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 216 Million shares, which have been reported (via 13F filing form) to have a value of $8.77 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Octavia Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
171,643
shares
|
$6.97 Million
0.94% of portfolio
|
Q4 2024
Added 5.71%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
168,848
shares
|
$6.86 Million
2.27% of portfolio
|
Q4 2024
Added 2.0%
|
|
|
Louisiana State Employees Retirement System
|
Jan 29, 2025 Q4 2024 |
168,400
shares
|
$6.84 Million
0.15% of portfolio
|
Q4 2024
Reduced 32.21%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
166,847
shares
|
$6.77 Million
0.55% of portfolio
|
Q4 2023
Added 6.37%
|
|
|
Berkeley Capital Partners, LLC
|
Feb 11, 2025 Q4 2024 |
164,882
shares
|
$6.69 Million
2.08% of portfolio
|
Q4 2024
Added 3.96%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
164,124
shares
|
$6.66 Million
1.54% of portfolio
|
Q4 2024
Added 2.51%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Jan 22, 2025 Q4 2024 |
163,250
shares
|
$6.63 Million
3.67% of portfolio
|
Q4 2024
Added 20.14%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
162,881
shares
|
$6.61 Million
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
162,726
shares
|
$6.61 Million
0.35% of portfolio
|
Q4 2024
Added 2.8%
|
|
|
Annex Advisory Services, LLC
|
Jan 16, 2025 Q4 2024 |
161,936
shares
|
$6.57 Million
0.25% of portfolio
|
Q4 2024
Reduced 3.95%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
159,308
shares
|
$6.47 Million
0.37% of portfolio
|
Q4 2024
Reduced 5.52%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
154,971
shares
|
$6.29 Million
0.78% of portfolio
|
Q4 2024
Added 10.95%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
153,698
shares
|
$6.24 Million
0.84% of portfolio
|
Q4 2024
Reduced 2.02%
|
|
|
Exchange Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
153,323
shares
|
$6.22 Million
1.19% of portfolio
|
Q4 2024
Added 19.59%
|
|
|
Headland Capital, LLC
Mt. Pleasant, SC |
Feb 14, 2025 Q4 2024 |
152,816
shares
|
$6.2 Million
2.35% of portfolio
|
Q4 2024
New holding
|
|
|
Rkl Wealth Management LLC
|
Feb 06, 2025 Q4 2024 |
151,830
shares
|
$6.16 Million
0.61% of portfolio
|
Q4 2024
Added 570.63%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
151,012
shares
|
$6.13 Million
0.52% of portfolio
|
Q4 2024
Reduced 14.86%
|
|
|
Valley Financial Management, Inc.
New York, NY |
Aug 14, 2023 Q2 2023 |
149,771
shares
|
$6.08 Million
3.01% of portfolio
|
Q2 2023
Added 121.85%
|
|
|
1900 Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
148,995
shares
|
$6.05 Million
0.6% of portfolio
|
Q4 2024
Reduced 11.96%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Feb 14, 2025 Q4 2024 |
148,520
shares
|
$6.03 Million
0.96% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
146,237
shares
|
$5.94 Million
0.58% of portfolio
|
Q2 2024
Added 8.28%
|
|
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
Jan 17, 2025 Q4 2024 |
142,585
shares
|
$5.79 Million
2.84% of portfolio
|
Q4 2024
Added 57.4%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
141,576
shares
|
$5.75 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Feb 14, 2025 Q4 2024 |
141,439
shares
|
$5.74 Million
2.95% of portfolio
|
Q4 2024
Reduced 11.57%
|
|
|
Beck Capital Management, LLC
Austin, TX |
Feb 14, 2025 Q4 2024 |
141,323
shares
|
$5.74 Million
1.95% of portfolio
|
Q4 2024
Added 119.19%
|