63%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 12, 2025 Q3 2025 |
35,498
shares
|
$1.62 Million
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
35,377
shares
|
$1.61 Million
0.01% of portfolio
|
Q2 2025
Reduced 7.26%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
35,071
shares
|
$1.6 Million
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Legacy Private Trust Co.
|
Oct 08, 2025 Q3 2025 |
34,561
shares
|
$1.57 Million
0.1% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
34,557
shares
|
$1.57 Million
0.06% of portfolio
|
Q3 2025
Reduced 6.52%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
34,458
shares
|
$1.57 Million
0.1% of portfolio
|
Q3 2025
Added 53.3%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
34,422
shares
|
$1.57 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.01%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2025 Q3 2025 |
34,401
shares
|
$1.57 Million
0.11% of portfolio
|
Q3 2025
Reduced 12.75%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
34,200
shares
|
$1.56 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Global Strategic Investment Solutions, LLC
|
Nov 10, 2025 Q3 2025 |
34,195
shares
|
$1.56 Million
0.17% of portfolio
|
Q3 2025
Reduced 6.25%
|
|
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
Oct 15, 2025 Q3 2025 |
33,840
shares
|
$1.54 Million
0.79% of portfolio
|
Q3 2025
Reduced 1.65%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
33,809
shares
|
$1.54 Million
0.02% of portfolio
|
Q3 2023
Reduced 0.09%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 07, 2025 Q3 2025 |
33,686
shares
|
$1.53 Million
0.08% of portfolio
|
Q3 2025
Added 14.73%
|
|
|
Flynn Zito Capital Management, LLC
|
Nov 04, 2025 Q3 2025 |
33,451
shares
|
$1.52 Million
0.64% of portfolio
|
Q3 2025
Reduced 40.61%
|
|
|
Armbruster Capital Management, Inc.
|
Oct 20, 2025 Q3 2025 |
33,010
shares
|
$1.5 Million
0.26% of portfolio
|
Q3 2025
Added 20.2%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 21, 2025 Q3 2025 |
32,889
shares
|
$1.5 Million
0.54% of portfolio
|
Q3 2025
Added 100.26%
|
|
|
Lee Kelleher Wealth Management
Fulton, MD |
Oct 23, 2025 Q3 2025 |
32,643
shares
|
$1.49 Million
0.93% of portfolio
|
Q4 2024
New holding
|
|