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 978 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 |
|---|---|---|---|---|---|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
111,607
shares
|
$4.53 Million
0.55% of portfolio
|
Q4 2023
Reduced 0.15%
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
111,573
shares
|
$4.53 Million
2.29% of portfolio
|
Q1 2023
Added 0.13%
|
|
|
Sharkey, Howes & Javer
|
Feb 05, 2025 Q4 2024 |
109,145
shares
|
$4.43 Million
0.73% of portfolio
|
Q4 2024
Added 9.43%
|
|
|
Hudson Valley Investment Advisors Inc
|
Jan 08, 2025 Q4 2024 |
107,810
shares
|
$4.38 Million
0.55% of portfolio
|
Q4 2024
Added 10.19%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
106,433
shares
|
$4.32 Million
0.01% of portfolio
|
Q4 2024
Added 13.25%
|
|
|
Iag Wealth Partners, LLC
|
Feb 10, 2025 Q4 2024 |
106,412
shares
|
$4.32 Million
0.88% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
106,351
shares
|
$4.32 Million
0.31% of portfolio
|
Q3 2022
Reduced 2.56%
|
|
|
California First Leasing Corp
Newport Beach, CA |
Feb 05, 2025 Q4 2024 |
103,485
shares
|
$4.2 Million
1.92% of portfolio
|
Q4 2024
New holding
|
|
|
Resonant Capital Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
102,755
shares
|
$4.17 Million
0.34% of portfolio
|
Q4 2024
Added 5.51%
|
|
|
Strategic Financial Planning, Inc.
|
Feb 13, 2025 Q4 2024 |
102,078
shares
|
$4.14 Million
3.12% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
100,694
shares
|
$4.09 Million
1.03% of portfolio
|
Q3 2024
Added 4.61%
|
|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Jan 23, 2025 Q4 2024 |
100,583
shares
|
$4.08 Million
3.04% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
99,990
shares
|
$4.06 Million
0.61% of portfolio
|
Q4 2024
Added 1223.67%
|
|
|
Aspire Private Capital, LLC
|
Jan 17, 2025 Q4 2024 |
99,961
shares
|
$4.06 Million
1.13% of portfolio
|
Q4 2024
Reduced 8.41%
|
|
|
Paulson Wealth Management Inc.
|
Feb 13, 2025 Q4 2024 |
99,422
shares
|
$4.04 Million
1.23% of portfolio
|
Q4 2024
Reduced 5.36%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
99,060
shares
|
$4.02 Million
0.15% of portfolio
|
Q4 2024
Reduced 1.71%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
99,048
shares
|
$4.02 Million
0.01% of portfolio
|
Q4 2024
Added 5.71%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Jan 22, 2025 Q4 2024 |
98,809
shares
|
$4.01 Million
3.83% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
Arkansas Financial Group, Inc.
|
Jan 17, 2025 Q4 2024 |
96,037
shares
|
$3.9 Million
0.7% of portfolio
|
Q4 2024
Added 24.2%
|
|
|
Pecaut & Co.
|
Feb 11, 2025 Q4 2024 |
94,803
shares
|
$3.85 Million
1.54% of portfolio
|
Q4 2024
Added 14.12%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
93,911
shares
|
$3.81 Million
0.05% of portfolio
|
Q4 2024
Added 14.41%
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Jan 31, 2025 Q4 2024 |
92,862
shares
|
$3.77 Million
2.53% of portfolio
|
Q4 2024
Reduced 1.57%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
91,452
shares
|
$3.71 Million
0.01% of portfolio
|
Q4 2024
Added 8.83%
|
|
|
626 Financial, LLC
|
Jan 14, 2025 Q4 2024 |
88,540
shares
|
$3.59 Million
2.22% of portfolio
|
Q4 2024
Added 4.64%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
88,090
shares
|
$3.58 Million
0.0% of portfolio
|
Q4 2024
Added 209.17%
|