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 962 institutions that hold shares in the stock, with a total of 215 Million shares, which have been reported (via 13F filing form) to have a value of $9.83 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
46,379
shares
|
$2.12 Million
0.0% of portfolio
|
Q4 2024
Added 25.05%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Jan 15, 2025 Q4 2024 |
45,885
shares
|
$2.1 Million
0.21% of portfolio
|
Q4 2024
Added 11.39%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jan 29, 2025 Q4 2024 |
45,802
shares
|
$2.09 Million
1.07% of portfolio
|
Q4 2024
New holding
|
|
|
Prairie Sky Financial Group LLC
Westchester, IL |
Jan 16, 2025 Q4 2024 |
45,475
shares
|
$2.08 Million
1.25% of portfolio
|
Q4 2024
Reduced 20.94%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
45,291
shares
|
$2.07 Million
0.27% of portfolio
|
Q4 2024
Added 5.77%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jan 28, 2025 Q4 2024 |
44,972
shares
|
$2.06 Million
0.62% of portfolio
|
Q4 2024
Added 14.61%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
44,853
shares
|
$2.05 Million
0.06% of portfolio
|
Q2 2020
Added 10.51%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
44,571
shares
|
$2.04 Million
0.05% of portfolio
|
Q4 2024
Added 8.82%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Jan 28, 2025 Q4 2024 |
44,557
shares
|
$2.04 Million
0.24% of portfolio
|
Q4 2024
Added 6.63%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
44,395
shares
|
$2.03 Million
0.39% of portfolio
|
Q4 2024
Added 2047.8%
|
|
|
Nova Point Capital, LLC
|
Jan 27, 2025 Q4 2024 |
44,318
shares
|
$2.03 Million
0.63% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
Tandem Investment Partners LLC
Bordentown, NJ |
Feb 13, 2025 Q4 2024 |
44,153
shares
|
$2.02 Million
1.9% of portfolio
|
Q4 2024
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
43,927
shares
|
$2.01 Million
0.05% of portfolio
|
Q4 2024
Added 18.28%
|
|
|
F
|
Feb 13, 2025 Q4 2024 |
43,671
shares
|
$2 Million
0.09% of portfolio
|
Q4 2024
Added 219.42%
|
|
|
Defined Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
43,376
shares
|
$1.98 Million
1.33% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Feb 12, 2025 Q4 2024 |
43,329
shares
|
$1.98 Million
0.48% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
43,281
shares
|
$1.98 Million
0.77% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Feb 12, 2025 Q4 2024 |
43,085
shares
|
$1.97 Million
0.5% of portfolio
|
Q4 2024
Reduced 6.38%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Jan 24, 2025 Q4 2024 |
42,924
shares
|
$1.96 Million
0.75% of portfolio
|
Q4 2024
Reduced 2.56%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
42,590
shares
|
$1.95 Million
0.0% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Feb 12, 2025 Q4 2024 |
41,583
shares
|
$1.9 Million
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
41,567
shares
|
$1.9 Million
0.51% of portfolio
|
Q4 2024
Added 5.82%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
41,437
shares
|
$1.89 Million
0.02% of portfolio
|
Q4 2024
Added 281.94%
|
|
|
Alta Wealth Advisors LLC
|
Jan 23, 2025 Q4 2024 |
41,394
shares
|
$1.89 Million
0.82% of portfolio
|
Q4 2024
Added 11.22%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
41,281
shares
|
$1.89 Million
0.13% of portfolio
|
Q4 2024
Reduced 0.39%
|