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 |
|---|---|---|---|---|---|
|
Exchange Capital Management, Inc.
|
Nov 01, 2024 Q3 2024 |
128,205
shares
|
$5.84 Million
0.98% of portfolio
|
Q3 2024
Added 29.94%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
125,290
shares
|
$5.71 Million
3.75% of portfolio
|
Q3 2023
New holding
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
124,968
shares
|
$5.69 Million
0.41% of portfolio
|
Q3 2024
Added 5.97%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
122,907
shares
|
$5.6 Million
0.01% of portfolio
|
Q3 2024
Added 2.42%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
120,160
shares
|
$5.47 Million
0.18% of portfolio
|
Q3 2022
Added 2.72%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
117,998
shares
|
$5.37 Million
1.58% of portfolio
|
Q3 2024
Reduced 2.81%
|
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
117,885
shares
|
$5.37 Million
0.23% of portfolio
|
Q3 2024
Reduced 3.45%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Oct 15, 2024 Q3 2024 |
115,483
shares
|
$5.26 Million
3.28% of portfolio
|
Q3 2024
Added 12.58%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
115,332
shares
|
$5.25 Million
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Warren Street Wealth Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
114,150
shares
|
$5.2 Million
2.22% of portfolio
|
Q3 2024
Added 4.06%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
112,672
shares
|
$5.13 Million
0.02% of portfolio
|
Q2 2024
Reduced 0.06%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
112,641
shares
|
$5.13 Million
0.22% of portfolio
|
Q3 2024
Added 28.15%
|
|
|
Lake Street Advisors Group, LLC
|
Oct 23, 2024 Q3 2024 |
112,240
shares
|
$5.11 Million
0.24% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
111,607
shares
|
$5.08 Million
0.55% of portfolio
|
Q4 2023
Reduced 0.15%
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
111,573
shares
|
$5.08 Million
2.29% of portfolio
|
Q1 2023
Added 0.13%
|
|
|
Bensler, LLC
Bellevue, WA |
Oct 31, 2024 Q3 2024 |
109,583
shares
|
$4.99 Million
0.63% of portfolio
|
Q3 2024
Added 10.81%
|
|
|
Aspire Private Capital, LLC
|
Oct 25, 2024 Q3 2024 |
109,145
shares
|
$4.97 Million
1.19% of portfolio
|
Q3 2024
Reduced 13.47%
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
106,832
shares
|
$4.87 Million
0.91% of portfolio
|
Q3 2024
Added 9.79%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
106,705
shares
|
$4.86 Million
0.09% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
106,351
shares
|
$4.84 Million
0.31% of portfolio
|
Q3 2022
Reduced 2.56%
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
106,001
shares
|
$4.83 Million
0.07% of portfolio
|
Q3 2024
Added 1.53%
|
|
|
Paulson Wealth Management Inc.
|
Nov 05, 2024 Q3 2024 |
105,050
shares
|
$4.79 Million
1.29% of portfolio
|
Q3 2024
Reduced 3.19%
|
|
|
Strategic Financial Planning, Inc.
|
Oct 25, 2024 Q3 2024 |
102,314
shares
|
$4.66 Million
3.08% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Oct 21, 2024 Q3 2024 |
101,332
shares
|
$4.62 Million
3.19% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
100,784
shares
|
$4.59 Million
0.17% of portfolio
|
Q3 2024
Added 272.46%
|