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 |
|---|---|---|---|---|---|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
177,825
shares
|
$7.31 Million
0.17% of portfolio
|
Q3 2022
Added 345.05%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
175,532
shares
|
$7.21 Million
2.36% of portfolio
|
Q1 2025
Added 3.96%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
173,708
shares
|
$7.14 Million
0.06% of portfolio
|
Q1 2025
Added 325.6%
|
|
|
Exchange Capital Management, Inc.
|
May 01, 2025 Q1 2025 |
170,720
shares
|
$7.02 Million
1.25% of portfolio
|
Q1 2025
Added 11.35%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
169,691
shares
|
$6.97 Million
0.77% of portfolio
|
Q1 2025
Added 9.5%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
166,847
shares
|
$6.86 Million
0.55% of portfolio
|
Q4 2023
Added 6.37%
|
|
|
Berkeley Capital Partners, LLC
|
May 05, 2025 Q1 2025 |
164,399
shares
|
$6.76 Million
1.88% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Apr 30, 2025 Q1 2025 |
163,705
shares
|
$6.73 Million
0.48% of portfolio
|
Q1 2025
Added 8.41%
|
|
|
International City Management Association Retirement Corp
Washington, DC |
Apr 09, 2025 Q1 2025 |
161,660
shares
|
$6.64 Million
3.73% of portfolio
|
Q1 2025
New holding
|
|
|
Collier Financial
Denver, CO |
Apr 15, 2025 Q1 2025 |
156,474
shares
|
$6.43 Million
5.42% of portfolio
|
Q1 2025
Added 2316.59%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
154,042
shares
|
$6.33 Million
0.03% of portfolio
|
Q1 2025
Reduced 34.84%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
May 14, 2025 Q1 2025 |
151,510
shares
|
$6.23 Million
3.01% of portfolio
|
Q1 2025
Added 7.12%
|
|
|
Valley Financial Management, Inc.
New York, NY |
Aug 14, 2023 Q2 2023 |
149,771
shares
|
$6.16 Million
3.01% of portfolio
|
Q2 2023
Added 121.85%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
148,324
shares
|
$6.1 Million
0.28% of portfolio
|
Q1 2025
Reduced 6.89%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
147,604
shares
|
$6.07 Million
1.13% of portfolio
|
Q1 2025
Added 6.66%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
May 14, 2025 Q1 2025 |
147,563
shares
|
$6.06 Million
1.12% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
146,237
shares
|
$6.01 Million
0.58% of portfolio
|
Q2 2024
Added 8.28%
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
142,817
shares
|
$5.87 Million
0.09% of portfolio
|
Q1 2025
Added 16.92%
|
|
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
May 13, 2025 Q1 2025 |
142,585
shares
|
$5.86 Million
3.22% of portfolio
|
Q4 2024
Added 57.4%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
140,670
shares
|
$5.78 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
Bensler, LLC
Bellevue, WA |
Apr 16, 2025 Q1 2025 |
139,339
shares
|
$5.73 Million
0.71% of portfolio
|
Q1 2025
Added 9.5%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
137,604
shares
|
$5.66 Million
0.03% of portfolio
|
Q1 2025
Reduced 35.76%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
137,440
shares
|
$5.65 Million
0.42% of portfolio
|
Q1 2025
New holding
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
134,370
shares
|
$5.52 Million
2.03% of portfolio
|
Q3 2024
Reduced 2.78%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
132,066
shares
|
$5.43 Million
0.17% of portfolio
|
Q1 2025
Added 10.13%
|