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 |
|---|---|---|---|---|---|
|
Tower View Investment Management & Research LLC
|
Apr 22, 2025 Q1 2025 |
96
shares
|
$3,945
0.0% of portfolio
|
Q4 2024
Reduced 40.74%
|
|
|
Systm Wealth Solutions LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
93
shares
|
$3,822
0.13% of portfolio
|
Q3 2024
Reduced 21.19%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
90
shares
|
$3,699
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Breakwater Investment Management
Seattle, WA |
Apr 17, 2025 Q1 2025 |
85
shares
|
$3,493
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hanson & Doremus Investment Management
|
Apr 17, 2025 Q1 2025 |
83
shares
|
$3,411
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
80
shares
|
$3,288
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
78
shares
|
$3,205
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Apr 14, 2025 Q1 2025 |
76
shares
|
$3,123
0.0% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
72
shares
|
$2,959
0.0% of portfolio
|
Q4 2024
Reduced 40.98%
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
59
shares
|
$2,424
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
50
shares
|
$2,055
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
49
shares
|
$2,013
0.0% of portfolio
|
Q4 2024
Reduced 67.76%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
May 14, 2025 Q1 2025 |
47
shares
|
$1,931
0.0% of portfolio
|
Q2 2024
Reduced 4.08%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
42
shares
|
$1,726
0.0% of portfolio
|
Q1 2025
Added 90.91%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Apr 30, 2025 Q1 2025 |
41
shares
|
$1,685
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Apr 15, 2025 Q1 2025 |
40
shares
|
$1,644
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Apr 25, 2025 Q1 2025 |
38
shares
|
$1,561
0.0% of portfolio
|
Q1 2025
Reduced 71.64%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
36
shares
|
$1,479
0.0% of portfolio
|
Q4 2019
Reduced 96.54%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
36
shares
|
$1,479
0.0% of portfolio
|
Q1 2025
Reduced 44.62%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
May 09, 2025 Q1 2025 |
34
shares
|
$1,397
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
33
shares
|
$1,356
0.0% of portfolio
|
Q4 2023
Reduced 75.19%
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
32
shares
|
$1,315
0.0% of portfolio
|
Q1 2025
Reduced 33.33%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
May 14, 2025 Q1 2025 |
31
shares
|
$1,274
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Apr 03, 2025 Q1 2025 |
28
shares
|
$1,150
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
24
shares
|
$986
0.0% of portfolio
|
Q3 2024
New holding
|