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 |
|---|---|---|---|---|---|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
14,082
shares
|
$650,025
0.0% of portfolio
|
Q3 2024
Reduced 17.08%
|
|
|
Patron Partners, LLC
|
Jan 24, 2025 Q4 2024 |
14,061
shares
|
$649,055
0.36% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Nov 12, 2024 Q3 2024 |
13,946
shares
|
$643,747
0.32% of portfolio
|
Q3 2024
Added 2.94%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
13,870
shares
|
$640,239
0.02% of portfolio
|
Q4 2024
Reduced 11.68%
|
|
|
Procyon Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
13,800
shares
|
$637,008
0.04% of portfolio
|
Q4 2024
Reduced 3.12%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Oct 24, 2024 Q3 2024 |
13,779
shares
|
$636,038
0.45% of portfolio
|
Q3 2024
Reduced 38.37%
|
|
|
Security Financial Services, Inc.
|
Nov 05, 2024 Q3 2024 |
13,732
shares
|
$633,869
0.13% of portfolio
|
Q3 2024
Reduced 18.49%
|
|
|
Continental Investors Services, Inc.
Longview, WA |
Nov 18, 2024 Q3 2024 |
13,697
shares
|
$632,253
1.36% of portfolio
|
Q3 2024
Reduced 7.04%
|
|
|
F
|
Oct 29, 2024 Q3 2024 |
13,672
shares
|
$631,099
0.02% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
13,659
shares
|
$630,499
0.14% of portfolio
|
Q4 2024
Added 51.6%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
13,646
shares
|
$629,899
0.04% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 27, 2025 Q4 2024 |
13,629
shares
|
$629,114
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
13,622
shares
|
$628,791
0.61% of portfolio
|
Q4 2024
Added 12.32%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Oct 31, 2024 Q3 2024 |
13,584
shares
|
$627,037
0.52% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
13,574
shares
|
$626,575
0.02% of portfolio
|
Q1 2024
Added 0.17%
|
|
|
Adams Wealth Management
|
Oct 28, 2024 Q3 2024 |
13,529
shares
|
$624,498
0.14% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Cache Tech Inc.
Logan, UT |
Oct 28, 2024 Q3 2024 |
13,529
shares
|
$624,498
0.13% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
13,504
shares
|
$623,344
0.01% of portfolio
|
Q3 2024
Reduced 21.35%
|
|
|
Brown Financial Advisory
|
Jan 23, 2025 Q4 2024 |
13,495
shares
|
$622,929
0.43% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
Seros Financial, LLC
Tempe, AZ |
Jan 17, 2025 Q4 2024 |
13,402
shares
|
$618,636
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
13,306
shares
|
$614,204
0.11% of portfolio
|
Q3 2024
Reduced 4.12%
|
|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
13,208
shares
|
$609,681
0.08% of portfolio
|
Q2 2024
Reduced 0.56%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Jan 29, 2025 Q4 2024 |
13,021
shares
|
$601,049
0.18% of portfolio
|
Q4 2024
Added 0.95%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Jan 29, 2025 Q4 2024 |
12,993
shares
|
$599,756
1.64% of portfolio
|
Q4 2024
Added 32.34%
|
|
|
Pacific Sun Financial Corp
|
Oct 09, 2024 Q3 2024 |
12,945
shares
|
$597,541
0.35% of portfolio
|
Q3 2024
Reduced 2.01%
|