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 |
|---|---|---|---|---|---|
|
Vawter Financial, Ltd.
Columbus, OH |
May 07, 2025 Q1 2025 |
9,455
shares
|
$388,600
0.22% of portfolio
|
Q3 2024
Reduced 4.17%
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
9,405
shares
|
$386,545
0.03% of portfolio
|
Q1 2025
Reduced 47.31%
|
|
|
Rmr Wealth Builders
|
Apr 16, 2025 Q1 2025 |
9,392
shares
|
$386,011
0.04% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
May 15, 2025 Q1 2025 |
9,379
shares
|
$385,476
0.03% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Koss Olinger Consulting, LLC
|
May 12, 2025 Q1 2025 |
9,362
shares
|
$384,778
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
May 02, 2025 Q1 2025 |
9,353
shares
|
$384,408
0.03% of portfolio
|
Q1 2025
Added 3.3%
|
|
|
Patron Partners, LLC
|
Apr 24, 2025 Q1 2025 |
9,342
shares
|
$383,956
0.22% of portfolio
|
Q1 2025
Reduced 33.56%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
9,297
shares
|
$382,106
0.01% of portfolio
|
Q1 2025
Added 2.09%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
9,284
shares
|
$381,572
0.01% of portfolio
|
Q1 2025
Reduced 4.08%
|
|
|
Vicus Capital
State College, PA |
Apr 17, 2025 Q1 2025 |
9,249
shares
|
$380,133
0.04% of portfolio
|
Q1 2025
Added 4.83%
|
|
|
Outlook Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
9,233
shares
|
$379,476
0.13% of portfolio
|
Q1 2025
Reduced 37.96%
|
|
|
Mount Yale Investment Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
9,168
shares
|
$376,804
0.03% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Essex Savings Bank
|
Apr 21, 2025 Q1 2025 |
9,156
shares
|
$376,311
0.09% of portfolio
|
Q1 2025
Added 27.29%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
May 14, 2025 Q1 2025 |
9,114
shares
|
$374,585
0.08% of portfolio
|
Q1 2025
Reduced 22.93%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
May 09, 2025 Q1 2025 |
9,047
shares
|
$371,831
0.35% of portfolio
|
Q1 2025
Reduced 30.37%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
9,027
shares
|
$371,009
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Moneywise, Inc.
|
Apr 22, 2025 Q1 2025 |
8,986
shares
|
$369,324
0.21% of portfolio
|
Q1 2025
Reduced 2.32%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
May 02, 2025 Q1 2025 |
8,933
shares
|
$367,146
0.07% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
8,898
shares
|
$365,707
0.08% of portfolio
|
Q1 2025
Reduced 34.86%
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
8,737
shares
|
$359,090
0.06% of portfolio
|
Q2 2024
Reduced 50.18%
|
|
|
Acas, LLC
|
May 02, 2025 Q1 2025 |
8,703
shares
|
$357,693
0.3% of portfolio
|
Q1 2025
Reduced 2.98%
|
|
|
Altfest L J & CO Inc
|
May 09, 2025 Q1 2025 |
8,522
shares
|
$350,254
0.05% of portfolio
|
Q1 2025
Reduced 28.91%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
May 12, 2025 Q1 2025 |
8,514
shares
|
$349,925
0.14% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
8,513
shares
|
$349,884
0.02% of portfolio
|
Q1 2025
Added 2.99%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
8,490
shares
|
$348,939
0.01% of portfolio
|
Q1 2023
Reduced 1.44%
|