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 972 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 $9.47 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
22,118,929
shares
|
$971 Million
2.1% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
21,025,887
shares
|
$923 Million
0.4% of portfolio
|
Q4 2024
Added 7.87%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
16,163,720
shares
|
$709 Million
1.75% of portfolio
|
Q4 2024
Added 4.48%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
6,514,583
shares
|
$286 Million
0.03% of portfolio
|
Q4 2024
Added 5.93%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
5,538,399
shares
|
$243 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
5,382,244
shares
|
$236 Million
3.79% of portfolio
|
Q4 2024
Added 3.13%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
5,264,118
shares
|
$231 Million
0.06% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
4,659,917
shares
|
$205 Million
0.02% of portfolio
|
Q4 2024
Added 31.82%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
4,423,316
shares
|
$194 Million
1.13% of portfolio
|
Q4 2024
Reduced 96.87%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
4,308,473
shares
|
$189 Million
0.8% of portfolio
|
Q4 2024
Added 9.05%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
3,754,934
shares
|
$165 Million
0.06% of portfolio
|
Q4 2024
Added 4.91%
|
|
|
Richard Bernstein Advisors LLC
|
Feb 04, 2025 Q4 2024 |
3,206,284
shares
|
$141 Million
3.28% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
3,134,767
shares
|
$138 Million
0.14% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
2,571,285
shares
|
$113 Million
5.4% of portfolio
|
Q4 2024
Added 5688.71%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
2,359,608
shares
|
$104 Million
0.02% of portfolio
|
Q4 2024
Added 4.14%
|
|
|
Crestwood Advisors Group LLC
|
Feb 04, 2025 Q4 2024 |
2,199,309
shares
|
$96.5 Million
1.91% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
2,152,721
shares
|
$94.5 Million
1.12% of portfolio
|
Q4 2024
Added 39.85%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
2,031,470
shares
|
$89.2 Million
1.77% of portfolio
|
Q4 2024
Added 6.46%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
1,819,356
shares
|
$79.9 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
1,776,640
shares
|
$78 Million
0.02% of portfolio
|
Q4 2024
Added 3.34%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
1,761,386
shares
|
$77.3 Million
1.14% of portfolio
|
Q4 2024
Reduced 1.83%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
1,565,420
shares
|
$68.7 Million
0.01% of portfolio
|
Q4 2024
Added 20.95%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Feb 26, 2025 Q4 2024 |
1,511,771
shares
|
$66.4 Million
10.37% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Jan 21, 2025 Q4 2024 |
1,494,908
shares
|
$65.6 Million
9.75% of portfolio
|
Q4 2024
Added 3.06%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
1,449,522
shares
|
$63.6 Million
0.37% of portfolio
|
Q4 2024
Reduced 11.19%
|