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 891 institutions that hold shares in the stock, with a total of 198 Million shares, which have been reported (via 13F filing form) to have a value of $9.6 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Oct 15, 2024 Q3 2024 |
13,168
shares
|
$640,096
0.29% of portfolio
|
Q3 2024
Added 0.3%
|
|
Zimmermann Investment Management & Planning LLC
|
Oct 24, 2024 Q3 2024 |
13,049
shares
|
$634,311
0.21% of portfolio
|
Q3 2024
Reduced 46.87%
|
|
Brio Consultants, LLC
|
Oct 18, 2024 Q3 2024 |
13,023
shares
|
$633,048
0.09% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
Pacific Sun Financial Corp
|
Oct 09, 2024 Q3 2024 |
12,945
shares
|
$629,256
0.35% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2024 Q3 2024 |
12,898
shares
|
$626,971
0.21% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
12,797
shares
|
$622,062
0.04% of portfolio
|
Q3 2024
New holding
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
12,771
shares
|
$620,798
0.01% of portfolio
|
Q2 2024
New holding
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
12,771
shares
|
$620,798
0.01% of portfolio
|
Q3 2024
Reduced 1.75%
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
12,755
shares
|
$620,020
0.01% of portfolio
|
Q3 2024
Added 83.5%
|
|
Blb&B Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
12,705
shares
|
$617,590
0.03% of portfolio
|
Q2 2024
Reduced 8.17%
|
|
Barnes Pettey Financial Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
12,520
shares
|
$608,597
0.46% of portfolio
|
Q3 2024
Added 0.09%
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Oct 23, 2024 Q3 2024 |
12,354
shares
|
$600,527
0.05% of portfolio
|
Q2 2024
Reduced 17.67%
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Oct 18, 2024 Q3 2024 |
12,317
shares
|
$598,729
0.59% of portfolio
|
Q3 2024
Added 0.95%
|
|
Rmb Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
12,274
shares
|
$596,639
0.01% of portfolio
|
Q3 2024
Added 8.02%
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Nov 08, 2024 Q3 2024 |
12,242
shares
|
$595,083
0.15% of portfolio
|
Q3 2024
Added 2.14%
|
|
E&G Advisors, LP
|
Oct 18, 2024 Q3 2024 |
12,236
shares
|
$594,791
0.16% of portfolio
|
Q3 2024
Added 0.33%
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
12,185
shares
|
$592,312
0.02% of portfolio
|
Q3 2024
Added 9.71%
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Nov 06, 2024 Q3 2024 |
12,128
shares
|
$589,542
0.81% of portfolio
|
Q3 2024
Added 68.44%
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Nov 12, 2024 Q3 2024 |
12,030
shares
|
$584,778
0.02% of portfolio
|
Q2 2024
Reduced 2.93%
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Oct 15, 2024 Q3 2024 |
11,997
shares
|
$583,174
0.11% of portfolio
|
Q3 2024
Reduced 22.95%
|
|
Kelly Financial Services LLC
Braintree, MA |
Oct 08, 2024 Q3 2024 |
11,969
shares
|
$581,813
0.21% of portfolio
|
Q3 2024
Reduced 18.28%
|
|
Moneywise, Inc.
|
Oct 21, 2024 Q3 2024 |
11,919
shares
|
$579,382
0.28% of portfolio
|
Q3 2024
Added 0.24%
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
11,901
shares
|
$578,507
0.03% of portfolio
|
Q3 2024
Added 4.72%
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2024 Q3 2024 |
11,872
shares
|
$577,097
0.14% of portfolio
|
Q3 2024
Reduced 10.71%
|
|
Fox Financial, Inc
Wyomissing, PA |
Oct 30, 2024 Q3 2024 |
11,800
shares
|
$573,598
0.47% of portfolio
|
Q3 2024
Reduced 82.26%
|