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 |
|---|---|---|---|---|---|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Jan 17, 2025 Q4 2024 |
15,312
shares
|
$711,548
0.11% of portfolio
|
Q4 2024
Added 12.63%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
15,274
shares
|
$709,782
0.1% of portfolio
|
Q4 2024
Added 8.1%
|
|
|
Wambolt & Associates, LLC
|
Nov 08, 2024 Q3 2024 |
15,166
shares
|
$704,764
0.19% of portfolio
|
Q3 2024
Added 28.65%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
14,891
shares
|
$691,984
0.24% of portfolio
|
Q3 2023
Reduced 11.47%
|
|
|
Outlook Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
14,882
shares
|
$691,566
0.23% of portfolio
|
Q4 2024
Added 1.36%
|
|
|
Financial Management Network Inc
|
Oct 23, 2024 Q3 2024 |
14,855
shares
|
$690,311
0.16% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
14,828
shares
|
$689,057
0.05% of portfolio
|
Q3 2024
Added 24.85%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
Oct 31, 2024 Q3 2024 |
14,697
shares
|
$682,969
0.21% of portfolio
|
Q3 2024
Added 2.93%
|
|
|
Tennessee Valley Asset Management Partners
|
Jan 21, 2025 Q4 2024 |
14,696
shares
|
$682,923
0.11% of portfolio
|
Q4 2024
Added 52.59%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jan 13, 2025 Q4 2024 |
14,654
shares
|
$680,971
0.47% of portfolio
|
Q4 2024
Added 6.35%
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
Oct 29, 2024 Q3 2024 |
14,617
shares
|
$679,251
0.52% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Oct 28, 2024 Q3 2024 |
14,520
shares
|
$674,744
0.3% of portfolio
|
Q1 2024
Reduced 0.49%
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
14,454
shares
|
$671,677
0.14% of portfolio
|
Q4 2024
Reduced 5.7%
|
|
|
Butensky & Cohen Financial Security, Inc
|
Jan 15, 2025 Q4 2024 |
14,198
shares
|
$659,781
0.21% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
14,175
shares
|
$658,712
0.0% of portfolio
|
Q3 2024
Reduced 4.32%
|
|
|
Redwood Financial Network Corp
|
Nov 08, 2024 Q3 2024 |
14,100
shares
|
$655,227
0.51% of portfolio
|
Q3 2024
Added 2.57%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
14,082
shares
|
$654,390
0.0% of portfolio
|
Q3 2024
Reduced 17.08%
|
|
|
Patron Partners, LLC
|
Jan 24, 2025 Q4 2024 |
14,061
shares
|
$653,414
0.36% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Nov 12, 2024 Q3 2024 |
13,946
shares
|
$648,070
0.32% of portfolio
|
Q3 2024
Added 2.94%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
13,870
shares
|
$644,538
0.02% of portfolio
|
Q4 2024
Reduced 11.68%
|
|
|
Procyon Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
13,800
shares
|
$641,286
0.04% of portfolio
|
Q4 2024
Reduced 3.12%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Oct 24, 2024 Q3 2024 |
13,779
shares
|
$640,310
0.45% of portfolio
|
Q3 2024
Reduced 38.37%
|
|
|
Security Financial Services, Inc.
|
Nov 05, 2024 Q3 2024 |
13,732
shares
|
$638,126
0.13% of portfolio
|
Q3 2024
Reduced 18.49%
|
|
|
Continental Investors Services, Inc.
Longview, WA |
Nov 18, 2024 Q3 2024 |
13,697
shares
|
$636,499
1.36% of portfolio
|
Q3 2024
Reduced 7.04%
|
|
|
Apcm Wealth Management For Individuals
|
Nov 04, 2024 Q3 2024 |
13,683
shares
|
$635,849
0.09% of portfolio
|
Q3 2024
Reduced 1.43%
|