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 |
|---|---|---|---|---|---|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
13,503
shares
|
$554,973
0.05% of portfolio
|
Q1 2025
Reduced 12.07%
|
|
|
Brown Financial Advisory
|
Apr 29, 2025 Q1 2025 |
13,495
shares
|
$554,644
0.38% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
Opulen Financial Group LLC
Arlington, VA |
May 02, 2025 Q1 2025 |
13,274
shares
|
$545,561
0.49% of portfolio
|
Q1 2025
Added 16.84%
|
|
|
Grove Bank & Trust
|
Apr 17, 2025 Q1 2025 |
13,068
shares
|
$537,094
0.07% of portfolio
|
Q1 2025
Reduced 1.06%
|
|
|
Norden Group LLC
Provo, UT |
May 07, 2025 Q1 2025 |
12,989
shares
|
$533,847
0.06% of portfolio
|
Q1 2025
Added 4.52%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
12,975
shares
|
$533,272
0.01% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
|
Security Financial Services, Inc.
|
May 07, 2025 Q1 2025 |
12,900
shares
|
$530,190
0.11% of portfolio
|
Q1 2025
Reduced 6.08%
|
|
|
E&G Advisors, LP
|
Apr 23, 2025 Q1 2025 |
12,826
shares
|
$527,148
0.15% of portfolio
|
Q1 2025
Added 3.85%
|
|
|
Pacific Sun Financial Corp
|
Apr 16, 2025 Q1 2025 |
12,804
shares
|
$526,244
0.31% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Horizon Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
12,793
shares
|
$525,792
0.09% of portfolio
|
Q1 2025
Added 1.01%
|
|
|
Blb&B Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
12,705
shares
|
$522,175
0.03% of portfolio
|
Q2 2024
Reduced 8.17%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
May 05, 2025 Q1 2025 |
12,603
shares
|
$517,983
0.28% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
12,589
shares
|
$517,407
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Fingerlakes Wealth Management, Inc.
|
Apr 30, 2025 Q1 2025 |
12,577
shares
|
$516,914
0.44% of portfolio
|
Q1 2025
Reduced 2.78%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
May 08, 2025 Q1 2025 |
12,558
shares
|
$516,133
0.15% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
12,529
shares
|
$514,941
0.4% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
12,369
shares
|
$508,365
0.08% of portfolio
|
Q1 2025
Added 34.3%
|
|
|
Ascent Group, LLC
|
May 15, 2025 Q1 2025 |
12,353
shares
|
$507,708
0.02% of portfolio
|
Q1 2025
Reduced 43.37%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
12,248
shares
|
$503,392
0.66% of portfolio
|
Q1 2025
Added 2.62%
|
|
|
Private Advisory Group LLC
Redmond, WA |
May 08, 2025 Q1 2025 |
12,164
shares
|
$499,940
0.06% of portfolio
|
Q1 2025
Added 9.74%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
May 09, 2025 Q1 2025 |
11,940
shares
|
$490,734
0.18% of portfolio
|
Q1 2025
Reduced 8.3%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
11,937
shares
|
$490,610
0.19% of portfolio
|
Q1 2025
Reduced 36.77%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
11,837
shares
|
$486,500
0.03% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Apr 23, 2025 Q1 2025 |
11,818
shares
|
$485,719
0.1% of portfolio
|
Q1 2025
Reduced 3.97%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Apr 09, 2025 Q1 2025 |
11,781
shares
|
$484,199
0.03% of portfolio
|
Q1 2025
Reduced 5.01%
|