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 |
|---|---|---|---|---|---|
|
Wealth Plan Partners, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
8,521
shares
|
$393,329
0.05% of portfolio
|
Q3 2024
Added 23.94%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
8,490
shares
|
$391,898
0.01% of portfolio
|
Q1 2023
Reduced 1.44%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Jan 15, 2025 Q4 2024 |
8,438
shares
|
$389,498
0.15% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Oct 29, 2024 Q3 2024 |
8,402
shares
|
$387,836
0.13% of portfolio
|
Q3 2024
Reduced 45.57%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
8,324
shares
|
$384,235
0.01% of portfolio
|
Q4 2023
Reduced 8.56%
|
|
|
Norden Group LLC
Provo, UT |
Oct 17, 2024 Q3 2024 |
8,317
shares
|
$383,912
0.04% of portfolio
|
Q3 2024
Reduced 3.39%
|
|
|
Brighton Jones LLC
|
Jan 17, 2025 Q4 2024 |
8,316
shares
|
$383,866
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
8,314
shares
|
$383,774
0.01% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
8,181
shares
|
$377,634
0.02% of portfolio
|
Q4 2024
Reduced 19.88%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
8,171
shares
|
$377,173
0.04% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Van Den Berg Management I, Inc
Austin, TX |
Nov 14, 2024 Q3 2024 |
8,139
shares
|
$375,696
0.12% of portfolio
|
Q3 2024
Reduced 21.16%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
8,126
shares
|
$375,096
0.05% of portfolio
|
Q3 2024
Added 19.25%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
8,022
shares
|
$370,295
0.01% of portfolio
|
Q3 2024
Reduced 73.23%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
8,000
shares
|
$369,280
0.06% of portfolio
|
Q3 2023
Added 60.0%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
7,980
shares
|
$368,356
0.01% of portfolio
|
Q3 2024
Reduced 3.79%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Nov 14, 2024 Q3 2024 |
7,975
shares
|
$368,126
0.14% of portfolio
|
Q3 2024
Reduced 10.34%
|
|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
7,971
shares
|
$367,941
0.15% of portfolio
|
Q4 2024
Added 5.59%
|
|
|
Oakwell Private Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
7,911
shares
|
$365,171
0.1% of portfolio
|
Q3 2024
Reduced 2.51%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jan 22, 2025 Q4 2024 |
7,888
shares
|
$364,110
0.06% of portfolio
|
Q2 2024
Reduced 7.07%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
7,866
shares
|
$363,094
0.05% of portfolio
|
Q4 2024
Reduced 5.98%
|
|
|
Fusion Family Wealth LLC
|
Jan 27, 2025 Q4 2024 |
7,860
shares
|
$362,817
0.03% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
7,859
shares
|
$362,771
0.03% of portfolio
|
Q3 2024
Reduced 2.98%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Oct 23, 2024 Q3 2024 |
7,856
shares
|
$362,632
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Vantage Investment Partners, LLC
|
Jan 22, 2025 Q4 2024 |
7,825
shares
|
$361,202
0.03% of portfolio
|
Q4 2024
Reduced 10.47%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Nov 15, 2024 Q3 2024 |
7,821
shares
|
$361,017
0.28% of portfolio
|
Q3 2024
Added 0.03%
|