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 1,008 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 |
|---|---|---|---|---|---|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
152
shares
|
$6,925
0.0% of portfolio
|
Q1 2024
Reduced 0.65%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Nov 12, 2025 Q3 2025 |
145
shares
|
$6,606
0.0% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
143
shares
|
$6,515
0.01% of portfolio
|
Q3 2022
Reduced 6.99%
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
138
shares
|
$6,287
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Oct 31, 2025 Q3 2025 |
136
shares
|
$6,196
0.0% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
134
shares
|
$6,105
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
132
shares
|
$6,013
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Atlantic Private Wealth, LLC
|
Nov 03, 2025 Q3 2025 |
130
shares
|
$5,922
0.0% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 13, 2025 Q3 2025 |
130
shares
|
$5,922
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 07, 2025 Q3 2025 |
126
shares
|
$5,740
0.0% of portfolio
|
Q2 2025
Added 306.45%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2026 Q4 2025 |
113
shares
|
$5,148
0.0% of portfolio
|
Q1 2025
Reduced 23.65%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
112
shares
|
$5,102
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ransom Advisory, LTD
Providence, RI |
Jan 06, 2026 Q4 2025 |
111
shares
|
$5,057
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 24, 2025 Q3 2025 |
105
shares
|
$4,783
0.0% of portfolio
|
Q4 2023
Reduced 97.14%
|
|
|
Systm Wealth Solutions LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
93
shares
|
$4,237
0.13% of portfolio
|
Q3 2024
Reduced 21.19%
|
|
|
Investors Research Corp
|
Jan 06, 2026 Q4 2025 |
87
shares
|
$3,963
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Breakwater Investment Management
Seattle, WA |
Oct 02, 2025 Q3 2025 |
85
shares
|
$3,872
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
80
shares
|
$3,644
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
78
shares
|
$3,553
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Oct 30, 2025 Q3 2025 |
77
shares
|
$3,508
0.0% of portfolio
|
Q3 2025
Added 1.32%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 12, 2025 Q3 2025 |
72
shares
|
$3,280
0.0% of portfolio
|
Q4 2024
Reduced 40.98%
|
|
|
Exchange Traded Concepts, LLC
|
Jan 14, 2026 Q4 2025 |
68
shares
|
$3,098
0.0% of portfolio
|
Q4 2025
Reduced 33.33%
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
68
shares
|
$3,098
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
60
shares
|
$2,733
0.0% of portfolio
|
Q3 2025
Added 22.45%
|
|
|
Tradewinds Capital Management, LLC
|
Jan 13, 2026 Q4 2025 |
59
shares
|
$2,688
0.0% of portfolio
|
Q4 2024
New holding
|
|