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 $8.77 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Diversified Enterprises, LLC
Wilmington, DE |
Feb 10, 2025 Q4 2024 |
6,914
shares
|
$280,708
0.03% of portfolio
|
Q4 2024
Added 32.48%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Feb 13, 2025 Q4 2024 |
6,897
shares
|
$280,018
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mbe Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
6,875
shares
|
$279,125
0.18% of portfolio
|
Q4 2024
Reduced 6.41%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Feb 14, 2025 Q4 2024 |
6,795
shares
|
$275,877
0.16% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Jan 15, 2025 Q4 2024 |
6,779
shares
|
$275,227
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Lockerman Financial Group, Inc.
|
Jan 16, 2025 Q4 2024 |
6,778
shares
|
$275,186
0.55% of portfolio
|
Q4 2024
Added 3.85%
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
6,764
shares
|
$274,618
0.01% of portfolio
|
Q4 2024
Added 58.37%
|
|
|
Aifg Consultants Ltd.
Halfmoon, NY |
Jan 29, 2025 Q4 2024 |
6,722
shares
|
$272,913
0.49% of portfolio
|
Q4 2024
Reduced 9.74%
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
6,703
shares
|
$272,141
0.01% of portfolio
|
Q3 2024
Reduced 2.33%
|
|
|
Alexis Investment Partners, LLC
Montgomery, TX |
Feb 13, 2025 Q4 2024 |
6,696
shares
|
$271,857
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Haven Private, LLC
Orlando, FL |
Feb 06, 2025 Q4 2024 |
6,650
shares
|
$269,990
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Jan 27, 2025 Q4 2024 |
6,640
shares
|
$269,584
0.25% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Fox Financial, Inc
Wyomissing, PA |
Jan 23, 2025 Q4 2024 |
6,595
shares
|
$267,757
0.27% of portfolio
|
Q4 2024
Reduced 44.11%
|
|
|
Prosperity Consulting Group, LLC
|
Feb 14, 2025 Q4 2024 |
6,592
shares
|
$267,635
0.02% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Feb 10, 2025 Q4 2024 |
6,582
shares
|
$267,229
0.13% of portfolio
|
Q4 2024
Added 1.73%
|
|
|
Sightline Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
6,580
shares
|
$267,148
0.16% of portfolio
|
Q4 2024
Reduced 32.14%
|
|
|
N.E.W. Advisory Services LLC
|
Jan 23, 2025 Q4 2024 |
6,547
shares
|
$265,808
0.03% of portfolio
|
Q4 2024
Added 6.04%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
Feb 05, 2025 Q4 2024 |
6,539
shares
|
$265,483
0.03% of portfolio
|
Q4 2024
Reduced 24.78%
|
|
|
Amplius Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
6,494
shares
|
$263,656
0.03% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Collier Financial
Denver, CO |
Jan 29, 2025 Q4 2024 |
6,475
shares
|
$262,885
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
6,394
shares
|
$259,596
0.14% of portfolio
|
Q1 2024
Added 0.28%
|
|
|
Vci Wealth Management LLC
St Louis, MO |
Jan 22, 2025 Q4 2024 |
6,365
shares
|
$258,419
0.12% of portfolio
|
Q4 2024
Added 5.26%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
6,346
shares
|
$257,647
0.03% of portfolio
|
Q4 2024
Added 532.07%
|
|
|
American Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
6,297
shares
|
$255,658
0.04% of portfolio
|
Q4 2024
Added 9.74%
|
|
|
Keudell
|
Jan 23, 2025 Q4 2024 |
6,282
shares
|
$255,049
0.08% of portfolio
|
Q4 2024
Added 2.41%
|