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 |
|---|---|---|---|---|---|
|
Tkg Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
30,169
shares
|
$1.24 Million
0.63% of portfolio
|
Q1 2025
Added 3.15%
|
|
|
Ars Investment Partners, LLC
|
May 14, 2025 Q1 2025 |
30,068
shares
|
$1.24 Million
0.13% of portfolio
|
Q4 2024
Added 3.86%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Apr 15, 2025 Q1 2025 |
29,968
shares
|
$1.23 Million
0.47% of portfolio
|
Q1 2025
Reduced 11.46%
|
|
|
Wealth Advisors Of Iowa, LLC
|
May 12, 2025 Q1 2025 |
29,953
shares
|
$1.23 Million
0.52% of portfolio
|
Q1 2025
Added 28.55%
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
29,886
shares
|
$1.23 Million
0.13% of portfolio
|
Q1 2025
Reduced 2.64%
|
|
|
Range Financial Group LLC
|
Apr 14, 2025 Q1 2025 |
29,856
shares
|
$1.23 Million
0.59% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
May 15, 2025 Q1 2025 |
29,637
shares
|
$1.22 Million
0.18% of portfolio
|
Q1 2025
Reduced 13.43%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Apr 28, 2025 Q1 2025 |
29,410
shares
|
$1.21 Million
0.37% of portfolio
|
Q1 2025
Added 4.9%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
28,959
shares
|
$1.19 Million
0.03% of portfolio
|
Q1 2025
Reduced 52.58%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
28,718
shares
|
$1.18 Million
0.03% of portfolio
|
Q4 2024
Added 6.34%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 28, 2025 Q1 2025 |
28,610
shares
|
$1.18 Million
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Kagan Cocozza Asset Management
Mickleton, NJ |
May 08, 2025 Q1 2025 |
28,279
shares
|
$1.16 Million
0.94% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Apr 22, 2025 Q1 2025 |
28,177
shares
|
$1.16 Million
0.62% of portfolio
|
Q1 2025
Reduced 4.71%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
28,100
shares
|
$1.15 Million
0.03% of portfolio
|
Q2 2024
Added 550.01%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
28,099
shares
|
$1.15 Million
0.43% of portfolio
|
Q1 2025
Added 14.39%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
27,830
shares
|
$1.14 Million
0.28% of portfolio
|
Q1 2025
Added 9.8%
|
|
|
Orin Green Financial, LLC
|
May 06, 2025 Q1 2025 |
27,326
shares
|
$1.12 Million
0.5% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Fsb Premier Wealth Management, Inc.
|
May 08, 2025 Q1 2025 |
27,288
shares
|
$1.12 Million
0.47% of portfolio
|
Q1 2025
Added 6.75%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
May 14, 2025 Q1 2025 |
27,280
shares
|
$1.12 Million
0.14% of portfolio
|
Q2 2023
New holding
|
|
|
Seeds Investor LLC
New York, NY |
May 14, 2025 Q1 2025 |
27,250
shares
|
$1.12 Million
0.31% of portfolio
|
Q1 2025
New holding
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
26,440
shares
|
$1.09 Million
0.11% of portfolio
|
Q3 2024
Reduced 11.21%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
26,331
shares
|
$1.08 Million
0.04% of portfolio
|
Q1 2025
Reduced 56.41%
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Apr 21, 2025 Q1 2025 |
26,212
shares
|
$1.08 Million
0.91% of portfolio
|
Q1 2025
Added 8.67%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
26,176
shares
|
$1.08 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Trh Financial, LLC
|
Jul 26, 2022 Q2 2022 |
26,158
shares
|
$1.08 Million
0.32% of portfolio
|
Q2 2022
Reduced 26.29%
|