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 |
|---|---|---|---|---|---|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 13, 2025 Q3 2025 |
9,379
shares
|
$427,307
0.02% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Nov 04, 2025 Q3 2025 |
9,375
shares
|
$427,125
0.08% of portfolio
|
Q3 2025
Reduced 2.38%
|
|
|
Acas, LLC
|
Aug 14, 2025 Q2 2025 |
9,316
shares
|
$424,436
0.31% of portfolio
|
Q2 2025
Added 7.04%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
9,222
shares
|
$420,154
0.01% of portfolio
|
Q3 2025
Added 6.82%
|
|
|
Grove Bank & Trust
|
Jan 08, 2026 Q4 2025 |
9,192
shares
|
$418,787
0.05% of portfolio
|
Q4 2025
Reduced 16.38%
|
|
|
Absolute Capital Management, LLC
|
Nov 03, 2025 Q3 2025 |
9,139
shares
|
$416,372
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 18, 2025 Q3 2025 |
9,135
shares
|
$416,190
0.08% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
9,047
shares
|
$412,181
0.04% of portfolio
|
Q2 2022
Closed
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
9,027
shares
|
$411,270
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Oct 14, 2025 Q3 2025 |
8,980
shares
|
$409,128
0.03% of portfolio
|
Q2 2025
Reduced 5.97%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
8,973
shares
|
$408,809
0.15% of portfolio
|
Q3 2025
Added 34.25%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Nov 04, 2025 Q3 2025 |
8,771
shares
|
$399,606
0.08% of portfolio
|
Q3 2025
Added 9.05%
|
|
|
Rmb Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
8,650
shares
|
$394,094
0.01% of portfolio
|
Q3 2025
Reduced 12.13%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Oct 29, 2025 Q3 2025 |
8,644
shares
|
$393,820
0.02% of portfolio
|
Q3 2025
Added 8.24%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Dec 23, 2025 Q3 2025 |
8,627
shares
|
$393,046
0.43% of portfolio
|
Q3 2025
Reduced 7.93%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
8,617
shares
|
$392,590
0.02% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2025 Q3 2025 |
8,600
shares
|
$391,816
0.14% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Oct 22, 2025 Q3 2025 |
8,514
shares
|
$387,897
0.13% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Oct 15, 2025 Q3 2025 |
8,512
shares
|
$387,806
0.26% of portfolio
|
Q3 2025
Reduced 35.41%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
8,490
shares
|
$386,804
0.01% of portfolio
|
Q1 2023
Reduced 1.44%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
8,488
shares
|
$386,713
0.07% of portfolio
|
Q3 2025
Added 0.81%
|
|
|
First Heartland Consultants, Inc.
|
Jan 09, 2026 Q4 2025 |
8,483
shares
|
$386,485
0.03% of portfolio
|
Q4 2025
Reduced 0.64%
|
|
|
Transcend Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
8,423
shares
|
$383,751
0.03% of portfolio
|
Q3 2025
Added 0.86%
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
8,326
shares
|
$379,332
0.02% of portfolio
|
Q3 2025
Added 1.04%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jan 07, 2026 Q4 2025 |
8,190
shares
|
$373,136
0.08% of portfolio
|
Q4 2025
Reduced 16.41%
|
|