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 919 institutions that hold shares in the stock, with a total of 205 Million shares, which have been reported (via 13F filing form) to have a value of $9.46 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Islay Capital Management, LLC
Lubbock, TX |
Nov 07, 2024 Q3 2024 |
47
shares
|
$2,188
0.0% of portfolio
|
Q2 2024
Reduced 4.08%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
47
shares
|
$2,188
0.0% of portfolio
|
Q3 2024
Added 14.63%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
46
shares
|
$2,141
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
45
shares
|
$2,095
0.0% of portfolio
|
Q2 2024
Reduced 94.34%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jan 14, 2025 Q4 2024 |
41
shares
|
$1,908
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
36
shares
|
$1,676
0.0% of portfolio
|
Q4 2019
Reduced 96.54%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
34
shares
|
$1,583
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
33
shares
|
$1,536
0.0% of portfolio
|
Q4 2023
Reduced 75.19%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 03, 2025 Q4 2024 |
28
shares
|
$1,303
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
24
shares
|
$1,117
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
22
shares
|
$1,024
0.0% of portfolio
|
Q2 2024
Added 69.23%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
20
shares
|
$931
0.0% of portfolio
|
Q3 2024
Reduced 45.95%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
20
shares
|
$931
0.0% of portfolio
|
Q1 2024
Reduced 94.35%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
19
shares
|
$884
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
6
shares
|
$279
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
New Square Capital LLC
|
Feb 06, 2025 Q4 2024 |
6
shares
|
$279
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
5
shares
|
$232
0.02% of portfolio
|
Q4 2024
Reduced 99.9%
|
|
|
Spirit Of America Management Corp
|
Jan 27, 2025 Q4 2024 |
4
shares
|
$186
0.0% of portfolio
|
Q2 2024
Reduced 99.91%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
2
shares
|
$93
0.0% of portfolio
|
Q2 2023
New holding
|