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 |
|---|---|---|---|---|---|
|
Bcs Wealth Management
|
Apr 14, 2025 Q1 2025 |
11,775
shares
|
$483,952
0.12% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
11,479
shares
|
$471,786
0.02% of portfolio
|
Q1 2025
Reduced 5.03%
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
11,447
shares
|
$470,471
0.05% of portfolio
|
Q1 2025
Added 622.21%
|
|
|
Bank Of Marin
Novato, CA |
May 13, 2025 Q1 2025 |
11,393
shares
|
$468,252
0.61% of portfolio
|
Q1 2025
Added 4.81%
|
|
|
Mc Guire Investment Group, LLC
|
Apr 24, 2025 Q1 2025 |
11,357
shares
|
$466,772
0.07% of portfolio
|
Q2 2023
New holding
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Apr 24, 2025 Q1 2025 |
11,352
shares
|
$466,567
0.06% of portfolio
|
Q1 2025
Added 136.89%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
11,316
shares
|
$465,087
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Seros Financial, LLC
Tempe, AZ |
Apr 16, 2025 Q1 2025 |
11,203
shares
|
$460,443
0.34% of portfolio
|
Q1 2025
Reduced 16.41%
|
|
|
Latitude Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
11,198
shares
|
$460,237
0.32% of portfolio
|
Q1 2025
Added 14.51%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Apr 11, 2025 Q1 2025 |
11,193
shares
|
$460,032
0.11% of portfolio
|
Q1 2025
Reduced 1.91%
|
|
|
Novus Advisors, LLC
Greenville, SC |
May 08, 2025 Q1 2025 |
11,183
shares
|
$459,621
0.46% of portfolio
|
Q1 2025
Reduced 48.32%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
11,136
shares
|
$457,689
0.01% of portfolio
|
Q1 2025
Added 60.32%
|
|
|
Lynch & Associates
|
Apr 17, 2025 Q1 2025 |
11,114
shares
|
$456,785
0.1% of portfolio
|
Q4 2023
Reduced 1.88%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
11,023
shares
|
$453,045
0.07% of portfolio
|
Q1 2022
Reduced 24.05%
|
|
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
Apr 25, 2025 Q1 2025 |
11,011
shares
|
$452,552
0.24% of portfolio
|
Q1 2025
Reduced 28.85%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
10,998
shares
|
$452,017
0.04% of portfolio
|
Q4 2024
Added 1.81%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
10,955
shares
|
$450,250
0.05% of portfolio
|
Q1 2025
Added 5.47%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
May 13, 2025 Q1 2025 |
10,925
shares
|
$449,017
0.02% of portfolio
|
Q4 2024
Reduced 9.19%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
10,914
shares
|
$448,565
0.0% of portfolio
|
Q1 2025
Reduced 11.17%
|
|
|
Montis Financial, LLC
|
May 02, 2025 Q1 2025 |
10,886
shares
|
$447,414
0.13% of portfolio
|
Q1 2025
Reduced 4.21%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
May 02, 2025 Q1 2025 |
10,884
shares
|
$447,332
0.06% of portfolio
|
Q1 2025
Reduced 62.02%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
10,807
shares
|
$444,167
0.01% of portfolio
|
Q1 2025
Reduced 1.87%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
10,804
shares
|
$444,044
0.0% of portfolio
|
Q1 2025
Added 10.53%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
10,713
shares
|
$440,304
0.01% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
10,699
shares
|
$439,728
0.02% of portfolio
|
Q4 2024
Added 0.54%
|