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 |
|---|---|---|---|---|---|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jan 27, 2025 Q4 2024 |
5,598
shares
|
$227,278
0.03% of portfolio
|
Q4 2024
Reduced 4.86%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
5,571
shares
|
$226,182
0.17% of portfolio
|
Q4 2024
Reduced 3.57%
|
|
|
Optimist Retirement Group LLC
Bellevue, WA |
Jan 27, 2025 Q4 2024 |
5,538
shares
|
$224,842
0.12% of portfolio
|
Q4 2024
Reduced 9.78%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Feb 06, 2025 Q4 2024 |
5,534
shares
|
$224,680
0.17% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Five Oceans Advisors
|
Jan 24, 2025 Q4 2024 |
5,527
shares
|
$224,396
0.13% of portfolio
|
Q4 2024
Reduced 3.61%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Jan 22, 2025 Q4 2024 |
5,449
shares
|
$221,229
0.22% of portfolio
|
Q4 2024
Reduced 9.0%
|
|
|
Stelac Advisory Services LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
5,441
shares
|
$220,904
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Ellis Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
5,426
shares
|
$220,295
0.05% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Feb 04, 2025 Q4 2024 |
5,419
shares
|
$220,011
0.29% of portfolio
|
Q4 2023
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
5,407
shares
|
$219,524
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Helen Stephens Group, LLC
|
Jan 15, 2025 Q4 2024 |
5,379
shares
|
$218,387
0.07% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
|
Professional Financial Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
5,361
shares
|
$217,656
0.06% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Jan 17, 2025 Q4 2024 |
5,343
shares
|
$216,925
0.04% of portfolio
|
Q4 2024
Added 10.53%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 22, 2025 Q4 2024 |
5,340
shares
|
$216,804
0.01% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Townsend Asset Management Corp
|
Feb 06, 2025 Q4 2024 |
5,288
shares
|
$214,692
0.09% of portfolio
|
Q4 2024
Reduced 3.87%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
5,219
shares
|
$211,891
0.03% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Feb 13, 2025 Q4 2024 |
5,202
shares
|
$211,201
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
5,196
shares
|
$210,957
0.03% of portfolio
|
Q4 2024
Reduced 17.08%
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
5,160
shares
|
$209,496
0.01% of portfolio
|
Q4 2024
Reduced 13.35%
|
|
|
Ironwood Financial, LLC
|
Jan 16, 2025 Q4 2024 |
5,144
shares
|
$208,846
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
5,111
shares
|
$207,506
0.02% of portfolio
|
Q3 2024
Reduced 18.52%
|
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Feb 12, 2025 Q4 2024 |
5,099
shares
|
$207,019
0.25% of portfolio
|
Q4 2024
Reduced 4.05%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
5,082
shares
|
$206,329
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
5,075
shares
|
$206,045
0.03% of portfolio
|
Q4 2024
Reduced 7.2%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
5,065
shares
|
$205,639
0.3% of portfolio
|
Q3 2022
Reduced 4.22%
|