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 |
|---|---|---|---|---|---|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Jan 13, 2025 Q4 2024 |
4,880
shares
|
$225,260
0.15% of portfolio
|
Q4 2024
Reduced 5.43%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
4,876
shares
|
$225,076
0.02% of portfolio
|
Q3 2024
Reduced 7.02%
|
|
|
Maia Wealth LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
4,851
shares
|
$223,922
0.05% of portfolio
|
Q3 2024
Reduced 4.04%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
4,840
shares
|
$223,414
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Resource Council
|
Oct 31, 2024 Q3 2024 |
4,830
shares
|
$222,952
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Arthur M. Cohen & Associates, LLC
|
Jan 15, 2025 Q4 2024 |
4,822
shares
|
$222,583
0.04% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
4,792
shares
|
$221,198
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
4,789
shares
|
$221,060
0.01% of portfolio
|
Q4 2023
Reduced 19.12%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Nov 15, 2024 Q3 2024 |
4,779
shares
|
$220,598
0.05% of portfolio
|
Q3 2024
Reduced 17.3%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
4,769
shares
|
$220,137
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cranbrook Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
4,766
shares
|
$219,998
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jan 29, 2025 Q4 2024 |
4,736
shares
|
$218,613
0.05% of portfolio
|
Q4 2024
Reduced 6.72%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
4,725
shares
|
$218,105
0.02% of portfolio
|
Q4 2024
Reduced 27.07%
|
|
|
Strategic Equity Management
|
Nov 05, 2024 Q3 2024 |
4,698
shares
|
$216,859
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Keebeck Alpha, LP
Stamford, CT |
Oct 31, 2024 Q3 2024 |
4,688
shares
|
$216,398
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Prelude Capital Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
4,688
shares
|
$216,398
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Power Wealth Management LLC
Roswell, GA |
Nov 12, 2024 Q3 2024 |
4,671
shares
|
$215,613
0.09% of portfolio
|
Q3 2024
Reduced 4.44%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
4,630
shares
|
$213,720
0.01% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
4,627
shares
|
$213,582
0.01% of portfolio
|
Q3 2024
Reduced 8.38%
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
Jan 21, 2025 Q4 2024 |
4,618
shares
|
$213,166
0.04% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Round Rock Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
4,610
shares
|
$212,797
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
4,589
shares
|
$211,828
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
4,558
shares
|
$210,397
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Nov 25, 2024 Q3 2024 |
4,534
shares
|
$209,289
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Counterweight Ventures, LLC
Wilmington, NC |
Jan 28, 2025 Q4 2024 |
4,489
shares
|
$207,212
0.14% of portfolio
|
Q3 2024
New holding
|