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 979 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 |
|---|---|---|---|---|---|
|
Vontobel Holding Ltd.
|
Jan 29, 2025 Q4 2024 |
6,260
shares
|
$254,156
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
6,258
shares
|
$254,074
0.02% of portfolio
|
Q4 2023
Reduced 1.76%
|
|
|
Main Line Retirement Advisors, LLC
Radnor, PA |
Jan 22, 2025 Q4 2024 |
6,238
shares
|
$253,262
0.22% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
6,236
shares
|
$253,181
0.01% of portfolio
|
Q4 2024
Added 30.22%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Jan 29, 2025 Q4 2024 |
6,218
shares
|
$252,450
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
6,168
shares
|
$250,420
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jan 17, 2025 Q4 2024 |
6,051
shares
|
$245,670
0.2% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Jan 27, 2025 Q4 2024 |
6,042
shares
|
$245,305
0.14% of portfolio
|
Q4 2024
Reduced 2.17%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
6,021
shares
|
$244,452
0.06% of portfolio
|
Q4 2024
Reduced 29.26%
|
|
|
Noesis Capital Mangement Corp
|
Feb 05, 2025 Q4 2024 |
6,018
shares
|
$244,330
0.05% of portfolio
|
Q2 2024
Added 0.3%
|
|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
6,000
shares
|
$243,600
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jan 13, 2025 Q4 2024 |
5,992
shares
|
$243,275
0.05% of portfolio
|
Q4 2024
Reduced 50.05%
|
|
|
Power Wealth Management LLC
Roswell, GA |
Feb 13, 2025 Q4 2024 |
5,979
shares
|
$242,747
0.11% of portfolio
|
Q4 2024
Added 28.0%
|
|
|
Burt Wealth Advisors
|
Feb 06, 2025 Q4 2024 |
5,956
shares
|
$241,813
0.07% of portfolio
|
Q2 2024
Reduced 8.71%
|
|
|
Stanich Group LLC
Montauk, NY |
Jan 30, 2025 Q4 2024 |
5,918
shares
|
$240,270
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
5,914
shares
|
$240,108
0.01% of portfolio
|
Q4 2024
Reduced 26.28%
|
|
|
Keystone Financial Group
|
Feb 13, 2025 Q4 2024 |
5,905
shares
|
$239,743
0.03% of portfolio
|
Q3 2024
Reduced 11.28%
|
|
|
Argent Trust CO
Nashville, TN |
Feb 13, 2025 Q4 2024 |
5,903
shares
|
$239,661
0.01% of portfolio
|
Q4 2024
Added 27.58%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
5,898
shares
|
$239,458
0.02% of portfolio
|
Q4 2024
Reduced 12.04%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Jan 29, 2025 Q4 2024 |
5,828
shares
|
$236,616
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Feb 07, 2025 Q4 2024 |
5,814
shares
|
$236,048
0.03% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
5,805
shares
|
$235,683
0.0% of portfolio
|
Q4 2024
Reduced 54.49%
|
|
|
Keel Point, LLC
Huntsville, AL |
Feb 14, 2025 Q4 2024 |
5,736
shares
|
$232,881
0.02% of portfolio
|
Q4 2024
Added 24.99%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Mar 21, 2025 Q4 2024 |
5,713
shares
|
$231,947
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Angeles Wealth Management, LLC
|
Jan 28, 2025 Q4 2024 |
5,606
shares
|
$227,603
0.02% of portfolio
|
Q4 2024
Added 4.61%
|