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 889 institutions that hold shares in the stock, with a total of 197 Million shares, which have been reported (via 13F filing form) to have a value of $9.58 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
38,447
shares
|
$1.87 Million
1.08% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
38,404
shares
|
$1.87 Million
0.11% of portfolio
|
Q3 2024
Added 13.1%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Nov 08, 2024 Q3 2024 |
37,848
shares
|
$1.84 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
37,629
shares
|
$1.83 Million
0.04% of portfolio
|
Q2 2024
Added 275.43%
|
|
|
Alta Wealth Advisors LLC
|
Oct 18, 2024 Q3 2024 |
37,218
shares
|
$1.81 Million
0.77% of portfolio
|
Q3 2024
Added 3.84%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
37,139
shares
|
$1.81 Million
0.05% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
37,088
shares
|
$1.8 Million
0.0% of portfolio
|
Q3 2024
Added 175.4%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 24, 2024 Q3 2024 |
36,956
shares
|
$1.8 Million
0.16% of portfolio
|
Q3 2024
Added 3.79%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
36,700
shares
|
$1.78 Million
0.13% of portfolio
|
Q3 2024
Added 7.86%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
36,444
shares
|
$1.77 Million
0.12% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
Oct 07, 2024 Q3 2024 |
36,077
shares
|
$1.75 Million
1.74% of portfolio
|
Q3 2024
Added 16.82%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
35,799
shares
|
$1.74 Million
0.02% of portfolio
|
Q3 2024
Reduced 6.25%
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
Nov 01, 2024 Q3 2024 |
35,750
shares
|
$1.74 Million
0.55% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
35,321
shares
|
$1.72 Million
0.11% of portfolio
|
Q3 2024
Added 3.27%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Oct 15, 2024 Q3 2024 |
34,641
shares
|
$1.68 Million
0.63% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Nov 08, 2024 Q3 2024 |
34,579
shares
|
$1.68 Million
0.27% of portfolio
|
Q3 2024
Reduced 7.5%
|
|
|
Lebenthal Global Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
34,006
shares
|
$1.65 Million
0.32% of portfolio
|
Q3 2024
Added 3.01%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
33,809
shares
|
$1.64 Million
0.02% of portfolio
|
Q3 2023
Reduced 0.09%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
33,561
shares
|
$1.63 Million
0.01% of portfolio
|
Q3 2024
Added 1.2%
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
33,280
shares
|
$1.62 Million
0.12% of portfolio
|
Q2 2024
Reduced 60.57%
|
|
|
Nikulski Financial, Inc.
|
Oct 28, 2024 Q3 2024 |
33,159
shares
|
$1.61 Million
0.46% of portfolio
|
Q3 2024
Reduced 2.05%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 24, 2024 Q3 2024 |
33,153
shares
|
$1.61 Million
0.88% of portfolio
|
Q3 2024
Added 2.93%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
33,125
shares
|
$1.61 Million
0.01% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Oct 11, 2024 Q3 2024 |
31,897
shares
|
$1.55 Million
0.26% of portfolio
|
Q3 2024
Added 15.06%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
31,173
shares
|
$1.52 Million
0.01% of portfolio
|
Q3 2024
Added 5.18%
|