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 |
|---|---|---|---|---|---|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
918
shares
|
$37,270
0.01% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Feb 14, 2025 Q4 2024 |
900
shares
|
$36,540
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Feb 14, 2025 Q4 2024 |
900
shares
|
$36,540
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
824
shares
|
$33,454
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
783
shares
|
$31,789
0.01% of portfolio
|
Q3 2024
Added 48.58%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
755
shares
|
$30,653
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
753
shares
|
$30,571
0.0% of portfolio
|
Q4 2024
Reduced 19.89%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
721
shares
|
$29,272
0.01% of portfolio
|
Q3 2024
Reduced 5.26%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
687
shares
|
$27,892
0.01% of portfolio
|
Q2 2023
Added 2444.44%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
673
shares
|
$27,323
0.0% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 09, 2025 Q1 2025 |
670
shares
|
$27,202
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Community Bank, N.A.
|
Feb 11, 2025 Q4 2024 |
638
shares
|
$25,902
0.0% of portfolio
|
Q1 2024
Reduced 23.87%
|
|
|
Live Oak Investment Partners
Austin, TX |
Feb 06, 2025 Q4 2024 |
611
shares
|
$24,806
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Copia Wealth Management
Bend, OR |
Mar 06, 2025 Q4 2024 |
605
shares
|
$24,563
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jan 27, 2025 Q4 2024 |
592
shares
|
$24,035
0.01% of portfolio
|
Q4 2024
Added 25.16%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
562
shares
|
$22,817
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Bellwether Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
561
shares
|
$22,776
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Feb 10, 2025 Q4 2024 |
557
shares
|
$22,614
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
500
shares
|
$20,300
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
493
shares
|
$20,015
0.0% of portfolio
|
Q2 2024
Reduced 60.18%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
483
shares
|
$19,609
0.0% of portfolio
|
Q3 2024
Reduced 65.15%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
480
shares
|
$19,488
0.0% of portfolio
|
Q1 2018
Reduced 57.33%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Feb 10, 2025 Q4 2024 |
476
shares
|
$19,325
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
428
shares
|
$17,376
0.0% of portfolio
|
Q4 2024
Added 25.51%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
426
shares
|
$17,295
0.0% of portfolio
|
Q1 2024
Added 69.72%
|