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 |
|---|---|---|---|---|---|
|
Pitcairn CO
Jenkintown, PA |
May 09, 2025 Q1 2025 |
19,037
shares
|
$782,420
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
18,856
shares
|
$774,981
0.04% of portfolio
|
Q1 2025
Added 130.49%
|
|
|
Trinity Wealth Management, LLC
|
Apr 10, 2025 Q1 2025 |
18,789
shares
|
$772,227
0.35% of portfolio
|
Q1 2025
Added 2.67%
|
|
|
Keener Financial Planning LLC
Keller, TX |
May 09, 2025 Q1 2025 |
18,763
shares
|
$771,159
0.5% of portfolio
|
Q1 2025
Reduced 11.8%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
May 13, 2025 Q1 2025 |
18,714
shares
|
$769,145
0.2% of portfolio
|
Q1 2025
Added 4.89%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
18,514
shares
|
$760,925
0.02% of portfolio
|
Q1 2024
Added 1.74%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
May 12, 2025 Q1 2025 |
18,439
shares
|
$757,842
0.16% of portfolio
|
Q1 2025
Reduced 53.16%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Apr 30, 2025 Q1 2025 |
18,437
shares
|
$757,760
0.17% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Apr 28, 2025 Q1 2025 |
18,333
shares
|
$753,486
0.55% of portfolio
|
Q1 2025
Added 1.23%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
18,293
shares
|
$751,842
0.21% of portfolio
|
Q1 2025
Reduced 35.28%
|
|
|
Penobscot Wealth Management
|
Apr 28, 2025 Q1 2025 |
18,266
shares
|
$750,732
0.37% of portfolio
|
Q1 2025
Reduced 34.13%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
17,982
shares
|
$739,060
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Apr 28, 2025 Q1 2025 |
17,889
shares
|
$735,237
0.43% of portfolio
|
Q1 2025
Reduced 52.7%
|
|
|
Sei Investments CO
Oaks, PA |
May 14, 2025 Q1 2025 |
17,828
shares
|
$732,730
0.0% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
17,664
shares
|
$725,990
0.05% of portfolio
|
Q1 2025
Added 2.27%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
17,650
shares
|
$725,415
0.02% of portfolio
|
Q3 2024
Added 19.36%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
17,611
shares
|
$723,812
0.0% of portfolio
|
Q1 2025
Added 1971.88%
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
17,596
shares
|
$723,195
0.01% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
May 07, 2025 Q1 2025 |
17,531
shares
|
$720,524
0.38% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Apr 30, 2025 Q1 2025 |
17,508
shares
|
$719,578
0.09% of portfolio
|
Q1 2025
Reduced 1.91%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
17,477
shares
|
$718,304
0.01% of portfolio
|
Q1 2025
Added 1.47%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
May 12, 2025 Q1 2025 |
17,467
shares
|
$717,893
0.06% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Apr 29, 2025 Q1 2025 |
17,415
shares
|
$715,756
0.33% of portfolio
|
Q1 2025
Reduced 59.76%
|
|
|
Aldebaran Financial Inc.
|
May 08, 2025 Q1 2025 |
17,253
shares
|
$709,098
0.86% of portfolio
|
Q1 2025
Reduced 3.94%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
May 15, 2025 Q1 2025 |
17,230
shares
|
$708,153
0.08% of portfolio
|
Q1 2025
Added 0.97%
|