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 |
|---|---|---|---|---|---|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
31,901
shares
|
$1.45 Million
0.06% of portfolio
|
Q3 2025
Added 53.79%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Nov 07, 2025 Q3 2025 |
31,861
shares
|
$1.45 Million
0.26% of portfolio
|
Q3 2025
Reduced 0.92%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
31,621
shares
|
$1.44 Million
0.01% of portfolio
|
Q3 2025
Added 6.55%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Oct 31, 2025 Q3 2025 |
31,351
shares
|
$1.43 Million
0.38% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
31,193
shares
|
$1.42 Million
0.0% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Nov 13, 2025 Q3 2025 |
30,903
shares
|
$1.41 Million
0.45% of portfolio
|
Q2 2025
Added 52.95%
|
|
|
Blue Fin Capital, Inc.
|
Nov 21, 2025 Q3 2025 |
30,834
shares
|
$1.4 Million
0.23% of portfolio
|
Q3 2025
Added 1.63%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
30,639
shares
|
$1.4 Million
0.01% of portfolio
|
Q1 2025
Added 17.44%
|
|
|
Nikulski Financial, Inc.
|
Nov 05, 2025 Q3 2025 |
30,619
shares
|
$1.4 Million
0.37% of portfolio
|
Q3 2025
Reduced 2.65%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Nov 12, 2025 Q3 2025 |
30,488
shares
|
$1.39 Million
0.29% of portfolio
|
Q2 2024
Reduced 0.51%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Nov 13, 2025 Q3 2025 |
30,466
shares
|
$1.39 Million
0.67% of portfolio
|
Q3 2025
Reduced -0.0%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
Nov 14, 2025 Q3 2025 |
29,966
shares
|
$1.37 Million
0.04% of portfolio
|
Q3 2025
Added 63.02%
|
|
|
Headinvest, LLC
Portland, ME |
Nov 14, 2025 Q3 2025 |
29,808
shares
|
$1.36 Million
0.29% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Nov 14, 2025 Q3 2025 |
29,388
shares
|
$1.34 Million
0.23% of portfolio
|
Q3 2025
Reduced 3.66%
|
|
|
Ars Investment Partners, LLC
|
Oct 15, 2025 Q3 2025 |
28,611
shares
|
$1.3 Million
0.12% of portfolio
|
Q3 2025
Added 15.28%
|
|
|
Range Financial Group LLC
|
Oct 17, 2025 Q3 2025 |
28,157
shares
|
$1.28 Million
0.52% of portfolio
|
Q3 2025
Reduced 1.02%
|
|
|
Sol Capital Management CO
|
Oct 28, 2025 Q3 2025 |
27,920
shares
|
$1.27 Million
0.12% of portfolio
|
Q3 2025
Added 13.52%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Nov 07, 2025 Q3 2025 |
27,812
shares
|
$1.27 Million
0.03% of portfolio
|
Q3 2025
Reduced 2.67%
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
27,794
shares
|
$1.27 Million
0.03% of portfolio
|
Q3 2025
Added 10.41%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
27,498
shares
|
$1.25 Million
0.06% of portfolio
|
Q3 2025
Reduced 8.66%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
27,424
shares
|
$1.25 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.47%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
27,199
shares
|
$1.24 Million
0.0% of portfolio
|
Q3 2025
Reduced 7.38%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
27,096
shares
|
$1.23 Million
0.13% of portfolio
|
Q3 2025
Added 1.76%
|
|
|
Kagan Cocozza Asset Management
Mickleton, NJ |
Oct 21, 2025 Q3 2025 |
26,657
shares
|
$1.21 Million
0.93% of portfolio
|
Q3 2025
Reduced 5.73%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2025 Q3 2025 |
26,545
shares
|
$1.21 Million
0.01% of portfolio
|
Q3 2025
Added 2.21%
|
|