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 197 Million shares, which have been reported (via 13F filing form) to have a value of $8.89 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Red Tortoise LLC
Atlanta, GA |
Oct 28, 2024 Q3 2024 |
923
shares
|
$40,731
0.02% of portfolio
|
Q3 2024
Added 8.72%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
920
shares
|
$40,599
0.0% of portfolio
|
Q3 2022
Reduced 30.25%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
913
shares
|
$40,290
0.01% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Fny Investment Advisers, LLC
|
Oct 18, 2024 Q3 2024 |
879
shares
|
$38,790
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
783
shares
|
$34,553
0.01% of portfolio
|
Q3 2024
Added 48.58%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
755
shares
|
$33,318
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
721
shares
|
$31,817
0.01% of portfolio
|
Q3 2024
Reduced 5.26%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
687
shares
|
$30,317
0.01% of portfolio
|
Q2 2023
Added 2444.44%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
673
shares
|
$29,699
0.0% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
670
shares
|
$29,567
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Community Bank, N.A.
|
Nov 14, 2024 Q3 2024 |
638
shares
|
$28,154
0.0% of portfolio
|
Q1 2024
Reduced 23.87%
|
|
|
Live Oak Investment Partners
Austin, TX |
Nov 05, 2024 Q3 2024 |
611
shares
|
$26,963
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 24, 2024 Q3 2024 |
562
shares
|
$24,801
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Wolff Wiese Magana LLC
|
Oct 16, 2024 Q3 2024 |
508
shares
|
$22,418
0.02% of portfolio
|
Q2 2024
Added 28.61%
|
|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
500
shares
|
$22,065
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Oct 15, 2024 Q3 2024 |
500
shares
|
$22,065
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
493
shares
|
$21,756
0.0% of portfolio
|
Q2 2024
Reduced 60.18%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
483
shares
|
$21,314
0.0% of portfolio
|
Q3 2024
Reduced 65.15%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
480
shares
|
$21,182
0.0% of portfolio
|
Q1 2018
Reduced 57.33%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Oct 17, 2024 Q3 2024 |
473
shares
|
$20,873
0.01% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
426
shares
|
$18,799
0.0% of portfolio
|
Q1 2024
Added 69.72%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2025 Q4 2024 |
406
shares
|
$17,916
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Centennial Bank/Ar/
Conway, AR |
Oct 29, 2024 Q3 2024 |
377
shares
|
$16,637
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
357
shares
|
$15,754
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Balentine LLC
Atlanta, GA |
Oct 30, 2024 Q3 2024 |
353
shares
|
$15,577
0.0% of portfolio
|
Q3 2024
New holding
|