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 $9.28 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Zimmermann Investment Management & Planning LLC
|
Oct 24, 2024 Q3 2024 |
13,049
shares
|
$614,216
0.21% of portfolio
|
Q3 2024
Reduced 46.87%
|
|
|
Brio Consultants, LLC
|
Oct 18, 2024 Q3 2024 |
13,023
shares
|
$612,992
0.09% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Pacific Sun Financial Corp
|
Oct 09, 2024 Q3 2024 |
12,945
shares
|
$609,321
0.35% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2024 Q3 2024 |
12,898
shares
|
$607,108
0.21% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
12,797
shares
|
$602,354
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
12,771
shares
|
$601,130
0.01% of portfolio
|
Q3 2024
Reduced 1.75%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
12,771
shares
|
$601,130
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 14, 2024 Q3 2024 |
12,755
shares
|
$600,377
0.01% of portfolio
|
Q3 2024
Added 83.5%
|
|
|
Blb&B Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
12,705
shares
|
$598,024
0.03% of portfolio
|
Q2 2024
Reduced 8.17%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
12,520
shares
|
$589,316
0.46% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Oct 23, 2024 Q3 2024 |
12,354
shares
|
$581,502
0.05% of portfolio
|
Q2 2024
Reduced 17.67%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Oct 18, 2024 Q3 2024 |
12,317
shares
|
$579,761
0.59% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Rmb Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
12,274
shares
|
$577,737
0.01% of portfolio
|
Q3 2024
Added 8.02%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Nov 08, 2024 Q3 2024 |
12,242
shares
|
$576,230
0.15% of portfolio
|
Q3 2024
Added 2.14%
|
|
|
E&G Advisors, LP
|
Oct 18, 2024 Q3 2024 |
12,236
shares
|
$575,948
0.16% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
12,185
shares
|
$573,547
0.02% of portfolio
|
Q3 2024
Added 9.71%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Nov 06, 2024 Q3 2024 |
12,128
shares
|
$570,864
0.81% of portfolio
|
Q3 2024
Added 68.44%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Nov 12, 2024 Q3 2024 |
12,030
shares
|
$566,252
0.02% of portfolio
|
Q2 2024
Reduced 2.93%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Oct 15, 2024 Q3 2024 |
11,997
shares
|
$564,698
0.11% of portfolio
|
Q3 2024
Reduced 22.95%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Oct 08, 2024 Q3 2024 |
11,969
shares
|
$563,380
0.21% of portfolio
|
Q3 2024
Reduced 18.28%
|
|
|
Moneywise, Inc.
|
Oct 21, 2024 Q3 2024 |
11,919
shares
|
$561,027
0.28% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
11,901
shares
|
$560,180
0.03% of portfolio
|
Q3 2024
Added 4.72%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2024 Q3 2024 |
11,872
shares
|
$558,815
0.14% of portfolio
|
Q3 2024
Reduced 10.71%
|
|
|
Fox Financial, Inc
Wyomissing, PA |
Oct 30, 2024 Q3 2024 |
11,800
shares
|
$555,426
0.47% of portfolio
|
Q3 2024
Reduced 82.26%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Nov 15, 2024 Q3 2024 |
11,710
shares
|
$551,189
0.13% of portfolio
|
Q3 2024
Added 0.03%
|