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 |
|---|---|---|---|---|---|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
341
shares
|
$16,576
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Atticus Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
337
shares
|
$16,381
0.01% of portfolio
|
Q3 2024
Added 5.31%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
320
shares
|
$15,555
0.0% of portfolio
|
Q3 2023
Reduced 31.33%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
317
shares
|
$15,409
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Headlands Technologies LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
305
shares
|
$14,826
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
295
shares
|
$14,339
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Horizon Financial Services, LLC
|
Nov 13, 2024 Q3 2024 |
294
shares
|
$14,291
0.01% of portfolio
|
Q3 2024
Added 326.09%
|
|
|
Simplex Trading, LLC
|
Nov 08, 2024 Q3 2024 |
291
shares
|
$14,145
0.0% of portfolio
|
Q3 2024
Added 75.3%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
276
shares
|
$13,416
0.0% of portfolio
|
Q3 2024
Reduced 83.0%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 11, 2024 Q3 2024 |
254
shares
|
$12,346
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Nov 04, 2024 Q3 2024 |
246
shares
|
$11,958
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Oct 28, 2024 Q3 2024 |
231
shares
|
$11,228
0.01% of portfolio
|
Q4 2023
Reduced 46.15%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
223
shares
|
$10,840
0.0% of portfolio
|
Q3 2024
Reduced 20.92%
|
|
|
Centerpoint Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
214
shares
|
$10,402
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
211
shares
|
$10,256
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Nov 13, 2024 Q3 2024 |
194
shares
|
$9,430
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Oct 22, 2024 Q3 2024 |
173
shares
|
$8,409
0.0% of portfolio
|
Q3 2024
Added 5.49%
|
|
|
Iron Horse Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
165
shares
|
$8,020
0.0% of portfolio
|
Q1 2024
Reduced 31.82%
|
|
|
Horizons Wealth Management
Asheville, NC |
Oct 08, 2024 Q3 2024 |
164
shares
|
$7,972
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Tower View Investment Management & Research LLC
|
Oct 24, 2024 Q3 2024 |
162
shares
|
$7,874
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
157
shares
|
$7,631
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
152
shares
|
$7,388
0.0% of portfolio
|
Q1 2024
Reduced 0.65%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
152
shares
|
$7,388
0.0% of portfolio
|
Q2 2024
Reduced 70.88%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
143
shares
|
$6,951
0.01% of portfolio
|
Q3 2022
Reduced 6.99%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
134
shares
|
$6,513
0.0% of portfolio
|
Q3 2024
Reduced 48.46%
|