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 976 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 $9.01 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
14,454
shares
|
$603,020
0.14% of portfolio
|
Q4 2024
Reduced 5.7%
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Feb 07, 2025 Q4 2024 |
14,448
shares
|
$602,770
0.26% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Apcm Wealth Management For Individuals
|
Jan 29, 2025 Q4 2024 |
14,316
shares
|
$597,263
0.1% of portfolio
|
Q4 2024
Added 4.63%
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
Feb 03, 2025 Q4 2024 |
14,312
shares
|
$597,096
0.52% of portfolio
|
Q4 2024
Reduced 2.09%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Feb 18, 2025 Q4 2024 |
14,228
shares
|
$593,592
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Butensky & Cohen Financial Security, Inc
|
Jan 15, 2025 Q4 2024 |
14,198
shares
|
$592,340
0.21% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Cache Tech Inc.
Logan, UT |
Feb 13, 2025 Q4 2024 |
14,103
shares
|
$588,377
0.12% of portfolio
|
Q4 2024
Added 4.24%
|
|
|
Adams Wealth Management
|
Feb 13, 2025 Q4 2024 |
14,103
shares
|
$588,377
0.13% of portfolio
|
Q4 2024
Added 4.24%
|
|
|
Columbia River Financial Group, LLC
Vancouver, WA |
Feb 19, 2025 Q4 2024 |
14,088
shares
|
$587,751
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Patron Partners, LLC
|
Jan 24, 2025 Q4 2024 |
14,061
shares
|
$586,624
0.36% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Redwood Financial Network Corp
|
Feb 13, 2025 Q4 2024 |
13,966
shares
|
$582,661
0.48% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
13,870
shares
|
$578,656
0.02% of portfolio
|
Q4 2024
Reduced 11.68%
|
|
|
Procyon Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
13,800
shares
|
$575,736
0.04% of portfolio
|
Q4 2024
Reduced 3.12%
|
|
|
Security Financial Services, Inc.
|
Feb 13, 2025 Q4 2024 |
13,735
shares
|
$573,024
0.13% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
Feb 05, 2025 Q4 2024 |
13,679
shares
|
$570,687
0.53% of portfolio
|
Q4 2024
New holding
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
13,659
shares
|
$569,853
0.14% of portfolio
|
Q4 2024
Added 51.6%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
13,646
shares
|
$569,311
0.04% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 27, 2025 Q4 2024 |
13,629
shares
|
$568,601
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
13,622
shares
|
$568,309
0.61% of portfolio
|
Q4 2024
Added 12.32%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
13,574
shares
|
$566,307
0.02% of portfolio
|
Q1 2024
Added 0.17%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
13,504
shares
|
$563,386
0.01% of portfolio
|
Q3 2024
Reduced 21.35%
|
|
|
Brown Financial Advisory
|
Jan 23, 2025 Q4 2024 |
13,495
shares
|
$563,011
0.43% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
Seros Financial, LLC
Tempe, AZ |
Jan 17, 2025 Q4 2024 |
13,402
shares
|
$559,131
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
Continental Investors Services, Inc.
Longview, WA |
Feb 11, 2025 Q4 2024 |
13,376
shares
|
$558,046
1.27% of portfolio
|
Q4 2024
Reduced 2.34%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
13,313
shares
|
$555,418
0.04% of portfolio
|
Q4 2024
Added 4.03%
|