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 |
|---|---|---|---|---|---|
|
Five Oceans Advisors
|
Oct 15, 2024 Q3 2024 |
5,734
shares
|
$278,729
0.14% of portfolio
|
Q3 2024
Reduced 17.82%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
5,696
shares
|
$276,882
0.01% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Astoria Portfolio Advisors Llc.
|
Oct 15, 2024 Q3 2024 |
5,575
shares
|
$271,000
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Oct 31, 2024 Q3 2024 |
5,570
shares
|
$270,757
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
5,549
shares
|
$269,736
0.01% of portfolio
|
Q3 2024
Added 2.32%
|
|
|
Townsend Asset Management Corp
|
Oct 21, 2024 Q3 2024 |
5,501
shares
|
$267,403
0.09% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
5,469
shares
|
$265,848
0.04% of portfolio
|
Q3 2024
Reduced 7.45%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Oct 25, 2024 Q3 2024 |
5,465
shares
|
$265,653
0.06% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Helen Stephens Group, LLC
|
Oct 08, 2024 Q3 2024 |
5,455
shares
|
$265,167
0.08% of portfolio
|
Q3 2024
Reduced 6.27%
|
|
|
Stelac Advisory Services LLC
New York, NY |
Nov 05, 2024 Q3 2024 |
5,441
shares
|
$264,487
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Oct 15, 2024 Q3 2024 |
5,438
shares
|
$264,341
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Ellis Investment Partners, LLC
|
Oct 24, 2024 Q3 2024 |
5,423
shares
|
$263,612
0.05% of portfolio
|
Q3 2024
Added 9.4%
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Oct 18, 2024 Q3 2024 |
5,419
shares
|
$263,417
0.32% of portfolio
|
Q4 2023
New holding
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Oct 17, 2024 Q3 2024 |
5,369
shares
|
$260,987
0.01% of portfolio
|
Q3 2024
Reduced 9.69%
|
|
|
Angeles Wealth Management, LLC
|
Oct 29, 2024 Q3 2024 |
5,359
shares
|
$260,500
0.02% of portfolio
|
Q4 2023
Added 5.1%
|
|
|
Professional Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
5,355
shares
|
$260,306
0.06% of portfolio
|
Q3 2024
Reduced 3.86%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
5,337
shares
|
$259,431
0.06% of portfolio
|
Q3 2024
Reduced 2.93%
|
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Oct 09, 2024 Q3 2024 |
5,314
shares
|
$258,313
0.26% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
5,219
shares
|
$253,695
0.03% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Nov 14, 2024 Q3 2024 |
5,219
shares
|
$253,695
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Acorn Financial Advisory Services Inc
|
Nov 01, 2024 Q3 2024 |
5,178
shares
|
$251,702
0.05% of portfolio
|
Q3 2024
Reduced 14.88%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
5,164
shares
|
$251,022
0.02% of portfolio
|
Q3 2024
Added 2.89%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Oct 04, 2024 Q3 2024 |
5,160
shares
|
$250,827
0.16% of portfolio
|
Q2 2024
New holding
|
|
|
Altfest L J & CO Inc
|
Nov 05, 2024 Q3 2024 |
5,135
shares
|
$249,612
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
5,111
shares
|
$248,445
0.02% of portfolio
|
Q3 2024
Reduced 18.52%
|