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 206 Million shares, which have been reported (via 13F filing form) to have a value of $9.38 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
5,016
shares
|
$228,528
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Rock Point Advisors, LLC
Burlington, VT |
Nov 12, 2025 Q3 2025 |
4,999
shares
|
$227,754
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Nov 12, 2025 Q3 2025 |
4,989
shares
|
$227,298
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
4,981
shares
|
$226,934
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Main Line Retirement Advisors, LLC
Radnor, PA |
Oct 20, 2025 Q3 2025 |
4,960
shares
|
$225,977
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
4,942
shares
|
$225,157
0.02% of portfolio
|
Q1 2025
Added 1.15%
|
|
|
Fox Financial, Inc
Wyomissing, PA |
Nov 07, 2025 Q3 2025 |
4,941
shares
|
$225,111
0.18% of portfolio
|
Q3 2025
Reduced 7.47%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
4,912
shares
|
$223,790
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Aug 13, 2025 Q2 2025 |
4,911
shares
|
$223,745
0.09% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
Arthur M. Cohen & Associates, LLC
|
Oct 14, 2025 Q3 2025 |
4,880
shares
|
$222,332
0.04% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
4,789
shares
|
$218,186
0.01% of portfolio
|
Q4 2023
Reduced 19.12%
|
|
|
Snider Financial Group
Bellevue, WA |
Nov 07, 2025 Q3 2025 |
4,785
shares
|
$218,004
0.06% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Nov 14, 2025 Q3 2025 |
4,779
shares
|
$217,731
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Burling Wealth Partners, LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
4,761
shares
|
$216,911
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
4,750
shares
|
$216,410
0.02% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 28, 2025 Q3 2025 |
4,736
shares
|
$215,772
0.04% of portfolio
|
Q4 2024
Reduced 6.72%
|
|
|
Trinity Wealth Management, LLC
|
Oct 07, 2025 Q3 2025 |
4,723
shares
|
$215,179
0.09% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
4,708
shares
|
$214,496
0.0% of portfolio
|
Q3 2025
Reduced 66.19%
|
|
|
Stanich Group LLC
Montauk, NY |
Oct 15, 2025 Q3 2025 |
4,691
shares
|
$213,721
0.13% of portfolio
|
Q2 2025
Reduced 9.68%
|
|
|
Matauro, LLC
New York, NY |
Oct 10, 2025 Q3 2025 |
4,675
shares
|
$212,993
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Nov 03, 2025 Q3 2025 |
4,663
shares
|
$212,446
0.01% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
Oct 30, 2025 Q3 2025 |
4,662
shares
|
$212,400
0.12% of portfolio
|
Q3 2025
Reduced 5.28%
|
|
|
Lion Street Advisors, LLC
|
Nov 07, 2025 Q3 2025 |
4,619
shares
|
$210,441
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Nov 13, 2025 Q3 2025 |
4,618
shares
|
$210,396
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 23, 2025 Q3 2025 |
4,596
shares
|
$209,393
0.03% of portfolio
|
Q3 2025
Reduced 1.54%
|
|