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 |
|---|---|---|---|---|---|
|
Gradient Investments LLC
|
Apr 09, 2025 Q1 2025 |
8,390
shares
|
$344,829
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
8,338
shares
|
$342,691
0.0% of portfolio
|
Q1 2025
Reduced 3.92%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
8,324
shares
|
$342,116
0.01% of portfolio
|
Q4 2023
Reduced 8.56%
|
|
|
Independent Wealth Network Inc.
|
May 02, 2025 Q1 2025 |
8,313
shares
|
$341,664
0.14% of portfolio
|
Q1 2025
Added 4.29%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
May 12, 2025 Q1 2025 |
8,298
shares
|
$341,047
0.05% of portfolio
|
Q1 2025
Reduced 45.81%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
8,214
shares
|
$337,595
0.01% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
American Financial Advisors, LLC
|
May 01, 2025 Q1 2025 |
8,197
shares
|
$336,896
0.05% of portfolio
|
Q1 2025
Added 30.17%
|
|
|
Legacy Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
8,171
shares
|
$335,828
0.04% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Apr 14, 2025 Q1 2025 |
8,128
shares
|
$334,060
0.32% of portfolio
|
Q1 2025
Reduced 40.33%
|
|
|
Marion Wealth Management
|
Apr 08, 2025 Q1 2025 |
8,019
shares
|
$329,580
0.09% of portfolio
|
Q1 2025
Added 6.96%
|
|
|
Baker Tilly Wealth Management, LLC
|
Apr 09, 2025 Q1 2025 |
8,000
shares
|
$328,800
0.13% of portfolio
|
Q1 2025
Reduced 6.54%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
8,000
shares
|
$328,800
0.05% of portfolio
|
Q3 2023
Added 60.0%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Feb 14, 2025 Q4 2024 |
7,975
shares
|
$327,772
0.13% of portfolio
|
Q3 2024
Reduced 10.34%
|
|
|
Van Den Berg Management I, Inc
Austin, TX |
May 15, 2025 Q1 2025 |
7,944
shares
|
$326,498
0.11% of portfolio
|
Q1 2025
Reduced 2.49%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
May 01, 2025 Q1 2025 |
7,930
shares
|
$325,923
0.14% of portfolio
|
Q1 2025
Reduced 10.55%
|
|
|
Fusion Family Wealth LLC
|
Apr 28, 2025 Q1 2025 |
7,913
shares
|
$325,224
0.03% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Oakwell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
7,911
shares
|
$325,142
0.09% of portfolio
|
Q3 2024
Reduced 2.51%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Apr 23, 2025 Q1 2025 |
7,888
shares
|
$324,196
0.05% of portfolio
|
Q2 2024
Reduced 7.07%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Apr 11, 2025 Q1 2025 |
7,861
shares
|
$323,087
0.23% of portfolio
|
Q1 2025
Reduced 46.36%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
7,861
shares
|
$323,087
0.02% of portfolio
|
Q1 2025
Reduced 40.95%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
7,827
shares
|
$321,689
0.01% of portfolio
|
Q1 2025
Reduced 6.07%
|
|
|
Vantage Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
7,825
shares
|
$321,607
0.03% of portfolio
|
Q4 2024
Reduced 10.47%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
May 13, 2025 Q1 2025 |
7,765
shares
|
$319,141
0.25% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
May 07, 2025 Q1 2025 |
7,716
shares
|
$317,127
0.24% of portfolio
|
Q1 2025
Reduced 43.59%
|
|
|
Marshall Wace, LLP
London, X0 |
May 15, 2025 Q1 2025 |
7,710
shares
|
$316,881
0.0% of portfolio
|
Q1 2025
New holding
|