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 |
|---|---|---|---|---|---|
|
Baker Tilly Wealth Management, LLC
|
Jan 08, 2026 Q4 2025 |
7,526
shares
|
$342,884
0.09% of portfolio
|
Q4 2025
Added 9.9%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Oct 30, 2025 Q3 2025 |
7,484
shares
|
$340,971
0.22% of portfolio
|
Q3 2025
Reduced 1.41%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 18, 2025 Q3 2025 |
7,359
shares
|
$335,276
0.01% of portfolio
|
Q3 2025
Added 12.94%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
7,358
shares
|
$335,230
0.02% of portfolio
|
Q1 2025
Added 2.42%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Oct 31, 2025 Q3 2025 |
7,320
shares
|
$333,499
0.03% of portfolio
|
Q3 2025
Reduced 7.52%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
7,308
shares
|
$332,952
0.26% of portfolio
|
Q1 2023
Reduced 6.82%
|
|
|
Welch & Forbes LLC
|
Nov 03, 2025 Q3 2025 |
7,263
shares
|
$330,902
0.0% of portfolio
|
Q3 2025
Reduced 2.97%
|
|
|
William Mack & Associates, Inc.
Troy, MI |
Nov 14, 2025 Q3 2025 |
7,260
shares
|
$330,765
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Claremont Financial Group, Inc.
Claremont, CA |
Aug 15, 2022 Q1 2022 |
7,236
shares
|
$329,672
1.26% of portfolio
|
Q1 2022
Added 9950.0%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Nov 05, 2025 Q3 2025 |
7,207
shares
|
$328,350
0.22% of portfolio
|
Q3 2025
Added 2.42%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
7,160
shares
|
$326,209
0.05% of portfolio
|
Q3 2025
Reduced 13.01%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
7,149
shares
|
$325,708
0.02% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
7,141
shares
|
$325,343
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
7,127
shares
|
$324,706
0.22% of portfolio
|
Q1 2025
Added 1.24%
|
|
|
Van Den Berg Management I, Inc
Austin, TX |
Nov 14, 2025 Q3 2025 |
7,120
shares
|
$324,387
0.09% of portfolio
|
Q3 2025
Reduced 2.06%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jan 08, 2026 Q4 2025 |
7,052
shares
|
$321,289
0.09% of portfolio
|
Q4 2025
Reduced 7.1%
|
|
|
Onyx Bridge Wealth Group LLC
|
Nov 06, 2025 Q3 2025 |
7,037
shares
|
$320,605
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Nov 13, 2025 Q3 2025 |
6,978
shares
|
$317,917
0.14% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
6,958
shares
|
$317,006
0.01% of portfolio
|
Q3 2025
Reduced 6.43%
|
|
|
Astoria Portfolio Advisors Llc.
|
Oct 09, 2025 Q3 2025 |
6,923
shares
|
$315,411
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 12, 2025 Q3 2025 |
6,897
shares
|
$314,227
0.0% of portfolio
|
Q3 2025
Added 3.67%
|
|
|
Optima Capital LLC
Portland, OR |
Oct 27, 2025 Q3 2025 |
6,893
shares
|
$314,045
0.15% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
6,820
shares
|
$310,719
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Vci Wealth Management LLC
St Louis, MO |
Oct 15, 2025 Q3 2025 |
6,780
shares
|
$308,896
0.1% of portfolio
|
Q3 2025
Added 11.44%
|
|
|
October Effect LTD
Virginia Beach, VA |
Oct 31, 2025 Q3 2025 |
6,761
shares
|
$308,031
0.35% of portfolio
|
Q3 2025
Reduced 2.55%
|
|