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 |
|---|---|---|---|---|---|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Nov 06, 2025 Q3 2025 |
5,512
shares
|
$251,126
0.17% of portfolio
|
Q3 2025
Reduced 72.14%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Oct 31, 2025 Q3 2025 |
5,509
shares
|
$250,990
0.1% of portfolio
|
Q3 2025
Reduced 8.11%
|
|
|
Psi Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
5,504
shares
|
$250,762
0.07% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Oct 31, 2025 Q3 2025 |
5,492
shares
|
$250,215
0.09% of portfolio
|
Q3 2025
Reduced 22.78%
|
|
|
Helen Stephens Group, LLC
|
Jan 05, 2026 Q4 2025 |
5,489
shares
|
$250,078
0.05% of portfolio
|
Q4 2025
Added 0.37%
|
|
|
Richard Bernstein Advisors LLC
|
Nov 13, 2025 Q3 2025 |
5,481
shares
|
$249,714
0.01% of portfolio
|
Q3 2025
Reduced 23.54%
|
|
|
Ironwood Financial, LLC
|
Oct 22, 2025 Q3 2025 |
5,399
shares
|
$245,978
0.04% of portfolio
|
Q1 2025
Added 4.96%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 23, 2025 Q3 2025 |
5,389
shares
|
$245,522
0.02% of portfolio
|
Q3 2025
Reduced 1.61%
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Oct 28, 2025 Q3 2025 |
5,371
shares
|
$244,702
0.24% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
5,330
shares
|
$242,834
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Roman Butler Fullerton & CO
|
Nov 05, 2025 Q3 2025 |
5,319
shares
|
$242,333
0.07% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
5,296
shares
|
$241,285
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Townsend Asset Management Corp
|
Oct 16, 2025 Q3 2025 |
5,293
shares
|
$241,149
0.09% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Oct 30, 2025 Q3 2025 |
5,255
shares
|
$239,417
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Apeiron Ria LLC
|
Oct 14, 2025 Q3 2025 |
5,246
shares
|
$239,007
0.06% of portfolio
|
Q3 2025
Added 3.84%
|
|
|
Cypress Financial Planning LLC
|
Oct 09, 2025 Q3 2025 |
5,245
shares
|
$238,962
0.08% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
5,219
shares
|
$237,777
0.03% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
5,202
shares
|
$237,003
0.02% of portfolio
|
Q3 2025
Reduced 75.87%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Oct 14, 2025 Q3 2025 |
5,202
shares
|
$237,003
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
5,196
shares
|
$236,729
0.03% of portfolio
|
Q4 2024
Reduced 17.08%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
5,174
shares
|
$235,727
0.0% of portfolio
|
Q3 2025
Added 32.6%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Oct 23, 2025 Q3 2025 |
5,155
shares
|
$234,861
0.08% of portfolio
|
Q2 2025
Reduced 1.96%
|
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Oct 14, 2025 Q3 2025 |
5,143
shares
|
$234,315
0.24% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
5,065
shares
|
$230,761
0.3% of portfolio
|
Q3 2022
Reduced 4.22%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
5,016
shares
|
$228,528
0.01% of portfolio
|
Q2 2025
New holding
|
|