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 |
|---|---|---|---|---|---|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
303,343
shares
|
$12.5 Million
0.4% of portfolio
|
Q4 2024
Added 7.43%
|
|
|
Trilogy Capital Inc.
|
May 06, 2025 Q1 2025 |
295,691
shares
|
$12.2 Million
0.64% of portfolio
|
Q1 2025
Reduced 2.81%
|
|
|
Wbh Advisory Inc
|
May 09, 2025 Q1 2025 |
295,333
shares
|
$12.1 Million
1.13% of portfolio
|
Q1 2025
Added 1.79%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
293,465
shares
|
$12.1 Million
0.78% of portfolio
|
Q1 2025
Added 2.28%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Apr 10, 2025 Q1 2025 |
288,663
shares
|
$11.9 Million
1.15% of portfolio
|
Q1 2025
Added 19.92%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
286,338
shares
|
$11.8 Million
0.05% of portfolio
|
Q1 2025
Reduced 18.26%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Apr 24, 2025 Q1 2025 |
284,873
shares
|
$11.7 Million
2.38% of portfolio
|
Q1 2025
Added 14.58%
|
|
|
Banco Santander, S.A.
|
May 09, 2025 Q1 2025 |
283,979
shares
|
$11.7 Million
0.13% of portfolio
|
Q1 2025
Reduced 5.11%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
May 14, 2025 Q1 2025 |
282,523
shares
|
$11.6 Million
1.07% of portfolio
|
Q1 2025
Added 5.01%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
May 09, 2025 Q1 2025 |
275,305
shares
|
$11.3 Million
1.31% of portfolio
|
Q1 2025
Added 4817.92%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
273,823
shares
|
$11.3 Million
0.36% of portfolio
|
Q1 2025
Reduced 32.05%
|
|
|
Tpg Financial Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
268,693
shares
|
$11 Million
4.83% of portfolio
|
Q1 2025
Added 32.62%
|
|
|
Windsor Capital Management, LLC
|
May 02, 2025 Q1 2025 |
265,887
shares
|
$10.9 Million
3.39% of portfolio
|
Q1 2025
Added 3.2%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
265,844
shares
|
$10.9 Million
0.0% of portfolio
|
Q1 2025
Added 201.79%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
263,472
shares
|
$10.8 Million
0.35% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
262,206
shares
|
$10.8 Million
0.34% of portfolio
|
Q1 2025
Reduced 58.96%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
260,453
shares
|
$10.7 Million
1.41% of portfolio
|
Q1 2025
Added 5.31%
|
|
|
Taylor & Morgan Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
257,946
shares
|
$10.6 Million
8.19% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
249,918
shares
|
$10.3 Million
0.03% of portfolio
|
Q1 2025
Added 1.22%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
249,782
shares
|
$10.3 Million
0.03% of portfolio
|
Q1 2025
Reduced 4.38%
|
|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
249,127
shares
|
$10.2 Million
0.23% of portfolio
|
Q1 2025
Reduced 3.08%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
May 15, 2025 Q1 2025 |
240,246
shares
|
$9.87 Million
2.38% of portfolio
|
Q1 2025
Added 17.87%
|
|
|
Wall Capital Group, Inc.
|
Feb 07, 2024 Q4 2023 |
236,443
shares
|
$9.72 Million
11.3% of portfolio
|
Q4 2023
Added 70.14%
|
|
|
Univest Financial Corp
|
May 08, 2025 Q1 2025 |
233,975
shares
|
$9.62 Million
0.64% of portfolio
|
Q1 2025
Added 5.44%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
232,940
shares
|
$9.57 Million
0.02% of portfolio
|
Q3 2023
Reduced 8.9%
|