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 |
|---|---|---|---|---|---|
|
Pks Advisory Services, LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
18,503
shares
|
$767,134
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Trinity Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
18,301
shares
|
$758,759
0.37% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
18,287
shares
|
$758,179
0.21% of portfolio
|
Q4 2024
Reduced 73.11%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Feb 10, 2025 Q4 2024 |
18,165
shares
|
$753,120
0.38% of portfolio
|
Q4 2024
Added 1.4%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Feb 07, 2025 Q4 2024 |
18,110
shares
|
$750,840
0.69% of portfolio
|
Q4 2024
New holding
|
|
|
Aldebaran Financial Inc.
|
Feb 14, 2025 Q4 2024 |
17,960
shares
|
$744,621
0.95% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Sei Investments CO
Oaks, PA |
Feb 11, 2025 Q4 2024 |
17,957
shares
|
$744,497
0.0% of portfolio
|
Q4 2024
Reduced 9.34%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
17,882
shares
|
$741,387
0.49% of portfolio
|
Q4 2024
Reduced 17.43%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Jan 27, 2025 Q4 2024 |
17,849
shares
|
$740,019
0.1% of portfolio
|
Q4 2024
Reduced 5.61%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
17,848
shares
|
$739,978
0.06% of portfolio
|
Q4 2024
Added 18.61%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Jan 24, 2025 Q4 2024 |
17,842
shares
|
$739,729
0.21% of portfolio
|
Q4 2024
Added 45.74%
|
|
|
Citizens Financial Group Inc
|
Feb 07, 2025 Q4 2024 |
17,813
shares
|
$738,526
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
17,782
shares
|
$737,241
0.01% of portfolio
|
Q4 2024
Added 39.24%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
17,719
shares
|
$734,629
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jan 24, 2025 Q4 2024 |
17,664
shares
|
$732,349
0.27% of portfolio
|
Q4 2024
Reduced 7.52%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
17,650
shares
|
$731,769
0.02% of portfolio
|
Q3 2024
Added 19.36%
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
Feb 06, 2025 Q4 2024 |
17,526
shares
|
$726,627
0.4% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
17,504
shares
|
$725,715
0.07% of portfolio
|
Q4 2024
Added 17.78%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 14, 2025 Q4 2024 |
17,454
shares
|
$723,642
0.04% of portfolio
|
Q4 2024
Added 71.29%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
17,362
shares
|
$719,828
0.0% of portfolio
|
Q4 2024
Added 9.68%
|
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
17,272
shares
|
$716,097
0.05% of portfolio
|
Q4 2024
Added 16.48%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
17,223
shares
|
$714,065
0.01% of portfolio
|
Q4 2024
Reduced 2.08%
|
|
|
E Rn Financial, LLC
|
Jan 14, 2025 Q4 2024 |
17,162
shares
|
$711,536
0.12% of portfolio
|
Q4 2024
Reduced 9.76%
|
|
|
Courier Capital LLC
|
Jan 13, 2025 Q4 2024 |
17,142
shares
|
$710,707
0.05% of portfolio
|
Q4 2024
Added 61.26%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
17,128
shares
|
$710,126
0.02% of portfolio
|
Q4 2024
Reduced 1.73%
|