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 |
|---|---|---|---|---|---|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
282,373
shares
|
$13.7 Million
0.4% of portfolio
|
Q3 2024
Added 8.16%
|
|
|
One Day In July LLC
|
Nov 05, 2024 Q3 2024 |
281,046
shares
|
$13.7 Million
1.4% of portfolio
|
Q3 2024
Added 46.64%
|
|
|
Taylor & Morgan Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
278,483
shares
|
$13.5 Million
8.68% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
276,069
shares
|
$13.4 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Kwb Wealth
Redlands, CA |
Oct 07, 2024 Q3 2024 |
272,233
shares
|
$13.2 Million
1.54% of portfolio
|
Q3 2024
Added 6.13%
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
270,378
shares
|
$13.1 Million
0.32% of portfolio
|
Q3 2024
Reduced 13.52%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
267,431
shares
|
$13 Million
2.28% of portfolio
|
Q3 2024
Added 7.46%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
262,742
shares
|
$12.8 Million
0.03% of portfolio
|
Q3 2024
Added 2.93%
|
|
|
Windsor Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
259,063
shares
|
$12.6 Million
3.54% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
259,041
shares
|
$12.6 Million
0.72% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
Oct 24, 2024 Q3 2024 |
258,318
shares
|
$12.6 Million
3.52% of portfolio
|
Q3 2024
Added 6.55%
|
|
|
Pure Financial Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
257,006
shares
|
$12.5 Million
0.29% of portfolio
|
Q3 2024
Reduced 3.59%
|
|
|
Rvw Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
256,799
shares
|
$12.5 Million
1.15% of portfolio
|
Q3 2024
Reduced 2.57%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Oct 28, 2024 Q3 2024 |
249,971
shares
|
$12.2 Million
1.07% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
Louisiana State Employees Retirement System
|
Oct 23, 2024 Q3 2024 |
248,400
shares
|
$12.1 Million
0.21% of portfolio
|
Q3 2024
Added 24.2%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
245,654
shares
|
$11.9 Million
0.04% of portfolio
|
Q3 2024
Added 2.53%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Oct 22, 2024 Q3 2024 |
245,365
shares
|
$11.9 Million
2.52% of portfolio
|
Q3 2024
Added 46.67%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
237,555
shares
|
$11.5 Million
0.07% of portfolio
|
Q3 2024
Added 1.55%
|
|
|
Wall Capital Group, Inc.
|
Feb 07, 2024 Q4 2023 |
236,443
shares
|
$11.5 Million
11.3% of portfolio
|
Q4 2023
Added 70.14%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Oct 23, 2024 Q3 2024 |
232,966
shares
|
$11.3 Million
3.25% of portfolio
|
Q3 2024
Added 1.47%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
232,940
shares
|
$11.3 Million
0.02% of portfolio
|
Q3 2023
Reduced 8.9%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
227,621
shares
|
$11.1 Million
0.09% of portfolio
|
Q3 2024
Added 24.99%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Nov 14, 2024 Q3 2024 |
220,835
shares
|
$10.7 Million
2.22% of portfolio
|
Q4 2022
Reduced 96.9%
|
|
|
Banco Santander, S.A.
|
Nov 12, 2024 Q3 2024 |
220,712
shares
|
$10.7 Million
0.12% of portfolio
|
Q3 2024
Reduced 14.38%
|
|
|
Alpha Star Capital Management, LLC
|
Nov 12, 2024 Q3 2024 |
217,739
shares
|
$10.6 Million
0.79% of portfolio
|
Q3 2024
Added 14.53%
|