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 |
|---|---|---|---|---|---|
|
G&S Capital LLC
|
Jan 29, 2025 Q4 2024 |
57,554
shares
|
$2.34 Million
1.12% of portfolio
|
Q4 2024
Added 25.71%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
Jan 14, 2025 Q4 2024 |
56,781
shares
|
$2.31 Million
1.19% of portfolio
|
Q4 2024
Reduced 6.56%
|
|
|
Securian Asset Management, Inc
|
Feb 10, 2025 Q4 2024 |
56,724
shares
|
$2.3 Million
0.08% of portfolio
|
Q4 2024
Reduced 4.33%
|
|
|
Affinity Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
56,712
shares
|
$2.3 Million
0.48% of portfolio
|
Q4 2024
Reduced 2.57%
|
|
|
Tfg Advisers LLC
|
Jan 28, 2025 Q4 2024 |
55,739
shares
|
$2.26 Million
0.91% of portfolio
|
Q4 2024
Added 3.76%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
55,411
shares
|
$2.25 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
53,611
shares
|
$2.18 Million
0.36% of portfolio
|
Q4 2024
Added 298.33%
|
|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
52,890
shares
|
$2.15 Million
0.18% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
52,782
shares
|
$2.14 Million
0.08% of portfolio
|
Q4 2024
Added 10.68%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
52,601
shares
|
$2.14 Million
0.25% of portfolio
|
Q4 2024
Added 6.71%
|
|
|
North Rock Partners, LLC
|
Feb 14, 2025 Q4 2024 |
51,651
shares
|
$2.1 Million
0.08% of portfolio
|
Q4 2024
Added 68.68%
|
|
|
Towercrest Capital Management
Newtown, PA |
Feb 11, 2025 Q4 2024 |
51,345
shares
|
$2.08 Million
0.37% of portfolio
|
Q4 2024
Reduced 5.68%
|
|
|
Stone Point Wealth LLC
|
Jan 28, 2025 Q4 2024 |
50,930
shares
|
$2.07 Million
0.78% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
50,738
shares
|
$2.06 Million
0.01% of portfolio
|
Q4 2024
Added 5.8%
|
|
|
Syon Capital LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
50,728
shares
|
$2.06 Million
0.21% of portfolio
|
Q4 2024
Added 11.54%
|
|
|
Ifg Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
50,652
shares
|
$2.06 Million
0.46% of portfolio
|
Q4 2024
Reduced 4.28%
|
|
|
Clarus Wealth Advisors
|
Jan 14, 2025 Q4 2024 |
50,450
shares
|
$2.05 Million
1.13% of portfolio
|
Q4 2024
Added 5.27%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
50,048
shares
|
$2.03 Million
0.25% of portfolio
|
Q4 2024
Added 90.52%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
49,975
shares
|
$2.03 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Quadrature Capital LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
49,947
shares
|
$2.03 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
49,660
shares
|
$2.02 Million
0.12% of portfolio
|
Q4 2024
Reduced 14.45%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
49,629
shares
|
$2.01 Million
0.17% of portfolio
|
Q4 2024
Added 9.01%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
48,437
shares
|
$1.97 Million
0.11% of portfolio
|
Q4 2024
Reduced 4.08%
|
|
|
Bill Few Associates, Inc.
|
Jan 17, 2025 Q4 2024 |
48,008
shares
|
$1.95 Million
0.77% of portfolio
|
Q4 2024
Added 5.93%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
47,290
shares
|
$1.92 Million
0.67% of portfolio
|
Q3 2024
Added 0.19%
|