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 978 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 $8.96 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
8,490
shares
|
$351,995
0.01% of portfolio
|
Q1 2023
Reduced 1.44%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Jan 15, 2025 Q4 2024 |
8,438
shares
|
$349,839
0.15% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Feb 06, 2025 Q4 2024 |
8,424
shares
|
$349,259
0.01% of portfolio
|
Q4 2024
Added 43.27%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
8,333
shares
|
$345,486
0.01% of portfolio
|
Q4 2024
Added 4.42%
|
|
|
Quantinno Capital Management LP
New York, NY |
Feb 14, 2025 Q4 2024 |
8,324
shares
|
$345,113
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
8,324
shares
|
$345,113
0.01% of portfolio
|
Q4 2023
Reduced 8.56%
|
|
|
Brighton Jones LLC
|
Mar 04, 2025 Q4 2024 |
8,316
shares
|
$344,781
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
8,314
shares
|
$344,698
0.01% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Retirement Planning Group
|
Feb 18, 2025 Q4 2024 |
8,266
shares
|
$342,708
0.02% of portfolio
|
Q4 2024
Added 11.82%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
8,181
shares
|
$339,184
0.02% of portfolio
|
Q4 2024
Reduced 19.88%
|
|
|
Legacy Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
8,171
shares
|
$338,769
0.04% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Van Den Berg Management I, Inc
Austin, TX |
Feb 14, 2025 Q4 2024 |
8,147
shares
|
$337,774
0.12% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
8,125
shares
|
$336,862
0.05% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
8,000
shares
|
$331,680
0.05% of portfolio
|
Q3 2023
Added 60.0%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Feb 14, 2025 Q4 2024 |
7,975
shares
|
$330,643
0.13% of portfolio
|
Q3 2024
Reduced 10.34%
|
|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
7,971
shares
|
$330,477
0.15% of portfolio
|
Q4 2024
Added 5.59%
|
|
|
Oakwell Private Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
7,911
shares
|
$327,990
0.1% of portfolio
|
Q3 2024
Reduced 2.51%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
7,907
shares
|
$327,824
0.0% of portfolio
|
Q4 2024
Added 116.87%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Feb 19, 2025 Q4 2024 |
7,907
shares
|
$327,824
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
7,898
shares
|
$327,451
0.02% of portfolio
|
Q4 2024
Added 2.69%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jan 22, 2025 Q4 2024 |
7,888
shares
|
$327,036
0.06% of portfolio
|
Q2 2024
Reduced 7.07%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
7,866
shares
|
$326,124
0.05% of portfolio
|
Q4 2024
Reduced 5.98%
|
|
|
Fusion Family Wealth LLC
|
Jan 27, 2025 Q4 2024 |
7,860
shares
|
$325,875
0.03% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Feb 11, 2025 Q4 2024 |
7,859
shares
|
$325,834
0.03% of portfolio
|
Q3 2024
Reduced 2.98%
|
|
|
Vantage Investment Partners, LLC
|
Jan 22, 2025 Q4 2024 |
7,825
shares
|
$324,424
0.03% of portfolio
|
Q4 2024
Reduced 10.47%
|