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 |
|---|---|---|---|---|---|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
May 14, 2025 Q1 2025 |
207
shares
|
$8,507
0.01% of portfolio
|
Q1 2025
Added 0.98%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
204
shares
|
$8,384
0.0% of portfolio
|
Q1 2025
Reduced 57.76%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Apr 21, 2025 Q1 2025 |
201
shares
|
$8,261
0.0% of portfolio
|
Q4 2024
Reduced 20.87%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
May 06, 2025 Q1 2025 |
186
shares
|
$7,644
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
May 22, 2025 Q1 2025 |
174
shares
|
$7,151
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
171
shares
|
$7,028
0.0% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jan 28, 2025 Q4 2024 |
165
shares
|
$6,781
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Horizons Wealth Management
Asheville, NC |
Apr 10, 2025 Q1 2025 |
164
shares
|
$6,740
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Reap Financial Group, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
161
shares
|
$6,617
0.0% of portfolio
|
Q4 2024
Reduced 30.9%
|
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
157
shares
|
$6,452
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
154
shares
|
$6,329
0.0% of portfolio
|
Q1 2025
Reduced 5.52%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
152
shares
|
$6,247
0.0% of portfolio
|
Q1 2024
Reduced 0.65%
|
|
|
Woodside Wealth Management LLC
Framingham, MA |
May 01, 2025 Q1 2025 |
144
shares
|
$5,918
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
May 16, 2025 Q1 2025 |
144
shares
|
$5,918
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
143
shares
|
$5,877
0.01% of portfolio
|
Q3 2022
Reduced 6.99%
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
135
shares
|
$5,548
0.0% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
135
shares
|
$5,548
0.0% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
132
shares
|
$5,425
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
130
shares
|
$5,343
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Atlantic Private Wealth, LLC
|
May 09, 2025 Q1 2025 |
129
shares
|
$5,301
0.0% of portfolio
|
Q4 2024
Added 1.57%
|
|
|
Glassman Wealth Services
|
May 08, 2025 Q1 2025 |
125
shares
|
$5,137
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
115
shares
|
$4,726
0.0% of portfolio
|
Q1 2025
Reduced 89.85%
|
|
|
Wolff Wiese Magana LLC
|
Apr 22, 2025 Q1 2025 |
113
shares
|
$4,644
0.0% of portfolio
|
Q1 2025
Reduced 23.65%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
113
shares
|
$4,644
0.0% of portfolio
|
Q1 2025
Added 41.25%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Apr 24, 2025 Q1 2025 |
105
shares
|
$4,315
0.0% of portfolio
|
Q4 2023
Reduced 97.14%
|