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 218 Million shares, which have been reported (via 13F filing form) to have a value of $8.19 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Centennial Bank/Ar/
Conway, AR |
Feb 06, 2025 Q4 2024 |
377
shares
|
$14,160
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Feb 10, 2025 Q4 2024 |
365
shares
|
$13,709
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 28, 2025 Q4 2024 |
364
shares
|
$13,671
0.01% of portfolio
|
Q4 2024
Reduced 69.05%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
357
shares
|
$13,408
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
354
shares
|
$13,296
0.01% of portfolio
|
Q4 2024
Added 5.04%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
346
shares
|
$12,995
0.0% of portfolio
|
Q3 2024
Reduced 48.89%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Feb 21, 2025 Q4 2024 |
342
shares
|
$12,845
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
317
shares
|
$11,906
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
311
shares
|
$11,681
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
295
shares
|
$11,080
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Feb 14, 2025 Q4 2024 |
257
shares
|
$9,652
0.0% of portfolio
|
Q4 2024
Added 1252.63%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
253
shares
|
$9,502
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
246
shares
|
$9,239
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Apr 14, 2025 Q1 2025 |
245
shares
|
$9,202
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
231
shares
|
$8,676
0.01% of portfolio
|
Q4 2023
Reduced 46.15%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
230
shares
|
$8,638
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
229
shares
|
$8,601
0.0% of portfolio
|
Q4 2024
Added 70.9%
|
|
|
Centerpoint Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
214
shares
|
$8,037
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Feb 13, 2025 Q4 2024 |
205
shares
|
$7,699
0.01% of portfolio
|
Q4 2024
Added 5.67%
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
201
shares
|
$7,549
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 10, 2025 Q4 2024 |
201
shares
|
$7,549
0.01% of portfolio
|
Q4 2024
Reduced 20.87%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Feb 13, 2025 Q4 2024 |
186
shares
|
$6,986
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Feb 13, 2025 Q4 2024 |
172
shares
|
$6,460
0.0% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jan 28, 2025 Q4 2024 |
165
shares
|
$6,197
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Horizons Wealth Management
Asheville, NC |
Apr 10, 2025 Q1 2025 |
164
shares
|
$6,159
0.0% of portfolio
|
Q2 2023
New holding
|