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 |
|---|---|---|---|---|---|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
143
shares
|
$6,513
0.01% of portfolio
|
Q3 2022
Reduced 6.99%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
134
shares
|
$6,103
0.0% of portfolio
|
Q3 2024
Reduced 48.46%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
134
shares
|
$6,103
0.0% of portfolio
|
Q1 2024
Added 1016.67%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
133
shares
|
$6,058
0.0% of portfolio
|
Q2 2024
Reduced 20.36%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 14, 2024 Q3 2024 |
132
shares
|
$6,012
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Atlantic Private Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
127
shares
|
$5,784
0.0% of portfolio
|
Q1 2024
Added 0.79%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
125
shares
|
$5,693
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 08, 2024 Q3 2024 |
122
shares
|
$5,557
0.0% of portfolio
|
Q3 2024
Added 69.44%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
112
shares
|
$5,101
0.0% of portfolio
|
Q2 2024
Added 138.3%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 25, 2024 Q3 2024 |
105
shares
|
$4,782
0.0% of portfolio
|
Q4 2023
Reduced 97.14%
|
|
|
Systm Wealth Solutions LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
93
shares
|
$4,236
0.13% of portfolio
|
Q3 2024
Reduced 21.19%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
90
shares
|
$4,099
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
80
shares
|
$3,644
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
78
shares
|
$3,552
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Oct 29, 2024 Q3 2024 |
77
shares
|
$3,507
0.0% of portfolio
|
Q3 2024
Added 1.32%
|
|
|
New Millennium Group LLC
Sandy, UT |
Nov 08, 2024 Q3 2024 |
72
shares
|
$3,279
0.0% of portfolio
|
Q3 2024
Reduced 7.69%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 05, 2024 Q3 2024 |
72
shares
|
$3,279
0.0% of portfolio
|
Q2 2024
Reduced 59.32%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
58
shares
|
$2,641
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Evolution Advisers, Inc.
|
Oct 18, 2024 Q3 2024 |
54
shares
|
$2,459
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
47
shares
|
$2,140
0.0% of portfolio
|
Q3 2024
Added 14.63%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Nov 07, 2024 Q3 2024 |
47
shares
|
$2,140
0.0% of portfolio
|
Q2 2024
Reduced 4.08%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
45
shares
|
$2,049
0.0% of portfolio
|
Q2 2024
Reduced 94.34%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Oct 09, 2024 Q3 2024 |
41
shares
|
$1,867
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
36
shares
|
$1,639
0.0% of portfolio
|
Q4 2019
Reduced 96.54%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
34
shares
|
$1,548
0.0% of portfolio
|
Q3 2024
New holding
|