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 900 institutions that hold shares in the stock, with a total of 199 Million shares, which have been reported (via 13F filing form) to have a value of $9.23 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Headinvest, LLC
Portland, ME |
Nov 15, 2024 Q3 2024 |
20,313
shares
|
$943,945
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Jan 24, 2025 Q4 2024 |
20,128
shares
|
$935,348
0.05% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
20,074
shares
|
$932,838
0.07% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
20,070
shares
|
$932,652
0.01% of portfolio
|
Q2 2024
Reduced 7.4%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Jan 14, 2025 Q4 2024 |
19,918
shares
|
$925,589
0.33% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
19,897
shares
|
$924,613
0.06% of portfolio
|
Q3 2024
Reduced 8.09%
|
|
|
American Investment Services, Inc.
|
Nov 14, 2024 Q3 2024 |
19,839
shares
|
$921,918
0.15% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 12, 2024 Q3 2024 |
19,807
shares
|
$920,431
0.0% of portfolio
|
Q3 2024
Reduced 13.27%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Nov 07, 2024 Q3 2024 |
19,786
shares
|
$919,455
0.66% of portfolio
|
Q3 2024
New holding
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 04, 2024 Q3 2024 |
19,466
shares
|
$904,585
0.08% of portfolio
|
Q3 2024
Added 3.61%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Nov 12, 2024 Q3 2024 |
19,390
shares
|
$901,053
0.31% of portfolio
|
Q3 2024
Added 1.57%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
19,129
shares
|
$888,924
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
19,109
shares
|
$887,995
0.13% of portfolio
|
Q4 2024
Added 44.55%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
19,100
shares
|
$887,577
0.01% of portfolio
|
Q2 2024
Added 6.97%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Jan 21, 2025 Q4 2024 |
18,952
shares
|
$880,699
0.44% of portfolio
|
Q4 2024
Reduced 91.21%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
18,879
shares
|
$877,307
0.32% of portfolio
|
Q4 2024
Added 7.0%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
18,746
shares
|
$871,126
0.7% of portfolio
|
Q3 2024
Reduced 5.31%
|
|
|
Values Added Financial LLC
Washington, DC |
Oct 28, 2024 Q3 2024 |
18,719
shares
|
$869,871
0.54% of portfolio
|
Q3 2024
Reduced 5.58%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
18,578
shares
|
$863,319
0.01% of portfolio
|
Q3 2024
Reduced 1.92%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
18,514
shares
|
$860,345
0.02% of portfolio
|
Q1 2024
Added 1.74%
|
|
|
Trinity Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
18,301
shares
|
$850,447
0.37% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
18,287
shares
|
$849,796
0.21% of portfolio
|
Q4 2024
Reduced 73.11%
|
|
|
Aldebaran Financial Inc.
|
Nov 21, 2024 Q3 2024 |
18,090
shares
|
$840,642
1.03% of portfolio
|
Q3 2024
Reduced 1.83%
|
|
|
Wulff, Hansen & Co.
|
Nov 12, 2024 Q3 2024 |
18,010
shares
|
$836,924
0.83% of portfolio
|
Q3 2024
Added 1.49%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 12, 2024 Q3 2024 |
17,915
shares
|
$832,510
0.38% of portfolio
|
Q3 2024
Added 4.45%
|