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 |
|---|---|---|---|---|---|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
8,189
shares
|
$373,090
0.01% of portfolio
|
Q3 2025
Reduced 33.5%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
8,184
shares
|
$372,863
0.01% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Nov 05, 2025 Q3 2025 |
8,130
shares
|
$370,402
0.13% of portfolio
|
Q3 2025
Added 2.52%
|
|
|
Clifford Swan Investment Counsel LLC
|
Nov 10, 2025 Q3 2025 |
8,103
shares
|
$369,172
0.01% of portfolio
|
Q3 2025
Added 15.33%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Nov 13, 2025 Q3 2025 |
8,062
shares
|
$367,304
0.25% of portfolio
|
Q3 2025
Added 25.3%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Oct 21, 2025 Q3 2025 |
8,053
shares
|
$366,894
0.05% of portfolio
|
Q3 2025
Reduced 55.03%
|
|
|
Townsquare Capital LLC
|
Nov 03, 2025 Q3 2025 |
8,045
shares
|
$366,530
0.06% of portfolio
|
Q3 2025
Reduced 85.96%
|
|
|
Moneywise, Inc.
|
Oct 23, 2025 Q3 2025 |
8,039
shares
|
$366,256
0.18% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
8,000
shares
|
$364,480
0.05% of portfolio
|
Q3 2023
Added 60.0%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Nov 17, 2025 Q3 2025 |
7,975
shares
|
$363,341
0.11% of portfolio
|
Q3 2024
Reduced 10.34%
|
|
|
Keel Point, LLC
Huntsville, AL |
Dec 16, 2025 Q3 2025 |
7,961
shares
|
$362,703
0.02% of portfolio
|
Q3 2025
Added 28.49%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 15, 2025 Q3 2025 |
7,956
shares
|
$362,475
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Oakwell Private Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
7,911
shares
|
$360,425
0.08% of portfolio
|
Q3 2024
Reduced 2.51%
|
|
|
Center For Asset Management LLC
|
Nov 19, 2025 Q3 2025 |
7,909
shares
|
$360,334
0.2% of portfolio
|
Q3 2025
Added 10.31%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Oct 17, 2025 Q3 2025 |
7,896
shares
|
$359,741
0.05% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Fusion Family Wealth LLC
|
Nov 06, 2025 Q3 2025 |
7,879
shares
|
$358,967
0.03% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Triumph Capital Management
|
Dec 23, 2025 Q3 2025 |
7,794
shares
|
$355,094
0.11% of portfolio
|
Q2 2025
Reduced 31.97%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
7,776
shares
|
$354,274
0.01% of portfolio
|
Q3 2025
Reduced 6.58%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Oct 02, 2025 Q3 2025 |
7,696
shares
|
$350,629
0.02% of portfolio
|
Q3 2025
Added 52.7%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Nov 14, 2025 Q3 2025 |
7,670
shares
|
$349,445
0.25% of portfolio
|
Q3 2025
Reduced 1.26%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Nov 04, 2025 Q3 2025 |
7,662
shares
|
$349,080
0.02% of portfolio
|
Q1 2025
Reduced 2.51%
|
|
|
Blb&B Advisors, LLC
|
Oct 31, 2025 Q3 2025 |
7,601
shares
|
$346,301
0.02% of portfolio
|
Q3 2025
Reduced 20.83%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Oct 07, 2025 Q3 2025 |
7,591
shares
|
$345,845
0.1% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Oct 15, 2025 Q3 2025 |
7,589
shares
|
$345,754
0.26% of portfolio
|
Q3 2025
Added 5.74%
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Aug 05, 2025 Q2 2025 |
7,554
shares
|
$344,160
0.2% of portfolio
|
Q1 2025
Reduced 1.6%
|
|