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 |
|---|---|---|---|---|---|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 08, 2024 Q3 2024 |
27,184
shares
|
$1.32 Million
0.29% of portfolio
|
Q3 2024
Added 14.3%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
27,005
shares
|
$1.31 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Oct 07, 2024 Q3 2024 |
26,811
shares
|
$1.3 Million
0.4% of portfolio
|
Q3 2024
Added 1.04%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
26,440
shares
|
$1.29 Million
0.11% of portfolio
|
Q3 2024
Reduced 11.21%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
26,269
shares
|
$1.28 Million
0.15% of portfolio
|
Q3 2024
Added 28.47%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
26,176
shares
|
$1.27 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Trh Financial, LLC
|
Jul 26, 2022 Q2 2022 |
26,158
shares
|
$1.27 Million
0.32% of portfolio
|
Q2 2022
Reduced 26.29%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Nov 15, 2024 Q3 2024 |
26,149
shares
|
$1.27 Million
0.11% of portfolio
|
Q3 2024
Reduced 3.53%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
26,103
shares
|
$1.27 Million
0.02% of portfolio
|
Q4 2023
Added 43.72%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
25,952
shares
|
$1.26 Million
0.06% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
25,435
shares
|
$1.24 Million
0.49% of portfolio
|
Q3 2024
Added 7.5%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Nov 14, 2024 Q3 2024 |
25,416
shares
|
$1.24 Million
0.49% of portfolio
|
Q3 2024
Added 4.64%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
24,987
shares
|
$1.21 Million
0.0% of portfolio
|
Q3 2024
Reduced 89.42%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
24,785
shares
|
$1.2 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Advisors Of Iowa, LLC
|
Nov 12, 2024 Q3 2024 |
24,544
shares
|
$1.19 Million
0.57% of portfolio
|
Q3 2024
New holding
|
|
|
Gilman Hill Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
23,690
shares
|
$1.15 Million
0.18% of portfolio
|
Q3 2024
Reduced -0.0%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
23,340
shares
|
$1.13 Million
0.03% of portfolio
|
Q2 2024
Reduced 1.87%
|
|
|
Edge Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
23,195
shares
|
$1.13 Million
0.05% of portfolio
|
Q3 2024
Added 3.27%
|
|
|
Rkl Wealth Management LLC
|
Nov 01, 2024 Q3 2024 |
22,640
shares
|
$1.1 Million
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Apella Capital, LLC
|
Oct 03, 2024 Q3 2024 |
22,506
shares
|
$1.09 Million
0.04% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
22,381
shares
|
$1.09 Million
0.17% of portfolio
|
Q3 2024
Added 128.77%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
22,280
shares
|
$1.08 Million
0.08% of portfolio
|
Q3 2024
Reduced 10.07%
|
|
|
Sol Capital Management CO
|
Oct 22, 2024 Q3 2024 |
22,169
shares
|
$1.08 Million
0.11% of portfolio
|
Q3 2024
Added 18.27%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Oct 16, 2024 Q3 2024 |
21,916
shares
|
$1.07 Million
0.82% of portfolio
|
Q3 2024
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
21,907
shares
|
$1.06 Million
0.11% of portfolio
|
Q3 2024
Added 91.86%
|