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 |
|---|---|---|---|---|---|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
64,743
shares
|
$2.63 Million
0.01% of portfolio
|
Q4 2024
Added 18.06%
|
|
|
Bcgm Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
64,599
shares
|
$2.62 Million
1.01% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Cfm Wealth Partners LLC
|
Jan 24, 2025 Q4 2024 |
63,902
shares
|
$2.59 Million
0.49% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Feb 12, 2025 Q4 2024 |
63,261
shares
|
$2.57 Million
0.28% of portfolio
|
Q4 2024
Added 1.66%
|
|
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
Feb 12, 2025 Q4 2024 |
63,122
shares
|
$2.56 Million
2.15% of portfolio
|
Q4 2024
New holding
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Feb 18, 2025 Q4 2024 |
63,024
shares
|
$2.56 Million
0.2% of portfolio
|
Q4 2024
Reduced 10.77%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
62,416
shares
|
$2.53 Million
0.15% of portfolio
|
Q4 2024
Added 14.16%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Jan 15, 2025 Q4 2024 |
61,910
shares
|
$2.51 Million
1.92% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Jan 15, 2025 Q4 2024 |
61,290
shares
|
$2.49 Million
0.48% of portfolio
|
Q4 2024
Reduced 1.78%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
61,068
shares
|
$2.48 Million
0.07% of portfolio
|
Q4 2024
Reduced 10.46%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
60,404
shares
|
$2.45 Million
0.09% of portfolio
|
Q4 2024
Reduced 21.46%
|
|
|
Sky Oak Wealth, LLC
|
Jan 24, 2025 Q4 2024 |
59,900
shares
|
$2.43 Million
0.58% of portfolio
|
Q4 2024
Reduced 1.93%
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Jan 22, 2025 Q4 2024 |
59,887
shares
|
$2.43 Million
1.65% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Feb 14, 2025 Q4 2024 |
59,793
shares
|
$2.43 Million
0.0% of portfolio
|
Q4 2024
Reduced 5.38%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Feb 05, 2025 Q4 2024 |
59,602
shares
|
$2.42 Million
2.45% of portfolio
|
Q4 2024
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
58,938
shares
|
$2.39 Million
1.14% of portfolio
|
Q4 2024
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
58,601
shares
|
$2.38 Million
0.09% of portfolio
|
Q4 2024
Added 13.79%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2025 Q4 2024 |
58,403
shares
|
$2.37 Million
0.18% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Jan 21, 2025 Q4 2024 |
58,320
shares
|
$2.37 Million
0.63% of portfolio
|
Q4 2024
Reduced 13.42%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
58,311
shares
|
$2.37 Million
0.01% of portfolio
|
Q4 2024
Added 87.06%
|
|
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
Feb 14, 2025 Q4 2024 |
58,005
shares
|
$2.36 Million
2.62% of portfolio
|
Q4 2024
New holding
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
58,000
shares
|
$2.35 Million
0.67% of portfolio
|
Q3 2023
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Feb 13, 2025 Q4 2024 |
57,978
shares
|
$2.35 Million
0.19% of portfolio
|
Q4 2024
Added 1.53%
|
|
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
57,919
shares
|
$2.35 Million
0.72% of portfolio
|
Q4 2024
Added 2.99%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Feb 12, 2025 Q4 2024 |
57,731
shares
|
$2.34 Million
0.34% of portfolio
|
Q4 2024
Added 7.41%
|