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 |
|---|---|---|---|---|---|
|
Sunburst Financial Group, LLC
|
May 08, 2025 Q1 2025 |
15,235
shares
|
$626,158
0.16% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
E Rn Financial, LLC
|
Apr 21, 2025 Q1 2025 |
15,175
shares
|
$623,692
0.1% of portfolio
|
Q1 2025
Reduced 11.58%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Apr 11, 2025 Q1 2025 |
15,141
shares
|
$622,295
0.3% of portfolio
|
Q1 2025
Reduced 20.11%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Apr 30, 2025 Q1 2025 |
15,127
shares
|
$621,719
0.23% of portfolio
|
Q1 2025
Added 10.99%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
15,118
shares
|
$621,349
0.3% of portfolio
|
Q1 2025
Added 6.26%
|
|
|
Financial Management Network Inc
|
May 07, 2025 Q1 2025 |
15,087
shares
|
$620,075
0.14% of portfolio
|
Q1 2025
Added 1.04%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
14,891
shares
|
$612,020
0.24% of portfolio
|
Q3 2023
Reduced 11.47%
|
|
|
Apcm Wealth Management For Individuals
|
May 01, 2025 Q1 2025 |
14,883
shares
|
$611,691
0.09% of portfolio
|
Q1 2025
Added 3.96%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
May 15, 2025 Q1 2025 |
14,706
shares
|
$604,416
0.32% of portfolio
|
Q1 2025
Added 50.37%
|
|
|
Lex Aurum Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
14,638
shares
|
$601,621
0.12% of portfolio
|
Q1 2025
Added 1.27%
|
|
|
Butensky & Cohen Financial Security, Inc
|
Apr 11, 2025 Q1 2025 |
14,558
shares
|
$598,333
0.19% of portfolio
|
Q1 2025
Added 2.54%
|
|
|
Continental Investors Services, Inc.
Longview, WA |
May 15, 2025 Q1 2025 |
14,317
shares
|
$588,428
1.23% of portfolio
|
Q1 2025
Added 7.03%
|
|
|
Apexium Financial, LP
|
May 14, 2025 Q1 2025 |
14,217
shares
|
$584,318
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Pinnacle Wealth Management, LLC
|
May 13, 2025 Q1 2025 |
14,116
shares
|
$580,167
0.99% of portfolio
|
Q1 2025
New holding
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
14,053
shares
|
$577,578
0.39% of portfolio
|
Q1 2025
Added 17.94%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
14,023
shares
|
$576,345
0.02% of portfolio
|
Q1 2025
Reduced 85.84%
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Apr 29, 2025 Q1 2025 |
13,996
shares
|
$575,235
0.23% of portfolio
|
Q1 2025
Reduced 3.13%
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
May 07, 2025 Q1 2025 |
13,988
shares
|
$574,906
0.51% of portfolio
|
Q1 2025
Reduced 2.26%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
13,928
shares
|
$572,440
0.01% of portfolio
|
Q1 2025
Reduced 21.67%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
13,885
shares
|
$570,673
0.01% of portfolio
|
Q1 2025
Added 7.8%
|
|
|
Redwood Financial Network Corp
|
May 15, 2025 Q1 2025 |
13,821
shares
|
$568,043
0.44% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Procyon Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
13,772
shares
|
$566,029
0.03% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
13,574
shares
|
$557,891
0.02% of portfolio
|
Q1 2024
Added 0.17%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
May 12, 2025 Q1 2025 |
13,572
shares
|
$557,809
0.02% of portfolio
|
Q1 2025
Added 61.11%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
13,504
shares
|
$555,014
0.01% of portfolio
|
Q3 2024
Reduced 21.35%
|