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 |
|---|---|---|---|---|---|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
493
shares
|
$20,262
0.0% of portfolio
|
Q2 2024
Reduced 60.18%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
484
shares
|
$19,892
0.01% of portfolio
|
Q1 2025
Reduced 66.34%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
480
shares
|
$19,728
0.0% of portfolio
|
Q1 2018
Reduced 57.33%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
May 01, 2025 Q1 2025 |
479
shares
|
$19,686
0.01% of portfolio
|
Q1 2025
Added 31.59%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
475
shares
|
$19,522
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Apr 29, 2025 Q1 2025 |
457
shares
|
$18,782
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
426
shares
|
$17,508
0.0% of portfolio
|
Q1 2024
Added 69.72%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Apr 02, 2025 Q1 2025 |
406
shares
|
$16,686
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Webster Bank, N. A.
|
Apr 04, 2025 Q1 2025 |
400
shares
|
$16,440
0.0% of portfolio
|
Q1 2025
Reduced 33.33%
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
357
shares
|
$14,672
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Atticus Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
357
shares
|
$14,672
0.0% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
346
shares
|
$14,220
0.0% of portfolio
|
Q3 2024
Reduced 48.89%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Apr 28, 2025 Q1 2025 |
344
shares
|
$14,138
0.0% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
318
shares
|
$13,069
0.0% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
May 13, 2025 Q1 2025 |
300
shares
|
$12,330
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
295
shares
|
$12,124
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
293
shares
|
$12,042
0.0% of portfolio
|
Q1 2025
Reduced 5.79%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
258
shares
|
$10,603
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
257
shares
|
$10,562
0.0% of portfolio
|
Q4 2024
Added 1252.63%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
252
shares
|
$10,357
0.0% of portfolio
|
Q1 2025
Reduced 41.12%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Apr 30, 2025 Q1 2025 |
249
shares
|
$10,233
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
246
shares
|
$10,110
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Apr 14, 2025 Q1 2025 |
245
shares
|
$10,069
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
231
shares
|
$9,494
0.01% of portfolio
|
Q4 2023
Reduced 46.15%
|
|
|
Centerpoint Advisors, LLC
|
May 12, 2025 Q1 2025 |
214
shares
|
$8,795
0.0% of portfolio
|
Q1 2024
New holding
|