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 |
|---|---|---|---|---|---|
|
Five Oceans Advisors
|
Jan 24, 2025 Q4 2024 |
5,527
shares
|
$255,126
0.13% of portfolio
|
Q4 2024
Reduced 3.61%
|
|
|
Townsend Asset Management Corp
|
Oct 21, 2024 Q3 2024 |
5,501
shares
|
$253,926
0.09% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
5,469
shares
|
$252,449
0.04% of portfolio
|
Q3 2024
Reduced 7.45%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Jan 22, 2025 Q4 2024 |
5,449
shares
|
$251,525
0.22% of portfolio
|
Q4 2024
Reduced 9.0%
|
|
|
Stelac Advisory Services LLC
New York, NY |
Nov 05, 2024 Q3 2024 |
5,441
shares
|
$251,156
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Ellis Investment Partners, LLC
|
Oct 24, 2024 Q3 2024 |
5,423
shares
|
$250,325
0.05% of portfolio
|
Q3 2024
Added 9.4%
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Oct 18, 2024 Q3 2024 |
5,419
shares
|
$250,141
0.32% of portfolio
|
Q4 2023
New holding
|
|
|
Helen Stephens Group, LLC
|
Jan 15, 2025 Q4 2024 |
5,379
shares
|
$248,294
0.07% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
|
Professional Financial Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
5,361
shares
|
$247,463
0.06% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Jan 17, 2025 Q4 2024 |
5,343
shares
|
$246,632
0.04% of portfolio
|
Q4 2024
Added 10.53%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 22, 2025 Q4 2024 |
5,340
shares
|
$246,494
0.01% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
5,337
shares
|
$246,355
0.06% of portfolio
|
Q3 2024
Reduced 2.93%
|
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Oct 09, 2024 Q3 2024 |
5,314
shares
|
$245,294
0.26% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
5,219
shares
|
$240,909
0.03% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Nov 14, 2024 Q3 2024 |
5,219
shares
|
$240,909
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Acorn Financial Advisory Services Inc
|
Nov 01, 2024 Q3 2024 |
5,178
shares
|
$239,016
0.05% of portfolio
|
Q3 2024
Reduced 14.88%
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
5,160
shares
|
$238,185
0.01% of portfolio
|
Q4 2024
Reduced 13.35%
|
|
|
Ironwood Financial, LLC
|
Jan 16, 2025 Q4 2024 |
5,144
shares
|
$237,447
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Altfest L J & CO Inc
|
Nov 05, 2024 Q3 2024 |
5,135
shares
|
$237,031
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
5,111
shares
|
$235,923
0.02% of portfolio
|
Q3 2024
Reduced 18.52%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
5,082
shares
|
$234,585
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
5,065
shares
|
$233,800
0.3% of portfolio
|
Q3 2022
Reduced 4.22%
|
|
|
Lion Street Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
5,002
shares
|
$230,892
0.07% of portfolio
|
Q4 2024
Added 8.6%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jan 22, 2025 Q4 2024 |
4,924
shares
|
$227,291
0.01% of portfolio
|
Q4 2024
Reduced 20.21%
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
Jan 27, 2025 Q4 2024 |
4,922
shares
|
$227,199
0.14% of portfolio
|
Q1 2024
New holding
|