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 |
|---|---|---|---|---|---|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
26,103
shares
|
$1.07 Million
0.01% of portfolio
|
Q4 2023
Added 43.72%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
25,886
shares
|
$1.06 Million
0.03% of portfolio
|
Q1 2025
Reduced 17.14%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Feb 18, 2025 Q4 2024 |
25,614
shares
|
$1.05 Million
0.11% of portfolio
|
Q3 2024
Reduced 2.05%
|
|
|
Canal Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
25,228
shares
|
$1.04 Million
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Apr 22, 2025 Q1 2025 |
25,182
shares
|
$1.03 Million
0.51% of portfolio
|
Q1 2025
Reduced 84.57%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
24,703
shares
|
$1.02 Million
0.05% of portfolio
|
Q1 2025
Added 11.3%
|
|
|
Guidance Capital, Inc
Lousville, KY |
May 05, 2025 Q1 2025 |
24,560
shares
|
$1.01 Million
0.3% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
24,214
shares
|
$995,195
0.06% of portfolio
|
Q4 2024
Added 4.39%
|
|
|
River Street Advisors LLC
Aurora, IL |
Apr 21, 2025 Q1 2025 |
24,195
shares
|
$994,414
0.49% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Agh Wealth Advisors, LLC
Wichita, KS |
Apr 11, 2025 Q1 2025 |
23,972
shares
|
$985,249
0.94% of portfolio
|
Q1 2025
Reduced 2.9%
|
|
|
Gilman Hill Asset Management, LLC
|
Apr 10, 2025 Q1 2025 |
23,695
shares
|
$973,864
0.17% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Mc Mill Wealth Management
Norfolk, NE |
May 09, 2025 Q1 2025 |
23,645
shares
|
$971,809
0.35% of portfolio
|
Q1 2025
Added 6.61%
|
|
|
Values Added Financial LLC
Washington, DC |
Apr 28, 2025 Q1 2025 |
23,630
shares
|
$971,193
0.53% of portfolio
|
Q1 2025
Added 4.11%
|
|
|
Sol Capital Management CO
|
Apr 23, 2025 Q1 2025 |
23,394
shares
|
$961,493
0.11% of portfolio
|
Q1 2025
Added 1.3%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
23,392
shares
|
$961,411
0.21% of portfolio
|
Q1 2025
Added 8.06%
|
|
|
Armbruster Capital Management, Inc.
|
Apr 16, 2025 Q1 2025 |
23,097
shares
|
$949,286
0.19% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
22,804
shares
|
$937,244
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
22,739
shares
|
$934,572
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Epiq Capital Group, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
22,721
shares
|
$933,833
0.3% of portfolio
|
Q4 2024
Added 10.02%
|
|
|
Cache Tech Inc.
Logan, UT |
May 13, 2025 Q1 2025 |
22,567
shares
|
$927,503
0.18% of portfolio
|
Q1 2025
Added 60.02%
|
|
|
Adams Wealth Management
|
May 13, 2025 Q1 2025 |
22,567
shares
|
$927,503
0.2% of portfolio
|
Q1 2025
Added 60.02%
|
|
|
Apella Capital, LLC
|
Apr 10, 2025 Q1 2025 |
22,566
shares
|
$927,462
0.03% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Sunpointe, LLC
St. Louis, MO |
May 07, 2025 Q1 2025 |
22,355
shares
|
$918,790
0.49% of portfolio
|
Q1 2025
Added 1.41%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Apr 24, 2025 Q1 2025 |
22,162
shares
|
$910,858
0.52% of portfolio
|
Q1 2025
Reduced 10.29%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
22,108
shares
|
$908,638
0.01% of portfolio
|
Q1 2025
Added 18.34%
|