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 |
|---|---|---|---|---|---|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Apr 21, 2025 Q1 2025 |
5,637
shares
|
$231,680
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
5,558
shares
|
$228,433
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Intrua Financial, LLC
Houston, TX |
May 28, 2025 Q1 2025 |
5,543
shares
|
$227,817
0.04% of portfolio
|
Q1 2025
Reduced 5.88%
|
|
|
Optimist Retirement Group LLC
Bellevue, WA |
May 05, 2025 Q1 2025 |
5,542
shares
|
$227,776
0.11% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Shapiro Capital Management LLC
Atlanta, GA |
May 15, 2025 Q1 2025 |
5,500
shares
|
$226,050
0.01% of portfolio
|
Q1 2025
Reduced 73.81%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
May 15, 2025 Q1 2025 |
5,485
shares
|
$225,433
0.15% of portfolio
|
Q1 2025
Reduced 1.54%
|
|
|
Helen Stephens Group, LLC
|
Apr 23, 2025 Q1 2025 |
5,416
shares
|
$222,597
0.06% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Ironwood Financial, LLC
|
Apr 15, 2025 Q1 2025 |
5,399
shares
|
$221,898
0.05% of portfolio
|
Q1 2025
Added 4.96%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
5,384
shares
|
$221,282
0.02% of portfolio
|
Q1 2025
Added 107580.0%
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Apr 30, 2025 Q1 2025 |
5,371
shares
|
$220,748
0.26% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Fox Financial, Inc
Wyomissing, PA |
Apr 21, 2025 Q1 2025 |
5,350
shares
|
$219,885
0.21% of portfolio
|
Q1 2025
Reduced 18.88%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
5,317
shares
|
$218,528
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Professional Financial Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
5,314
shares
|
$218,405
0.06% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Townsend Asset Management Corp
|
Apr 21, 2025 Q1 2025 |
5,289
shares
|
$217,377
0.08% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Apr 28, 2025 Q1 2025 |
5,258
shares
|
$216,103
0.08% of portfolio
|
Q1 2025
Reduced 45.73%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
5,219
shares
|
$214,500
0.03% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Apr 16, 2025 Q1 2025 |
5,202
shares
|
$213,802
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
5,196
shares
|
$213,555
0.03% of portfolio
|
Q4 2024
Reduced 17.08%
|
|
|
Stanich Group LLC
Montauk, NY |
Apr 17, 2025 Q1 2025 |
5,194
shares
|
$213,473
0.16% of portfolio
|
Q1 2025
Reduced 12.23%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
5,121
shares
|
$210,473
0.02% of portfolio
|
Q1 2025
Reduced 27.44%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Apr 10, 2025 Q1 2025 |
5,113
shares
|
$210,144
0.1% of portfolio
|
Q1 2025
Reduced 52.18%
|
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Apr 28, 2025 Q1 2025 |
5,112
shares
|
$210,103
0.25% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
May 14, 2025 Q1 2025 |
5,080
shares
|
$208,788
0.13% of portfolio
|
Q1 2025
Reduced 66.38%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
5,065
shares
|
$208,171
0.3% of portfolio
|
Q3 2022
Reduced 4.22%
|
|
|
Glenview Trust CO
Louisville, KY |
May 20, 2025 Q1 2025 |
5,017
shares
|
$206,198
0.0% of portfolio
|
Q1 2025
Added 8.76%
|