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 |
|---|---|---|---|---|---|
|
Grimes & Company, Inc.
|
Oct 22, 2024 Q3 2024 |
77,529
shares
|
$3.65 Million
0.1% of portfolio
|
Q3 2024
Added 1.71%
|
|
|
Arkansas Financial Group, Inc.
|
Oct 04, 2024 Q3 2024 |
77,322
shares
|
$3.64 Million
0.54% of portfolio
|
Q3 2024
Added 35.2%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
76,906
shares
|
$3.62 Million
0.13% of portfolio
|
Q3 2024
Added 177.02%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
76,552
shares
|
$3.6 Million
0.42% of portfolio
|
Q3 2024
Added 12.84%
|
|
|
Sage Financial Management Group, Inc.
|
Oct 17, 2024 Q3 2024 |
75,871
shares
|
$3.57 Million
1.34% of portfolio
|
Q3 2024
Added 3.91%
|
|
|
Goodman Financial Corp
Houston, TX |
Nov 13, 2024 Q3 2024 |
74,895
shares
|
$3.53 Million
0.79% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Oct 04, 2024 Q3 2024 |
74,790
shares
|
$3.52 Million
0.69% of portfolio
|
Q3 2024
Reduced 2.64%
|
|
|
Sterling Investment Advisors, Ltd.
|
Oct 24, 2024 Q3 2024 |
73,979
shares
|
$3.48 Million
0.91% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
73,497
shares
|
$3.46 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Nov 12, 2024 Q3 2024 |
72,718
shares
|
$3.42 Million
0.83% of portfolio
|
Q3 2024
Reduced 1.52%
|
|
|
Rmr Capital Management, LLC
Tustin, CA |
Nov 05, 2024 Q3 2024 |
71,815
shares
|
$3.38 Million
2.68% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Nov 21, 2024 Q3 2024 |
70,722
shares
|
$3.33 Million
0.36% of portfolio
|
Q3 2024
Reduced 14.98%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
70,633
shares
|
$3.32 Million
0.22% of portfolio
|
Q3 2024
Reduced 7.54%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Nov 01, 2024 Q3 2024 |
70,240
shares
|
$3.31 Million
0.72% of portfolio
|
Q3 2024
Reduced 6.18%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
69,758
shares
|
$3.28 Million
0.9% of portfolio
|
Q3 2024
Added 4.24%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
69,190
shares
|
$3.26 Million
0.04% of portfolio
|
Q3 2024
Added 12.94%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
68,291
shares
|
$3.21 Million
0.45% of portfolio
|
Q1 2023
Added 1.57%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
68,202
shares
|
$3.21 Million
0.08% of portfolio
|
Q3 2024
Reduced 12.64%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Oct 24, 2024 Q3 2024 |
68,011
shares
|
$3.2 Million
0.85% of portfolio
|
Q3 2024
Reduced 2.49%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Oct 16, 2024 Q3 2024 |
67,362
shares
|
$3.17 Million
0.72% of portfolio
|
Q3 2024
Added 17.7%
|
|
|
Napatree Capital LLC
Westerly, RI |
Nov 12, 2024 Q3 2024 |
67,310
shares
|
$3.17 Million
2.14% of portfolio
|
Q3 2024
Added 10.05%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
66,569
shares
|
$3.13 Million
0.34% of portfolio
|
Q3 2024
Reduced 6.97%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Oct 17, 2024 Q3 2024 |
66,140
shares
|
$3.11 Million
0.99% of portfolio
|
Q3 2024
Added 105.23%
|
|
|
Bcgm Wealth Management, LLC
|
Nov 06, 2024 Q3 2024 |
64,665
shares
|
$3.04 Million
1.03% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
Beck Capital Management, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
64,475
shares
|
$3.03 Million
0.89% of portfolio
|
Q3 2024
New holding
|