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 |
|---|---|---|---|---|---|
|
Ascent Group, LLC
|
Feb 21, 2025 Q4 2024 |
21,814
shares
|
$904,408
0.08% of portfolio
|
Q4 2024
Reduced 2.09%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
21,648
shares
|
$897,526
0.22% of portfolio
|
Q4 2024
Added 4.58%
|
|
|
Novus Advisors, LLC
Greenville, SC |
Feb 06, 2025 Q4 2024 |
21,641
shares
|
$897,235
0.97% of portfolio
|
Q4 2024
New holding
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Jan 23, 2025 Q4 2024 |
21,459
shares
|
$889,690
0.78% of portfolio
|
Q4 2024
Added 8.96%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Jan 29, 2025 Q4 2024 |
21,274
shares
|
$882,020
0.56% of portfolio
|
Q4 2024
Added 3.75%
|
|
|
Wulff, Hansen & Co.
|
Feb 10, 2025 Q4 2024 |
21,075
shares
|
$873,769
0.96% of portfolio
|
Q4 2024
Added 17.02%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
21,004
shares
|
$870,825
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Shapiro Capital Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
21,000
shares
|
$870,660
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
20,972
shares
|
$869,499
0.06% of portfolio
|
Q4 2024
Added 7.8%
|
|
|
Corrigan Financial, Inc.
Middletown, RI |
Jan 13, 2025 Q4 2024 |
20,666
shares
|
$856,812
0.21% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
January Capital Advisors LLC
|
Aug 05, 2022 Q2 2022 |
20,341
shares
|
$843,337
0.65% of portfolio
|
Q2 2022
Reduced 0.31%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Jan 24, 2025 Q4 2024 |
20,128
shares
|
$834,506
0.05% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
20,074
shares
|
$832,268
0.07% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
20,070
shares
|
$832,102
0.01% of portfolio
|
Q2 2024
Reduced 7.4%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Jan 14, 2025 Q4 2024 |
19,918
shares
|
$825,800
0.33% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Jan 29, 2025 Q4 2024 |
19,786
shares
|
$820,327
0.65% of portfolio
|
Q3 2024
New holding
|
|
|
American Investment Services, Inc.
|
Mar 03, 2025 Q4 2024 |
19,684
shares
|
$816,098
0.16% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Jan 30, 2025 Q4 2024 |
19,505
shares
|
$808,677
0.3% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
19,109
shares
|
$792,259
0.13% of portfolio
|
Q4 2024
Added 44.55%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
19,100
shares
|
$791,886
0.01% of portfolio
|
Q2 2024
Added 6.97%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Jan 21, 2025 Q4 2024 |
18,952
shares
|
$785,749
0.44% of portfolio
|
Q4 2024
Reduced 91.21%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
18,879
shares
|
$782,723
0.32% of portfolio
|
Q4 2024
Added 7.0%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
18,681
shares
|
$774,514
0.01% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Feb 05, 2025 Q4 2024 |
18,657
shares
|
$773,519
0.08% of portfolio
|
Q4 2024
Reduced 4.16%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
18,514
shares
|
$767,590
0.02% of portfolio
|
Q1 2024
Added 1.74%
|