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 |
|---|---|---|---|---|---|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
2,699
shares
|
$124,585
0.0% of portfolio
|
Q3 2024
Reduced 10.75%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 08, 2024 Q3 2024 |
2,638
shares
|
$121,770
0.04% of portfolio
|
Q3 2024
Reduced 2.76%
|
|
|
S.A. Mason LLC
|
Jan 24, 2025 Q4 2024 |
2,488
shares
|
$114,846
0.06% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
West Branch Capital LLC
|
Jan 17, 2025 Q4 2024 |
2,341
shares
|
$108,060
0.04% of portfolio
|
Q1 2022
Reduced 44.74%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
2,268
shares
|
$104,690
0.01% of portfolio
|
Q1 2024
Added 5.19%
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
2,265
shares
|
$104,552
0.04% of portfolio
|
Q3 2024
Added 7.09%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
2,264
shares
|
$104,506
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
2,195
shares
|
$101,321
0.01% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
2,186
shares
|
$100,905
0.01% of portfolio
|
Q2 2024
Added 135.31%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
2,124
shares
|
$98,043
0.06% of portfolio
|
Q1 2024
Reduced 9.27%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
1,926
shares
|
$88,904
0.0% of portfolio
|
Q3 2024
Reduced 6.91%
|
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
1,836
shares
|
$84,749
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
1,831
shares
|
$84,518
0.0% of portfolio
|
Q3 2023
Reduced 14.32%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
1,690
shares
|
$78,010
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
1,643
shares
|
$75,840
0.04% of portfolio
|
Q2 2024
Reduced 96.67%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
1,614
shares
|
$74,502
0.0% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
1,586
shares
|
$73,209
0.01% of portfolio
|
Q4 2024
Reduced 29.73%
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
1,585
shares
|
$73,163
0.01% of portfolio
|
Q4 2024
Added 4.0%
|
|
|
Kathleen S. Wright Associates Inc.
|
Jan 24, 2025 Q4 2024 |
1,566
shares
|
$72,286
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,542
shares
|
$71,178
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
1,542
shares
|
$71,178
0.0% of portfolio
|
Q4 2023
Added 497.67%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
1,518
shares
|
$70,070
0.01% of portfolio
|
Q2 2024
Added 0.53%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
1,518
shares
|
$70,070
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
1,498
shares
|
$69,147
0.01% of portfolio
|
Q2 2024
Added 31.29%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
1,473
shares
|
$67,993
0.01% of portfolio
|
Q1 2024
New holding
|