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 |
|---|---|---|---|---|---|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
13,574
shares
|
$618,431
0.02% of portfolio
|
Q1 2024
Added 0.17%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
13,561
shares
|
$617,839
0.02% of portfolio
|
Q3 2025
Reduced 1.04%
|
|
|
E&G Advisors, LP
|
Oct 20, 2025 Q3 2025 |
13,531
shares
|
$616,472
0.15% of portfolio
|
Q3 2025
Added 7.51%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
13,504
shares
|
$615,242
0.01% of portfolio
|
Q3 2024
Reduced 21.35%
|
|
|
Brown Financial Advisory
|
Oct 27, 2025 Q3 2025 |
13,495
shares
|
$614,832
0.37% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Oct 22, 2025 Q3 2025 |
13,428
shares
|
$611,779
0.29% of portfolio
|
Q3 2025
Reduced 1.53%
|
|
|
Mma Asset Management LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
13,143
shares
|
$598,795
0.21% of portfolio
|
Q3 2025
Added 119.49%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 14, 2025 Q3 2025 |
13,105
shares
|
$597,063
0.14% of portfolio
|
Q3 2025
Reduced 42.86%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
12,961
shares
|
$590,503
0.23% of portfolio
|
Q3 2025
Added 1.98%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
12,900
shares
|
$587,724
0.12% of portfolio
|
Q2 2025
Reduced 56.47%
|
|
|
Continental Investors Services, Inc.
Longview, WA |
Nov 05, 2025 Q3 2025 |
12,771
shares
|
$581,846
1.0% of portfolio
|
Q3 2025
Reduced 12.77%
|
|
|
Horizon Wealth Management, LLC
|
Nov 06, 2025 Q3 2025 |
12,668
shares
|
$577,154
0.11% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Oct 21, 2025 Q3 2025 |
12,627
shares
|
$575,286
0.21% of portfolio
|
Q3 2025
Reduced 31.89%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
12,588
shares
|
$573,509
0.03% of portfolio
|
Q3 2025
Added 47.83%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
May 08, 2025 Q1 2025 |
12,558
shares
|
$572,142
0.15% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Pacific Sun Financial Corp
|
Nov 13, 2025 Q3 2025 |
12,479
shares
|
$568,543
0.29% of portfolio
|
Q3 2025
Reduced 1.23%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
12,476
shares
|
$568,406
0.0% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Keystone Financial Group
|
Nov 17, 2025 Q3 2025 |
12,371
shares
|
$563,622
0.05% of portfolio
|
Q3 2025
Added 71.11%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
12,226
shares
|
$557,016
0.32% of portfolio
|
Q3 2025
Reduced 2.42%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Oct 23, 2025 Q3 2025 |
12,200
shares
|
$555,832
0.37% of portfolio
|
Q3 2025
Reduced 2.21%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
12,131
shares
|
$552,688
0.01% of portfolio
|
Q3 2025
Added 11.53%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
11,675
shares
|
$531,913
0.02% of portfolio
|
Q3 2025
Reduced 90.54%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
11,646
shares
|
$530,591
0.03% of portfolio
|
Q3 2025
Added 51.74%
|
|
|
Symphony Financial, Ltd. Co.
|
Oct 31, 2025 Q3 2025 |
11,611
shares
|
$528,997
0.07% of portfolio
|
Q3 2025
Added 10.31%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
11,457
shares
|
$521,980
0.01% of portfolio
|
Q3 2025
Reduced 16.63%
|
|