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 |
|---|---|---|---|---|---|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
34,829
shares
|
$1.59 Million
0.1% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
|
Spectrum Asset Management, Inc.
|
Jan 27, 2025 Q4 2024 |
34,639
shares
|
$1.58 Million
0.7% of portfolio
|
Q4 2024
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
34,583
shares
|
$1.58 Million
0.01% of portfolio
|
Q4 2024
Reduced 36.64%
|
|
|
Lebenthal Global Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
34,505
shares
|
$1.58 Million
0.29% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Jan 30, 2025 Q4 2024 |
34,234
shares
|
$1.56 Million
0.22% of portfolio
|
Q4 2024
Reduced 74.06%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Feb 03, 2025 Q4 2024 |
33,846
shares
|
$1.55 Million
0.55% of portfolio
|
Q4 2024
Reduced 2.29%
|
|
|
Lbmc Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
33,820
shares
|
$1.55 Million
0.12% of portfolio
|
Q4 2024
Added 1.62%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
33,809
shares
|
$1.55 Million
0.02% of portfolio
|
Q3 2023
Reduced 0.09%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
33,642
shares
|
$1.54 Million
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Feb 12, 2025 Q4 2024 |
33,419
shares
|
$1.53 Million
0.28% of portfolio
|
Q4 2024
Reduced 3.35%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Jan 21, 2025 Q4 2024 |
33,251
shares
|
$1.52 Million
0.27% of portfolio
|
Q4 2024
Added 4.24%
|
|
|
Nikulski Financial, Inc.
|
Jan 21, 2025 Q4 2024 |
32,823
shares
|
$1.5 Million
0.44% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Feb 13, 2025 Q4 2024 |
32,640
shares
|
$1.49 Million
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
31,883
shares
|
$1.46 Million
0.03% of portfolio
|
Q4 2024
Added 28.64%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
31,241
shares
|
$1.43 Million
0.04% of portfolio
|
Q4 2024
Added 43.83%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
31,221
shares
|
$1.43 Million
0.11% of portfolio
|
Q4 2024
Added 12.44%
|
|
|
Deltec Asset Management LLC
|
Jan 27, 2025 Q4 2024 |
31,000
shares
|
$1.42 Million
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
30,941
shares
|
$1.41 Million
0.07% of portfolio
|
Q4 2024
Added 4.03%
|
|
|
Blue Fin Capital, Inc.
|
Nov 05, 2024 Q3 2024 |
30,803
shares
|
$1.41 Million
0.27% of portfolio
|
Q3 2024
Added 18.89%
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
30,697
shares
|
$1.4 Million
0.14% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Feb 14, 2025 Q4 2024 |
30,488
shares
|
$1.39 Million
0.33% of portfolio
|
Q2 2024
Reduced 0.51%
|
|
|
Commerce Bank
Kansas City, MO |
Feb 13, 2025 Q4 2024 |
30,244
shares
|
$1.38 Million
0.01% of portfolio
|
Q4 2024
Reduced 22.3%
|
|
|
Ars Investment Partners, LLC
|
Jan 16, 2025 Q4 2024 |
30,068
shares
|
$1.37 Million
0.14% of portfolio
|
Q4 2024
Added 3.86%
|
|
|
Range Financial Group LLC
|
Jan 07, 2025 Q4 2024 |
29,866
shares
|
$1.36 Million
0.62% of portfolio
|
Q4 2024
Added 159.75%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
29,620
shares
|
$1.35 Million
0.04% of portfolio
|
Q4 2024
Added 4.56%
|