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 |
|---|---|---|---|---|---|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
31,169
shares
|
$1.52 Million
0.02% of portfolio
|
Q3 2024
Added 104.64%
|
|
|
Aveo Capital Partners, LLC
|
Nov 12, 2024 Q3 2024 |
31,014
shares
|
$1.51 Million
0.16% of portfolio
|
Q3 2024
Reduced 6.91%
|
|
|
Blue Fin Capital, Inc.
|
Nov 05, 2024 Q3 2024 |
30,803
shares
|
$1.5 Million
0.27% of portfolio
|
Q3 2024
Added 18.89%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 08, 2024 Q3 2024 |
30,772
shares
|
$1.5 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
North Rock Partners, LLC
|
Oct 30, 2024 Q3 2024 |
30,621
shares
|
$1.49 Million
0.12% of portfolio
|
Q2 2024
Reduced 7.21%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
30,508
shares
|
$1.48 Million
0.01% of portfolio
|
Q3 2024
Added 70.03%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Nov 13, 2024 Q3 2024 |
30,488
shares
|
$1.48 Million
0.34% of portfolio
|
Q2 2024
Reduced 0.51%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
29,741
shares
|
$1.45 Million
0.07% of portfolio
|
Q3 2024
Added 6.04%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Oct 21, 2024 Q3 2024 |
29,686
shares
|
$1.44 Million
0.79% of portfolio
|
Q3 2024
Reduced 10.6%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Nov 04, 2024 Q3 2024 |
29,133
shares
|
$1.42 Million
0.66% of portfolio
|
Q3 2024
Reduced 2.55%
|
|
|
Ars Investment Partners, LLC
|
Oct 16, 2024 Q3 2024 |
28,950
shares
|
$1.41 Million
0.13% of portfolio
|
Q3 2024
Added 13.66%
|
|
|
Orin Green Financial, LLC
|
Oct 16, 2024 Q3 2024 |
28,934
shares
|
$1.41 Million
0.57% of portfolio
|
Q3 2024
Reduced 6.61%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 12, 2024 Q3 2024 |
28,881
shares
|
$1.4 Million
0.18% of portfolio
|
Q3 2024
Added 4.69%
|
|
|
Penobscot Wealth Management
|
Oct 28, 2024 Q3 2024 |
28,854
shares
|
$1.4 Million
0.71% of portfolio
|
Q3 2024
Reduced 6.67%
|
|
|
Wealth Management Resources, Inc.
|
Oct 31, 2024 Q3 2024 |
28,819
shares
|
$1.4 Million
0.52% of portfolio
|
Q3 2024
Added 1.79%
|
|
|
Triumph Capital Management
|
Apr 25, 2024 Q1 2024 |
28,730
shares
|
$1.4 Million
0.53% of portfolio
|
Q1 2024
Reduced 19.65%
|
|
|
River Street Advisors LLC
Aurora, IL |
Nov 06, 2024 Q3 2024 |
28,724
shares
|
$1.4 Million
0.71% of portfolio
|
Q3 2024
Added 6.68%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Nov 12, 2024 Q3 2024 |
28,655
shares
|
$1.39 Million
0.19% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
28,642
shares
|
$1.39 Million
0.02% of portfolio
|
Q3 2024
Added 7.16%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
28,492
shares
|
$1.38 Million
0.0% of portfolio
|
Q3 2024
Reduced 40.94%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
28,425
shares
|
$1.38 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
28,327
shares
|
$1.38 Million
0.04% of portfolio
|
Q3 2024
Added 270.87%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
28,100
shares
|
$1.37 Million
0.04% of portfolio
|
Q2 2024
Added 550.01%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
27,766
shares
|
$1.35 Million
0.09% of portfolio
|
Q3 2024
Added 48.11%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Nov 13, 2024 Q3 2024 |
27,280
shares
|
$1.33 Million
0.14% of portfolio
|
Q2 2023
New holding
|