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 |
|---|---|---|---|---|---|
|
Northeast Financial Consultants Inc
Westport, CT |
Nov 15, 2024 Q3 2024 |
63,716
shares
|
$3 Million
0.13% of portfolio
|
Q2 2024
Reduced 3.62%
|
|
|
Wealth Advisory Solutions, LLC
|
Oct 21, 2024 Q3 2024 |
63,515
shares
|
$2.99 Million
0.8% of portfolio
|
Q3 2024
Added 3.96%
|
|
|
Cfm Wealth Partners LLC
|
Oct 23, 2024 Q3 2024 |
63,287
shares
|
$2.98 Million
0.51% of portfolio
|
Q3 2024
Added 24.66%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2024 Q3 2024 |
63,191
shares
|
$2.97 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.55%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
62,981
shares
|
$2.96 Million
0.1% of portfolio
|
Q3 2024
Added 4.73%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
62,754
shares
|
$2.95 Million
0.11% of portfolio
|
Q3 2024
Added 65.59%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Oct 31, 2024 Q3 2024 |
62,401
shares
|
$2.94 Million
0.48% of portfolio
|
Q3 2024
Added 9.88%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
62,227
shares
|
$2.93 Million
0.28% of portfolio
|
Q3 2024
Reduced 23.04%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
61,785
shares
|
$2.91 Million
0.11% of portfolio
|
Q2 2024
Added 3.19%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
Nov 08, 2024 Q3 2024 |
61,486
shares
|
$2.89 Million
0.8% of portfolio
|
Q3 2024
Added 104.07%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Oct 15, 2024 Q3 2024 |
61,344
shares
|
$2.89 Million
1.86% of portfolio
|
Q3 2024
Added 2.73%
|
|
|
Sky Oak Wealth, LLC
|
Nov 04, 2024 Q3 2024 |
61,080
shares
|
$2.88 Million
0.62% of portfolio
|
Q3 2024
Added 4.31%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
61,022
shares
|
$2.87 Million
0.02% of portfolio
|
Q3 2024
Added 62.48%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
Oct 09, 2024 Q3 2024 |
60,770
shares
|
$2.86 Million
1.35% of portfolio
|
Q3 2024
Reduced 6.18%
|
|
|
New York Life Investment Management LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
60,447
shares
|
$2.85 Million
0.03% of portfolio
|
Q3 2024
Added 137.99%
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Oct 24, 2024 Q3 2024 |
59,518
shares
|
$2.8 Million
1.68% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Securian Asset Management, Inc
|
Nov 13, 2024 Q3 2024 |
59,294
shares
|
$2.79 Million
0.08% of portfolio
|
Q1 2024
Added 2.68%
|
|
|
Legacy Private Trust Co.
|
Oct 07, 2024 Q3 2024 |
58,248
shares
|
$2.74 Million
0.18% of portfolio
|
Q3 2024
Reduced 3.71%
|
|
|
Affinity Capital Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
58,205
shares
|
$2.74 Million
0.51% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
58,050
shares
|
$2.73 Million
0.15% of portfolio
|
Q3 2024
Reduced 20.36%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
58,000
shares
|
$2.73 Million
0.67% of portfolio
|
Q3 2023
New holding
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Nov 13, 2024 Q3 2024 |
57,996
shares
|
$2.73 Million
0.58% of portfolio
|
Q3 2024
Reduced 12.42%
|
|
|
Prairie Sky Financial Group LLC
Westchester, IL |
Oct 15, 2024 Q3 2024 |
57,523
shares
|
$2.71 Million
1.49% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
57,103
shares
|
$2.69 Million
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
56,236
shares
|
$2.65 Million
0.68% of portfolio
|
Q3 2024
Added 1.01%
|