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 |
|---|---|---|---|---|---|
|
Dakota Wealth Management
|
Oct 23, 2024 Q3 2024 |
709,016
shares
|
$32.3 Million
0.74% of portfolio
|
Q3 2024
Added 20.34%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2024 Q3 2024 |
706,037
shares
|
$32.2 Million
5.23% of portfolio
|
Q3 2024
New holding
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Nov 05, 2024 Q3 2024 |
704,528
shares
|
$32.1 Million
1.74% of portfolio
|
Q3 2024
Reduced 6.15%
|
|
|
Peterson Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
679,407
shares
|
$30.9 Million
6.44% of portfolio
|
Q3 2024
Added 2.88%
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
654,292
shares
|
$29.8 Million
0.18% of portfolio
|
Q3 2024
Added 4.91%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 13, 2024 Q3 2024 |
636,230
shares
|
$29 Million
1.34% of portfolio
|
Q3 2024
Added 8.56%
|
|
|
Patriot Investment Management Inc.
|
Oct 11, 2024 Q3 2024 |
627,930
shares
|
$28.6 Million
2.11% of portfolio
|
Q3 2024
Added 6.45%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
605,942
shares
|
$27.6 Million
0.28% of portfolio
|
Q3 2024
Added 5.14%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
596,338
shares
|
$27.2 Million
1.11% of portfolio
|
Q3 2024
Added 1.99%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
584,122
shares
|
$26.6 Million
1.69% of portfolio
|
Q3 2024
Added 7.33%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
562,347
shares
|
$25.6 Million
0.04% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
556,863
shares
|
$25.4 Million
0.88% of portfolio
|
Q4 2023
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
525,590
shares
|
$23.9 Million
0.05% of portfolio
|
Q3 2024
Reduced 7.82%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
522,606
shares
|
$23.8 Million
0.26% of portfolio
|
Q2 2022
Reduced 76.24%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
508,440
shares
|
$23.2 Million
0.04% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
505,457
shares
|
$23 Million
2.35% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Texas Permanent School Fund
Austin, TX |
Nov 14, 2024 Q3 2024 |
488,935
shares
|
$22.3 Million
3.73% of portfolio
|
Q3 2024
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
481,245
shares
|
$21.9 Million
0.94% of portfolio
|
Q3 2024
Added 137.08%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
479,248
shares
|
$21.8 Million
0.28% of portfolio
|
Q3 2024
Reduced 20.88%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
477,071
shares
|
$21.7 Million
0.26% of portfolio
|
Q3 2024
Reduced 2.42%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
476,000
shares
|
$21.7 Million
0.04% of portfolio
|
Q3 2024
Added 5.69%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
467,400
shares
|
$21.3 Million
0.88% of portfolio
|
Q3 2024
Added 3.52%
|
|
|
Mc Namara Financial Services, Inc.
|
Oct 10, 2024 Q3 2024 |
464,991
shares
|
$21.2 Million
4.19% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
443,442
shares
|
$20.2 Million
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
Oct 30, 2024 Q3 2024 |
442,635
shares
|
$20.2 Million
5.02% of portfolio
|
Q3 2024
Reduced 0.98%
|