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 |
|---|---|---|---|---|---|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
36,125
shares
|
$1.48 Million
0.01% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
May 06, 2025 Q1 2025 |
34,514
shares
|
$1.42 Million
0.08% of portfolio
|
Q1 2025
Reduced 30.5%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
34,066
shares
|
$1.4 Million
0.0% of portfolio
|
Q1 2025
Reduced 75.3%
|
|
|
Lbmc Investment Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
33,820
shares
|
$1.39 Million
0.11% of portfolio
|
Q4 2024
Added 1.62%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
33,809
shares
|
$1.39 Million
0.02% of portfolio
|
Q3 2023
Reduced 0.09%
|
|
|
Bedel Financial Consulting, Inc.
|
May 07, 2025 Q1 2025 |
33,788
shares
|
$1.39 Million
0.19% of portfolio
|
Q1 2025
Added 14.54%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
33,323
shares
|
$1.37 Million
0.0% of portfolio
|
Q1 2025
Reduced 16.85%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
33,272
shares
|
$1.37 Million
0.05% of portfolio
|
Q1 2025
Added 6.57%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
32,866
shares
|
$1.35 Million
0.06% of portfolio
|
Q1 2025
Added 6.22%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
32,843
shares
|
$1.35 Million
0.01% of portfolio
|
Q1 2025
Added 12.08%
|
|
|
Brown Miller Wealth Management, LLC
|
Apr 17, 2025 Q1 2025 |
32,743
shares
|
$1.35 Million
0.48% of portfolio
|
Q1 2025
New holding
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
32,692
shares
|
$1.34 Million
0.1% of portfolio
|
Q1 2025
Reduced 38.19%
|
|
|
Lee Kelleher Wealth Management
Fulton, MD |
May 08, 2025 Q1 2025 |
32,643
shares
|
$1.34 Million
0.98% of portfolio
|
Q4 2024
New holding
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
May 07, 2025 Q1 2025 |
32,581
shares
|
$1.34 Million
0.25% of portfolio
|
Q1 2025
Reduced 2.51%
|
|
|
Headinvest, LLC
Portland, ME |
May 15, 2025 Q1 2025 |
32,448
shares
|
$1.33 Million
0.27% of portfolio
|
Q1 2025
Added 25.36%
|
|
|
Nikulski Financial, Inc.
|
May 01, 2025 Q1 2025 |
32,424
shares
|
$1.33 Million
0.41% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
32,227
shares
|
$1.32 Million
0.0% of portfolio
|
Q1 2025
Added 85.62%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
31,401
shares
|
$1.29 Million
0.01% of portfolio
|
Q1 2025
Added 3.83%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
31,022
shares
|
$1.28 Million
0.08% of portfolio
|
Q1 2025
Reduced 10.93%
|
|
|
Deltec Asset Management LLC
|
Apr 22, 2025 Q1 2025 |
31,000
shares
|
$1.27 Million
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Topel & Distasi Wealth Management, LLC
|
May 09, 2025 Q1 2025 |
30,733
shares
|
$1.26 Million
0.58% of portfolio
|
Q1 2025
Reduced 17.46%
|
|
|
Blue Fin Capital, Inc.
|
Feb 18, 2025 Q4 2024 |
30,666
shares
|
$1.26 Million
0.26% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
30,639
shares
|
$1.26 Million
0.01% of portfolio
|
Q1 2025
Added 17.44%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
May 15, 2025 Q1 2025 |
30,488
shares
|
$1.25 Million
0.31% of portfolio
|
Q2 2024
Reduced 0.51%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
May 12, 2025 Q1 2025 |
30,467
shares
|
$1.25 Million
0.69% of portfolio
|
Q1 2025
Reduced 13.08%
|