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 967 institutions that hold shares in the stock, with a total of 201 Million shares, which have been reported (via 13F filing form) to have a value of $8.26 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nottingham Advisors, Inc.
Amherst, NY |
May 07, 2025 Q1 2025 |
71,703
shares
|
$2.95 Million
0.46% of portfolio
|
Q1 2025
Added 24.2%
|
|
|
Cvfg LLC
Shelbyville, IN |
Apr 23, 2025 Q1 2025 |
70,668
shares
|
$2.9 Million
2.62% of portfolio
|
Q1 2025
Added 6.25%
|
|
|
Goodman Financial Corp
Houston, TX |
May 08, 2025 Q1 2025 |
70,377
shares
|
$2.89 Million
0.64% of portfolio
|
Q1 2025
Added 2.89%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
May 13, 2025 Q1 2025 |
70,340
shares
|
$2.89 Million
0.79% of portfolio
|
Q1 2025
Added 8.26%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
70,321
shares
|
$2.89 Million
0.01% of portfolio
|
Q1 2025
Added 20.6%
|
|
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
Apr 14, 2025 Q1 2025 |
70,231
shares
|
$2.89 Million
2.09% of portfolio
|
Q1 2025
Added 11.26%
|
|
|
Alpha Star Capital Management, LLC
|
Apr 30, 2025 Q1 2025 |
69,830
shares
|
$2.87 Million
0.28% of portfolio
|
Q1 2025
Reduced 71.16%
|
|
|
Annex Advisory Services, LLC
|
Apr 10, 2025 Q1 2025 |
68,847
shares
|
$2.83 Million
0.1% of portfolio
|
Q1 2025
Reduced 57.49%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
68,785
shares
|
$2.83 Million
0.13% of portfolio
|
Q1 2025
Added 10.2%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
68,291
shares
|
$2.81 Million
0.45% of portfolio
|
Q1 2023
Added 1.57%
|
|
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
Apr 23, 2025 Q1 2025 |
68,038
shares
|
$2.8 Million
1.22% of portfolio
|
Q1 2025
New holding
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
66,137
shares
|
$2.72 Million
0.14% of portfolio
|
Q4 2024
Reduced 41.08%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Apr 29, 2025 Q1 2025 |
65,756
shares
|
$2.7 Million
1.02% of portfolio
|
Q1 2025
Reduced 5.75%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
May 16, 2025 Q1 2025 |
65,630
shares
|
$2.7 Million
0.12% of portfolio
|
Q1 2025
Reduced 3.48%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
65,208
shares
|
$2.68 Million
0.01% of portfolio
|
Q1 2025
Reduced 10.58%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
65,136
shares
|
$2.68 Million
0.1% of portfolio
|
Q1 2025
Reduced 93.19%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Apr 14, 2025 Q1 2025 |
64,974
shares
|
$2.67 Million
2.53% of portfolio
|
Q1 2025
Added 9.01%
|
|
|
Disciplined Investors, L.L.C.
Waco, TX |
May 12, 2025 Q1 2025 |
64,478
shares
|
$2.65 Million
2.37% of portfolio
|
Q1 2025
Reduced 2.17%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Apr 25, 2025 Q1 2025 |
64,208
shares
|
$2.64 Million
1.84% of portfolio
|
Q1 2025
Added 3.71%
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
64,040
shares
|
$2.63 Million
0.54% of portfolio
|
Q1 2025
Reduced 60.98%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Apr 29, 2025 Q1 2025 |
63,835
shares
|
$2.62 Million
0.66% of portfolio
|
Q1 2025
Added 9.46%
|
|
|
Cfm Wealth Partners LLC
|
Apr 24, 2025 Q1 2025 |
63,576
shares
|
$2.61 Million
0.46% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
62,235
shares
|
$2.56 Million
1.06% of portfolio
|
Q1 2025
Added 5.59%
|
|
|
Bcgm Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
61,857
shares
|
$2.54 Million
0.85% of portfolio
|
Q1 2025
Reduced 4.24%
|
|
|
Legacy Private Trust Co.
|
Apr 04, 2025 Q1 2025 |
61,788
shares
|
$2.54 Million
0.18% of portfolio
|
Q1 2025
Added 5.8%
|