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 $8.77 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Texas Permanent School Fund
Austin, TX |
Feb 14, 2025 Q4 2024 |
1,435,489
shares
|
$58.3 Million
3.78% of portfolio
|
Q4 2024
Added 193.6%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
1,418,031
shares
|
$57.6 Million
0.88% of portfolio
|
Q4 2024
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
1,364,837
shares
|
$55.4 Million
1.51% of portfolio
|
Q4 2024
Added 6.44%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
1,327,012
shares
|
$53.9 Million
1.71% of portfolio
|
Q4 2024
Added 7.45%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
1,267,583
shares
|
$51.5 Million
0.14% of portfolio
|
Q4 2024
Reduced 7.2%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
1,256,362
shares
|
$51 Million
0.05% of portfolio
|
Q4 2024
Added 3.71%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
1,243,684
shares
|
$50.5 Million
0.12% of portfolio
|
Q4 2024
Added 7.06%
|
|
|
State Street Corp
Boston, MA |
Feb 14, 2025 Q4 2024 |
1,240,126
shares
|
$50.3 Million
0.0% of portfolio
|
Q4 2024
Reduced 12.68%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
1,080,048
shares
|
$43.8 Million
0.05% of portfolio
|
Q4 2024
Added 29.47%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Feb 07, 2025 Q4 2024 |
1,060,850
shares
|
$43.1 Million
2.87% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Stadion Money Management, LLC
Watkinsville, GA |
Feb 14, 2025 Q4 2024 |
1,047,418
shares
|
$42.5 Million
3.71% of portfolio
|
Q4 2024
Reduced 27.08%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
1,038,392
shares
|
$42.2 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
1,015,464
shares
|
$41.2 Million
4.25% of portfolio
|
Q4 2023
Added 0.1%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
976,233
shares
|
$39.6 Million
0.06% of portfolio
|
Q4 2024
Added 3.18%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
975,247
shares
|
$39.6 Million
0.8% of portfolio
|
Q4 2024
Reduced 8.95%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
967,579
shares
|
$39.3 Million
0.06% of portfolio
|
Q4 2024
Added 13.31%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
957,102
shares
|
$38.9 Million
1.73% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
941,334
shares
|
$38.2 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
941,309
shares
|
$38.2 Million
0.07% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Feb 14, 2025 Q4 2024 |
890,902
shares
|
$36.2 Million
5.7% of portfolio
|
Q4 2024
Added 26.18%
|
|
|
Mason Street Advisors, LLC
Milwaukee, WI |
Feb 10, 2025 Q4 2024 |
853,500
shares
|
$34.7 Million
4.96% of portfolio
|
Q4 2024
Added 15.23%
|
|
|
Spinnaker Trust
|
Jan 30, 2025 Q4 2024 |
834,656
shares
|
$33.9 Million
2.39% of portfolio
|
Q4 2024
Added 7.09%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
823,440
shares
|
$33.4 Million
0.1% of portfolio
|
Q4 2024
Added 14.42%
|
|
|
Waller Financial Planning Group, Inc
|
Jan 03, 2025 Q4 2024 |
812,357
shares
|
$33 Million
9.2% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
809,277
shares
|
$32.9 Million
0.86% of portfolio
|
Q4 2024
Added 14.14%
|