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 |
|---|---|---|---|---|---|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
932
shares
|
$38,305
0.02% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
920
shares
|
$37,812
0.0% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
920
shares
|
$37,812
0.0% of portfolio
|
Q3 2022
Reduced 30.25%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Feb 14, 2025 Q4 2024 |
900
shares
|
$36,990
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
May 14, 2025 Q1 2025 |
900
shares
|
$36,990
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
869
shares
|
$35,715
0.03% of portfolio
|
Q1 2025
Reduced 13.79%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
824
shares
|
$33,866
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
767
shares
|
$31,523
0.0% of portfolio
|
Q1 2025
Added 1.86%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
761
shares
|
$31,277
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
755
shares
|
$31,030
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Apr 10, 2025 Q1 2025 |
721
shares
|
$29,633
0.01% of portfolio
|
Q3 2024
Reduced 5.26%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Apr 16, 2025 Q1 2025 |
687
shares
|
$28,235
0.01% of portfolio
|
Q2 2023
Added 2444.44%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
673
shares
|
$27,660
0.0% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 09, 2025 Q1 2025 |
670
shares
|
$27,537
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Community Bank, N.A.
|
Apr 21, 2025 Q1 2025 |
638
shares
|
$26,221
0.0% of portfolio
|
Q1 2024
Reduced 23.87%
|
|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
605
shares
|
$24,865
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
May 06, 2025 Q1 2025 |
594
shares
|
$24,413
0.01% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
562
shares
|
$23,098
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
561
shares
|
$23,057
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
559
shares
|
$22,974
0.0% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
May 05, 2025 Q1 2025 |
534
shares
|
$21,947
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
517
shares
|
$21,248
0.01% of portfolio
|
Q1 2025
Reduced 59.89%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
516
shares
|
$21,207
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
500
shares
|
$20,550
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
498
shares
|
$20,467
0.0% of portfolio
|
Q1 2025
Added 340.71%
|