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 919 institutions that hold shares in the stock, with a total of 205 Million shares, which have been reported (via 13F filing form) to have a value of $9.46 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Nov 04, 2024 Q3 2024 |
6,470
shares
|
$301,243
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
6,394
shares
|
$297,704
0.14% of portfolio
|
Q1 2024
Added 0.28%
|
|
|
Vci Wealth Management LLC
St Louis, MO |
Jan 22, 2025 Q4 2024 |
6,365
shares
|
$296,354
0.12% of portfolio
|
Q4 2024
Added 5.26%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
6,359
shares
|
$296,075
0.02% of portfolio
|
Q3 2024
Reduced 10.79%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
6,346
shares
|
$295,469
0.03% of portfolio
|
Q4 2024
Added 532.07%
|
|
|
American Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
6,297
shares
|
$293,188
0.04% of portfolio
|
Q4 2024
Added 9.74%
|
|
|
Keudell
|
Jan 23, 2025 Q4 2024 |
6,282
shares
|
$292,489
0.08% of portfolio
|
Q4 2024
Added 2.41%
|
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
6,266
shares
|
$291,744
0.04% of portfolio
|
Q3 2024
Reduced 3.51%
|
|
|
Vontobel Holding Ltd.
|
Jan 29, 2025 Q4 2024 |
6,260
shares
|
$291,465
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
6,258
shares
|
$291,372
0.02% of portfolio
|
Q4 2023
Reduced 1.76%
|
|
|
Main Line Retirement Advisors, LLC
Radnor, PA |
Jan 22, 2025 Q4 2024 |
6,238
shares
|
$290,441
0.22% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
6,236
shares
|
$290,348
0.01% of portfolio
|
Q4 2024
Added 30.22%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Jan 29, 2025 Q4 2024 |
6,218
shares
|
$289,510
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Nov 13, 2024 Q3 2024 |
6,109
shares
|
$284,435
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jan 17, 2025 Q4 2024 |
6,051
shares
|
$281,734
0.2% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Jan 27, 2025 Q4 2024 |
6,042
shares
|
$281,315
0.14% of portfolio
|
Q4 2024
Reduced 2.17%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
6,021
shares
|
$280,337
0.06% of portfolio
|
Q4 2024
Reduced 29.26%
|
|
|
Noesis Capital Mangement Corp
|
Feb 05, 2025 Q4 2024 |
6,018
shares
|
$280,198
0.05% of portfolio
|
Q2 2024
Added 0.3%
|
|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
6,000
shares
|
$279,360
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jan 13, 2025 Q4 2024 |
5,992
shares
|
$278,987
0.05% of portfolio
|
Q4 2024
Reduced 50.05%
|
|
|
Burt Wealth Advisors
|
Oct 31, 2024 Q3 2024 |
5,956
shares
|
$277,311
0.07% of portfolio
|
Q2 2024
Reduced 8.71%
|
|
|
Stanich Group LLC
Montauk, NY |
Jan 30, 2025 Q4 2024 |
5,918
shares
|
$275,542
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Trexquant Investment LP
Stamford, CT |
Nov 12, 2024 Q3 2024 |
5,901
shares
|
$274,750
0.0% of portfolio
|
Q3 2024
Reduced 64.13%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Nov 12, 2024 Q3 2024 |
5,880
shares
|
$273,772
0.01% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
5,873
shares
|
$273,446
0.03% of portfolio
|
Q3 2024
Reduced 0.41%
|