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 |
|---|---|---|---|---|---|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
7,141
shares
|
$347,124
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Welch & Forbes LLC
|
Nov 04, 2024 Q3 2024 |
7,122
shares
|
$346,200
0.0% of portfolio
|
Q2 2024
Reduced 0.04%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
7,040
shares
|
$342,214
0.25% of portfolio
|
Q2 2024
Added 0.43%
|
|
|
Clifford Swan Investment Counsel LLC
|
Nov 14, 2024 Q3 2024 |
6,983
shares
|
$339,443
0.01% of portfolio
|
Q4 2023
Added 4.4%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
6,870
shares
|
$333,950
0.0% of portfolio
|
Q3 2024
Added 6.74%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Nov 15, 2024 Q3 2024 |
6,793
shares
|
$330,207
0.17% of portfolio
|
Q3 2024
Reduced 11.54%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
6,705
shares
|
$325,930
0.02% of portfolio
|
Q3 2024
Added 25.0%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
6,703
shares
|
$325,832
0.01% of portfolio
|
Q3 2024
Reduced 2.33%
|
|
|
Mengis Capital Management, Inc.
|
Nov 05, 2024 Q3 2024 |
6,639
shares
|
$322,721
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Veriti Management LLC
|
Oct 25, 2024 Q3 2024 |
6,624
shares
|
$321,992
0.02% of portfolio
|
Q3 2024
Added 5.63%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Nov 04, 2024 Q3 2024 |
6,606
shares
|
$321,117
0.28% of portfolio
|
Q3 2024
Reduced 3.18%
|
|
|
Charter Research & Investment Group, Inc.
Southport, CT |
Nov 12, 2024 Q3 2024 |
6,595
shares
|
$320,582
0.22% of portfolio
|
Q3 2024
Added 27.81%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
6,593
shares
|
$320,485
0.02% of portfolio
|
Q3 2024
Reduced 14.68%
|
|
|
Acas, LLC
|
Nov 05, 2024 Q3 2024 |
6,550
shares
|
$318,395
0.25% of portfolio
|
Q3 2024
Added 3.97%
|
|
|
Lockerman Financial Group, Inc.
|
Oct 15, 2024 Q3 2024 |
6,527
shares
|
$317,277
0.53% of portfolio
|
Q3 2024
Reduced 4.59%
|
|
|
Amplius Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
6,499
shares
|
$315,916
0.04% of portfolio
|
Q3 2024
Reduced 43.94%
|
|
|
Essex Savings Bank
|
Nov 01, 2024 Q3 2024 |
6,491
shares
|
$315,527
0.07% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 09, 2024 Q3 2024 |
6,479
shares
|
$314,944
0.03% of portfolio
|
Q3 2024
Added 8.73%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Nov 04, 2024 Q3 2024 |
6,470
shares
|
$314,506
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
6,394
shares
|
$310,812
0.14% of portfolio
|
Q1 2024
Added 0.28%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
6,359
shares
|
$309,110
0.02% of portfolio
|
Q3 2024
Reduced 10.79%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
6,313
shares
|
$306,874
0.01% of portfolio
|
Q3 2024
Added 2.52%
|
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
6,266
shares
|
$304,590
0.04% of portfolio
|
Q3 2024
Reduced 3.51%
|
|
|
Acropolis Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
6,258
shares
|
$304,201
0.02% of portfolio
|
Q4 2023
Reduced 1.76%
|
|
|
Main Line Retirement Advisors, LLC
Radnor, PA |
Nov 18, 2024 Q3 2024 |
6,210
shares
|
$301,868
0.19% of portfolio
|
Q3 2024
Added 0.44%
|