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 |
|---|---|---|---|---|---|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
137,922
shares
|
$5.75 Million
0.0% of portfolio
|
Q4 2024
Added 165.61%
|
|
|
Mjp Associates Inc
|
Feb 14, 2025 Q4 2024 |
136,459
shares
|
$5.69 Million
1.13% of portfolio
|
Q4 2024
Added 3.25%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
136,197
shares
|
$5.68 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
134,370
shares
|
$5.61 Million
2.03% of portfolio
|
Q3 2024
Reduced 2.78%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
133,588
shares
|
$5.57 Million
0.18% of portfolio
|
Q4 2024
Reduced 3.19%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
132,656
shares
|
$5.53 Million
0.41% of portfolio
|
Q4 2024
Added 6.15%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
131,859
shares
|
$5.5 Million
0.01% of portfolio
|
Q4 2024
Added 7.28%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Feb 03, 2025 Q4 2024 |
127,586
shares
|
$5.32 Million
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Feb 04, 2025 Q4 2024 |
127,488
shares
|
$5.32 Million
3.37% of portfolio
|
Q4 2024
Added 10.4%
|
|
|
Bensler, LLC
Bellevue, WA |
Jan 22, 2025 Q4 2024 |
127,254
shares
|
$5.31 Million
0.68% of portfolio
|
Q4 2024
Added 16.13%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Feb 14, 2025 Q4 2024 |
125,850
shares
|
$5.25 Million
0.68% of portfolio
|
Q4 2024
New holding
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
125,290
shares
|
$5.23 Million
3.75% of portfolio
|
Q3 2023
New holding
|
|
|
Financial Counselors Inc
|
Feb 11, 2025 Q4 2024 |
122,154
shares
|
$5.1 Million
0.08% of portfolio
|
Q4 2024
Added 15.24%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
120,160
shares
|
$5.01 Million
0.18% of portfolio
|
Q3 2022
Added 2.72%
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
120,015
shares
|
$5.01 Million
0.7% of portfolio
|
Q4 2024
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
119,914
shares
|
$5 Million
0.22% of portfolio
|
Q4 2024
Added 6.46%
|
|
|
Ironwood Wealth Management, Llc.
|
Feb 04, 2025 Q4 2024 |
118,692
shares
|
$4.95 Million
1.65% of portfolio
|
Q4 2024
Reduced 7.89%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
118,509
shares
|
$4.94 Million
0.52% of portfolio
|
Q4 2024
Reduced 8.06%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Feb 14, 2025 Q4 2024 |
118,355
shares
|
$4.94 Million
0.84% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Warren Street Wealth Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
117,482
shares
|
$4.9 Million
2.22% of portfolio
|
Q4 2024
Added 2.92%
|
|
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
Jan 29, 2025 Q4 2024 |
115,592
shares
|
$4.82 Million
3.38% of portfolio
|
Q4 2024
Reduced 55.25%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
115,332
shares
|
$4.81 Million
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
114,114
shares
|
$4.76 Million
0.08% of portfolio
|
Q4 2024
Added 6.94%
|
|
|
1248 Management, LLC
Kansas City, MO |
Feb 14, 2025 Q4 2024 |
112,677
shares
|
$4.7 Million
2.18% of portfolio
|
Q4 2024
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
112,672
shares
|
$4.7 Million
0.02% of portfolio
|
Q2 2024
Reduced 0.06%
|