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 |
|---|---|---|---|---|---|
|
Retirement Financial Solutions, LLC
Knoxville, TN |
Oct 29, 2024 Q3 2024 |
430,183
shares
|
$20.9 Million
8.57% of portfolio
|
Q3 2024
Added 1.68%
|
|
|
First Command Advisory Services, Inc.
|
Oct 25, 2024 Q3 2024 |
429,301
shares
|
$20.9 Million
0.19% of portfolio
|
Q3 2024
Added 141583.5%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 18, 2024 Q3 2024 |
412,152
shares
|
$20 Million
0.88% of portfolio
|
Q3 2024
Added 4.24%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Oct 31, 2024 Q3 2024 |
407,439
shares
|
$19.8 Million
4.58% of portfolio
|
Q3 2024
Added 2.59%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
398,992
shares
|
$19.4 Million
0.06% of portfolio
|
Q3 2024
Reduced 12.09%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
393,702
shares
|
$19.1 Million
0.52% of portfolio
|
Q3 2024
Added 2.14%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
377,052
shares
|
$18.3 Million
0.65% of portfolio
|
Q3 2024
Added 12.04%
|
|
|
Leicht Financial Planning & Wealth Management, Inc.
|
Oct 16, 2024 Q3 2024 |
376,562
shares
|
$18.3 Million
8.63% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
367,172
shares
|
$17.8 Million
2.43% of portfolio
|
Q3 2024
Added 15.4%
|
|
|
Allen Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
353,598
shares
|
$17.2 Million
1.88% of portfolio
|
Q3 2024
Added 4.91%
|
|
|
Boston Standard Wealth Management, LLC
|
Oct 07, 2024 Q3 2024 |
351,717
shares
|
$17.1 Million
3.12% of portfolio
|
Q3 2024
Added 4.73%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
348,495
shares
|
$16.9 Million
0.23% of portfolio
|
Q3 2024
Added 3.98%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
333,983
shares
|
$16.2 Million
0.46% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
331,258
shares
|
$16.1 Million
3.42% of portfolio
|
Q2 2024
Added 8.32%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Nov 14, 2024 Q3 2024 |
330,569
shares
|
$16.1 Million
0.72% of portfolio
|
Q2 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
320,520
shares
|
$15.6 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.24%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
302,694
shares
|
$14.7 Million
0.53% of portfolio
|
Q3 2024
Added 5.55%
|
|
|
Austin Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
296,928
shares
|
$14.4 Million
1.32% of portfolio
|
Q3 2024
Reduced 7.21%
|
|
|
Trilogy Capital Inc.
|
Oct 18, 2024 Q3 2024 |
296,628
shares
|
$14.4 Million
0.7% of portfolio
|
Q3 2024
Reduced 12.96%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
296,446
shares
|
$14.4 Million
3.61% of portfolio
|
Q3 2024
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
289,646
shares
|
$14.1 Million
0.76% of portfolio
|
Q3 2024
Reduced 1.53%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
288,907
shares
|
$14 Million
0.76% of portfolio
|
Q3 2024
Reduced 4.02%
|
|
|
Wbh Advisory Inc
|
Oct 15, 2024 Q3 2024 |
287,386
shares
|
$14 Million
1.25% of portfolio
|
Q3 2024
Added 5.83%
|
|
|
North Star Asset Management Inc
|
Nov 14, 2024 Q3 2024 |
285,078
shares
|
$13.9 Million
0.61% of portfolio
|
Q3 2024
Added 2.39%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Oct 07, 2024 Q3 2024 |
284,205
shares
|
$13.8 Million
0.77% of portfolio
|
Q3 2024
Added 2747.46%
|