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 981 institutions that hold shares in the stock, with a total of 218 Million shares, which have been reported (via 13F filing form) to have a value of $8.85 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
331,258
shares
|
$13.4 Million
3.42% of portfolio
|
Q2 2024
Added 8.32%
|
|
|
One Day In July LLC
|
Feb 03, 2025 Q4 2024 |
331,160
shares
|
$13.4 Million
1.56% of portfolio
|
Q4 2024
Added 17.83%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
327,372
shares
|
$13.3 Million
0.53% of portfolio
|
Q4 2024
Added 8.15%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
320,520
shares
|
$13 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.24%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
309,318
shares
|
$12.6 Million
3.17% of portfolio
|
Q4 2024
Added 4.34%
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
304,253
shares
|
$12.4 Million
0.72% of portfolio
|
Q4 2024
Added 2.57%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
303,343
shares
|
$12.3 Million
0.4% of portfolio
|
Q4 2024
Added 7.43%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
300,881
shares
|
$12.2 Million
2.4% of portfolio
|
Q4 2024
Added 12.51%
|
|
|
Banco Santander, S.A.
|
Feb 07, 2025 Q4 2024 |
299,265
shares
|
$12.2 Million
0.17% of portfolio
|
Q4 2024
Added 35.59%
|
|
|
Wbh Advisory Inc
|
Jan 30, 2025 Q4 2024 |
290,140
shares
|
$11.8 Million
1.22% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Apr 10, 2025 Q1 2025 |
288,663
shares
|
$11.7 Million
1.15% of portfolio
|
Q1 2025
Added 19.92%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
286,910
shares
|
$11.6 Million
1.1% of portfolio
|
Q4 2024
New holding
|
|
|
Western Wealth Management, LLC
|
Apr 15, 2025 Q4 2024 |
279,951
shares
|
$11.4 Million
0.84% of portfolio
|
Q4 2024
Added 2908.61%
|
|
|
Austin Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
277,476
shares
|
$11.3 Million
1.17% of portfolio
|
Q4 2024
Reduced 6.55%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Jan 22, 2025 Q4 2024 |
269,044
shares
|
$10.9 Million
1.12% of portfolio
|
Q4 2024
Added 7.63%
|
|
|
Tpg Financial Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
268,693
shares
|
$10.9 Million
4.83% of portfolio
|
Q1 2025
Added 32.62%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
266,345
shares
|
$10.8 Million
0.43% of portfolio
|
Q4 2024
Added 2.82%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
262,211
shares
|
$10.6 Million
0.07% of portfolio
|
Q4 2024
Added 10.38%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Jan 21, 2025 Q4 2024 |
261,609
shares
|
$10.6 Million
2.37% of portfolio
|
Q4 2024
Added 6.62%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
261,222
shares
|
$10.6 Million
0.04% of portfolio
|
Q4 2024
Added 6.34%
|
|
|
Taylor & Morgan Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
257,946
shares
|
$10.5 Million
8.19% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Windsor Capital Management, LLC
|
Jan 28, 2025 Q4 2024 |
257,652
shares
|
$10.5 Million
3.54% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
257,051
shares
|
$10.4 Million
0.29% of portfolio
|
Q4 2024
Reduced 4.93%
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
249,357
shares
|
$10.1 Million
0.26% of portfolio
|
Q4 2024
Reduced 2.98%
|
|
|
Rvw Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
248,705
shares
|
$10.1 Million
1.11% of portfolio
|
Q4 2024
Reduced 3.15%
|