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 978 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 $8.96 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Range Financial Group LLC
|
Jan 07, 2025 Q4 2024 |
29,866
shares
|
$1.24 Million
0.62% of portfolio
|
Q4 2024
Added 159.75%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
29,620
shares
|
$1.23 Million
0.04% of portfolio
|
Q4 2024
Added 4.56%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Jan 22, 2025 Q4 2024 |
29,569
shares
|
$1.23 Million
0.74% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Bedel Financial Consulting, Inc.
|
Feb 06, 2025 Q4 2024 |
29,500
shares
|
$1.22 Million
0.19% of portfolio
|
Q4 2024
Added 2.14%
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
29,452
shares
|
$1.22 Million
0.15% of portfolio
|
Q4 2024
Reduced 5.04%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
29,302
shares
|
$1.21 Million
0.01% of portfolio
|
Q4 2024
Reduced 12.69%
|
|
|
Tkg Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
29,249
shares
|
$1.21 Million
0.66% of portfolio
|
Q4 2024
Added 40.62%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
28,718
shares
|
$1.19 Million
0.04% of portfolio
|
Q4 2024
Added 6.34%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Feb 14, 2025 Q4 2024 |
28,655
shares
|
$1.19 Million
0.19% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jan 24, 2025 Q4 2024 |
28,649
shares
|
$1.19 Million
0.9% of portfolio
|
Q4 2024
Reduced 13.59%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jan 21, 2025 Q4 2024 |
28,267
shares
|
$1.17 Million
0.41% of portfolio
|
Q4 2024
Reduced 57.26%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
28,100
shares
|
$1.17 Million
0.04% of portfolio
|
Q2 2024
Added 550.01%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
28,074
shares
|
$1.16 Million
0.13% of portfolio
|
Q4 2024
Added 28.15%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Jan 17, 2025 Q4 2024 |
28,036
shares
|
$1.16 Million
0.39% of portfolio
|
Q4 2024
Added 4.57%
|
|
|
Penobscot Wealth Management
|
Feb 10, 2025 Q4 2024 |
27,731
shares
|
$1.15 Million
0.57% of portfolio
|
Q4 2024
Reduced 3.89%
|
|
|
Orin Green Financial, LLC
|
Feb 19, 2025 Q4 2024 |
27,493
shares
|
$1.14 Million
0.54% of portfolio
|
Q4 2024
Reduced 4.98%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Feb 13, 2025 Q4 2024 |
27,280
shares
|
$1.13 Million
0.15% of portfolio
|
Q2 2023
New holding
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
26,457
shares
|
$1.1 Million
0.07% of portfolio
|
Q4 2024
Added 1.95%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
26,440
shares
|
$1.1 Million
0.11% of portfolio
|
Q3 2024
Reduced 11.21%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
26,176
shares
|
$1.09 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%
|
|
|
Fiduciary Trust CO
Boston, MA |
Feb 14, 2025 Q4 2024 |
26,103
shares
|
$1.08 Million
0.02% of portfolio
|
Q4 2023
Added 43.72%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
26,090
shares
|
$1.08 Million
0.01% of portfolio
|
Q4 2024
Added 36.39%
|
|
|
Headinvest, LLC
Portland, ME |
Feb 18, 2025 Q4 2024 |
25,883
shares
|
$1.07 Million
0.23% of portfolio
|
Q4 2024
Added 27.42%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Feb 18, 2025 Q4 2024 |
25,614
shares
|
$1.06 Million
0.11% of portfolio
|
Q3 2024
Reduced 2.05%
|