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 |
|---|---|---|---|---|---|
|
Reap Financial Group, LLC
Austin, TX |
Feb 27, 2025 Q4 2024 |
161
shares
|
$6,552
0.0% of portfolio
|
Q4 2024
Reduced 30.9%
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
157
shares
|
$6,389
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
152
shares
|
$6,186
0.0% of portfolio
|
Q1 2024
Reduced 0.65%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
148
shares
|
$6,023
0.0% of portfolio
|
Q4 2024
Reduced 70.87%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
143
shares
|
$5,820
0.01% of portfolio
|
Q3 2022
Reduced 6.99%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Feb 12, 2025 Q4 2024 |
136
shares
|
$5,535
0.0% of portfolio
|
Q4 2024
Added 2.26%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
135
shares
|
$5,494
0.0% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
New Millennium Group LLC
Sandy, UT |
Jan 23, 2025 Q4 2024 |
134
shares
|
$5,453
0.0% of portfolio
|
Q4 2024
Added 86.11%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
132
shares
|
$5,372
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
130
shares
|
$5,291
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Atlantic Private Wealth, LLC
|
Feb 11, 2025 Q4 2024 |
129
shares
|
$5,250
0.0% of portfolio
|
Q4 2024
Added 1.57%
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
113
shares
|
$4,599
0.0% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jan 28, 2025 Q4 2024 |
105
shares
|
$4,273
0.0% of portfolio
|
Q4 2023
Reduced 97.14%
|
|
|
Tower View Investment Management & Research LLC
|
Feb 05, 2025 Q4 2024 |
96
shares
|
$3,907
0.0% of portfolio
|
Q4 2024
Reduced 40.74%
|
|
|
Systm Wealth Solutions LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
93
shares
|
$3,785
0.13% of portfolio
|
Q3 2024
Reduced 21.19%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
90
shares
|
$3,663
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
80
shares
|
$3,256
0.0% of portfolio
|
Q4 2024
Added 11.11%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
78
shares
|
$3,174
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Jan 24, 2025 Q4 2024 |
77
shares
|
$3,133
0.0% of portfolio
|
Q3 2024
Added 1.32%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Feb 05, 2025 Q4 2024 |
72
shares
|
$2,930
0.0% of portfolio
|
Q4 2024
Reduced 40.98%
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
65
shares
|
$2,645
0.0% of portfolio
|
Q4 2024
Added 38.3%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
62
shares
|
$2,523
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
60
shares
|
$2,442
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Feb 03, 2025 Q4 2024 |
59
shares
|
$2,401
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Feb 11, 2025 Q4 2024 |
50
shares
|
$2,035
0.0% of portfolio
|
Q4 2024
New holding
|