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 |
|---|---|---|---|---|---|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
10,211
shares
|
$480,631
0.03% of portfolio
|
Q3 2024
Reduced 8.78%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
10,190
shares
|
$479,643
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
10,113
shares
|
$476,018
0.04% of portfolio
|
Q2 2020
Reduced 25.93%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
10,069
shares
|
$473,947
0.03% of portfolio
|
Q4 2023
Added 2.48%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
10,068
shares
|
$473,900
0.09% of portfolio
|
Q3 2024
Reduced 27.35%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
10,036
shares
|
$472,394
0.03% of portfolio
|
Q3 2024
Reduced 4.33%
|
|
|
Roman Butler Fullerton & CO
|
Oct 29, 2024 Q3 2024 |
10,005
shares
|
$470,935
0.14% of portfolio
|
Q3 2024
Added 85.45%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
9,966
shares
|
$469,099
0.01% of portfolio
|
Q3 2024
Added 11.43%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Nov 07, 2024 Q3 2024 |
9,928
shares
|
$467,310
0.16% of portfolio
|
Q3 2024
Reduced 19.57%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Oct 18, 2024 Q3 2024 |
9,818
shares
|
$462,133
2.97% of portfolio
|
Q3 2024
Added 809.92%
|
|
|
Gilbert & Cook, Inc.
|
Nov 07, 2024 Q3 2024 |
9,813
shares
|
$461,897
0.06% of portfolio
|
Q3 2024
Reduced 22.84%
|
|
|
Old Second National Bank Of Aurora
|
Nov 05, 2024 Q3 2024 |
9,769
shares
|
$459,826
0.11% of portfolio
|
Q3 2024
Added 3.45%
|
|
|
Sightline Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
9,696
shares
|
$456,390
0.24% of portfolio
|
Q3 2024
Reduced 20.46%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Nov 04, 2024 Q3 2024 |
9,688
shares
|
$456,014
0.12% of portfolio
|
Q3 2024
Reduced 8.1%
|
|
|
Tennessee Valley Asset Management Partners
|
Nov 13, 2024 Q3 2024 |
9,631
shares
|
$453,331
0.07% of portfolio
|
Q3 2024
Added 5.99%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
9,465
shares
|
$445,517
0.08% of portfolio
|
Q3 2024
Reduced 6.92%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Nov 06, 2024 Q3 2024 |
9,455
shares
|
$445,046
0.26% of portfolio
|
Q3 2024
Reduced 4.17%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
9,395
shares
|
$442,222
0.03% of portfolio
|
Q3 2024
Reduced 1.54%
|
|
|
Horizon Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
9,112
shares
|
$428,901
0.08% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Oct 17, 2024 Q3 2024 |
9,058
shares
|
$426,360
0.15% of portfolio
|
Q3 2024
Reduced 2.82%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
9,027
shares
|
$424,900
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Montis Financial, LLC
|
Oct 10, 2024 Q3 2024 |
9,015
shares
|
$424,336
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 25, 2024 Q3 2024 |
9,010
shares
|
$424,100
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
8,917
shares
|
$419,723
0.06% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Oct 11, 2024 Q3 2024 |
8,889
shares
|
$418,405
0.2% of portfolio
|
Q3 2024
Added 19.25%
|