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 910 institutions that hold shares in the stock, with a total of 203 Million shares, which have been reported (via 13F filing form) to have a value of $9.38 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Nov 12, 2024 Q3 2024 |
15,842
shares
|
$731,266
0.34% of portfolio
|
Q3 2024
Added 5.03%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
15,829
shares
|
$730,666
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sunburst Financial Group, LLC
|
Oct 25, 2024 Q3 2024 |
15,710
shares
|
$725,173
0.19% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
Jan 17, 2025 Q4 2024 |
15,476
shares
|
$714,372
0.36% of portfolio
|
Q4 2024
Reduced 19.23%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
15,455
shares
|
$713,402
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
15,455
shares
|
$713,402
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Interchange Capital Partners, LLC
|
Oct 28, 2024 Q3 2024 |
15,392
shares
|
$710,494
0.25% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Qp Wealth Management, LLC
|
Oct 05, 2023 Q3 2023 |
15,391
shares
|
$710,448
0.99% of portfolio
|
Q3 2023
Reduced 17.36%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Jan 17, 2025 Q4 2024 |
15,312
shares
|
$706,801
0.11% of portfolio
|
Q4 2024
Added 12.63%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
15,274
shares
|
$705,047
0.1% of portfolio
|
Q4 2024
Added 8.1%
|
|
|
Wambolt & Associates, LLC
|
Nov 08, 2024 Q3 2024 |
15,166
shares
|
$700,062
0.19% of portfolio
|
Q3 2024
Added 28.65%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
14,891
shares
|
$687,368
0.24% of portfolio
|
Q3 2023
Reduced 11.47%
|
|
|
Outlook Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
14,882
shares
|
$686,953
0.23% of portfolio
|
Q4 2024
Added 1.36%
|
|
|
Financial Management Network Inc
|
Oct 23, 2024 Q3 2024 |
14,855
shares
|
$685,706
0.16% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
14,828
shares
|
$684,460
0.05% of portfolio
|
Q3 2024
Added 24.85%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
Oct 31, 2024 Q3 2024 |
14,697
shares
|
$678,413
0.21% of portfolio
|
Q3 2024
Added 2.93%
|
|
|
Tennessee Valley Asset Management Partners
|
Jan 21, 2025 Q4 2024 |
14,696
shares
|
$678,367
0.11% of portfolio
|
Q4 2024
Added 52.59%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jan 13, 2025 Q4 2024 |
14,654
shares
|
$676,428
0.47% of portfolio
|
Q4 2024
Added 6.35%
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
Oct 29, 2024 Q3 2024 |
14,617
shares
|
$674,720
0.52% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Oct 28, 2024 Q3 2024 |
14,520
shares
|
$670,243
0.3% of portfolio
|
Q1 2024
Reduced 0.49%
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
14,454
shares
|
$667,196
0.14% of portfolio
|
Q4 2024
Reduced 5.7%
|
|
|
Apcm Wealth Management For Individuals
|
Jan 29, 2025 Q4 2024 |
14,316
shares
|
$660,826
0.1% of portfolio
|
Q4 2024
Added 4.63%
|
|
|
Butensky & Cohen Financial Security, Inc
|
Jan 15, 2025 Q4 2024 |
14,198
shares
|
$655,379
0.21% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
14,175
shares
|
$654,318
0.0% of portfolio
|
Q3 2024
Reduced 4.32%
|
|
|
Redwood Financial Network Corp
|
Nov 08, 2024 Q3 2024 |
14,100
shares
|
$650,856
0.51% of portfolio
|
Q3 2024
Added 2.57%
|