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 $9.58 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
American Financial & Tax Strategies Inc
New York, NY |
Oct 28, 2024 Q3 2024 |
6,176
shares
|
$300,215
0.15% of portfolio
|
Q3 2024
Reduced 15.87%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 31, 2024 Q3 2024 |
6,174
shares
|
$300,118
0.03% of portfolio
|
Q3 2024
Added 18.94%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Oct 15, 2024 Q3 2024 |
6,171
shares
|
$299,972
0.02% of portfolio
|
Q3 2024
Reduced 12.64%
|
|
|
Keudell
|
Oct 31, 2024 Q3 2024 |
6,134
shares
|
$298,173
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Optimist Retirement Group LLC
Bellevue, WA |
Aug 12, 2024 Q2 2024 |
6,133
shares
|
$298,125
0.13% of portfolio
|
Q2 2024
Added 0.08%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Nov 13, 2024 Q3 2024 |
6,109
shares
|
$296,958
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Oct 15, 2024 Q3 2024 |
6,049
shares
|
$294,041
0.2% of portfolio
|
Q3 2024
Reduced 25.15%
|
|
|
Vci Wealth Management LLC
St Louis, MO |
Oct 31, 2024 Q3 2024 |
6,047
shares
|
$293,944
0.12% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Baker Tilly Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
6,031
shares
|
$293,166
0.12% of portfolio
|
Q3 2024
Added 1.72%
|
|
|
Noesis Capital Mangement Corp
|
Nov 14, 2024 Q3 2024 |
6,018
shares
|
$292,534
0.05% of portfolio
|
Q2 2024
Added 0.3%
|
|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
6,000
shares
|
$291,660
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Nov 08, 2024 Q3 2024 |
5,988
shares
|
$291,076
0.27% of portfolio
|
Q3 2024
Added 11.09%
|
|
|
Burt Wealth Advisors
|
Oct 31, 2024 Q3 2024 |
5,956
shares
|
$289,521
0.07% of portfolio
|
Q2 2024
Reduced 8.71%
|
|
|
Ritholtz Wealth Management
|
Oct 10, 2024 Q3 2024 |
5,955
shares
|
$289,472
0.01% of portfolio
|
Q3 2024
Added 1.4%
|
|
|
Trexquant Investment LP
Stamford, CT |
Nov 12, 2024 Q3 2024 |
5,901
shares
|
$286,847
0.0% of portfolio
|
Q3 2024
Reduced 64.13%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Oct 22, 2024 Q3 2024 |
5,884
shares
|
$286,021
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Nov 12, 2024 Q3 2024 |
5,880
shares
|
$285,826
0.01% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
5,873
shares
|
$285,486
0.03% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Summit Global Investments
Bountiful, UT |
Oct 31, 2024 Q3 2024 |
5,866
shares
|
$285,146
0.02% of portfolio
|
Q3 2024
Reduced 29.96%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
Nov 07, 2024 Q3 2024 |
5,864
shares
|
$285,049
0.19% of portfolio
|
Q2 2024
New holding
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
5,830
shares
|
$283,396
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
5,828
shares
|
$283,299
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 24, 2024 Q3 2024 |
5,809
shares
|
$282,375
0.03% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Nov 13, 2024 Q3 2024 |
5,777
shares
|
$280,819
0.18% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
American Financial Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
5,738
shares
|
$278,924
0.04% of portfolio
|
Q3 2024
New holding
|