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 979 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 $8.77 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vawter Financial, Ltd.
Columbus, OH |
Jan 31, 2025 Q4 2024 |
9,455
shares
|
$383,873
0.26% of portfolio
|
Q3 2024
Reduced 4.17%
|
|
|
Symphony Financial, Ltd. Co.
|
Jan 24, 2025 Q4 2024 |
9,452
shares
|
$383,751
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Feb 05, 2025 Q4 2024 |
9,426
shares
|
$382,695
0.15% of portfolio
|
Q4 2024
Added 4.06%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Feb 11, 2025 Q4 2024 |
9,395
shares
|
$381,437
0.03% of portfolio
|
Q3 2024
Reduced 1.54%
|
|
|
Rmr Wealth Builders
|
Jan 14, 2025 Q4 2024 |
9,358
shares
|
$379,934
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
9,312
shares
|
$378,067
0.03% of portfolio
|
Q4 2024
Reduced 7.21%
|
|
|
Western Wealth Management, LLC
|
Feb 18, 2025 Q4 2024 |
9,305
shares
|
$377,783
0.13% of portfolio
|
Q4 2024
Reduced 96.78%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
9,210
shares
|
$373,926
0.06% of portfolio
|
Q4 2024
Added 3.29%
|
|
|
Moneywise, Inc.
|
Jan 27, 2025 Q4 2024 |
9,199
shares
|
$373,479
0.22% of portfolio
|
Q4 2024
Reduced 22.82%
|
|
|
Mount Yale Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
9,138
shares
|
$371,002
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
9,107
shares
|
$369,744
0.01% of portfolio
|
Q4 2024
Added 59.88%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Feb 06, 2025 Q4 2024 |
9,054
shares
|
$367,592
0.03% of portfolio
|
Q4 2024
Reduced 15.14%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
9,050
shares
|
$367,430
0.16% of portfolio
|
Q4 2024
Added 18.5%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
9,027
shares
|
$366,496
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Feb 12, 2025 Q4 2024 |
9,005
shares
|
$365,603
0.08% of portfolio
|
Q4 2024
Reduced 4.86%
|
|
|
Mengis Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
8,998
shares
|
$365,318
0.08% of portfolio
|
Q4 2024
Added 35.53%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
8,992
shares
|
$365,075
0.02% of portfolio
|
Q4 2024
Added 41.41%
|
|
|
Acas, LLC
|
Feb 06, 2025 Q4 2024 |
8,970
shares
|
$364,182
0.33% of portfolio
|
Q4 2024
Added 36.95%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Feb 14, 2025 Q4 2024 |
8,865
shares
|
$359,919
0.16% of portfolio
|
Q4 2024
Added 23.73%
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
8,854
shares
|
$359,472
0.06% of portfolio
|
Q4 2024
Reduced 20.35%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Feb 10, 2025 Q4 2024 |
8,830
shares
|
$358,498
0.11% of portfolio
|
Q4 2024
Added 1.73%
|
|
|
Vicus Capital
State College, PA |
Jan 30, 2025 Q4 2024 |
8,823
shares
|
$358,213
0.04% of portfolio
|
Q4 2024
Added 7.17%
|
|
|
Bay Colony Advisory Group, Inc D
|
Feb 06, 2025 Q4 2024 |
8,737
shares
|
$354,722
0.06% of portfolio
|
Q2 2024
Reduced 50.18%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
8,678
shares
|
$352,326
0.0% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
8,560
shares
|
$347,536
0.15% of portfolio
|
Q4 2024
Added 41.93%
|