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 981 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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Feb 13, 2025 Q4 2024 |
5,047
shares
|
$204,908
0.11% of portfolio
|
Q4 2024
Reduced 17.38%
|
|
|
Lion Street Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
5,002
shares
|
$203,081
0.07% of portfolio
|
Q4 2024
Added 8.6%
|
|
|
Simplicity Wealth,Llc
|
Feb 07, 2025 Q4 2024 |
4,961
shares
|
$201,416
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Svb Wealth LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
4,950
shares
|
$200,970
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jan 22, 2025 Q4 2024 |
4,924
shares
|
$199,914
0.01% of portfolio
|
Q4 2024
Reduced 20.21%
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
Jan 27, 2025 Q4 2024 |
4,922
shares
|
$199,833
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Maia Wealth LLC
Denver, CO |
Feb 05, 2025 Q4 2024 |
4,920
shares
|
$199,752
0.05% of portfolio
|
Q4 2024
Added 1.42%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Feb 04, 2025 Q4 2024 |
4,911
shares
|
$199,386
0.04% of portfolio
|
Q4 2024
Reduced 37.49%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
4,886
shares
|
$198,371
0.02% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Acorn Financial Advisory Services Inc
|
Feb 14, 2025 Q4 2024 |
4,845
shares
|
$196,707
0.04% of portfolio
|
Q4 2024
Reduced 6.43%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Feb 03, 2025 Q4 2024 |
4,841
shares
|
$196,544
0.08% of portfolio
|
Q4 2024
Added 19.09%
|
|
|
Arthur M. Cohen & Associates, LLC
|
Jan 15, 2025 Q4 2024 |
4,822
shares
|
$195,773
0.04% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
4,792
shares
|
$194,555
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
4,789
shares
|
$194,433
0.01% of portfolio
|
Q4 2023
Reduced 19.12%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Feb 14, 2025 Q4 2024 |
4,779
shares
|
$194,027
0.05% of portfolio
|
Q3 2024
Reduced 17.3%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
4,769
shares
|
$193,621
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cranbrook Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
4,766
shares
|
$193,499
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jan 29, 2025 Q4 2024 |
4,736
shares
|
$192,281
0.05% of portfolio
|
Q4 2024
Reduced 6.72%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
4,725
shares
|
$191,835
0.02% of portfolio
|
Q4 2024
Reduced 27.07%
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
Jan 21, 2025 Q4 2024 |
4,618
shares
|
$187,490
0.04% of portfolio
|
Q4 2024
Added 1.05%
|