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 979 institutions that hold shares in the stock, with a total of 216 Million shares, which have been reported (via 13F filing form) to have a value of $8.77 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Liquid Strategies, LLC
Atlanta, GA |
Jan 21, 2025 Q4 2024 |
72,087
shares
|
$2.93 Million
0.67% of portfolio
|
Q4 2024
Reduced 64.1%
|
|
|
Kensington Asset Management, LLC
Austin, TX |
Feb 13, 2025 Q4 2024 |
72,087
shares
|
$2.93 Million
0.19% of portfolio
|
Q4 2024
Reduced 59.69%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
72,016
shares
|
$2.92 Million
0.03% of portfolio
|
Q4 2024
Reduced 2.02%
|
|
|
New York Life Investment Management LLC
New York, NY |
Feb 04, 2025 Q4 2024 |
70,806
shares
|
$2.87 Million
0.03% of portfolio
|
Q4 2024
Added 17.14%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
70,770
shares
|
$2.87 Million
0.03% of portfolio
|
Q4 2024
Added 68.27%
|
|
|
Legacy Solutions, LLC
Kennett Square, PA |
Jan 31, 2025 Q4 2024 |
70,718
shares
|
$2.87 Million
3.46% of portfolio
|
Q4 2024
New holding
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
70,500
shares
|
$2.86 Million
0.63% of portfolio
|
Q4 2024
Reduced 5.74%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Jan 31, 2025 Q4 2024 |
70,442
shares
|
$2.86 Million
0.68% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
70,333
shares
|
$2.86 Million
0.29% of portfolio
|
Q4 2024
Added 5.65%
|
|
|
Napatree Capital LLC
Westerly, RI |
Feb 11, 2025 Q4 2024 |
70,222
shares
|
$2.85 Million
1.85% of portfolio
|
Q4 2024
Added 4.33%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Feb 24, 2025 Q4 2024 |
69,770
shares
|
$2.83 Million
1.16% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Advisory Solutions, LLC
|
Feb 06, 2025 Q4 2024 |
69,744
shares
|
$2.83 Million
0.88% of portfolio
|
Q4 2024
Added 9.81%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
69,275
shares
|
$2.81 Million
0.17% of portfolio
|
Q4 2024
Reduced 24.9%
|
|
|
Goodman Financial Corp
Houston, TX |
Feb 11, 2025 Q4 2024 |
68,400
shares
|
$2.78 Million
0.68% of portfolio
|
Q4 2024
Reduced 8.67%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
68,291
shares
|
$2.77 Million
0.45% of portfolio
|
Q1 2023
Added 1.57%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Feb 13, 2025 Q4 2024 |
67,997
shares
|
$2.76 Million
0.13% of portfolio
|
Q4 2024
Added 6.72%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
67,139
shares
|
$2.73 Million
0.32% of portfolio
|
Q4 2024
Reduced 5.07%
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Jan 28, 2025 Q4 2024 |
67,100
shares
|
$2.72 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cvfg LLC
Shelbyville, IN |
Jan 15, 2025 Q4 2024 |
66,512
shares
|
$2.7 Million
2.73% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
66,296
shares
|
$2.69 Million
0.11% of portfolio
|
Q4 2024
Added 5.64%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
66,137
shares
|
$2.69 Million
0.14% of portfolio
|
Q4 2024
Reduced 41.08%
|
|
|
Disciplined Investors, L.L.C.
Waco, TX |
Feb 12, 2025 Q4 2024 |
65,905
shares
|
$2.68 Million
2.81% of portfolio
|
Q4 2024
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
65,353
shares
|
$2.65 Million
0.1% of portfolio
|
Q4 2024
Added 3.77%
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Jan 21, 2025 Q4 2024 |
65,326
shares
|
$2.65 Million
2.35% of portfolio
|
Q4 2024
New holding
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
Feb 06, 2025 Q4 2024 |
64,971
shares
|
$2.64 Million
0.84% of portfolio
|
Q4 2024
Added 5.67%
|