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 |
|---|---|---|---|---|---|
|
Burt Wealth Advisors
|
Apr 22, 2025 Q1 2025 |
6,213
shares
|
$255,354
0.06% of portfolio
|
Q1 2025
Added 4.31%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Apr 23, 2025 Q1 2025 |
6,193
shares
|
$254,532
0.06% of portfolio
|
Q1 2025
Reduced 49.51%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
6,190
shares
|
$254,409
0.27% of portfolio
|
Q1 2025
Reduced 37.56%
|
|
|
Main Line Retirement Advisors, LLC
Radnor, PA |
May 21, 2025 Q1 2025 |
6,177
shares
|
$253,874
0.2% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
6,168
shares
|
$253,504
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
6,149
shares
|
$252,723
0.03% of portfolio
|
Q1 2025
Reduced 24.32%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Apr 16, 2025 Q1 2025 |
6,108
shares
|
$251,038
0.04% of portfolio
|
Q1 2025
Added 14.32%
|
|
|
Rmb Capital Management, LLC
|
May 15, 2025 Q1 2025 |
6,050
shares
|
$248,655
0.01% of portfolio
|
Q1 2025
Reduced 50.9%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
6,027
shares
|
$247,709
0.05% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
6,021
shares
|
$247,463
0.01% of portfolio
|
Q1 2025
Reduced 33.04%
|
|
|
Noesis Capital Mangement Corp
|
May 06, 2025 Q1 2025 |
6,000
shares
|
$246,600
0.05% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
6,000
shares
|
$246,600
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
5,982
shares
|
$245,860
0.1% of portfolio
|
Q1 2025
Added 49.77%
|
|
|
Mma Asset Management LLC
New York, NY |
May 08, 2025 Q1 2025 |
5,943
shares
|
$244,257
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
May 06, 2025 Q1 2025 |
5,942
shares
|
$244,216
0.13% of portfolio
|
Q1 2025
Reduced 1.66%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Apr 14, 2025 Q1 2025 |
5,899
shares
|
$242,448
0.05% of portfolio
|
Q1 2025
Reduced 1.55%
|
|
|
Amplius Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
5,831
shares
|
$239,654
0.03% of portfolio
|
Q1 2025
Reduced 10.21%
|
|
|
Maia Wealth LLC
Denver, CO |
May 12, 2025 Q1 2025 |
5,815
shares
|
$238,996
0.05% of portfolio
|
Q1 2025
Added 18.19%
|
|
|
Angeles Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
5,803
shares
|
$238,503
0.02% of portfolio
|
Q1 2025
Added 3.51%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
5,782
shares
|
$237,640
0.01% of portfolio
|
Q1 2025
Reduced 2.23%
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
5,752
shares
|
$236,407
0.01% of portfolio
|
Q1 2025
Reduced 2.56%
|
|
|
Roman Butler Fullerton & CO
|
Apr 18, 2025 Q1 2025 |
5,746
shares
|
$236,160
0.09% of portfolio
|
Q1 2025
Reduced 47.78%
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
5,744
shares
|
$236,078
0.01% of portfolio
|
Q1 2025
Reduced 42.95%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
5,736
shares
|
$235,749
0.0% of portfolio
|
Q1 2025
Added 6.08%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
May 15, 2025 Q1 2025 |
5,648
shares
|
$232,132
0.03% of portfolio
|
Q1 2025
Added 49.06%
|