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 |
|---|---|---|---|---|---|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
44,419
shares
|
$2.09 Million
0.11% of portfolio
|
Q3 2024
Reduced 1.53%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Oct 24, 2024 Q3 2024 |
44,050
shares
|
$2.07 Million
0.94% of portfolio
|
Q3 2024
Added 62.03%
|
|
|
Nova Point Capital, LLC
|
Oct 17, 2024 Q3 2024 |
43,893
shares
|
$2.07 Million
0.63% of portfolio
|
Q3 2024
Reduced 5.24%
|
|
|
Topel & Distasi Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
43,394
shares
|
$2.04 Million
0.82% of portfolio
|
Q1 2023
New holding
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Nov 14, 2024 Q3 2024 |
43,191
shares
|
$2.03 Million
0.5% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Defined Wealth Management, LLC
|
Oct 31, 2024 Q3 2024 |
43,044
shares
|
$2.03 Million
1.32% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Oct 21, 2024 Q3 2024 |
42,893
shares
|
$2.02 Million
0.77% of portfolio
|
Q3 2024
Reduced 4.45%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Oct 24, 2024 Q3 2024 |
42,886
shares
|
$2.02 Million
1.26% of portfolio
|
Q3 2024
Added 1.95%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
42,819
shares
|
$2.02 Million
0.27% of portfolio
|
Q3 2024
Added 3.22%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 12, 2024 Q3 2024 |
42,590
shares
|
$2 Million
0.0% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
42,058
shares
|
$1.98 Million
0.02% of portfolio
|
Q3 2024
Reduced 5.32%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Oct 28, 2024 Q3 2024 |
41,787
shares
|
$1.97 Million
0.23% of portfolio
|
Q3 2024
Reduced 6.55%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
41,565
shares
|
$1.96 Million
0.24% of portfolio
|
Q2 2024
Reduced 2.35%
|
|
|
Global Strategic Investment Solutions, LLC
|
Oct 31, 2024 Q3 2024 |
41,496
shares
|
$1.95 Million
0.23% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
41,443
shares
|
$1.95 Million
0.16% of portfolio
|
Q3 2024
Reduced 35.79%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Nov 04, 2024 Q3 2024 |
41,193
shares
|
$1.94 Million
0.19% of portfolio
|
Q3 2024
Added 3.94%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
40,959
shares
|
$1.93 Million
0.05% of portfolio
|
Q3 2024
Added 6.31%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
40,652
shares
|
$1.91 Million
0.12% of portfolio
|
Q1 2024
Reduced 4.69%
|
|
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
40,100
shares
|
$1.89 Million
0.27% of portfolio
|
Q1 2024
Reduced 4.75%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
39,403
shares
|
$1.85 Million
4.03% of portfolio
|
Q3 2024
Reduced 64.48%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
39,279
shares
|
$1.85 Million
0.47% of portfolio
|
Q3 2024
Added 321.72%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
39,270
shares
|
$1.85 Million
0.0% of portfolio
|
Q3 2024
Added 12.08%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Oct 15, 2024 Q3 2024 |
39,239
shares
|
$1.85 Million
0.57% of portfolio
|
Q3 2024
Added 3.05%
|
|
|
Crescent Grove Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
39,169
shares
|
$1.84 Million
0.19% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
38,922
shares
|
$1.83 Million
0.01% of portfolio
|
Q3 2024
Added 494.5%
|