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 |
|---|---|---|---|---|---|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
26,440
shares
|
$1.2 Million
0.11% of portfolio
|
Q3 2024
Reduced 11.21%
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
26,388
shares
|
$1.2 Million
0.05% of portfolio
|
Q3 2025
Added 54.05%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
26,271
shares
|
$1.2 Million
0.04% of portfolio
|
Q3 2025
Added 368.79%
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
26,187
shares
|
$1.19 Million
0.08% of portfolio
|
Q3 2025
Added 9.01%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
26,176
shares
|
$1.19 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Trh Financial, LLC
|
Jul 26, 2022 Q2 2022 |
26,158
shares
|
$1.19 Million
0.32% of portfolio
|
Q2 2022
Reduced 26.29%
|
|
|
Agh Wealth Advisors, LLC
Wichita, KS |
Nov 03, 2025 Q3 2025 |
26,117
shares
|
$1.19 Million
0.89% of portfolio
|
Q3 2025
Added 8.25%
|
|
|
Orin Green Financial, LLC
|
Oct 27, 2025 Q3 2025 |
25,967
shares
|
$1.18 Million
0.49% of portfolio
|
Q3 2025
Reduced 3.49%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Oct 29, 2025 Q3 2025 |
25,905
shares
|
$1.18 Million
0.38% of portfolio
|
Q3 2025
Reduced 5.68%
|
|
|
Intrua Financial, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
25,890
shares
|
$1.18 Million
0.14% of portfolio
|
Q3 2025
Added 296.36%
|
|
|
River Street Advisors LLC
Aurora, IL |
Oct 22, 2025 Q3 2025 |
25,783
shares
|
$1.17 Million
0.46% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Nov 14, 2025 Q3 2025 |
25,614
shares
|
$1.17 Million
0.1% of portfolio
|
Q3 2024
Reduced 2.05%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Nov 06, 2025 Q3 2025 |
25,583
shares
|
$1.17 Million
0.75% of portfolio
|
Q3 2025
Added 87.82%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
25,581
shares
|
$1.17 Million
0.0% of portfolio
|
Q3 2025
Added 67.51%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
25,433
shares
|
$1.16 Million
0.16% of portfolio
|
Q3 2025
Added 171.11%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
25,245
shares
|
$1.15 Million
0.24% of portfolio
|
Q3 2025
Reduced 72.44%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Nov 10, 2025 Q3 2025 |
25,113
shares
|
$1.14 Million
0.27% of portfolio
|
Q3 2025
Added 22.97%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
25,029
shares
|
$1.14 Million
0.05% of portfolio
|
Q3 2025
Added 2.94%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
25,007
shares
|
$1.14 Million
0.22% of portfolio
|
Q3 2025
Added 1.7%
|
|
|
Horan Securities, Inc.
|
Aug 06, 2025 Q2 2025 |
24,953
shares
|
$1.14 Million
0.38% of portfolio
|
Q2 2025
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
24,378
shares
|
$1.11 Million
0.06% of portfolio
|
Q3 2025
Reduced 9.3%
|
|
|
Mc Mill Wealth Management
Norfolk, NE |
Nov 07, 2025 Q3 2025 |
24,349
shares
|
$1.11 Million
0.32% of portfolio
|
Q3 2025
Reduced 1.83%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Oct 31, 2025 Q3 2025 |
24,258
shares
|
$1.11 Million
0.09% of portfolio
|
Q3 2025
Added 12.65%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Nov 14, 2025 Q3 2025 |
24,231
shares
|
$1.1 Million
0.92% of portfolio
|
Q3 2025
New holding
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
24,214
shares
|
$1.1 Million
0.06% of portfolio
|
Q4 2024
Added 4.39%
|
|