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 1,006 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 $9.35 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Oct 14, 2025 Q3 2025 |
2,938
shares
|
$133,855
0.11% of portfolio
|
Q3 2025
Reduced 25.22%
|
|
|
Paladin Advisory Group, LLC
|
Nov 05, 2025 Q3 2025 |
2,895
shares
|
$131,896
0.11% of portfolio
|
Q2 2025
Reduced 70.28%
|
|
|
S.A. Mason LLC
|
Oct 14, 2025 Q3 2025 |
2,884
shares
|
$131,395
0.06% of portfolio
|
Q3 2025
Added 13.41%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
2,761
shares
|
$125,791
0.04% of portfolio
|
Q2 2024
Reduced 44.68%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Oct 23, 2025 Q3 2025 |
2,720
shares
|
$123,923
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2025 Q3 2025 |
2,700
shares
|
$123,012
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Joseph Group Capital Management
Columbus, OH |
Oct 23, 2025 Q3 2025 |
2,699
shares
|
$122,966
0.04% of portfolio
|
Q3 2025
Added 1088.99%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Nov 10, 2025 Q3 2025 |
2,617
shares
|
$119,230
0.06% of portfolio
|
Q3 2025
Added 19.12%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
2,480
shares
|
$112,988
0.01% of portfolio
|
Q1 2025
Reduced 8.18%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
2,386
shares
|
$108,706
0.04% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Ballast Advisors LLC
|
Nov 12, 2025 Q3 2025 |
2,348
shares
|
$106,974
0.03% of portfolio
|
Q3 2025
Reduced 16.26%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
2,324
shares
|
$105,881
0.0% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
2,318
shares
|
$105,608
0.0% of portfolio
|
Q3 2025
Reduced 25.11%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
2,305
shares
|
$105,015
0.11% of portfolio
|
Q3 2025
Reduced 4.63%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 12, 2026 Q4 2025 |
2,105
shares
|
$95,903
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
1,831
shares
|
$83,420
0.0% of portfolio
|
Q3 2023
Reduced 14.32%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2025 Q3 2025 |
1,822
shares
|
$83,010
0.0% of portfolio
|
Q2 2025
Reduced 23.48%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
1,814
shares
|
$82,645
0.0% of portfolio
|
Q2 2025
Reduced 11.9%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
1,812
shares
|
$82,554
0.0% of portfolio
|
Q3 2025
Added 5.84%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
1,723
shares
|
$78,499
0.0% of portfolio
|
Q3 2025
Reduced 1.03%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
1,690
shares
|
$76,996
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Oct 30, 2025 Q3 2025 |
1,669
shares
|
$76,039
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Nov 07, 2025 Q3 2025 |
1,648
shares
|
$75,082
0.05% of portfolio
|
Q3 2025
Added 47.01%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
1,643
shares
|
$74,855
0.04% of portfolio
|
Q2 2024
Reduced 96.67%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
1,582
shares
|
$72,075
0.01% of portfolio
|
Q2 2025
Added 5.61%
|
|