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 910 institutions that hold shares in the stock, with a total of 203 Million shares, which have been reported (via 13F filing form) to have a value of $9.38 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
7,691
shares
|
$355,016
0.02% of portfolio
|
Q3 2024
Reduced 1.98%
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Jan 14, 2025 Q4 2024 |
7,677
shares
|
$354,370
0.23% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Nov 13, 2024 Q3 2024 |
7,637
shares
|
$352,523
0.14% of portfolio
|
Q3 2024
Added 23.28%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
7,554
shares
|
$348,692
0.05% of portfolio
|
Q3 2024
Added 471.84%
|
|
|
Center For Asset Management LLC
|
Jan 22, 2025 Q4 2024 |
7,551
shares
|
$348,554
0.22% of portfolio
|
Q4 2024
Reduced 1.51%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jan 21, 2025 Q4 2024 |
7,538
shares
|
$347,954
0.11% of portfolio
|
Q4 2024
Reduced 1.68%
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
7,522
shares
|
$347,215
0.02% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Marion Wealth Management
|
Jan 13, 2025 Q4 2024 |
7,497
shares
|
$346,061
0.09% of portfolio
|
Q4 2024
Added 2.22%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
7,392
shares
|
$341,214
0.02% of portfolio
|
Q2 2024
Reduced 19.93%
|
|
|
Swmg, LLC
Fort Worth, TX |
Jan 23, 2025 Q4 2024 |
7,329
shares
|
$338,306
0.14% of portfolio
|
Q4 2024
Reduced 0.77%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
7,308
shares
|
$337,337
0.26% of portfolio
|
Q1 2023
Reduced 6.82%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
7,239
shares
|
$334,152
0.03% of portfolio
|
Q3 2024
Added 3.22%
|
|
|
Claremont Financial Group, Inc.
Claremont, CA |
Aug 15, 2022 Q1 2022 |
7,236
shares
|
$334,013
1.26% of portfolio
|
Q1 2022
Added 9950.0%
|
|
|
Essex Savings Bank
|
Jan 14, 2025 Q4 2024 |
7,193
shares
|
$332,028
0.08% of portfolio
|
Q4 2024
Added 10.81%
|
|
|
Vista Wealth Management Group, LLC
|
Jan 27, 2025 Q4 2024 |
7,184
shares
|
$331,613
0.02% of portfolio
|
Q3 2023
Reduced 5.09%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Nov 13, 2024 Q3 2024 |
7,165
shares
|
$330,736
0.12% of portfolio
|
Q3 2024
Reduced 8.02%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
7,141
shares
|
$329,628
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Welch & Forbes LLC
|
Nov 04, 2024 Q3 2024 |
7,122
shares
|
$328,751
0.0% of portfolio
|
Q2 2024
Reduced 0.04%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
7,040
shares
|
$324,966
0.25% of portfolio
|
Q2 2024
Added 0.43%
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2025 Q4 2024 |
7,000
shares
|
$323,120
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Clifford Swan Investment Counsel LLC
|
Nov 14, 2024 Q3 2024 |
6,983
shares
|
$322,335
0.01% of portfolio
|
Q4 2023
Added 4.4%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Jan 22, 2025 Q4 2024 |
6,972
shares
|
$321,827
0.03% of portfolio
|
Q4 2024
Reduced 4.32%
|
|
|
Mbe Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
6,875
shares
|
$317,350
0.18% of portfolio
|
Q4 2024
Reduced 6.41%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
6,870
shares
|
$317,119
0.0% of portfolio
|
Q3 2024
Added 6.74%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Nov 15, 2024 Q3 2024 |
6,793
shares
|
$313,564
0.17% of portfolio
|
Q3 2024
Reduced 11.54%
|