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 |
|---|---|---|---|---|---|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
165,532
shares
|
$7.79 Million
2.23% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
162,373
shares
|
$7.64 Million
0.92% of portfolio
|
Q3 2024
Added 18.2%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 31, 2024 Q3 2024 |
160,102
shares
|
$7.54 Million
1.51% of portfolio
|
Q3 2024
Reduced 5.92%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Oct 30, 2024 Q3 2024 |
159,948
shares
|
$7.53 Million
3.54% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
159,336
shares
|
$7.5 Million
0.32% of portfolio
|
Q3 2024
Added 1.3%
|
|
|
Berkeley Capital Partners, LLC
|
Nov 14, 2024 Q3 2024 |
158,599
shares
|
$7.47 Million
2.08% of portfolio
|
Q3 2024
Added 1.7%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
158,287
shares
|
$7.45 Million
0.36% of portfolio
|
Q3 2024
Added 3.48%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
156,873
shares
|
$7.38 Million
0.94% of portfolio
|
Q3 2024
Added 12.18%
|
|
|
Wrapmanager Inc
|
Nov 07, 2024 Q3 2024 |
155,818
shares
|
$7.33 Million
1.86% of portfolio
|
Q3 2024
Added 33.77%
|
|
|
Valley Financial Management, Inc.
New York, NY |
Aug 14, 2023 Q2 2023 |
149,771
shares
|
$7.05 Million
3.01% of portfolio
|
Q2 2023
Added 121.85%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Nov 12, 2024 Q3 2024 |
147,658
shares
|
$6.95 Million
0.96% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
146,237
shares
|
$6.88 Million
0.58% of portfolio
|
Q2 2024
Added 8.28%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
144,235
shares
|
$6.79 Million
0.04% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Oct 09, 2024 Q3 2024 |
143,647
shares
|
$6.76 Million
2.32% of portfolio
|
Q3 2024
Added 53.01%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 15, 2024 Q3 2024 |
142,558
shares
|
$6.71 Million
0.93% of portfolio
|
Q3 2024
New holding
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
139,672
shares
|
$6.57 Million
0.7% of portfolio
|
Q3 2024
Added 50.55%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
137,991
shares
|
$6.5 Million
0.2% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
136,354
shares
|
$6.42 Million
0.02% of portfolio
|
Q3 2024
Added 232.96%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Oct 09, 2024 Q3 2024 |
135,887
shares
|
$6.4 Million
3.34% of portfolio
|
Q2 2024
New holding
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
134,370
shares
|
$6.32 Million
2.03% of portfolio
|
Q3 2024
Reduced 2.78%
|
|
|
Mjp Associates Inc
|
Nov 12, 2024 Q3 2024 |
132,165
shares
|
$6.22 Million
1.16% of portfolio
|
Q3 2024
Added 7.49%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Oct 31, 2024 Q3 2024 |
131,984
shares
|
$6.21 Million
0.99% of portfolio
|
Q3 2024
Added 2.29%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Oct 08, 2024 Q3 2024 |
128,896
shares
|
$6.07 Million
0.62% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Ironwood Wealth Management, Llc.
|
Oct 08, 2024 Q3 2024 |
128,863
shares
|
$6.07 Million
1.77% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Exchange Capital Management, Inc.
|
Nov 01, 2024 Q3 2024 |
128,205
shares
|
$6.03 Million
0.98% of portfolio
|
Q3 2024
Added 29.94%
|