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 |
|---|---|---|---|---|---|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Oct 16, 2024 Q3 2024 |
215,557
shares
|
$10.1 Million
5.2% of portfolio
|
Q3 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
214,700
shares
|
$10.1 Million
0.07% of portfolio
|
Q3 2024
Added 22.89%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
210,566
shares
|
$9.91 Million
0.0% of portfolio
|
Q3 2024
Added 16.36%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
204,647
shares
|
$9.63 Million
5.21% of portfolio
|
Q3 2023
Reduced 1.34%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
202,440
shares
|
$9.53 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Oct 25, 2024 Q3 2024 |
201,820
shares
|
$9.5 Million
1.49% of portfolio
|
Q3 2024
Added 36.97%
|
|
|
Liquid Strategies, LLC
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
200,811
shares
|
$9.45 Million
2.19% of portfolio
|
Q3 2024
Added 17.46%
|
|
|
Pachira Investments Inc.
|
Oct 17, 2024 Q3 2024 |
197,249
shares
|
$9.28 Million
7.0% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
Cahaba Wealth Management, Inc.
|
Oct 18, 2024 Q3 2024 |
197,078
shares
|
$9.28 Million
0.74% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
194,090
shares
|
$9.14 Million
4.77% of portfolio
|
Q1 2023
Reduced 3.31%
|
|
|
Financial Insights, Inc.
|
Oct 22, 2024 Q3 2024 |
193,952
shares
|
$9.13 Million
2.91% of portfolio
|
Q3 2024
Reduced 26.18%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
192,985
shares
|
$9.08 Million
0.05% of portfolio
|
Q3 2024
Reduced 25.19%
|
|
|
Advisor Os, LLC
|
Nov 04, 2024 Q3 2024 |
192,526
shares
|
$9.06 Million
0.9% of portfolio
|
Q3 2024
Added 9.03%
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
191,098
shares
|
$8.99 Million
1.55% of portfolio
|
Q3 2024
Reduced 4.78%
|
|
|
Montz Harcus Wealth Management LLC
|
Oct 24, 2024 Q3 2024 |
180,084
shares
|
$8.48 Million
4.84% of portfolio
|
Q3 2024
Added 4.62%
|
|
|
Kensington Asset Management, LLC
Austin, TX |
Nov 13, 2024 Q3 2024 |
178,825
shares
|
$8.42 Million
0.45% of portfolio
|
Q3 2024
Added 4.6%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
177,825
shares
|
$8.37 Million
0.17% of portfolio
|
Q3 2022
Added 345.05%
|
|
|
Private Wealth Group, LLC
|
Oct 28, 2024 Q3 2024 |
177,614
shares
|
$8.36 Million
4.16% of portfolio
|
Q3 2024
Reduced 2.53%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Oct 25, 2024 Q3 2024 |
177,364
shares
|
$8.35 Million
0.76% of portfolio
|
Q3 2024
Added 2.43%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
176,174
shares
|
$8.29 Million
3.34% of portfolio
|
Q3 2024
Added 1.82%
|
|
|
Univest Financial Corp
|
Nov 14, 2024 Q3 2024 |
172,190
shares
|
$8.1 Million
0.52% of portfolio
|
Q3 2024
New holding
|
|
|
1900 Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
169,234
shares
|
$7.97 Million
0.7% of portfolio
|
Q3 2024
Reduced 17.26%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
168,624
shares
|
$7.94 Million
0.44% of portfolio
|
Q3 2024
Reduced 5.14%
|
|
|
Annex Advisory Services, LLC
|
Oct 10, 2024 Q3 2024 |
168,591
shares
|
$7.94 Million
0.28% of portfolio
|
Q3 2024
Reduced 2.43%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
166,847
shares
|
$7.85 Million
0.55% of portfolio
|
Q4 2023
Added 6.37%
|