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 |
|---|---|---|---|---|---|
|
Cypress Financial Planning LLC
|
Oct 07, 2024 Q3 2024 |
4,567
shares
|
$214,968
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
4,558
shares
|
$214,545
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Counterweight Ventures, LLC
Wilmington, NC |
Nov 08, 2024 Q3 2024 |
4,489
shares
|
$211,297
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Napa Wealth Management
Napa, CA |
Nov 07, 2024 Q3 2024 |
4,470
shares
|
$210,402
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Oct 28, 2024 Q3 2024 |
4,449
shares
|
$209,414
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Detalus Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
4,437
shares
|
$208,849
0.07% of portfolio
|
Q3 2024
Reduced 21.57%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
4,353
shares
|
$204,895
0.01% of portfolio
|
Q3 2024
Reduced 3.27%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Nov 15, 2024 Q3 2024 |
4,300
shares
|
$202,401
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
4,271
shares
|
$201,035
0.0% of portfolio
|
Q3 2024
Added 7.07%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2024 Q3 2024 |
4,233
shares
|
$199,247
0.04% of portfolio
|
Q3 2022
Reduced 5.72%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Oct 15, 2024 Q3 2024 |
4,065
shares
|
$191,339
0.07% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Arcadia Investment Management Corp
|
Oct 29, 2024 Q3 2024 |
3,899
shares
|
$183,525
0.03% of portfolio
|
Q4 2023
Added 2.34%
|
|
|
Ballast Advisors LLC
|
Oct 30, 2024 Q3 2024 |
3,866
shares
|
$181,972
0.05% of portfolio
|
Q3 2024
Reduced 4.0%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
3,847
shares
|
$181,078
0.0% of portfolio
|
Q3 2024
Added 3.03%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 21, 2024 Q3 2024 |
3,840
shares
|
$180,748
0.12% of portfolio
|
Q3 2024
Reduced 37.28%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
3,795
shares
|
$178,630
0.0% of portfolio
|
Q3 2024
Added 160.82%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
3,775
shares
|
$177,689
0.0% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
3,646
shares
|
$171,617
0.0% of portfolio
|
Q3 2024
Reduced 16.22%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
3,550
shares
|
$167,098
0.06% of portfolio
|
Q3 2024
Reduced 17.25%
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Mar 12, 2024 Q4 2023 |
3,479
shares
|
$163,756
0.16% of portfolio
|
Q4 2023
Added 220.65%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
3,393
shares
|
$159,708
0.09% of portfolio
|
Q2 2024
Reduced 3.33%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
3,163
shares
|
$148,882
0.0% of portfolio
|
Q3 2024
Added 185.47%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 12, 2024 Q3 2024 |
3,111
shares
|
$146,434
0.05% of portfolio
|
Q3 2024
Added 7.13%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
3,046
shares
|
$143,375
0.06% of portfolio
|
Q3 2024
Added 3.01%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
2,958
shares
|
$139,233
0.0% of portfolio
|
Q3 2024
New holding
|