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 967 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 $8.23 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
253
shares
|
$9,854
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
246
shares
|
$9,581
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Apr 14, 2025 Q1 2025 |
245
shares
|
$9,542
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
231
shares
|
$8,997
0.01% of portfolio
|
Q4 2023
Reduced 46.15%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
230
shares
|
$8,958
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
229
shares
|
$8,919
0.0% of portfolio
|
Q4 2024
Added 70.9%
|
|
|
Centerpoint Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
214
shares
|
$8,335
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Feb 13, 2025 Q4 2024 |
205
shares
|
$7,984
0.01% of portfolio
|
Q4 2024
Added 5.67%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
204
shares
|
$7,945
0.0% of portfolio
|
Q1 2025
Reduced 57.76%
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
201
shares
|
$7,828
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Apr 21, 2025 Q1 2025 |
201
shares
|
$7,828
0.0% of portfolio
|
Q4 2024
Reduced 20.87%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Feb 13, 2025 Q4 2024 |
186
shares
|
$7,244
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
171
shares
|
$6,660
0.0% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jan 28, 2025 Q4 2024 |
165
shares
|
$6,426
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Horizons Wealth Management
Asheville, NC |
Apr 10, 2025 Q1 2025 |
164
shares
|
$6,387
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
163
shares
|
$6,348
0.0% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Feb 27, 2025 Q4 2024 |
161
shares
|
$6,270
0.0% of portfolio
|
Q4 2024
Reduced 30.9%
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
157
shares
|
$6,115
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
152
shares
|
$5,920
0.0% of portfolio
|
Q1 2024
Reduced 0.65%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
143
shares
|
$5,569
0.01% of portfolio
|
Q3 2022
Reduced 6.99%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Feb 12, 2025 Q4 2024 |
136
shares
|
$5,297
0.0% of portfolio
|
Q4 2024
Added 2.26%
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
135
shares
|
$5,258
0.0% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
132
shares
|
$5,141
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
130
shares
|
$5,063
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Atlantic Private Wealth, LLC
|
Feb 11, 2025 Q4 2024 |
129
shares
|
$5,024
0.0% of portfolio
|
Q4 2024
Added 1.57%
|