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 |
|---|---|---|---|---|---|
|
Signet Financial Management, LLC
Parsippany, NJ |
Apr 14, 2025 Q1 2025 |
21,849
shares
|
$897,993
0.12% of portfolio
|
Q1 2025
Added 177.77%
|
|
|
Courier Capital LLC
|
Apr 14, 2025 Q1 2025 |
21,573
shares
|
$886,650
0.06% of portfolio
|
Q1 2025
Added 25.85%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
21,526
shares
|
$884,718
0.06% of portfolio
|
Q1 2025
Added 2.64%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
May 06, 2025 Q1 2025 |
21,493
shares
|
$883,362
0.1% of portfolio
|
Q1 2025
Reduced 82.92%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
21,140
shares
|
$868,854
0.07% of portfolio
|
Q1 2025
Added 5.31%
|
|
|
Wulff, Hansen & Co.
|
May 14, 2025 Q1 2025 |
21,075
shares
|
$866,182
0.85% of portfolio
|
Q4 2024
Added 17.02%
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
21,037
shares
|
$864,620
0.03% of portfolio
|
Q1 2025
Reduced 98.52%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
21,004
shares
|
$863,264
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Corrigan Financial, Inc.
Middletown, RI |
Apr 15, 2025 Q1 2025 |
20,747
shares
|
$852,701
0.17% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
20,685
shares
|
$850,153
0.01% of portfolio
|
Q1 2025
Added 16.74%
|
|
|
January Capital Advisors LLC
|
Aug 05, 2022 Q2 2022 |
20,341
shares
|
$836,015
0.65% of portfolio
|
Q2 2022
Reduced 0.31%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
May 14, 2025 Q1 2025 |
20,337
shares
|
$835,850
0.45% of portfolio
|
Q1 2025
Added 157.2%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Apr 22, 2025 Q1 2025 |
20,328
shares
|
$835,480
0.4% of portfolio
|
Q1 2025
Reduced 7.83%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Apr 21, 2025 Q1 2025 |
20,204
shares
|
$830,384
0.55% of portfolio
|
Q1 2025
New holding
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
May 02, 2025 Q1 2025 |
20,194
shares
|
$829,973
0.29% of portfolio
|
Q1 2025
Added 1.39%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
20,117
shares
|
$826,808
0.05% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
May 09, 2025 Q1 2025 |
20,097
shares
|
$825,986
0.18% of portfolio
|
Q1 2025
Added 42.04%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
20,070
shares
|
$824,877
0.01% of portfolio
|
Q2 2024
Reduced 7.4%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Apr 25, 2025 Q1 2025 |
19,786
shares
|
$813,204
0.63% of portfolio
|
Q3 2024
New holding
|
|
|
American Investment Services, Inc.
|
May 13, 2025 Q1 2025 |
19,684
shares
|
$809,012
0.15% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
May 13, 2025 Q1 2025 |
19,631
shares
|
$806,834
0.28% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
19,485
shares
|
$800,833
0.08% of portfolio
|
Q1 2025
Added 4.44%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
May 06, 2025 Q1 2025 |
19,472
shares
|
$800,299
0.6% of portfolio
|
Q1 2025
Reduced 32.03%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
May 02, 2025 Q1 2025 |
19,250
shares
|
$791,175
0.05% of portfolio
|
Q1 2025
Reduced 12.93%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
19,100
shares
|
$785,010
0.01% of portfolio
|
Q2 2024
Added 6.97%
|