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 |
|---|---|---|---|---|---|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
163
shares
|
$6,122
0.0% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Feb 27, 2025 Q4 2024 |
161
shares
|
$6,047
0.0% of portfolio
|
Q4 2024
Reduced 30.9%
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
157
shares
|
$5,896
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
152
shares
|
$5,709
0.0% of portfolio
|
Q1 2024
Reduced 0.65%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
148
shares
|
$5,558
0.0% of portfolio
|
Q4 2024
Reduced 70.87%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
143
shares
|
$5,371
0.01% of portfolio
|
Q3 2022
Reduced 6.99%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Feb 12, 2025 Q4 2024 |
136
shares
|
$5,108
0.0% of portfolio
|
Q4 2024
Added 2.26%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
135
shares
|
$5,070
0.0% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
New Millennium Group LLC
Sandy, UT |
Jan 23, 2025 Q4 2024 |
134
shares
|
$5,033
0.0% of portfolio
|
Q4 2024
Added 86.11%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
132
shares
|
$4,957
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
130
shares
|
$4,882
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Atlantic Private Wealth, LLC
|
Feb 11, 2025 Q4 2024 |
129
shares
|
$4,845
0.0% of portfolio
|
Q4 2024
Added 1.57%
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
113
shares
|
$4,244
0.0% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
113
shares
|
$4,244
0.0% of portfolio
|
Q1 2025
Added 41.25%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jan 28, 2025 Q4 2024 |
105
shares
|
$3,943
0.0% of portfolio
|
Q4 2023
Reduced 97.14%
|
|
|
Tower View Investment Management & Research LLC
|
Feb 05, 2025 Q4 2024 |
96
shares
|
$3,605
0.0% of portfolio
|
Q4 2024
Reduced 40.74%
|
|
|
Systm Wealth Solutions LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
93
shares
|
$3,493
0.13% of portfolio
|
Q3 2024
Reduced 21.19%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
90
shares
|
$3,380
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Breakwater Investment Management
Seattle, WA |
Apr 17, 2025 Q1 2025 |
85
shares
|
$3,192
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hanson & Doremus Investment Management
|
Apr 17, 2025 Q1 2025 |
83
shares
|
$3,117
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
78
shares
|
$2,929
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Apr 14, 2025 Q1 2025 |
76
shares
|
$2,854
0.0% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Feb 05, 2025 Q4 2024 |
72
shares
|
$2,704
0.0% of portfolio
|
Q4 2024
Reduced 40.98%
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
65
shares
|
$2,441
0.0% of portfolio
|
Q4 2024
Added 38.3%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
62
shares
|
$2,328
0.0% of portfolio
|
Q4 2024
New holding
|