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 |
|---|---|---|---|---|---|
|
Iams Wealth Management, LLC
Omaha, NE |
Oct 11, 2024 Q3 2024 |
8,889
shares
|
$432,094
0.2% of portfolio
|
Q3 2024
Added 19.25%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
8,779
shares
|
$426,747
0.0% of portfolio
|
Q3 2024
Added 1.2%
|
|
|
Vantage Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
8,740
shares
|
$424,851
0.03% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
8,737
shares
|
$424,705
0.06% of portfolio
|
Q2 2024
Reduced 50.18%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
Oct 15, 2024 Q3 2024 |
8,693
shares
|
$422,566
0.05% of portfolio
|
Q3 2024
Reduced 16.49%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Nov 12, 2024 Q3 2024 |
8,680
shares
|
$421,934
0.15% of portfolio
|
Q3 2024
Added 1.88%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
8,521
shares
|
$414,205
0.05% of portfolio
|
Q3 2024
Added 23.94%
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
8,512
shares
|
$413,768
0.08% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
8,490
shares
|
$412,698
0.01% of portfolio
|
Q1 2023
Reduced 1.44%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Oct 29, 2024 Q3 2024 |
8,402
shares
|
$408,421
0.13% of portfolio
|
Q3 2024
Reduced 45.57%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Oct 23, 2024 Q3 2024 |
8,366
shares
|
$406,671
0.05% of portfolio
|
Q3 2024
Added 8.73%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Oct 17, 2024 Q3 2024 |
8,356
shares
|
$406,185
0.16% of portfolio
|
Q3 2024
Reduced 3.49%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
8,324
shares
|
$404,629
0.01% of portfolio
|
Q4 2023
Reduced 8.56%
|
|
|
Norden Group LLC
Provo, UT |
Oct 17, 2024 Q3 2024 |
8,317
shares
|
$404,289
0.04% of portfolio
|
Q3 2024
Reduced 3.39%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
8,314
shares
|
$404,143
0.01% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Vicus Capital
State College, PA |
Oct 21, 2024 Q3 2024 |
8,233
shares
|
$400,206
0.03% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
8,171
shares
|
$397,192
0.04% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Van Den Berg Management I, Inc
Austin, TX |
Nov 14, 2024 Q3 2024 |
8,139
shares
|
$395,636
0.12% of portfolio
|
Q3 2024
Reduced 21.16%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
8,126
shares
|
$395,004
0.05% of portfolio
|
Q3 2024
Added 19.25%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
8,022
shares
|
$389,949
0.01% of portfolio
|
Q3 2024
Reduced 73.23%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
8,000
shares
|
$388,880
0.06% of portfolio
|
Q3 2023
Added 60.0%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
7,980
shares
|
$387,907
0.01% of portfolio
|
Q3 2024
Reduced 3.79%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Nov 14, 2024 Q3 2024 |
7,975
shares
|
$387,664
0.14% of portfolio
|
Q3 2024
Reduced 10.34%
|
|
|
Oakwell Private Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
7,911
shares
|
$384,553
0.1% of portfolio
|
Q3 2024
Reduced 2.51%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Oct 24, 2024 Q3 2024 |
7,888
shares
|
$383,435
0.06% of portfolio
|
Q2 2024
Reduced 7.07%
|