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 |
|---|---|---|---|---|---|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
3,393
shares
|
$139,452
0.09% of portfolio
|
Q2 2024
Reduced 3.33%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
3,265
shares
|
$134,191
0.0% of portfolio
|
Q1 2025
Reduced 4.14%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
3,111
shares
|
$127,862
0.03% of portfolio
|
Q3 2024
Added 7.13%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
3,018
shares
|
$124,039
0.0% of portfolio
|
Q1 2025
Added 534.03%
|
|
|
Ballast Advisors LLC
|
May 07, 2025 Q1 2025 |
2,948
shares
|
$121,162
0.04% of portfolio
|
Q1 2025
Reduced 3.41%
|
|
|
Lavaca Capital LLC
Houston, TX |
May 15, 2025 Q1 2025 |
2,823
shares
|
$116,025
0.05% of portfolio
|
Q1 2025
Reduced 17.21%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
2,761
shares
|
$113,477
0.04% of portfolio
|
Q2 2024
Reduced 44.68%
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
2,759
shares
|
$113,394
0.05% of portfolio
|
Q1 2025
Reduced 12.91%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
2,673
shares
|
$109,860
0.0% of portfolio
|
Q1 2025
Added 17.08%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
2,566
shares
|
$105,462
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
S.A. Mason LLC
|
Apr 23, 2025 Q1 2025 |
2,562
shares
|
$105,298
0.06% of portfolio
|
Q1 2025
Added 2.97%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
2,562
shares
|
$105,298
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
2,480
shares
|
$101,928
0.01% of portfolio
|
Q1 2025
Reduced 8.18%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
2,399
shares
|
$98,598
0.0% of portfolio
|
Q1 2025
Reduced 51.54%
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
2,381
shares
|
$97,859
0.01% of portfolio
|
Q4 2024
Added 8.92%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Apr 30, 2025 Q1 2025 |
2,354
shares
|
$96,749
0.05% of portfolio
|
Q1 2025
Reduced 3.45%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
2,329
shares
|
$95,721
0.0% of portfolio
|
Q4 2024
Reduced 13.71%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
2,241
shares
|
$92,105
0.01% of portfolio
|
Q1 2025
Added 1.17%
|
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
2,105
shares
|
$86,515
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
2,059
shares
|
$84,624
0.0% of portfolio
|
Q1 2025
Added 6.91%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
1,843
shares
|
$75,747
0.01% of portfolio
|
Q1 2025
Reduced 94.52%
|
|
|
Flaharty Asset Management, LLC
|
May 20, 2025 Q1 2025 |
1,836
shares
|
$75,459
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
1,831
shares
|
$75,254
0.0% of portfolio
|
Q3 2023
Reduced 14.32%
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
1,790
shares
|
$73,569
0.03% of portfolio
|
Q1 2025
Reduced 21.42%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
1,690
shares
|
$69,459
0.04% of portfolio
|
Q3 2023
New holding
|