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 910 institutions that hold shares in the stock, with a total of 203 Million shares, which have been reported (via 13F filing form) to have a value of $9.38 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aldebaran Financial Inc.
|
Nov 21, 2024 Q3 2024 |
18,090
shares
|
$835,034
1.03% of portfolio
|
Q3 2024
Reduced 1.83%
|
|
|
Wulff, Hansen & Co.
|
Nov 12, 2024 Q3 2024 |
18,010
shares
|
$831,341
0.83% of portfolio
|
Q3 2024
Added 1.49%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 12, 2024 Q3 2024 |
17,915
shares
|
$826,956
0.38% of portfolio
|
Q3 2024
Added 4.45%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Jan 27, 2025 Q4 2024 |
17,849
shares
|
$823,909
0.1% of portfolio
|
Q4 2024
Reduced 5.61%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
17,848
shares
|
$823,863
0.06% of portfolio
|
Q4 2024
Added 18.61%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Jan 24, 2025 Q4 2024 |
17,842
shares
|
$823,586
0.21% of portfolio
|
Q4 2024
Added 45.74%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
17,782
shares
|
$820,817
0.01% of portfolio
|
Q4 2024
Added 39.24%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
17,719
shares
|
$817,909
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jan 24, 2025 Q4 2024 |
17,664
shares
|
$815,370
0.27% of portfolio
|
Q4 2024
Reduced 7.52%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
17,650
shares
|
$814,723
0.02% of portfolio
|
Q3 2024
Added 19.36%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 06, 2024 Q3 2024 |
17,622
shares
|
$813,431
0.16% of portfolio
|
Q3 2024
Added 123.29%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
17,588
shares
|
$811,862
0.01% of portfolio
|
Q3 2024
Added 48.74%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
17,504
shares
|
$807,984
0.07% of portfolio
|
Q4 2024
Added 17.78%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 14, 2025 Q4 2024 |
17,454
shares
|
$805,676
0.04% of portfolio
|
Q4 2024
Added 71.29%
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
Nov 08, 2024 Q3 2024 |
17,442
shares
|
$805,122
0.41% of portfolio
|
Q3 2024
Added 1.51%
|
|
|
E Rn Financial, LLC
|
Jan 14, 2025 Q4 2024 |
17,162
shares
|
$792,197
0.12% of portfolio
|
Q4 2024
Reduced 9.76%
|
|
|
Courier Capital LLC
|
Jan 13, 2025 Q4 2024 |
17,142
shares
|
$791,274
0.05% of portfolio
|
Q4 2024
Added 61.26%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
17,128
shares
|
$790,628
0.02% of portfolio
|
Q4 2024
Reduced 1.73%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
17,114
shares
|
$789,982
0.11% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2024 Q3 2024 |
17,063
shares
|
$787,628
0.19% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Municipal Employees' Retirement System Of Michigan
|
Nov 12, 2024 Q3 2024 |
16,642
shares
|
$768,194
0.01% of portfolio
|
Q3 2024
Added 4.1%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
16,509
shares
|
$762,055
0.01% of portfolio
|
Q4 2022
Added 0.87%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
16,108
shares
|
$743,545
0.01% of portfolio
|
Q3 2024
Reduced 20.17%
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
15,930
shares
|
$735,328
0.08% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Sfg Wealth Management, Llc.
|
Jan 16, 2025 Q4 2024 |
15,907
shares
|
$734,267
0.39% of portfolio
|
Q4 2024
Added 8.94%
|