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 |
|---|---|---|---|---|---|
|
Kelly Financial Services LLC
Braintree, MA |
Jan 15, 2025 Q4 2024 |
6,779
shares
|
$312,918
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Lockerman Financial Group, Inc.
|
Jan 16, 2025 Q4 2024 |
6,778
shares
|
$312,872
0.55% of portfolio
|
Q4 2024
Added 3.85%
|
|
|
Aifg Consultants Ltd.
Halfmoon, NY |
Jan 29, 2025 Q4 2024 |
6,722
shares
|
$310,287
0.49% of portfolio
|
Q4 2024
Reduced 9.74%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
6,705
shares
|
$309,502
0.02% of portfolio
|
Q3 2024
Added 25.0%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
6,703
shares
|
$309,410
0.01% of portfolio
|
Q3 2024
Reduced 2.33%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Jan 27, 2025 Q4 2024 |
6,640
shares
|
$306,502
0.25% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Mengis Capital Management, Inc.
|
Nov 05, 2024 Q3 2024 |
6,639
shares
|
$306,456
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Charter Research & Investment Group, Inc.
Southport, CT |
Nov 12, 2024 Q3 2024 |
6,595
shares
|
$304,425
0.22% of portfolio
|
Q3 2024
Added 27.81%
|
|
|
Fox Financial, Inc
Wyomissing, PA |
Jan 23, 2025 Q4 2024 |
6,595
shares
|
$304,425
0.27% of portfolio
|
Q4 2024
Reduced 44.11%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
6,593
shares
|
$304,332
0.02% of portfolio
|
Q3 2024
Reduced 14.68%
|
|
|
Sightline Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
6,580
shares
|
$303,732
0.16% of portfolio
|
Q4 2024
Reduced 32.14%
|
|
|
Acas, LLC
|
Nov 05, 2024 Q3 2024 |
6,550
shares
|
$302,348
0.25% of portfolio
|
Q3 2024
Added 3.97%
|
|
|
N.E.W. Advisory Services LLC
|
Jan 23, 2025 Q4 2024 |
6,547
shares
|
$302,209
0.03% of portfolio
|
Q4 2024
Added 6.04%
|
|
|
Amplius Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
6,494
shares
|
$299,763
0.03% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Collier Financial
Denver, CO |
Jan 29, 2025 Q4 2024 |
6,475
shares
|
$298,886
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Nov 04, 2024 Q3 2024 |
6,470
shares
|
$298,655
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
6,394
shares
|
$295,147
0.14% of portfolio
|
Q1 2024
Added 0.28%
|
|
|
Vci Wealth Management LLC
St Louis, MO |
Jan 22, 2025 Q4 2024 |
6,365
shares
|
$293,808
0.12% of portfolio
|
Q4 2024
Added 5.26%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
6,359
shares
|
$293,531
0.02% of portfolio
|
Q3 2024
Reduced 10.79%
|
|
|
Keudell
|
Jan 23, 2025 Q4 2024 |
6,282
shares
|
$289,977
0.08% of portfolio
|
Q4 2024
Added 2.41%
|
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
6,266
shares
|
$289,238
0.04% of portfolio
|
Q3 2024
Reduced 3.51%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
6,258
shares
|
$288,869
0.02% of portfolio
|
Q4 2023
Reduced 1.76%
|
|
|
Main Line Retirement Advisors, LLC
Radnor, PA |
Jan 22, 2025 Q4 2024 |
6,238
shares
|
$287,946
0.22% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
6,236
shares
|
$287,853
0.01% of portfolio
|
Q4 2024
Added 30.22%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Nov 13, 2024 Q3 2024 |
6,109
shares
|
$281,991
0.13% of portfolio
|
Q3 2024
New holding
|