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 $9.58 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Oct 21, 2024 Q3 2024 |
21,860
shares
|
$1.06 Million
0.5% of portfolio
|
Q3 2024
Reduced 4.47%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
21,721
shares
|
$1.06 Million
0.03% of portfolio
|
Q3 2024
Reduced 58.96%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 13, 2024 Q3 2024 |
21,699
shares
|
$1.05 Million
0.1% of portfolio
|
Q3 2024
Added 3.37%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Oct 24, 2024 Q3 2024 |
21,656
shares
|
$1.05 Million
0.58% of portfolio
|
Q3 2024
Added 2.43%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
21,004
shares
|
$1.02 Million
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Tkg Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
20,800
shares
|
$1.01 Million
0.48% of portfolio
|
Q3 2024
Added 1.3%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
20,700
shares
|
$1.01 Million
0.21% of portfolio
|
Q3 2024
Added 2.53%
|
|
|
Epiq Capital Group, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
20,652
shares
|
$1 Million
0.28% of portfolio
|
Q3 2024
Added 2.46%
|
|
|
Armbruster Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
20,543
shares
|
$998,595
0.19% of portfolio
|
Q3 2024
Added 31.1%
|
|
|
Corrigan Financial, Inc.
Middletown, RI |
Oct 04, 2024 Q3 2024 |
20,541
shares
|
$998,498
0.21% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Oct 18, 2024 Q3 2024 |
20,505
shares
|
$996,748
0.61% of portfolio
|
Q3 2024
Reduced 3.72%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
20,399
shares
|
$991,595
0.05% of portfolio
|
Q3 2024
Added 9.89%
|
|
|
January Capital Advisors LLC
|
Aug 05, 2022 Q2 2022 |
20,341
shares
|
$988,776
0.65% of portfolio
|
Q2 2022
Reduced 0.31%
|
|
|
Headinvest, LLC
Portland, ME |
Nov 15, 2024 Q3 2024 |
20,313
shares
|
$987,414
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Nov 12, 2024 Q3 2024 |
20,143
shares
|
$979,151
0.05% of portfolio
|
Q3 2024
Reduced 5.59%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
20,070
shares
|
$975,602
0.01% of portfolio
|
Q2 2024
Reduced 7.4%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Oct 25, 2024 Q3 2024 |
20,064
shares
|
$975,311
0.35% of portfolio
|
Q3 2024
Reduced 1.29%
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
20,009
shares
|
$972,637
0.07% of portfolio
|
Q3 2024
Reduced 6.6%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
19,897
shares
|
$967,193
0.06% of portfolio
|
Q3 2024
Reduced 8.09%
|
|
|
American Investment Services, Inc.
|
Nov 14, 2024 Q3 2024 |
19,839
shares
|
$964,373
0.15% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 12, 2024 Q3 2024 |
19,807
shares
|
$962,818
0.0% of portfolio
|
Q3 2024
Reduced 13.27%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Nov 07, 2024 Q3 2024 |
19,786
shares
|
$961,797
0.66% of portfolio
|
Q3 2024
New holding
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Nov 14, 2024 Q3 2024 |
19,695
shares
|
$957,373
0.74% of portfolio
|
Q3 2024
Added 155.41%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 04, 2024 Q3 2024 |
19,466
shares
|
$946,242
0.08% of portfolio
|
Q3 2024
Added 3.61%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
19,454
shares
|
$945,658
0.06% of portfolio
|
Q3 2024
Added 2090.77%
|