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 |
---|---|---|---|---|---|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
670
shares
|
$30,927
0.01% of portfolio
|
Q4 2023
New holding
|
|
Community Bank, N.A.
|
Nov 14, 2024 Q3 2024 |
638
shares
|
$29,450
0.0% of portfolio
|
Q1 2024
Reduced 23.87%
|
|
Live Oak Investment Partners
Austin, TX |
Nov 05, 2024 Q3 2024 |
611
shares
|
$28,203
0.02% of portfolio
|
Q2 2023
New holding
|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
600
shares
|
$27,695
0.0% of portfolio
|
Q4 2024
Reduced 47.83%
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jan 27, 2025 Q4 2024 |
592
shares
|
$27,326
0.01% of portfolio
|
Q4 2024
Added 25.16%
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
562
shares
|
$25,941
0.01% of portfolio
|
Q2 2023
New holding
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
500
shares
|
$23,080
0.0% of portfolio
|
Q4 2020
New holding
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
493
shares
|
$22,756
0.0% of portfolio
|
Q2 2024
Reduced 60.18%
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
483
shares
|
$22,295
0.0% of portfolio
|
Q3 2024
Reduced 65.15%
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
480
shares
|
$22,156
0.0% of portfolio
|
Q1 2018
Reduced 57.33%
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
426
shares
|
$19,664
0.0% of portfolio
|
Q1 2024
Added 69.72%
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
411
shares
|
$18,971
0.0% of portfolio
|
Q4 2024
New holding
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2025 Q4 2024 |
406
shares
|
$18,740
0.01% of portfolio
|
Q1 2024
New holding
|
|
Centennial Bank/Ar/
Conway, AR |
Oct 29, 2024 Q3 2024 |
377
shares
|
$17,402
0.01% of portfolio
|
Q2 2023
New holding
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 28, 2025 Q4 2024 |
364
shares
|
$16,802
0.01% of portfolio
|
Q4 2024
Reduced 69.05%
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
357
shares
|
$16,479
0.01% of portfolio
|
Q2 2023
New holding
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
354
shares
|
$16,340
0.01% of portfolio
|
Q4 2024
Added 5.04%
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
346
shares
|
$15,971
0.0% of portfolio
|
Q3 2024
Reduced 48.89%
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
342
shares
|
$15,786
0.0% of portfolio
|
Q4 2023
New holding
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
341
shares
|
$15,740
0.0% of portfolio
|
Q3 2024
New holding
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
320
shares
|
$14,771
0.0% of portfolio
|
Q3 2023
Reduced 31.33%
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
317
shares
|
$14,632
0.0% of portfolio
|
Q3 2024
New holding
|
|
Headlands Technologies LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
305
shares
|
$14,078
0.0% of portfolio
|
Q3 2024
New holding
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
295
shares
|
$13,617
0.0% of portfolio
|
Q3 2022
New holding
|
|
Horizon Financial Services, LLC
|
Nov 13, 2024 Q3 2024 |
294
shares
|
$13,571
0.01% of portfolio
|
Q3 2024
Added 326.09%
|