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 |
|---|---|---|---|---|---|
|
Richard W. Paul & Associates, LLC
Novi, MI |
May 12, 2025 Q1 2025 |
7,672
shares
|
$315,319
0.12% of portfolio
|
Q1 2025
Reduced 18.61%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
7,666
shares
|
$315,072
0.01% of portfolio
|
Q1 2025
Added 13.34%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Apr 22, 2025 Q1 2025 |
7,662
shares
|
$314,908
0.02% of portfolio
|
Q1 2025
Reduced 2.51%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
7,558
shares
|
$310,633
0.04% of portfolio
|
Q1 2025
Added 4.49%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Apr 21, 2025 Q1 2025 |
7,556
shares
|
$310,551
0.1% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Apr 28, 2025 Q1 2025 |
7,554
shares
|
$310,469
0.2% of portfolio
|
Q1 2025
Reduced 1.6%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
7,358
shares
|
$302,413
0.02% of portfolio
|
Q1 2025
Added 2.42%
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
7,354
shares
|
$302,249
0.05% of portfolio
|
Q1 2025
Reduced 42.92%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Apr 15, 2025 Q1 2025 |
7,350
shares
|
$302,085
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
7,308
shares
|
$300,358
0.26% of portfolio
|
Q1 2023
Reduced 6.82%
|
|
|
Welch & Forbes LLC
|
May 02, 2025 Q1 2025 |
7,298
shares
|
$299,947
0.0% of portfolio
|
Q4 2024
Added 2.47%
|
|
|
Amara Financial, Llc.
San Francisco, CA |
Apr 24, 2025 Q1 2025 |
7,257
shares
|
$298,262
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Claremont Financial Group, Inc.
Claremont, CA |
Aug 15, 2022 Q1 2022 |
7,236
shares
|
$297,399
1.26% of portfolio
|
Q1 2022
Added 9950.0%
|
|
|
Alexis Investment Partners, LLC
Montgomery, TX |
May 15, 2025 Q1 2025 |
7,226
shares
|
$296,988
0.14% of portfolio
|
Q1 2025
Added 7.92%
|
|
|
Graypoint LLC
|
May 02, 2025 Q1 2025 |
7,211
shares
|
$296,372
0.02% of portfolio
|
Q1 2025
Reduced 4.13%
|
|
|
Lockerman Financial Group, Inc.
|
Apr 17, 2025 Q1 2025 |
7,193
shares
|
$295,632
0.47% of portfolio
|
Q1 2025
Added 6.12%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
7,141
shares
|
$293,495
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
7,127
shares
|
$292,919
0.22% of portfolio
|
Q1 2025
Added 1.24%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
7,104
shares
|
$291,974
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
May 08, 2025 Q1 2025 |
7,093
shares
|
$291,522
0.22% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
Keudell
|
Apr 22, 2025 Q1 2025 |
7,092
shares
|
$291,481
0.07% of portfolio
|
Q1 2025
Added 12.89%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Apr 08, 2025 Q1 2025 |
7,034
shares
|
$289,097
0.22% of portfolio
|
Q1 2025
Added 44.14%
|
|
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
May 15, 2025 Q1 2025 |
7,033
shares
|
$289,056
0.3% of portfolio
|
Q1 2025
Reduced 70.77%
|
|
|
Clifford Swan Investment Counsel LLC
|
May 05, 2025 Q1 2025 |
7,025
shares
|
$288,727
0.01% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
May 15, 2025 Q1 2025 |
6,959
shares
|
$286,014
0.02% of portfolio
|
Q1 2025
Added 0.65%
|