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 |
|---|---|---|---|---|---|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Oct 09, 2024 Q3 2024 |
14,212
shares
|
$690,845
0.56% of portfolio
|
Q3 2024
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
14,175
shares
|
$689,046
0.0% of portfolio
|
Q3 2024
Reduced 4.32%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
14,130
shares
|
$686,859
0.09% of portfolio
|
Q3 2024
Reduced 26.98%
|
|
|
Patron Partners, LLC
|
Nov 04, 2024 Q3 2024 |
14,103
shares
|
$685,546
0.37% of portfolio
|
Q3 2024
Added 2.82%
|
|
|
Redwood Financial Network Corp
|
Nov 08, 2024 Q3 2024 |
14,100
shares
|
$685,401
0.51% of portfolio
|
Q3 2024
Added 2.57%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
14,082
shares
|
$684,526
0.0% of portfolio
|
Q3 2024
Reduced 17.08%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Nov 12, 2024 Q3 2024 |
13,946
shares
|
$677,915
0.32% of portfolio
|
Q3 2024
Added 2.94%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Oct 07, 2024 Q3 2024 |
13,779
shares
|
$669,797
0.45% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Oct 24, 2024 Q3 2024 |
13,779
shares
|
$669,797
0.45% of portfolio
|
Q3 2024
Reduced 38.37%
|
|
|
Security Financial Services, Inc.
|
Nov 05, 2024 Q3 2024 |
13,732
shares
|
$667,512
0.13% of portfolio
|
Q3 2024
Reduced 18.49%
|
|
|
Continental Investors Services, Inc.
Longview, WA |
Nov 18, 2024 Q3 2024 |
13,697
shares
|
$665,811
1.36% of portfolio
|
Q3 2024
Reduced 7.04%
|
|
|
Apcm Wealth Management For Individuals
|
Nov 04, 2024 Q3 2024 |
13,683
shares
|
$665,130
0.09% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
F
|
Oct 29, 2024 Q3 2024 |
13,672
shares
|
$664,595
0.02% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Brown Financial Advisory
|
Oct 24, 2024 Q3 2024 |
13,663
shares
|
$664,158
0.44% of portfolio
|
Q3 2024
Reduced 4.97%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
13,645
shares
|
$663,283
0.04% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Nov 12, 2024 Q3 2024 |
13,595
shares
|
$660,852
0.1% of portfolio
|
Q3 2024
Reduced 5.74%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Oct 31, 2024 Q3 2024 |
13,584
shares
|
$660,318
0.52% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
13,574
shares
|
$659,832
0.02% of portfolio
|
Q1 2024
Added 0.17%
|
|
|
Cache Tech Inc.
Logan, UT |
Oct 28, 2024 Q3 2024 |
13,529
shares
|
$657,644
0.13% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Adams Wealth Management
|
Oct 28, 2024 Q3 2024 |
13,529
shares
|
$657,644
0.14% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
13,504
shares
|
$656,429
0.01% of portfolio
|
Q3 2024
Reduced 21.35%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
13,306
shares
|
$646,804
0.11% of portfolio
|
Q3 2024
Reduced 4.12%
|
|
|
Hbw Advisory Services LLC
|
Oct 04, 2024 Q3 2024 |
13,220
shares
|
$642,624
0.1% of portfolio
|
Q3 2024
Added 43.59%
|
|
|
Grove Bank & Trust
|
Oct 11, 2024 Q3 2024 |
13,208
shares
|
$642,040
0.09% of portfolio
|
Q2 2024
Reduced 0.56%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Oct 15, 2024 Q3 2024 |
13,168
shares
|
$640,096
0.29% of portfolio
|
Q3 2024
Added 0.3%
|