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 |
|---|---|---|---|---|---|
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
Oct 07, 2024 Q3 2024 |
19,160
shares
|
$901,861
0.46% of portfolio
|
Q3 2024
Reduced 82.75%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
19,129
shares
|
$900,402
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Adamsbrown Wealth Consultants LLC
|
Oct 11, 2024 Q3 2024 |
19,100
shares
|
$899,037
0.3% of portfolio
|
Q3 2024
Reduced 13.11%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
19,100
shares
|
$899,037
0.01% of portfolio
|
Q2 2024
Added 6.97%
|
|
|
E Rn Financial, LLC
|
Oct 15, 2024 Q3 2024 |
19,018
shares
|
$895,177
0.13% of portfolio
|
Q3 2024
Reduced 13.24%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Oct 07, 2024 Q3 2024 |
18,910
shares
|
$890,093
0.11% of portfolio
|
Q3 2024
Reduced 26.36%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
18,746
shares
|
$882,374
0.7% of portfolio
|
Q3 2024
Reduced 5.31%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
18,728
shares
|
$881,526
0.25% of portfolio
|
Q3 2024
Added 8.17%
|
|
|
Values Added Financial LLC
Washington, DC |
Oct 28, 2024 Q3 2024 |
18,719
shares
|
$881,103
0.54% of portfolio
|
Q3 2024
Reduced 5.58%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
18,578
shares
|
$874,466
0.01% of portfolio
|
Q3 2024
Reduced 1.92%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
18,514
shares
|
$871,453
0.02% of portfolio
|
Q1 2024
Added 1.74%
|
|
|
Trinity Wealth Management, LLC
|
Oct 18, 2024 Q3 2024 |
18,145
shares
|
$854,085
0.38% of portfolio
|
Q3 2024
Added 1.84%
|
|
|
Aldebaran Financial Inc.
|
Nov 21, 2024 Q3 2024 |
18,090
shares
|
$851,496
1.03% of portfolio
|
Q3 2024
Reduced 1.83%
|
|
|
Wulff, Hansen & Co.
|
Nov 12, 2024 Q3 2024 |
18,010
shares
|
$847,730
0.83% of portfolio
|
Q3 2024
Added 1.49%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 12, 2024 Q3 2024 |
17,915
shares
|
$843,259
0.38% of portfolio
|
Q3 2024
Added 4.45%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
17,719
shares
|
$834,033
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
17,650
shares
|
$830,785
0.02% of portfolio
|
Q3 2024
Added 19.36%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
17,644
shares
|
$830,503
0.31% of portfolio
|
Q3 2024
Reduced 4.19%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 06, 2024 Q3 2024 |
17,622
shares
|
$829,467
0.16% of portfolio
|
Q3 2024
Added 123.29%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
17,588
shares
|
$827,867
0.01% of portfolio
|
Q3 2024
Added 48.74%
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
Nov 08, 2024 Q3 2024 |
17,442
shares
|
$820,994
0.41% of portfolio
|
Q3 2024
Added 1.51%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
17,430
shares
|
$820,430
0.02% of portfolio
|
Q3 2024
Added 48.43%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
17,114
shares
|
$805,555
0.11% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2024 Q3 2024 |
17,063
shares
|
$803,155
0.19% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Municipal Employees' Retirement System Of Michigan
|
Nov 12, 2024 Q3 2024 |
16,642
shares
|
$783,338
0.01% of portfolio
|
Q3 2024
Added 4.1%
|