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 |
|---|---|---|---|---|---|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Feb 11, 2025 Q4 2024 |
31
shares
|
$1,207
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Apr 01, 2025 Q4 2024 |
28
shares
|
$1,090
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Apr 03, 2025 Q1 2025 |
28
shares
|
$1,090
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
24
shares
|
$934
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
22
shares
|
$856
0.0% of portfolio
|
Q2 2024
Added 69.23%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Feb 26, 2025 Q4 2024 |
22
shares
|
$856
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
20
shares
|
$779
0.0% of portfolio
|
Q1 2024
Reduced 94.35%
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
9
shares
|
$350
0.0% of portfolio
|
Q4 2024
Reduced 55.0%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
6
shares
|
$233
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Spirit Of America Management Corp
|
Apr 21, 2025 Q1 2025 |
4
shares
|
$155
0.0% of portfolio
|
Q2 2024
Reduced 99.91%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
2
shares
|
$77
0.0% of portfolio
|
Q2 2023
New holding
|