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 |
|---|---|---|---|---|---|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Nov 12, 2025 Q3 2025 |
15,663
shares
|
$713,606
0.28% of portfolio
|
Q3 2025
Reduced 16.35%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
15,551
shares
|
$708,503
0.04% of portfolio
|
Q3 2025
Added 12.98%
|
|
|
Butensky & Cohen Financial Security, Inc
|
Oct 20, 2025 Q3 2025 |
15,514
shares
|
$706,817
0.21% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
Pinnacle Wealth Management, LLC
|
Nov 10, 2025 Q3 2025 |
15,498
shares
|
$706,088
0.81% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
15,350
shares
|
$699,346
0.02% of portfolio
|
Q3 2025
Reduced 4.99%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
15,332
shares
|
$698,525
0.04% of portfolio
|
Q3 2025
Added 93.29%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Nov 12, 2025 Q3 2025 |
15,248
shares
|
$694,698
0.38% of portfolio
|
Q3 2025
Reduced 39.48%
|
|
|
Penobscot Wealth Management
|
Nov 19, 2025 Q3 2025 |
15,220
shares
|
$693,423
0.27% of portfolio
|
Q3 2025
Reduced 3.32%
|
|
|
Sunburst Financial Group, LLC
|
Oct 17, 2025 Q3 2025 |
15,212
shares
|
$693,058
0.15% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 07, 2025 Q3 2025 |
15,125
shares
|
$689,095
0.29% of portfolio
|
Q3 2025
Reduced 12.97%
|
|
|
Redwood Financial Network Corp
|
Nov 12, 2025 Q3 2025 |
15,120
shares
|
$688,867
0.46% of portfolio
|
Q3 2025
Added 10.12%
|
|
|
Financial Management Network Inc
|
Oct 28, 2025 Q3 2025 |
14,955
shares
|
$681,349
0.14% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
14,949
shares
|
$681,076
0.1% of portfolio
|
Q3 2025
Reduced 1.55%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
14,891
shares
|
$678,433
0.24% of portfolio
|
Q3 2023
Reduced 11.47%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Oct 17, 2025 Q3 2025 |
14,830
shares
|
$675,654
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
14,746
shares
|
$671,827
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
14,497
shares
|
$660,483
0.01% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Nov 12, 2025 Q3 2025 |
14,417
shares
|
$656,838
0.28% of portfolio
|
Q3 2025
Reduced 6.13%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Nov 03, 2025 Q3 2025 |
14,358
shares
|
$654,150
0.28% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
14,323
shares
|
$652,555
0.01% of portfolio
|
Q3 2025
Reduced 4.42%
|
|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
14,285
shares
|
$650,824
0.1% of portfolio
|
Q3 2025
Reduced 6.3%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Nov 04, 2025 Q3 2025 |
14,189
shares
|
$646,450
0.25% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
14,054
shares
|
$640,300
0.01% of portfolio
|
Q3 2025
Added 4.94%
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
Nov 06, 2025 Q3 2025 |
13,805
shares
|
$628,955
0.92% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Nov 07, 2025 Q3 2025 |
13,797
shares
|
$628,591
0.24% of portfolio
|
Q3 2025
Reduced 79.31%
|
|