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 |
|---|---|---|---|---|---|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
16,509
shares
|
$777,078
0.01% of portfolio
|
Q4 2022
Added 0.87%
|
|
|
Garrett Investment Advisors LLC
|
Oct 17, 2024 Q3 2024 |
16,241
shares
|
$764,463
0.08% of portfolio
|
Q3 2024
Added 6.35%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
16,108
shares
|
$758,203
0.01% of portfolio
|
Q3 2024
Reduced 20.17%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Nov 12, 2024 Q3 2024 |
15,842
shares
|
$745,682
0.34% of portfolio
|
Q3 2024
Added 5.03%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
15,829
shares
|
$745,071
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sunburst Financial Group, LLC
|
Oct 25, 2024 Q3 2024 |
15,710
shares
|
$739,469
0.19% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2024 Q3 2024 |
15,705
shares
|
$739,234
0.03% of portfolio
|
Q3 2024
Reduced 3.51%
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
15,455
shares
|
$727,466
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
15,455
shares
|
$727,466
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Interchange Capital Partners, LLC
|
Oct 28, 2024 Q3 2024 |
15,392
shares
|
$724,501
0.25% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Qp Wealth Management, LLC
|
Oct 05, 2023 Q3 2023 |
15,391
shares
|
$724,454
0.99% of portfolio
|
Q3 2023
Reduced 17.36%
|
|
|
Lex Aurum Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
15,328
shares
|
$721,488
0.16% of portfolio
|
Q3 2024
Added 9.17%
|
|
|
Wambolt & Associates, LLC
|
Nov 08, 2024 Q3 2024 |
15,166
shares
|
$713,863
0.19% of portfolio
|
Q3 2024
Added 28.65%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
15,048
shares
|
$708,309
0.06% of portfolio
|
Q3 2024
Added 37.7%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
14,891
shares
|
$700,919
0.24% of portfolio
|
Q3 2023
Reduced 11.47%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Nov 12, 2024 Q3 2024 |
14,861
shares
|
$699,507
0.06% of portfolio
|
Q3 2024
Added 3.28%
|
|
|
Financial Management Network Inc
|
Oct 23, 2024 Q3 2024 |
14,855
shares
|
$699,224
0.16% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
14,828
shares
|
$697,953
0.05% of portfolio
|
Q3 2024
Added 24.85%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
Oct 31, 2024 Q3 2024 |
14,697
shares
|
$691,787
0.21% of portfolio
|
Q3 2024
Added 2.93%
|
|
|
Outlook Wealth Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
14,683
shares
|
$691,128
0.23% of portfolio
|
Q3 2024
Reduced 11.47%
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
Oct 29, 2024 Q3 2024 |
14,617
shares
|
$688,022
0.52% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Sfg Wealth Management, Llc.
|
Oct 31, 2024 Q3 2024 |
14,601
shares
|
$687,269
0.37% of portfolio
|
Q3 2024
Added 1.76%
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Oct 28, 2024 Q3 2024 |
14,520
shares
|
$683,456
0.3% of portfolio
|
Q1 2024
Reduced 0.49%
|
|
|
Butensky & Cohen Financial Security, Inc
|
Oct 16, 2024 Q3 2024 |
14,344
shares
|
$675,172
0.2% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Procyon Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
14,245
shares
|
$670,512
0.05% of portfolio
|
Q3 2024
Added 10.76%
|