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 976 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 $9.01 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Intrua Financial, LLC
Houston, TX |
Feb 13, 2025 Q2 2023 |
16,914
shares
|
$705,652
0.11% of portfolio
|
Q2 2023
New holding
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
16,647
shares
|
$694,512
0.14% of portfolio
|
Q4 2024
Reduced 5.53%
|
|
|
Municipal Employees' Retirement System Of Michigan
|
Feb 10, 2025 Q4 2024 |
16,642
shares
|
$694,304
0.01% of portfolio
|
Q3 2024
Added 4.1%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
16,509
shares
|
$688,755
0.01% of portfolio
|
Q4 2022
Added 0.87%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Mar 04, 2025 Q4 2024 |
16,114
shares
|
$672,276
0.6% of portfolio
|
Q4 2024
New holding
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
15,930
shares
|
$664,599
0.08% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
15,917
shares
|
$664,057
0.34% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Sfg Wealth Management, Llc.
|
Jan 16, 2025 Q4 2024 |
15,907
shares
|
$663,640
0.39% of portfolio
|
Q4 2024
Added 8.94%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
15,657
shares
|
$653,210
0.01% of portfolio
|
Q4 2024
Reduced 2.8%
|
|
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
Jan 17, 2025 Q4 2024 |
15,476
shares
|
$645,658
0.36% of portfolio
|
Q4 2024
Reduced 19.23%
|
|
|
American Trust
Lexington, KY |
Feb 18, 2025 Q4 2024 |
15,418
shares
|
$643,238
0.06% of portfolio
|
Q4 2024
Added 32.75%
|
|
|
Qp Wealth Management, LLC
|
Oct 05, 2023 Q3 2023 |
15,391
shares
|
$642,112
0.99% of portfolio
|
Q3 2023
Reduced 17.36%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
15,357
shares
|
$640,694
0.04% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Jan 17, 2025 Q4 2024 |
15,312
shares
|
$638,816
0.11% of portfolio
|
Q4 2024
Added 12.63%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
15,274
shares
|
$637,231
0.1% of portfolio
|
Q4 2024
Added 8.1%
|
|
|
Sunburst Financial Group, LLC
|
Jan 29, 2025 Q4 2024 |
15,246
shares
|
$636,063
0.18% of portfolio
|
Q4 2024
Reduced 2.95%
|
|
|
Wambolt & Associates, LLC
|
Feb 11, 2025 Q4 2024 |
15,233
shares
|
$635,520
0.22% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Financial Management Network Inc
|
Jan 31, 2025 Q4 2024 |
14,931
shares
|
$622,921
0.16% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
14,891
shares
|
$621,252
0.24% of portfolio
|
Q3 2023
Reduced 11.47%
|
|
|
Outlook Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
14,882
shares
|
$620,877
0.23% of portfolio
|
Q4 2024
Added 1.36%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
14,844
shares
|
$619,291
0.03% of portfolio
|
Q4 2024
Added 29.63%
|
|
|
Tennessee Valley Asset Management Partners
|
Jan 21, 2025 Q4 2024 |
14,696
shares
|
$613,117
0.11% of portfolio
|
Q4 2024
Added 52.59%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Feb 10, 2025 Q4 2024 |
14,696
shares
|
$613,117
0.33% of portfolio
|
Q4 2024
Added 5.38%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jan 13, 2025 Q4 2024 |
14,654
shares
|
$611,364
0.47% of portfolio
|
Q4 2024
Added 6.35%
|
|
|
Interchange Capital Partners, LLC
|
Feb 11, 2025 Q4 2024 |
14,648
shares
|
$611,114
0.25% of portfolio
|
Q4 2024
Reduced 4.83%
|