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 |
|---|---|---|---|---|---|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
7,859
shares
|
$382,025
0.03% of portfolio
|
Q3 2024
Reduced 2.98%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Oct 23, 2024 Q3 2024 |
7,856
shares
|
$381,880
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Nov 15, 2024 Q3 2024 |
7,821
shares
|
$380,178
0.28% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
7,797
shares
|
$379,012
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Oct 21, 2024 Q3 2024 |
7,752
shares
|
$376,824
0.23% of portfolio
|
Q2 2024
Reduced 13.83%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
7,691
shares
|
$373,859
0.02% of portfolio
|
Q3 2024
Reduced 1.98%
|
|
|
Center For Asset Management LLC
|
Oct 25, 2024 Q3 2024 |
7,667
shares
|
$372,692
0.21% of portfolio
|
Q3 2024
Reduced 2.97%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Nov 01, 2024 Q3 2024 |
7,667
shares
|
$372,692
0.1% of portfolio
|
Q3 2024
Reduced 23.92%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Nov 13, 2024 Q3 2024 |
7,637
shares
|
$371,234
0.14% of portfolio
|
Q3 2024
Added 23.28%
|
|
|
Act Advisors, Llc.
|
Oct 18, 2024 Q3 2024 |
7,612
shares
|
$370,019
0.17% of portfolio
|
Q3 2024
Added 1.94%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
7,554
shares
|
$367,199
0.05% of portfolio
|
Q3 2024
Added 471.84%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2024 Q3 2024 |
7,549
shares
|
$366,956
0.16% of portfolio
|
Q3 2024
Reduced 3.35%
|
|
|
Graypoint LLC
|
Oct 31, 2024 Q3 2024 |
7,516
shares
|
$365,352
0.02% of portfolio
|
Q3 2024
Added 19.28%
|
|
|
Aifg Consultants Ltd.
Halfmoon, NY |
Oct 21, 2024 Q3 2024 |
7,447
shares
|
$361,998
0.26% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
7,415
shares
|
$360,443
0.03% of portfolio
|
Q3 2024
Added 4.52%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
7,392
shares
|
$359,325
0.02% of portfolio
|
Q2 2024
Reduced 19.93%
|
|
|
Swmg, LLC
Fort Worth, TX |
Nov 14, 2024 Q3 2024 |
7,386
shares
|
$359,033
0.14% of portfolio
|
Q3 2024
Added 3.04%
|
|
|
Mbe Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
7,346
shares
|
$357,089
0.19% of portfolio
|
Q3 2024
Reduced 17.89%
|
|
|
Marion Wealth Management
|
Oct 07, 2024 Q3 2024 |
7,334
shares
|
$356,505
0.09% of portfolio
|
Q3 2024
Added 18.4%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
7,308
shares
|
$355,241
0.26% of portfolio
|
Q1 2023
Reduced 6.82%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Oct 21, 2024 Q3 2024 |
7,287
shares
|
$354,221
0.04% of portfolio
|
Q3 2024
Reduced 13.39%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
7,239
shares
|
$351,887
0.03% of portfolio
|
Q3 2024
Added 3.22%
|
|
|
Claremont Financial Group, Inc.
Claremont, CA |
Aug 15, 2022 Q1 2022 |
7,236
shares
|
$351,741
1.26% of portfolio
|
Q1 2022
Added 9950.0%
|
|
|
Vista Wealth Management Group, LLC
|
Nov 06, 2024 Q3 2024 |
7,184
shares
|
$349,214
0.02% of portfolio
|
Q3 2023
Reduced 5.09%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Nov 13, 2024 Q3 2024 |
7,165
shares
|
$348,290
0.12% of portfolio
|
Q3 2024
Reduced 8.02%
|