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 $8.78 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Global Strategic Investment Solutions, LLC
|
Feb 06, 2025 Q4 2024 |
41,177
shares
|
$1.68 Million
0.22% of portfolio
|
Q4 2024
Reduced 0.77%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
40,815
shares
|
$1.66 Million
0.02% of portfolio
|
Q4 2024
Added 187.94%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
40,658
shares
|
$1.65 Million
0.16% of portfolio
|
Q4 2024
Added 10.78%
|
|
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
40,100
shares
|
$1.63 Million
0.29% of portfolio
|
Q1 2024
Reduced 4.75%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
40,076
shares
|
$1.63 Million
0.0% of portfolio
|
Q4 2024
Added 2.05%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
39,755
shares
|
$1.62 Million
0.22% of portfolio
|
Q4 2024
Reduced 4.35%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
39,720
shares
|
$1.62 Million
0.1% of portfolio
|
Q4 2024
Added 3.43%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
39,403
shares
|
$1.6 Million
4.03% of portfolio
|
Q3 2024
Reduced 64.48%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Feb 11, 2025 Q4 2024 |
39,362
shares
|
$1.6 Million
0.33% of portfolio
|
Q4 2024
Reduced 32.13%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
39,223
shares
|
$1.6 Million
0.12% of portfolio
|
Q4 2024
Added 7.63%
|
|
|
Crescent Grove Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
39,175
shares
|
$1.59 Million
0.18% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Integrity Financial Corp
|
Feb 13, 2025 Q4 2024 |
38,747
shares
|
$1.58 Million
1.06% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Feb 13, 2025 Q4 2024 |
38,488
shares
|
$1.57 Million
0.53% of portfolio
|
Q4 2024
Added 125.56%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
38,292
shares
|
$1.56 Million
0.02% of portfolio
|
Q4 2024
Added 6.96%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
38,287
shares
|
$1.56 Million
0.01% of portfolio
|
Q4 2024
Reduced 37.26%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jan 29, 2025 Q4 2024 |
38,203
shares
|
$1.55 Million
0.16% of portfolio
|
Q4 2024
Added 3.37%
|
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Jan 14, 2025 Q4 2024 |
37,818
shares
|
$1.54 Million
0.92% of portfolio
|
Q4 2024
Added 595.44%
|
|
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
Jan 17, 2025 Q4 2024 |
37,634
shares
|
$1.53 Million
1.83% of portfolio
|
Q4 2024
New holding
|
|
|
Fiduciary Group LLC
Savannah, GA |
Feb 11, 2025 Q4 2024 |
37,358
shares
|
$1.52 Million
0.17% of portfolio
|
Q4 2024
Added 72.16%
|
|
|
Topel & Distasi Wealth Management, LLC
|
Jan 30, 2025 Q4 2024 |
37,233
shares
|
$1.52 Million
0.72% of portfolio
|
Q4 2024
Reduced 14.2%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
36,083
shares
|
$1.47 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
Feb 05, 2025 Q4 2024 |
35,918
shares
|
$1.46 Million
0.55% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
35,500
shares
|
$1.44 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
35,376
shares
|
$1.44 Million
0.02% of portfolio
|
Q4 2024
Added 13.5%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Jan 15, 2025 Q4 2024 |
35,051
shares
|
$1.43 Million
1.13% of portfolio
|
Q4 2024
Reduced 18.27%
|