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 |
|---|---|---|---|---|---|
|
Apcm Wealth Management For Individuals
|
Oct 31, 2025 Q3 2025 |
17,827
shares
|
$812,198
0.11% of portfolio
|
Q3 2025
Added 1.61%
|
|
|
Blueprint Financial Advisors LLC
Greensboto, NC |
Nov 12, 2025 Q3 2025 |
17,734
shares
|
$807,961
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
17,712
shares
|
$806,958
0.06% of portfolio
|
Q3 2025
Reduced 7.86%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
17,650
shares
|
$804,134
0.02% of portfolio
|
Q3 2024
Added 19.36%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Oct 22, 2025 Q3 2025 |
17,217
shares
|
$784,406
0.45% of portfolio
|
Q3 2025
Added 10.07%
|
|
|
Aldebaran Financial Inc.
|
Nov 19, 2025 Q3 2025 |
16,994
shares
|
$774,246
0.79% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Oct 28, 2025 Q3 2025 |
16,970
shares
|
$773,153
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Oct 15, 2025 Q3 2025 |
16,967
shares
|
$773,016
0.32% of portfolio
|
Q3 2025
Added 82.62%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Oct 27, 2025 Q3 2025 |
16,948
shares
|
$772,150
0.08% of portfolio
|
Q3 2025
Reduced 3.29%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Oct 23, 2025 Q3 2025 |
16,800
shares
|
$765,408
0.59% of portfolio
|
Q3 2025
Added 2.85%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
16,765
shares
|
$763,813
0.01% of portfolio
|
Q3 2025
Added 65.51%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
16,660
shares
|
$759,029
0.84% of portfolio
|
Q3 2025
Added 32.35%
|
|
|
Municipal Employees' Retirement System Of Michigan
|
Nov 12, 2025 Q3 2025 |
16,642
shares
|
$758,209
0.01% of portfolio
|
Q3 2024
Added 4.1%
|
|
|
Columbia River Financial Group, LLC
Vancouver, WA |
Nov 13, 2025 Q3 2025 |
16,620
shares
|
$757,207
0.48% of portfolio
|
Q3 2025
Reduced 2.26%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Nov 05, 2025 Q3 2025 |
16,414
shares
|
$747,821
0.48% of portfolio
|
Q3 2025
Added 102.29%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
16,402
shares
|
$747,275
0.01% of portfolio
|
Q3 2025
Added 2.3%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Nov 03, 2025 Q3 2025 |
16,363
shares
|
$745,498
0.24% of portfolio
|
Q3 2025
Reduced 1.43%
|
|
|
American Trust
Lexington, KY |
Nov 17, 2025 Q3 2025 |
16,280
shares
|
$741,716
0.07% of portfolio
|
Q3 2025
Reduced 7.25%
|
|
|
Garrett Investment Advisors LLC
|
Jan 05, 2026 Q4 2025 |
16,254
shares
|
$740,532
0.07% of portfolio
|
Q4 2025
Reduced 4.96%
|
|
|
Opulen Financial Group LLC
Arlington, VA |
Nov 17, 2025 Q3 2025 |
16,168
shares
|
$736,614
0.57% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
Jan 05, 2026 Q4 2025 |
16,132
shares
|
$734,973
0.2% of portfolio
|
Q4 2025
Added 22.19%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
16,117
shares
|
$734,290
0.03% of portfolio
|
Q3 2025
Reduced 7.29%
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Oct 15, 2025 Q3 2025 |
16,015
shares
|
$729,643
0.6% of portfolio
|
Q3 2025
Reduced 4.29%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Nov 10, 2025 Q3 2025 |
16,001
shares
|
$729,005
0.22% of portfolio
|
Q3 2025
Reduced 3.81%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Nov 07, 2025 Q3 2025 |
15,885
shares
|
$723,720
0.29% of portfolio
|
Q3 2025
Added 5.28%
|
|