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 |
|---|---|---|---|---|---|
|
Idaho Trust Bank
Boise, ID |
May 14, 2025 Q1 2025 |
41,951
shares
|
$1.72 Million
0.7% of portfolio
|
Q1 2025
New holding
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
May 12, 2025 Q1 2025 |
41,907
shares
|
$1.72 Million
0.44% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Aspire Private Capital, LLC
|
Apr 22, 2025 Q1 2025 |
41,307
shares
|
$1.7 Million
0.43% of portfolio
|
Q1 2025
Reduced 58.68%
|
|
|
Alta Wealth Advisors LLC
|
Apr 24, 2025 Q1 2025 |
40,885
shares
|
$1.68 Million
0.77% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Global Strategic Investment Solutions, LLC
|
Apr 28, 2025 Q1 2025 |
40,626
shares
|
$1.67 Million
0.2% of portfolio
|
Q1 2025
Reduced 1.34%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
May 12, 2025 Q1 2025 |
40,555
shares
|
$1.67 Million
0.41% of portfolio
|
Q1 2025
Reduced 6.4%
|
|
|
Charter Research & Investment Group, Inc.
Southport, CT |
May 12, 2025 Q1 2025 |
40,340
shares
|
$1.66 Million
1.26% of portfolio
|
Q1 2025
Added 477.94%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
40,191
shares
|
$1.65 Million
0.13% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
40,100
shares
|
$1.65 Million
0.29% of portfolio
|
Q1 2024
Reduced 4.75%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
39,609
shares
|
$1.63 Million
0.23% of portfolio
|
Q1 2025
Reduced 12.55%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Apr 10, 2025 Q1 2025 |
39,593
shares
|
$1.63 Million
0.16% of portfolio
|
Q1 2025
Added 3.64%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
39,403
shares
|
$1.62 Million
4.03% of portfolio
|
Q3 2024
Reduced 64.48%
|
|
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
Apr 17, 2025 Q1 2025 |
39,277
shares
|
$1.61 Million
1.72% of portfolio
|
Q1 2025
Added 4.37%
|
|
|
Crescent Grove Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
39,178
shares
|
$1.61 Million
0.18% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
38,884
shares
|
$1.6 Million
0.96% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
38,145
shares
|
$1.57 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
Apr 21, 2025 Q1 2025 |
37,812
shares
|
$1.55 Million
0.91% of portfolio
|
Q1 2025
Reduced 1.62%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
37,405
shares
|
$1.54 Million
0.01% of portfolio
|
Q1 2025
Reduced 56.57%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
May 12, 2025 Q1 2025 |
37,378
shares
|
$1.54 Million
0.18% of portfolio
|
Q1 2025
Reduced 5.98%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
37,260
shares
|
$1.53 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.7%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
May 05, 2025 Q1 2025 |
37,132
shares
|
$1.53 Million
1.29% of portfolio
|
Q1 2025
Added 73.04%
|
|
|
Engineers Gate Manager LP
New York, NY |
May 15, 2025 Q1 2025 |
37,100
shares
|
$1.52 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Lebenthal Global Advisors, LLC
|
May 14, 2025 Q1 2025 |
36,404
shares
|
$1.5 Million
0.28% of portfolio
|
Q1 2025
Added 5.5%
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
May 07, 2025 Q1 2025 |
36,310
shares
|
$1.49 Million
0.5% of portfolio
|
Q1 2025
Added 1.09%
|
|
|
Spectrum Asset Management, Inc.
|
Apr 15, 2025 Q1 2025 |
36,302
shares
|
$1.49 Million
0.67% of portfolio
|
Q1 2025
Added 4.8%
|