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 |
|---|---|---|---|---|---|
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
Jan 17, 2025 Q4 2024 |
142,585
shares
|
$5.36 Million
2.84% of portfolio
|
Q4 2024
Added 57.4%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
141,576
shares
|
$5.32 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Feb 14, 2025 Q4 2024 |
141,439
shares
|
$5.31 Million
2.95% of portfolio
|
Q4 2024
Reduced 11.57%
|
|
|
Beck Capital Management, LLC
Austin, TX |
Feb 14, 2025 Q4 2024 |
141,323
shares
|
$5.31 Million
1.95% of portfolio
|
Q4 2024
Added 119.19%
|
|
|
Bensler, LLC
Bellevue, WA |
Apr 16, 2025 Q1 2025 |
139,339
shares
|
$5.23 Million
0.71% of portfolio
|
Q1 2025
Added 9.5%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
137,922
shares
|
$5.18 Million
0.0% of portfolio
|
Q4 2024
Added 165.61%
|
|
|
Mjp Associates Inc
|
Feb 14, 2025 Q4 2024 |
136,459
shares
|
$5.13 Million
1.13% of portfolio
|
Q4 2024
Added 3.25%
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
134,370
shares
|
$5.05 Million
2.03% of portfolio
|
Q3 2024
Reduced 2.78%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
131,859
shares
|
$4.95 Million
0.01% of portfolio
|
Q4 2024
Added 7.28%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
129,699
shares
|
$4.87 Million
0.37% of portfolio
|
Q1 2025
Reduced 2.23%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Feb 03, 2025 Q4 2024 |
127,586
shares
|
$4.79 Million
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Feb 14, 2025 Q4 2024 |
125,850
shares
|
$4.73 Million
0.68% of portfolio
|
Q4 2024
New holding
|
|
|
Warren Street Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
125,428
shares
|
$4.71 Million
2.06% of portfolio
|
Q1 2025
Added 6.76%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
125,290
shares
|
$4.71 Million
3.75% of portfolio
|
Q3 2023
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
124,157
shares
|
$4.66 Million
0.14% of portfolio
|
Q1 2025
Reduced 7.06%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Apr 14, 2025 Q1 2025 |
123,594
shares
|
$4.64 Million
2.82% of portfolio
|
Q1 2025
Reduced 3.05%
|
|
|
Financial Counselors Inc
|
Feb 11, 2025 Q4 2024 |
122,154
shares
|
$4.59 Million
0.08% of portfolio
|
Q4 2024
Added 15.24%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
120,160
shares
|
$4.51 Million
0.18% of portfolio
|
Q3 2022
Added 2.72%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
119,914
shares
|
$4.5 Million
0.22% of portfolio
|
Q4 2024
Added 6.46%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
119,817
shares
|
$4.5 Million
0.85% of portfolio
|
Q1 2025
Added 12.6%
|
|
|
Hudson Valley Investment Advisors Inc
|
Apr 11, 2025 Q1 2025 |
118,858
shares
|
$4.46 Million
0.58% of portfolio
|
Q1 2025
Added 10.25%
|
|
|
Ironwood Wealth Management, Llc.
|
Feb 04, 2025 Q4 2024 |
118,692
shares
|
$4.46 Million
1.65% of portfolio
|
Q4 2024
Reduced 7.89%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
118,509
shares
|
$4.45 Million
0.52% of portfolio
|
Q4 2024
Reduced 8.06%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Feb 14, 2025 Q4 2024 |
118,355
shares
|
$4.45 Million
0.84% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
Jan 29, 2025 Q4 2024 |
115,592
shares
|
$4.34 Million
3.38% of portfolio
|
Q4 2024
Reduced 55.25%
|