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 |
|---|---|---|---|---|---|
|
Sharkey, Howes & Javer
|
Oct 21, 2024 Q3 2024 |
99,743
shares
|
$4.69 Million
0.68% of portfolio
|
Q3 2024
New holding
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Nov 13, 2024 Q3 2024 |
97,892
shares
|
$4.61 Million
3.95% of portfolio
|
Q3 2024
New holding
|
|
|
Hudson Valley Investment Advisors Inc
|
Oct 25, 2024 Q3 2024 |
97,840
shares
|
$4.61 Million
0.49% of portfolio
|
Q3 2024
Added 8.42%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
97,393
shares
|
$4.58 Million
0.33% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Nov 06, 2024 Q3 2024 |
94,342
shares
|
$4.44 Million
2.62% of portfolio
|
Q3 2024
Reduced 3.27%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
93,978
shares
|
$4.42 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.1%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
93,696
shares
|
$4.41 Million
0.01% of portfolio
|
Q3 2024
Added 27.1%
|
|
|
Tpg Financial Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
93,533
shares
|
$4.4 Million
1.92% of portfolio
|
Q3 2024
Added 2.12%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
92,247
shares
|
$4.34 Million
0.22% of portfolio
|
Q3 2024
Reduced 11.46%
|
|
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
Oct 18, 2024 Q3 2024 |
90,585
shares
|
$4.26 Million
2.14% of portfolio
|
Q3 2023
Added 5.84%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2024 Q3 2024 |
89,500
shares
|
$4.21 Million
1.12% of portfolio
|
Q3 2024
Added 9.6%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Oct 17, 2024 Q3 2024 |
86,960
shares
|
$4.09 Million
2.73% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2024 Q3 2024 |
86,957
shares
|
$4.09 Million
1.26% of portfolio
|
Q3 2024
Reduced 97.69%
|
|
|
Colton Groome Financial Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
85,746
shares
|
$4.04 Million
1.46% of portfolio
|
Q3 2024
Added 1.46%
|
|
|
Flynn Zito Capital Management, LLC
|
Nov 04, 2024 Q3 2024 |
85,308
shares
|
$4.02 Million
1.89% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
626 Financial, LLC
|
Oct 15, 2024 Q3 2024 |
84,612
shares
|
$3.98 Million
2.18% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Marmo Financial Group, LLC
Johnson City, TN |
Oct 24, 2024 Q3 2024 |
84,520
shares
|
$3.98 Million
2.05% of portfolio
|
Q3 2024
Reduced 73.21%
|
|
|
Affinia Financial Group, LLC
Burlington, MA |
Aug 08, 2023 Q2 2023 |
84,079
shares
|
$3.96 Million
2.3% of portfolio
|
Q2 2023
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
84,030
shares
|
$3.96 Million
0.01% of portfolio
|
Q3 2024
Added 22.9%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Aug 26, 2024 Q2 2024 |
83,178
shares
|
$3.92 Million
0.54% of portfolio
|
Q2 2024
Reduced 10.76%
|
|
|
Pecaut & Co.
|
Nov 06, 2024 Q3 2024 |
83,076
shares
|
$3.91 Million
1.4% of portfolio
|
Q3 2024
Added 5.53%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
82,085
shares
|
$3.86 Million
0.04% of portfolio
|
Q3 2024
Reduced 14.4%
|
|
|
Spc Financial, Inc.
|
Oct 16, 2024 Q3 2024 |
81,933
shares
|
$3.86 Million
0.33% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Landmark Wealth Management, Inc.
Normal, IL |
Nov 01, 2024 Q3 2024 |
80,215
shares
|
$3.78 Million
1.82% of portfolio
|
Q3 2024
Reduced 7.06%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
79,633
shares
|
$3.75 Million
0.2% of portfolio
|
Q3 2024
Added 3.17%
|