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 892 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 $8.99 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
1,365,887
shares
|
$62.2 Million
0.15% of portfolio
|
Q3 2024
Reduced 5.13%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
1,294,253
shares
|
$59 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.45%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
1,282,290
shares
|
$58.4 Million
1.52% of portfolio
|
Q3 2024
Added 12.51%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,239,803
shares
|
$56.5 Million
3.35% of portfolio
|
Q3 2024
Reduced 17.96%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
1,234,949
shares
|
$56.3 Million
1.64% of portfolio
|
Q3 2024
Reduced -0.0%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
1,211,377
shares
|
$55.2 Million
0.05% of portfolio
|
Q3 2024
Added 28.14%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
Nov 07, 2024 Q3 2024 |
1,192,224
shares
|
$54.3 Million
0.55% of portfolio
|
Q3 2024
Reduced 2.07%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
1,161,657
shares
|
$52.9 Million
0.12% of portfolio
|
Q3 2024
Added 10.43%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
1,071,081
shares
|
$48.8 Million
1.06% of portfolio
|
Q3 2024
Reduced 12.43%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Oct 23, 2024 Q3 2024 |
1,057,048
shares
|
$48.1 Million
2.82% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
1,015,464
shares
|
$46.3 Million
4.25% of portfolio
|
Q4 2023
Added 0.1%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
959,002
shares
|
$43.7 Million
0.01% of portfolio
|
Q3 2024
Added 5.28%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
951,560
shares
|
$43.3 Million
1.76% of portfolio
|
Q3 2024
Added 3.38%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
946,151
shares
|
$43.1 Million
0.06% of portfolio
|
Q3 2024
Added 2.95%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
935,825
shares
|
$42.6 Million
0.07% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
853,930
shares
|
$38.9 Million
0.06% of portfolio
|
Q3 2024
Added 14.89%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
834,191
shares
|
$38 Million
0.04% of portfolio
|
Q3 2024
Added 77.13%
|
|
|
Waller Financial Planning Group, Inc
|
Oct 02, 2024 Q3 2024 |
814,231
shares
|
$37.1 Million
9.2% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
788,091
shares
|
$35.9 Million
0.31% of portfolio
|
Q3 2024
Reduced 16.54%
|
|
|
Spinnaker Trust
|
Oct 31, 2024 Q3 2024 |
779,407
shares
|
$35.5 Million
2.2% of portfolio
|
Q3 2024
Added 10.22%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
743,592
shares
|
$33.9 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
Mason Street Advisors, LLC
Milwaukee, WI |
Nov 12, 2024 Q3 2024 |
740,700
shares
|
$33.7 Million
4.09% of portfolio
|
Q3 2024
Added 9.68%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
719,652
shares
|
$32.8 Million
0.09% of portfolio
|
Q3 2024
Reduced 9.96%
|
|
|
Elevatus Welath Management
Victor, NY |
Nov 14, 2024 Q3 2024 |
717,327
shares
|
$32.7 Million
10.67% of portfolio
|
Q3 2024
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
709,496
shares
|
$32.3 Million
0.12% of portfolio
|
Q3 2024
Added 4.35%
|