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 |
|---|---|---|---|---|---|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
113
shares
|
$4,401
0.0% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
113
shares
|
$4,401
0.0% of portfolio
|
Q1 2025
Added 41.25%
|
|
|
Wolff Wiese Magana LLC
|
Apr 22, 2025 Q1 2025 |
113
shares
|
$4,401
0.0% of portfolio
|
Q1 2025
Reduced 23.65%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Apr 24, 2025 Q1 2025 |
105
shares
|
$4,089
0.0% of portfolio
|
Q4 2023
Reduced 97.14%
|
|
|
Tower View Investment Management & Research LLC
|
Apr 22, 2025 Q1 2025 |
96
shares
|
$3,739
0.0% of portfolio
|
Q4 2024
Reduced 40.74%
|
|
|
Systm Wealth Solutions LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
93
shares
|
$3,622
0.13% of portfolio
|
Q3 2024
Reduced 21.19%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
90
shares
|
$3,505
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Breakwater Investment Management
Seattle, WA |
Apr 17, 2025 Q1 2025 |
85
shares
|
$3,310
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hanson & Doremus Investment Management
|
Apr 17, 2025 Q1 2025 |
83
shares
|
$3,232
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
78
shares
|
$3,038
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Apr 14, 2025 Q1 2025 |
76
shares
|
$2,960
0.0% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Feb 05, 2025 Q4 2024 |
72
shares
|
$2,804
0.0% of portfolio
|
Q4 2024
Reduced 40.98%
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
65
shares
|
$2,531
0.0% of portfolio
|
Q4 2024
Added 38.3%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
60
shares
|
$2,337
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
59
shares
|
$2,298
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Feb 11, 2025 Q4 2024 |
50
shares
|
$1,947
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
49
shares
|
$1,908
0.0% of portfolio
|
Q4 2024
Reduced 67.76%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Feb 12, 2025 Q4 2024 |
47
shares
|
$1,830
0.0% of portfolio
|
Q2 2024
Reduced 4.08%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jan 14, 2025 Q4 2024 |
41
shares
|
$1,596
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Apr 15, 2025 Q1 2025 |
40
shares
|
$1,558
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Apr 25, 2025 Q1 2025 |
38
shares
|
$1,480
0.0% of portfolio
|
Q1 2025
Reduced 71.64%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
36
shares
|
$1,402
0.0% of portfolio
|
Q4 2019
Reduced 96.54%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Feb 13, 2025 Q4 2024 |
34
shares
|
$1,324
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
33
shares
|
$1,285
0.0% of portfolio
|
Q4 2023
Reduced 75.19%
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
32
shares
|
$1,246
0.0% of portfolio
|
Q1 2025
Reduced 33.33%
|