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 217 Million shares, which have been reported (via 13F filing form) to have a value of $8.79 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
88,090
shares
|
$3.58 Million
0.0% of portfolio
|
Q4 2024
Added 209.17%
|
|
|
Colton Groome Financial Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
87,778
shares
|
$3.56 Million
1.51% of portfolio
|
Q4 2024
Added 2.37%
|
|
|
626 Financial, LLC
|
Apr 11, 2025 Q1 2025 |
86,526
shares
|
$3.51 Million
1.93% of portfolio
|
Q1 2025
Reduced 2.27%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
86,130
shares
|
$3.5 Million
0.04% of portfolio
|
Q4 2024
Added 182.32%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jan 07, 2025 Q4 2024 |
85,131
shares
|
$3.46 Million
2.7% of portfolio
|
Q4 2024
Reduced 2.1%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
84,471
shares
|
$3.43 Million
1.27% of portfolio
|
Q4 2024
Reduced 52.05%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
84,092
shares
|
$3.41 Million
3.19% of portfolio
|
Q4 2024
New holding
|
|
|
Affinia Financial Group, LLC
Burlington, MA |
Aug 08, 2023 Q2 2023 |
84,079
shares
|
$3.41 Million
2.3% of portfolio
|
Q2 2023
New holding
|
|
|
Landmark Wealth Management, Inc.
Normal, IL |
Jan 28, 2025 Q4 2024 |
84,070
shares
|
$3.41 Million
1.84% of portfolio
|
Q4 2024
Added 4.81%
|
|
|
Flynn Zito Capital Management, LLC
|
Feb 04, 2025 Q4 2024 |
83,373
shares
|
$3.38 Million
1.78% of portfolio
|
Q4 2024
Reduced 2.27%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Apr 10, 2025 Q1 2025 |
82,817
shares
|
$3.36 Million
0.6% of portfolio
|
Q1 2025
Added 17.47%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Feb 13, 2025 Q4 2024 |
82,537
shares
|
$3.35 Million
1.1% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Marmo Financial Group, LLC
Johnson City, TN |
Jan 23, 2025 Q4 2024 |
82,399
shares
|
$3.35 Million
2.0% of portfolio
|
Q4 2024
Reduced 2.51%
|
|
|
Spc Financial, Inc.
|
Feb 06, 2025 Q4 2024 |
82,397
shares
|
$3.35 Million
0.33% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
82,158
shares
|
$3.34 Million
0.22% of portfolio
|
Q4 2024
Added 3.17%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
80,752
shares
|
$3.28 Million
0.17% of portfolio
|
Q4 2024
Reduced 49.66%
|
|
|
Sage Financial Management Group, Inc.
|
Jan 23, 2025 Q4 2024 |
79,249
shares
|
$3.22 Million
1.32% of portfolio
|
Q4 2024
Added 4.45%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
79,025
shares
|
$3.21 Million
0.05% of portfolio
|
Q4 2024
Added 14.21%
|
|
|
Grimes & Company, Inc.
|
Jan 21, 2025 Q4 2024 |
78,739
shares
|
$3.2 Million
0.1% of portfolio
|
Q4 2024
Added 1.56%
|
|
|
Wealth Management Resources, Inc.
|
Jan 21, 2025 Q4 2024 |
77,698
shares
|
$3.15 Million
1.29% of portfolio
|
Q4 2024
Added 169.61%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
77,575
shares
|
$3.15 Million
0.98% of portfolio
|
Q4 2024
Added 11.21%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
77,029
shares
|
$3.13 Million
0.04% of portfolio
|
Q4 2024
Added 168.94%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Feb 21, 2025 Q4 2024 |
76,705
shares
|
$3.11 Million
0.45% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Sterling Investment Advisors, Ltd.
|
Feb 04, 2025 Q4 2024 |
74,640
shares
|
$3.03 Million
0.86% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Legacy Solutions, LLC
Kennett Square, PA |
Apr 07, 2025 Q1 2025 |
73,238
shares
|
$2.97 Million
3.29% of portfolio
|
Q1 2025
Added 3.56%
|