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 |
|---|---|---|---|---|---|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
17,089
shares
|
$702,357
0.03% of portfolio
|
Q1 2025
Added 25.23%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
17,010
shares
|
$699,111
0.06% of portfolio
|
Q1 2025
Added 40.42%
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
16,881
shares
|
$693,809
0.02% of portfolio
|
Q1 2025
Added 61.62%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
16,870
shares
|
$693,357
0.1% of portfolio
|
Q1 2025
Added 10.45%
|
|
|
Hbw Advisory Services LLC
|
Apr 09, 2025 Q1 2025 |
16,787
shares
|
$689,945
0.11% of portfolio
|
Q1 2025
Reduced 12.15%
|
|
|
Swmg, LLC
Fort Worth, TX |
Apr 28, 2025 Q1 2025 |
16,642
shares
|
$683,986
0.27% of portfolio
|
Q1 2025
Added 127.07%
|
|
|
Municipal Employees' Retirement System Of Michigan
|
May 07, 2025 Q1 2025 |
16,642
shares
|
$683,986
0.01% of portfolio
|
Q3 2024
Added 4.1%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
May 08, 2025 Q1 2025 |
16,577
shares
|
$681,314
0.33% of portfolio
|
Q1 2025
Reduced 8.74%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Apr 11, 2025 Q1 2025 |
16,542
shares
|
$679,876
0.22% of portfolio
|
Q1 2025
Reduced 6.35%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
16,509
shares
|
$678,519
0.01% of portfolio
|
Q4 2022
Added 0.87%
|
|
|
Tennessee Valley Asset Management Partners
|
Apr 18, 2025 Q1 2025 |
16,276
shares
|
$668,943
0.11% of portfolio
|
Q1 2025
Added 10.75%
|
|
|
Sfg Wealth Management, Llc.
|
Apr 23, 2025 Q1 2025 |
16,241
shares
|
$667,505
0.34% of portfolio
|
Q1 2025
Added 2.1%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
May 09, 2025 Q1 2025 |
16,192
shares
|
$665,491
0.31% of portfolio
|
Q1 2025
Added 1.73%
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
16,169
shares
|
$664,545
0.0% of portfolio
|
Q1 2025
Added 94.25%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
16,002
shares
|
$657,682
0.01% of portfolio
|
Q1 2025
Reduced 49.81%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Apr 21, 2025 Q1 2025 |
15,958
shares
|
$655,873
0.41% of portfolio
|
Q1 2025
Reduced 10.76%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
15,811
shares
|
$649,832
0.04% of portfolio
|
Q1 2025
Reduced 40.24%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
15,796
shares
|
$649,215
0.04% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
15,778
shares
|
$648,475
0.11% of portfolio
|
Q1 2025
Reduced 5.22%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Apr 22, 2025 Q1 2025 |
15,697
shares
|
$645,146
0.52% of portfolio
|
Q1 2025
Reduced 2.59%
|
|
|
Columbia River Financial Group, LLC
Vancouver, WA |
Apr 29, 2025 Q1 2025 |
15,588
shares
|
$640,666
0.42% of portfolio
|
Q1 2025
Added 10.65%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
15,509
shares
|
$637,419
0.03% of portfolio
|
Q1 2025
Added 4.48%
|
|
|
Garrett Investment Advisors LLC
|
Apr 10, 2025 Q1 2025 |
15,505
shares
|
$637,255
0.07% of portfolio
|
Q1 2025
Reduced 2.67%
|
|
|
Qp Wealth Management, LLC
|
Oct 05, 2023 Q3 2023 |
15,391
shares
|
$632,570
0.99% of portfolio
|
Q3 2023
Reduced 17.36%
|
|
|
Wambolt & Associates, LLC
|
May 09, 2025 Q1 2025 |
15,236
shares
|
$626,199
0.21% of portfolio
|
Q1 2025
Added 0.02%
|