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 |
|---|---|---|---|---|---|
|
Rkl Wealth Management LLC
|
Nov 01, 2024 Q3 2024 |
22,640
shares
|
$1.05 Million
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
22,558
shares
|
$1.05 Million
0.04% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
22,381
shares
|
$1.04 Million
0.17% of portfolio
|
Q3 2024
Added 128.77%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
22,280
shares
|
$1.04 Million
0.08% of portfolio
|
Q3 2024
Reduced 10.07%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
22,054
shares
|
$1.02 Million
0.48% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Oct 16, 2024 Q3 2024 |
21,916
shares
|
$1.02 Million
0.82% of portfolio
|
Q3 2024
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
21,907
shares
|
$1.02 Million
0.11% of portfolio
|
Q3 2024
Added 91.86%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
21,721
shares
|
$1.01 Million
0.03% of portfolio
|
Q3 2024
Reduced 58.96%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 13, 2024 Q3 2024 |
21,699
shares
|
$1.01 Million
0.1% of portfolio
|
Q3 2024
Added 3.37%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Oct 24, 2024 Q3 2024 |
21,656
shares
|
$1.01 Million
0.58% of portfolio
|
Q3 2024
Added 2.43%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Jan 23, 2025 Q4 2024 |
21,459
shares
|
$997,199
0.78% of portfolio
|
Q4 2024
Added 8.96%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
21,004
shares
|
$976,055
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
20,972
shares
|
$974,568
0.06% of portfolio
|
Q4 2024
Added 7.8%
|
|
|
Tkg Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
20,800
shares
|
$966,576
0.48% of portfolio
|
Q3 2024
Added 1.3%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
20,700
shares
|
$961,929
0.21% of portfolio
|
Q3 2024
Added 2.53%
|
|
|
Corrigan Financial, Inc.
Middletown, RI |
Jan 13, 2025 Q4 2024 |
20,666
shares
|
$960,349
0.21% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Epiq Capital Group, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
20,652
shares
|
$959,698
0.28% of portfolio
|
Q3 2024
Added 2.46%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Oct 18, 2024 Q3 2024 |
20,505
shares
|
$952,867
0.61% of portfolio
|
Q3 2024
Reduced 3.72%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
20,399
shares
|
$947,941
0.05% of portfolio
|
Q3 2024
Added 9.89%
|
|
|
January Capital Advisors LLC
|
Aug 05, 2022 Q2 2022 |
20,341
shares
|
$945,246
0.65% of portfolio
|
Q2 2022
Reduced 0.31%
|
|
|
Headinvest, LLC
Portland, ME |
Nov 15, 2024 Q3 2024 |
20,313
shares
|
$943,945
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Jan 24, 2025 Q4 2024 |
20,128
shares
|
$935,348
0.05% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
20,070
shares
|
$932,652
0.01% of portfolio
|
Q2 2024
Reduced 7.4%
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
20,009
shares
|
$929,818
0.07% of portfolio
|
Q3 2024
Reduced 6.6%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Jan 14, 2025 Q4 2024 |
19,918
shares
|
$925,589
0.33% of portfolio
|
Q4 2024
Reduced 0.73%
|