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 895 institutions that hold shares in the stock, with a total of 199 Million shares, which have been reported (via 13F filing form) to have a value of $9.25 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Syon Capital LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
45,480
shares
|
$2.11 Million
0.18% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Prairie Sky Financial Group LLC
Westchester, IL |
Jan 16, 2025 Q4 2024 |
45,475
shares
|
$2.11 Million
1.25% of portfolio
|
Q4 2024
Reduced 20.94%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
45,291
shares
|
$2.1 Million
0.27% of portfolio
|
Q4 2024
Added 5.77%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
44,853
shares
|
$2.08 Million
0.06% of portfolio
|
Q2 2020
Added 10.51%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
44,419
shares
|
$2.06 Million
0.11% of portfolio
|
Q3 2024
Reduced 1.53%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
44,395
shares
|
$2.06 Million
0.39% of portfolio
|
Q4 2024
Added 2047.8%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
43,927
shares
|
$2.04 Million
0.05% of portfolio
|
Q4 2024
Added 18.28%
|
|
|
Nova Point Capital, LLC
|
Oct 17, 2024 Q3 2024 |
43,893
shares
|
$2.04 Million
0.63% of portfolio
|
Q3 2024
Reduced 5.24%
|
|
|
Topel & Distasi Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
43,394
shares
|
$2.02 Million
0.82% of portfolio
|
Q1 2023
New holding
|
|
|
Defined Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
43,376
shares
|
$2.02 Million
1.33% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
43,281
shares
|
$2.01 Million
0.77% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Nov 14, 2024 Q3 2024 |
43,191
shares
|
$2.01 Million
0.5% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Jan 24, 2025 Q4 2024 |
42,924
shares
|
$1.99 Million
0.75% of portfolio
|
Q4 2024
Reduced 2.56%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
42,590
shares
|
$1.98 Million
0.0% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
42,058
shares
|
$1.95 Million
0.02% of portfolio
|
Q3 2024
Reduced 5.32%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Oct 28, 2024 Q3 2024 |
41,787
shares
|
$1.94 Million
0.23% of portfolio
|
Q3 2024
Reduced 6.55%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
41,565
shares
|
$1.93 Million
0.24% of portfolio
|
Q2 2024
Reduced 2.35%
|
|
|
Global Strategic Investment Solutions, LLC
|
Oct 31, 2024 Q3 2024 |
41,496
shares
|
$1.93 Million
0.23% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
41,443
shares
|
$1.93 Million
0.16% of portfolio
|
Q3 2024
Reduced 35.79%
|
|
|
Alta Wealth Advisors LLC
|
Jan 23, 2025 Q4 2024 |
41,394
shares
|
$1.92 Million
0.82% of portfolio
|
Q4 2024
Added 11.22%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
40,959
shares
|
$1.9 Million
0.05% of portfolio
|
Q3 2024
Added 6.31%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
40,658
shares
|
$1.89 Million
0.16% of portfolio
|
Q4 2024
Added 10.78%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
40,652
shares
|
$1.89 Million
0.12% of portfolio
|
Q1 2024
Reduced 4.69%
|
|
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
40,100
shares
|
$1.86 Million
0.27% of portfolio
|
Q1 2024
Reduced 4.75%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
39,403
shares
|
$1.83 Million
4.03% of portfolio
|
Q3 2024
Reduced 64.48%
|