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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
11,447
shares
|
$521,525
0.05% of portfolio
|
Q1 2025
Added 622.21%
|
|
|
Mc Guire Investment Group, LLC
|
Oct 21, 2025 Q3 2025 |
11,357
shares
|
$517,424
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
Tennessee Valley Asset Management Partners
|
Nov 13, 2025 Q3 2025 |
11,343
shares
|
$516,787
0.07% of portfolio
|
Q3 2025
Reduced 4.6%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
11,303
shares
|
$514,964
0.01% of portfolio
|
Q3 2025
Reduced 2.69%
|
|
|
E Rn Financial, LLC
|
Oct 30, 2025 Q3 2025 |
11,294
shares
|
$514,554
0.11% of portfolio
|
Q3 2025
Reduced 8.45%
|
|
|
Bank Of Marin
Novato, CA |
Nov 04, 2025 Q3 2025 |
11,227
shares
|
$511,502
0.39% of portfolio
|
Q3 2025
Reduced 0.87%
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
11,156
shares
|
$508,267
0.07% of portfolio
|
Q3 2025
Added 16.79%
|
|
|
Wambolt & Associates, LLC
|
Aug 12, 2025 Q2 2025 |
11,143
shares
|
$507,675
0.16% of portfolio
|
Q2 2025
Reduced 26.86%
|
|
|
Plan A Wealth LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
11,125
shares
|
$506,855
0.26% of portfolio
|
Q3 2025
Reduced 54.78%
|
|
|
Lynch & Associates
|
Jan 07, 2026 Q4 2025 |
11,114
shares
|
$506,353
0.1% of portfolio
|
Q4 2023
Reduced 1.88%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 07, 2026 Q4 2025 |
11,110
shares
|
$506,171
0.09% of portfolio
|
Q4 2025
Reduced 0.63%
|
|
|
Elite Financial, Inc.
Lewiston, ID |
Nov 13, 2025 Q3 2025 |
11,052
shares
|
$503,529
0.24% of portfolio
|
Q3 2025
Reduced 4.73%
|
|
|
Bcs Wealth Management
|
Oct 22, 2025 Q3 2025 |
11,045
shares
|
$503,210
0.12% of portfolio
|
Q2 2025
Reduced 6.2%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
11,023
shares
|
$502,207
0.07% of portfolio
|
Q1 2022
Reduced 24.05%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
10,958
shares
|
$499,246
0.01% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
10,940
shares
|
$498,426
0.35% of portfolio
|
Q3 2025
Added 52.2%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Nov 12, 2025 Q3 2025 |
10,925
shares
|
$497,743
0.02% of portfolio
|
Q4 2024
Reduced 9.19%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Nov 13, 2025 Q3 2025 |
10,924
shares
|
$497,697
0.11% of portfolio
|
Q3 2025
Reduced 84.87%
|
|
|
Security Financial Services, Inc.
|
Oct 14, 2025 Q3 2025 |
10,719
shares
|
$488,357
0.09% of portfolio
|
Q3 2025
Reduced 2.47%
|
|
|
Montis Financial, LLC
|
Oct 28, 2025 Q3 2025 |
10,684
shares
|
$486,763
0.12% of portfolio
|
Q3 2025
Reduced 3.37%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
10,643
shares
|
$484,895
0.02% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
10,634
shares
|
$484,485
0.01% of portfolio
|
Q3 2025
Added 14.48%
|
|
|
Valpey Financial Services, LLC
Concord, NH |
Nov 06, 2025 Q3 2025 |
10,624
shares
|
$484,029
0.32% of portfolio
|
Q3 2025
Added 5.32%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
10,554
shares
|
$480,840
0.18% of portfolio
|
Q3 2025
Added 2.93%
|
|