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 976 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 $9.01 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
753
shares
|
$31,415
0.0% of portfolio
|
Q4 2024
Reduced 19.89%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
721
shares
|
$30,080
0.01% of portfolio
|
Q3 2024
Reduced 5.26%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
687
shares
|
$28,661
0.01% of portfolio
|
Q2 2023
Added 2444.44%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
673
shares
|
$28,077
0.0% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
670
shares
|
$27,952
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Community Bank, N.A.
|
Feb 11, 2025 Q4 2024 |
638
shares
|
$26,617
0.0% of portfolio
|
Q1 2024
Reduced 23.87%
|
|
|
Live Oak Investment Partners
Austin, TX |
Feb 06, 2025 Q4 2024 |
611
shares
|
$25,490
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Copia Wealth Management
Bend, OR |
Mar 06, 2025 Q4 2024 |
605
shares
|
$25,240
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
600
shares
|
$25,032
0.0% of portfolio
|
Q4 2024
Reduced 47.83%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jan 27, 2025 Q4 2024 |
592
shares
|
$24,698
0.01% of portfolio
|
Q4 2024
Added 25.16%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
562
shares
|
$23,446
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Bellwether Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
561
shares
|
$23,404
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Feb 10, 2025 Q4 2024 |
557
shares
|
$23,238
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
500
shares
|
$20,860
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
493
shares
|
$20,567
0.0% of portfolio
|
Q2 2024
Reduced 60.18%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
483
shares
|
$20,150
0.0% of portfolio
|
Q3 2024
Reduced 65.15%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
480
shares
|
$20,025
0.0% of portfolio
|
Q1 2018
Reduced 57.33%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Feb 10, 2025 Q4 2024 |
476
shares
|
$19,858
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
428
shares
|
$17,856
0.0% of portfolio
|
Q4 2024
Added 25.51%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
426
shares
|
$17,772
0.0% of portfolio
|
Q1 2024
Added 69.72%
|
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
411
shares
|
$17,146
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2025 Q4 2024 |
406
shares
|
$16,938
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Measured Risk Portfolios, Inc.
San Diego, CA |
Feb 14, 2025 Q4 2024 |
402
shares
|
$16,771
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
379
shares
|
$15,811
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Centennial Bank/Ar/
Conway, AR |
Feb 06, 2025 Q4 2024 |
377
shares
|
$15,728
0.01% of portfolio
|
Q2 2023
New holding
|