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 |
|---|---|---|---|---|---|
|
Second Line Capital, LLC
Metairie, LA |
Nov 18, 2024 Q3 2024 |
11,673
shares
|
$549,448
0.14% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 08, 2024 Q3 2024 |
11,641
shares
|
$547,941
0.13% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Latitude Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
11,551
shares
|
$543,705
0.34% of portfolio
|
Q3 2024
Reduced 4.4%
|
|
|
Range Financial Group LLC
|
Oct 18, 2024 Q3 2024 |
11,498
shares
|
$541,210
0.72% of portfolio
|
Q3 2024
Reduced 63.74%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
11,451
shares
|
$538,998
0.03% of portfolio
|
Q3 2024
Reduced 2.47%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 07, 2024 Q3 2024 |
11,410
shares
|
$537,068
0.12% of portfolio
|
Q3 2024
Added 1.32%
|
|
|
Mc Guire Investment Group, LLC
|
Oct 10, 2024 Q3 2024 |
11,357
shares
|
$534,573
0.07% of portfolio
|
Q2 2023
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
11,353
shares
|
$534,385
0.01% of portfolio
|
Q3 2024
Added 14.62%
|
|
|
American Trust
Lexington, KY |
Sep 11, 2024 Q2 2024 |
11,224
shares
|
$528,313
0.04% of portfolio
|
Q2 2024
Reduced 1.07%
|
|
|
Paladin Advisory Group, LLC
|
Nov 05, 2024 Q3 2024 |
11,221
shares
|
$528,172
0.38% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
11,118
shares
|
$523,324
0.01% of portfolio
|
Q3 2024
Added 41.81%
|
|
|
Moloney Securities Asset Management, LLC
|
Oct 30, 2024 Q3 2024 |
11,116
shares
|
$523,230
0.07% of portfolio
|
Q3 2024
Reduced 4.15%
|
|
|
Lynch & Associates
|
Oct 15, 2024 Q3 2024 |
11,114
shares
|
$523,135
0.11% of portfolio
|
Q4 2023
Reduced 1.88%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
11,023
shares
|
$518,852
0.07% of portfolio
|
Q1 2022
Reduced 24.05%
|
|
|
Bank Of Marin
Novato, CA |
Nov 06, 2024 Q3 2024 |
11,009
shares
|
$518,193
0.41% of portfolio
|
Q3 2024
Added 2.53%
|
|
|
Bcs Wealth Management
|
Oct 17, 2024 Q3 2024 |
10,895
shares
|
$512,827
0.21% of portfolio
|
Q2 2020
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
10,849
shares
|
$510,662
0.01% of portfolio
|
Q3 2024
Added 57.07%
|
|
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
Nov 12, 2024 Q3 2024 |
10,803
shares
|
$508,497
0.38% of portfolio
|
Q2 2024
Added 37.46%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
10,802
shares
|
$508,450
0.06% of portfolio
|
Q3 2024
Reduced 8.29%
|
|
|
Asb Consultores, LLC
Aventura, FL |
Oct 30, 2024 Q3 2024 |
10,776
shares
|
$507,226
0.2% of portfolio
|
Q3 2024
Added 52.46%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Oct 09, 2024 Q3 2024 |
10,689
shares
|
$503,131
0.06% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Nov 01, 2024 Q3 2024 |
10,669
shares
|
$502,189
0.04% of portfolio
|
Q3 2024
Reduced 11.14%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
10,642
shares
|
$500,918
0.02% of portfolio
|
Q3 2023
Reduced 0.07%
|
|
|
Courier Capital LLC
|
Oct 22, 2024 Q3 2024 |
10,630
shares
|
$500,354
0.03% of portfolio
|
Q3 2024
Added 59.73%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Oct 18, 2024 Q3 2024 |
10,268
shares
|
$483,314
0.17% of portfolio
|
Q3 2024
Added 2.53%
|