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 900 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 $9.23 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
9,679
shares
|
$449,783
0.01% of portfolio
|
Q4 2024
Reduced 2.88%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jan 23, 2025 Q4 2024 |
9,492
shares
|
$441,093
0.14% of portfolio
|
Q4 2024
Reduced 4.39%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
9,465
shares
|
$439,838
0.08% of portfolio
|
Q3 2024
Reduced 6.92%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Nov 06, 2024 Q3 2024 |
9,455
shares
|
$439,373
0.26% of portfolio
|
Q3 2024
Reduced 4.17%
|
|
|
Symphony Financial, Ltd. Co.
|
Jan 24, 2025 Q4 2024 |
9,452
shares
|
$439,234
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
9,395
shares
|
$436,585
0.03% of portfolio
|
Q3 2024
Reduced 1.54%
|
|
|
Rmr Wealth Builders
|
Jan 14, 2025 Q4 2024 |
9,358
shares
|
$434,866
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
9,210
shares
|
$427,988
0.06% of portfolio
|
Q4 2024
Added 3.29%
|
|
|
Moneywise, Inc.
|
Jan 27, 2025 Q4 2024 |
9,199
shares
|
$427,477
0.22% of portfolio
|
Q4 2024
Reduced 22.82%
|
|
|
Mount Yale Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
9,138
shares
|
$424,642
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
9,107
shares
|
$423,202
0.01% of portfolio
|
Q4 2024
Added 59.88%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Oct 17, 2024 Q3 2024 |
9,058
shares
|
$420,925
0.15% of portfolio
|
Q3 2024
Reduced 2.82%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
9,027
shares
|
$419,484
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Montis Financial, LLC
|
Oct 10, 2024 Q3 2024 |
9,015
shares
|
$418,927
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
8,854
shares
|
$411,445
0.06% of portfolio
|
Q4 2024
Reduced 20.35%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
8,779
shares
|
$407,960
0.0% of portfolio
|
Q3 2024
Added 1.2%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
8,737
shares
|
$406,008
0.06% of portfolio
|
Q2 2024
Reduced 50.18%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
Oct 15, 2024 Q3 2024 |
8,693
shares
|
$403,963
0.05% of portfolio
|
Q3 2024
Reduced 16.49%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Nov 12, 2024 Q3 2024 |
8,680
shares
|
$403,359
0.15% of portfolio
|
Q3 2024
Added 1.88%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
8,560
shares
|
$397,783
0.15% of portfolio
|
Q4 2024
Added 41.93%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
8,521
shares
|
$395,970
0.05% of portfolio
|
Q3 2024
Added 23.94%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
8,490
shares
|
$394,530
0.01% of portfolio
|
Q1 2023
Reduced 1.44%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Jan 15, 2025 Q4 2024 |
8,438
shares
|
$392,113
0.15% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Oct 29, 2024 Q3 2024 |
8,402
shares
|
$390,440
0.13% of portfolio
|
Q3 2024
Reduced 45.57%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
8,324
shares
|
$386,816
0.01% of portfolio
|
Q4 2023
Reduced 8.56%
|