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 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 |
|---|---|---|---|---|---|
|
January Capital Advisors LLC
|
Aug 05, 2022 Q2 2022 |
20,341
shares
|
$926,735
0.65% of portfolio
|
Q2 2022
Reduced 0.31%
|
|
|
Horan Wealth, LLC
Cincinnati, OH |
Nov 05, 2025 Q3 2025 |
20,261
shares
|
$923,091
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Wulff, Hansen & Co.
|
Nov 06, 2025 Q3 2025 |
20,195
shares
|
$920,084
0.84% of portfolio
|
Q3 2025
Reduced 5.78%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
20,072
shares
|
$914,480
0.0% of portfolio
|
Q3 2025
Reduced 67.77%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
20,070
shares
|
$914,389
0.01% of portfolio
|
Q2 2024
Reduced 7.4%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Nov 13, 2025 Q3 2025 |
19,770
shares
|
$900,721
0.37% of portfolio
|
Q3 2025
Reduced 2.96%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
19,711
shares
|
$898,033
0.04% of portfolio
|
Q3 2025
Reduced 1.49%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Oct 14, 2025 Q3 2025 |
19,428
shares
|
$885,139
0.27% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
19,141
shares
|
$872,063
0.3% of portfolio
|
Q3 2025
Reduced 35.28%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Oct 24, 2025 Q3 2025 |
19,122
shares
|
$871,198
0.52% of portfolio
|
Q3 2025
Added 0.72%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
19,100
shares
|
$870,196
0.01% of portfolio
|
Q2 2024
Added 6.97%
|
|
|
Delta Wealth Advisors LLC
Indianapolis, IN |
Oct 21, 2025 Q3 2025 |
18,903
shares
|
$861,220
0.69% of portfolio
|
Q3 2025
Reduced 7.13%
|
|
|
Berman Mc Aleer LLC
Timonium, MD |
Nov 03, 2025 Q3 2025 |
18,900
shares
|
$861,084
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
American Investment Services, Inc.
|
Nov 13, 2025 Q3 2025 |
18,854
shares
|
$858,988
0.22% of portfolio
|
Q3 2025
Reduced 2.03%
|
|
|
Norden Group LLC
Provo, UT |
Oct 15, 2025 Q3 2025 |
18,836
shares
|
$858,168
0.09% of portfolio
|
Q3 2025
Added 17.05%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Oct 27, 2025 Q3 2025 |
18,650
shares
|
$849,694
0.21% of portfolio
|
Q3 2025
Reduced 1.35%
|
|
|
Sfg Wealth Management, Llc.
|
Nov 13, 2025 Q3 2025 |
18,635
shares
|
$849,010
0.41% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Pfg Private Wealth Management, LLC
|
Nov 06, 2025 Q3 2025 |
18,616
shares
|
$848,144
0.42% of portfolio
|
Q3 2025
New holding
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Nov 06, 2025 Q3 2025 |
18,616
shares
|
$848,144
0.38% of portfolio
|
Q3 2025
Reduced 30.51%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
18,514
shares
|
$843,497
0.02% of portfolio
|
Q1 2024
Added 1.74%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2025 Q3 2025 |
18,429
shares
|
$839,625
0.15% of portfolio
|
Q3 2025
Added 84.94%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 05, 2025 Q3 2025 |
18,026
shares
|
$821,264
0.07% of portfolio
|
Q3 2025
Added 1.68%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 13, 2025 Q3 2025 |
17,951
shares
|
$817,847
0.0% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
17,910
shares
|
$815,979
0.33% of portfolio
|
Q3 2025
Reduced 2.41%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
17,865
shares
|
$813,929
0.06% of portfolio
|
Q4 2025
Added 31.22%
|
|