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 |
|---|---|---|---|---|---|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
1,542
shares
|
$70,238
0.0% of portfolio
|
Q4 2023
Added 497.67%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,542
shares
|
$70,238
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
1,524
shares
|
$69,418
0.01% of portfolio
|
Q3 2023
Reduced 86.36%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
1,518
shares
|
$69,144
0.01% of portfolio
|
Q2 2024
Added 0.53%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
1,518
shares
|
$69,144
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
1,498
shares
|
$68,233
0.01% of portfolio
|
Q2 2024
Added 31.29%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
1,473
shares
|
$67,095
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Nov 12, 2024 Q3 2024 |
1,466
shares
|
$66,776
0.01% of portfolio
|
Q3 2023
Reduced 1.35%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
1,458
shares
|
$66,411
0.03% of portfolio
|
Q3 2024
Added 48.62%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 13, 2024 Q3 2024 |
1,432
shares
|
$65,227
0.05% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Atwood & Palmer Inc
|
Oct 07, 2024 Q3 2024 |
1,385
shares
|
$63,086
0.0% of portfolio
|
Q2 2024
Added 78.02%
|
|
|
American National Bank
|
Oct 02, 2024 Q3 2024 |
1,334
shares
|
$60,763
0.01% of portfolio
|
Q3 2024
Reduced 32.96%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
1,271
shares
|
$57,894
0.0% of portfolio
|
Q3 2024
Reduced 7.36%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
1,252
shares
|
$57,028
0.01% of portfolio
|
Q3 2024
Added 8.59%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
1,220
shares
|
$55,571
0.0% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
1,208
shares
|
$55,024
0.0% of portfolio
|
Q3 2024
Reduced 31.64%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 29, 2024 Q3 2024 |
1,176
shares
|
$53,566
0.03% of portfolio
|
Q3 2024
Reduced 94.75%
|
|
|
Webster Bank, N. A.
|
Oct 10, 2024 Q3 2024 |
1,150
shares
|
$52,382
0.01% of portfolio
|
Q3 2024
Added 76.92%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 01, 2024 Q3 2024 |
1,089
shares
|
$49,603
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Macroview Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
1,087
shares
|
$49,512
0.05% of portfolio
|
Q3 2024
Added 1.87%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
1,075
shares
|
$48,966
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
1,063
shares
|
$48,419
0.01% of portfolio
|
Q3 2024
Reduced 6.75%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
1,004
shares
|
$45,732
0.01% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
940
shares
|
$42,817
0.0% of portfolio
|
Q3 2024
Reduced 35.57%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 28, 2024 Q3 2024 |
923
shares
|
$42,042
0.02% of portfolio
|
Q3 2024
Added 8.72%
|