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 965 institutions that hold shares in the stock, with a total of 206 Million shares, which have been reported (via 13F filing form) to have a value of $8.07 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
22,433,333
shares
|
$877 Million
0.37% of portfolio
|
Q1 2025
Added 6.69%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
22,118,929
shares
|
$865 Million
2.1% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
16,163,720
shares
|
$632 Million
1.75% of portfolio
|
Q4 2024
Added 4.48%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
6,514,583
shares
|
$255 Million
0.03% of portfolio
|
Q4 2024
Added 5.93%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
5,847,674
shares
|
$229 Million
3.64% of portfolio
|
Q1 2025
Added 8.65%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
5,538,399
shares
|
$217 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
5,264,118
shares
|
$206 Million
0.06% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
4,659,917
shares
|
$182 Million
0.02% of portfolio
|
Q4 2024
Added 31.82%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
3,134,767
shares
|
$123 Million
0.14% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
3,098,187
shares
|
$121 Million
0.04% of portfolio
|
Q1 2025
Reduced 17.49%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
3,004,000
shares
|
$117 Million
2.28% of portfolio
|
Q1 2025
Added 47.87%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
2,359,608
shares
|
$92.3 Million
0.02% of portfolio
|
Q4 2024
Added 4.14%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
2,152,721
shares
|
$84.2 Million
1.12% of portfolio
|
Q4 2024
Added 39.85%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
1,819,356
shares
|
$71.1 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
1,776,640
shares
|
$69.5 Million
0.02% of portfolio
|
Q4 2024
Added 3.34%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
1,761,386
shares
|
$68.9 Million
1.14% of portfolio
|
Q4 2024
Reduced 1.83%
|
|
|
Richard Bernstein Advisors LLC
|
Apr 29, 2025 Q1 2025 |
1,688,216
shares
|
$66 Million
1.68% of portfolio
|
Q1 2025
Reduced 47.35%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
1,636,460
shares
|
$64 Million
0.27% of portfolio
|
Q1 2025
Reduced 62.02%
|
|
|
Crestwood Advisors Group LLC
|
May 05, 2025 Q1 2025 |
1,618,299
shares
|
$63.3 Million
1.3% of portfolio
|
Q1 2025
Reduced 26.42%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
1,565,420
shares
|
$61.2 Million
0.01% of portfolio
|
Q4 2024
Added 20.95%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Feb 26, 2025 Q4 2024 |
1,511,771
shares
|
$59.1 Million
10.37% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Texas Permanent School Fund
Austin, TX |
Feb 14, 2025 Q4 2024 |
1,435,489
shares
|
$56.1 Million
3.78% of portfolio
|
Q4 2024
Added 193.6%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
1,431,750
shares
|
$56 Million
0.37% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
1,418,031
shares
|
$55.4 Million
0.88% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
1,380,729
shares
|
$54 Million
1.58% of portfolio
|
Q1 2025
Added 4.05%
|