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 |
|---|---|---|---|---|---|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
3,046
shares
|
$148,066
0.06% of portfolio
|
Q3 2024
Added 3.01%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
2,958
shares
|
$143,788
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Reston Wealth Management LLC
|
Oct 28, 2024 Q3 2024 |
2,925
shares
|
$142,184
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
2,761
shares
|
$134,212
0.04% of portfolio
|
Q2 2024
Reduced 44.68%
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
2,701
shares
|
$131,295
0.01% of portfolio
|
Q3 2024
Added 5.18%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
2,699
shares
|
$131,198
0.0% of portfolio
|
Q3 2024
Reduced 10.75%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 08, 2024 Q3 2024 |
2,638
shares
|
$128,233
0.04% of portfolio
|
Q3 2024
Reduced 2.76%
|
|
|
S.A. Mason LLC
|
Oct 25, 2024 Q3 2024 |
2,500
shares
|
$121,525
0.06% of portfolio
|
Q3 2024
Added 1.96%
|
|
|
West Branch Capital LLC
|
Oct 18, 2024 Q3 2024 |
2,341
shares
|
$113,796
0.04% of portfolio
|
Q1 2022
Reduced 44.74%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
2,268
shares
|
$110,247
0.01% of portfolio
|
Q1 2024
Added 5.19%
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
2,265
shares
|
$110,101
0.04% of portfolio
|
Q3 2024
Added 7.09%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
2,264
shares
|
$110,053
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Prairie View Partners, LLC
|
Oct 18, 2024 Q3 2024 |
2,257
shares
|
$109,712
0.01% of portfolio
|
Q3 2024
Reduced 4.73%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
2,195
shares
|
$106,698
0.01% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
2,186
shares
|
$106,261
0.01% of portfolio
|
Q2 2024
Added 135.31%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 29, 2024 Q3 2024 |
2,067
shares
|
$100,476
0.05% of portfolio
|
Q3 2024
Reduced 94.19%
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
1,939
shares
|
$94,254
0.0% of portfolio
|
Q3 2024
Reduced 44.52%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
1,926
shares
|
$93,622
0.0% of portfolio
|
Q3 2024
Reduced 6.91%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 14, 2024 Q3 2024 |
1,911
shares
|
$92,893
0.06% of portfolio
|
Q3 2024
Reduced 97.25%
|
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
1,836
shares
|
$89,247
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
1,831
shares
|
$89,004
0.0% of portfolio
|
Q3 2023
Reduced 14.32%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
1,690
shares
|
$82,150
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
1,643
shares
|
$79,866
0.04% of portfolio
|
Q2 2024
Reduced 96.67%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
1,614
shares
|
$78,456
0.0% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 11, 2024 Q3 2024 |
1,566
shares
|
$76,123
0.03% of portfolio
|
Q2 2024
New holding
|