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 |
|---|---|---|---|---|---|
|
S.A. Mason LLC
|
Jan 24, 2025 Q4 2024 |
2,488
shares
|
$101,012
0.06% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Mar 04, 2025 Q4 2024 |
2,438
shares
|
$98,982
0.06% of portfolio
|
Q4 2024
Added 23.01%
|
|
|
Sage Mountain Advisors LLC
|
Feb 07, 2025 Q4 2024 |
2,381
shares
|
$96,668
0.01% of portfolio
|
Q4 2024
Added 8.92%
|
|
|
West Branch Capital LLC
|
Jan 17, 2025 Q4 2024 |
2,341
shares
|
$95,044
0.04% of portfolio
|
Q1 2022
Reduced 44.74%
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
2,329
shares
|
$94,557
0.0% of portfolio
|
Q4 2024
Reduced 13.71%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
2,283
shares
|
$92,689
0.01% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
Orion Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
2,278
shares
|
$92,486
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Feb 14, 2025 Q4 2024 |
2,264
shares
|
$91,918
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
2,215
shares
|
$89,929
0.01% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
2,124
shares
|
$86,234
0.06% of portfolio
|
Q1 2024
Reduced 9.27%
|
|
|
Cyrus J. Lawrence, LLC
|
Feb 11, 2025 Q4 2024 |
1,947
shares
|
$79,048
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
1,926
shares
|
$78,195
0.0% of portfolio
|
Q3 2024
Reduced 6.91%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
1,831
shares
|
$74,338
0.0% of portfolio
|
Q3 2023
Reduced 14.32%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
1,690
shares
|
$68,614
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
1,643
shares
|
$66,705
0.04% of portfolio
|
Q2 2024
Reduced 96.67%
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
1,586
shares
|
$64,391
0.01% of portfolio
|
Q4 2024
Reduced 29.73%
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
1,585
shares
|
$64,351
0.01% of portfolio
|
Q4 2024
Added 4.0%
|
|
|
Kathleen S. Wright Associates Inc.
|
Jan 24, 2025 Q4 2024 |
1,566
shares
|
$63,579
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,542
shares
|
$62,605
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
1,542
shares
|
$62,605
0.0% of portfolio
|
Q4 2023
Added 497.67%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
1,518
shares
|
$61,630
0.01% of portfolio
|
Q2 2024
Added 0.53%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
1,498
shares
|
$60,818
0.01% of portfolio
|
Q2 2024
Added 31.29%
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
1,473
shares
|
$59,803
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
1,466
shares
|
$59,519
0.01% of portfolio
|
Q3 2023
Reduced 1.35%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Feb 04, 2025 Q4 2024 |
1,461
shares
|
$59,316
0.03% of portfolio
|
Q4 2024
Added 0.21%
|