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 981 institutions that hold shares in the stock, with a total of 218 Million shares, which have been reported (via 13F filing form) to have a value of $8.85 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
7,898
shares
|
$320,658
0.02% of portfolio
|
Q4 2024
Added 2.69%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jan 22, 2025 Q4 2024 |
7,888
shares
|
$320,252
0.06% of portfolio
|
Q2 2024
Reduced 7.07%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Apr 11, 2025 Q1 2025 |
7,861
shares
|
$319,156
0.23% of portfolio
|
Q1 2025
Reduced 46.36%
|
|
|
Fusion Family Wealth LLC
|
Jan 27, 2025 Q4 2024 |
7,860
shares
|
$319,116
0.03% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Feb 11, 2025 Q4 2024 |
7,859
shares
|
$319,075
0.03% of portfolio
|
Q3 2024
Reduced 2.98%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Feb 13, 2025 Q4 2024 |
7,825
shares
|
$317,695
0.26% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Vantage Investment Partners, LLC
|
Jan 22, 2025 Q4 2024 |
7,825
shares
|
$317,695
0.03% of portfolio
|
Q4 2024
Reduced 10.47%
|
|
|
Cornerstone Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
7,716
shares
|
$313,269
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Jan 14, 2025 Q4 2024 |
7,677
shares
|
$311,686
0.23% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Center For Asset Management LLC
|
Jan 22, 2025 Q4 2024 |
7,551
shares
|
$306,570
0.22% of portfolio
|
Q4 2024
Reduced 1.51%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jan 21, 2025 Q4 2024 |
7,538
shares
|
$306,042
0.11% of portfolio
|
Q4 2024
Reduced 1.68%
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
7,522
shares
|
$305,393
0.02% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
7,358
shares
|
$298,734
0.02% of portfolio
|
Q1 2025
Added 2.42%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Apr 15, 2025 Q1 2025 |
7,350
shares
|
$298,410
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Swmg, LLC
Fort Worth, TX |
Jan 23, 2025 Q4 2024 |
7,329
shares
|
$297,557
0.14% of portfolio
|
Q4 2024
Reduced 0.77%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
7,308
shares
|
$296,704
0.26% of portfolio
|
Q1 2023
Reduced 6.82%
|
|
|
Welch & Forbes LLC
|
Feb 06, 2025 Q4 2024 |
7,298
shares
|
$296,298
0.0% of portfolio
|
Q4 2024
Added 2.47%
|
|
|
Claremont Financial Group, Inc.
Claremont, CA |
Aug 15, 2022 Q1 2022 |
7,236
shares
|
$293,781
1.26% of portfolio
|
Q1 2022
Added 9950.0%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
7,233
shares
|
$293,659
0.05% of portfolio
|
Q4 2024
Reduced 15.12%
|
|
|
Essex Savings Bank
|
Jan 14, 2025 Q4 2024 |
7,193
shares
|
$292,035
0.08% of portfolio
|
Q4 2024
Added 10.81%
|
|
|
Lockerman Financial Group, Inc.
|
Apr 17, 2025 Q1 2025 |
7,193
shares
|
$292,035
0.47% of portfolio
|
Q1 2025
Added 6.12%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Feb 07, 2025 Q4 2024 |
7,179
shares
|
$291,467
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
7,141
shares
|
$289,924
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
7,104
shares
|
$288,422
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
First Heartland Consultants, Inc.
|
Feb 14, 2025 Q4 2024 |
7,058
shares
|
$286,554
0.03% of portfolio
|
Q4 2024
Added 20.18%
|