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 |
|---|---|---|---|---|---|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
24,014
shares
|
$1.09 Million
0.01% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 24, 2025 Q3 2025 |
24,008
shares
|
$1.09 Million
0.1% of portfolio
|
Q3 2025
Reduced 19.05%
|
|
|
Values Added Financial LLC
Washington, DC |
Oct 31, 2025 Q3 2025 |
23,745
shares
|
$1.08 Million
0.49% of portfolio
|
Q3 2025
Reduced 7.38%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Oct 31, 2025 Q3 2025 |
23,723
shares
|
$1.08 Million
0.39% of portfolio
|
Q3 2025
Reduced 14.09%
|
|
|
Lockerman Financial Group, Inc.
|
Oct 16, 2025 Q3 2025 |
23,596
shares
|
$1.08 Million
1.49% of portfolio
|
Q3 2025
Added 77.94%
|
|
|
Idaho Trust Bank
Boise, ID |
Nov 13, 2025 Q3 2025 |
23,459
shares
|
$1.07 Million
0.37% of portfolio
|
Q3 2025
Reduced 43.86%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
23,372
shares
|
$1.06 Million
0.05% of portfolio
|
Q3 2025
Reduced 37.01%
|
|
|
Courier Capital LLC
|
Oct 29, 2025 Q3 2025 |
23,312
shares
|
$1.06 Million
0.06% of portfolio
|
Q3 2025
Added 4.71%
|
|
|
Swmg, LLC
Fort Worth, TX |
Oct 24, 2025 Q3 2025 |
23,141
shares
|
$1.05 Million
0.35% of portfolio
|
Q3 2025
Added 9.48%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
23,074
shares
|
$1.05 Million
0.01% of portfolio
|
Q3 2025
Reduced 36.13%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Nov 07, 2025 Q3 2025 |
22,873
shares
|
$1.04 Million
0.28% of portfolio
|
Q3 2025
Reduced 6.44%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
22,844
shares
|
$1.04 Million
0.01% of portfolio
|
Q3 2025
Added 7.55%
|
|
|
Epiq Capital Group, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
22,721
shares
|
$1.04 Million
0.3% of portfolio
|
Q4 2024
Added 10.02%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
22,707
shares
|
$1.03 Million
0.04% of portfolio
|
Q3 2025
Added 32.62%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
22,591
shares
|
$1.03 Million
0.2% of portfolio
|
Q3 2025
Reduced 59.22%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
22,408
shares
|
$1.02 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Outlook Wealth Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
22,132
shares
|
$1.01 Million
0.31% of portfolio
|
Q3 2025
Added 60.71%
|
|
|
Tkg Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
21,903
shares
|
$997,900
0.45% of portfolio
|
Q3 2025
Reduced 5.5%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Nov 07, 2025 Q3 2025 |
21,419
shares
|
$975,849
0.46% of portfolio
|
Q2 2025
Added 14.16%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
21,205
shares
|
$966,099
0.14% of portfolio
|
Q3 2025
Added 23.69%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 13, 2025 Q3 2025 |
21,194
shares
|
$965,598
0.07% of portfolio
|
Q3 2025
Added 195.1%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
21,022
shares
|
$957,762
0.03% of portfolio
|
Q3 2025
Added 17.6%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
21,004
shares
|
$956,942
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Nov 07, 2025 Q3 2025 |
20,957
shares
|
$954,800
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Corrigan Financial, Inc.
Middletown, RI |
Apr 15, 2025 Q1 2025 |
20,747
shares
|
$945,233
0.17% of portfolio
|
Q1 2025
Added 0.39%
|
|