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 |
|---|---|---|---|---|---|
|
Kwb Wealth
Redlands, CA |
Apr 10, 2025 Q1 2025 |
232,744
shares
|
$9.57 Million
1.2% of portfolio
|
Q1 2025
Reduced 7.57%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
231,154
shares
|
$9.5 Million
0.12% of portfolio
|
Q1 2025
Reduced 17.78%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Apr 22, 2025 Q1 2025 |
230,518
shares
|
$9.47 Million
3.02% of portfolio
|
Q1 2025
Reduced 4.63%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
227,015
shares
|
$9.33 Million
0.63% of portfolio
|
Q1 2025
Reduced 18.91%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
220,096
shares
|
$9.05 Million
0.05% of portfolio
|
Q1 2025
Reduced 16.06%
|
|
|
Austin Private Wealth, LLC
|
May 12, 2025 Q1 2025 |
217,086
shares
|
$8.92 Million
0.82% of portfolio
|
Q1 2025
Reduced 21.76%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
215,039
shares
|
$8.84 Million
0.03% of portfolio
|
Q1 2025
Added 57.89%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
210,032
shares
|
$8.63 Million
0.35% of portfolio
|
Q1 2025
Added 15.16%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
209,273
shares
|
$8.6 Million
0.07% of portfolio
|
Q1 2025
Added 2.42%
|
|
|
North Star Asset Management Inc
|
May 08, 2025 Q1 2025 |
205,741
shares
|
$8.46 Million
0.4% of portfolio
|
Q1 2025
Reduced 14.08%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
204,647
shares
|
$8.41 Million
5.21% of portfolio
|
Q3 2023
Reduced 1.34%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
May 07, 2025 Q1 2025 |
204,125
shares
|
$8.39 Million
0.71% of portfolio
|
Q1 2025
Added 59.99%
|
|
|
Montz Harcus Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
203,119
shares
|
$8.35 Million
4.57% of portfolio
|
Q1 2025
Added 8.66%
|
|
|
Financial Insights, Inc.
|
Apr 24, 2025 Q1 2025 |
201,976
shares
|
$8.3 Million
3.32% of portfolio
|
Q1 2025
Added 14.73%
|
|
|
Cahaba Wealth Management, Inc.
|
May 01, 2025 Q1 2025 |
201,043
shares
|
$8.26 Million
0.68% of portfolio
|
Q1 2025
Added 3.37%
|
|
|
Rvw Wealth, LLC
|
May 08, 2025 Q1 2025 |
200,168
shares
|
$8.23 Million
0.84% of portfolio
|
Q1 2025
Reduced 19.52%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
194,090
shares
|
$7.98 Million
4.77% of portfolio
|
Q1 2023
Reduced 3.31%
|
|
|
Pachira Investments Inc.
|
May 05, 2025 Q1 2025 |
193,066
shares
|
$7.94 Million
6.05% of portfolio
|
Q1 2025
Reduced 1.49%
|
|
|
Advisor Os, LLC
|
May 06, 2025 Q1 2025 |
189,249
shares
|
$7.78 Million
0.88% of portfolio
|
Q1 2025
Reduced 12.92%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
188,827
shares
|
$7.76 Million
0.12% of portfolio
|
Q1 2025
Reduced 5.01%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
188,058
shares
|
$7.73 Million
0.0% of portfolio
|
Q1 2025
Added 4.69%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
182,322
shares
|
$7.49 Million
0.36% of portfolio
|
Q1 2025
Added 12.04%
|
|
|
Private Wealth Group, LLC
|
Apr 16, 2025 Q1 2025 |
181,265
shares
|
$7.45 Million
4.46% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
May 05, 2025 Q1 2025 |
180,530
shares
|
$7.42 Million
1.35% of portfolio
|
Q1 2025
Reduced 2.61%
|
|
|
Wrapmanager Inc
|
May 08, 2025 Q1 2025 |
180,302
shares
|
$7.41 Million
1.96% of portfolio
|
Q1 2025
Added 2.08%
|