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 900 institutions that hold shares in the stock, with a total of 199 Million shares, which have been reported (via 13F filing form) to have a value of $9.23 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mc Guire Investment Group, LLC
|
Jan 21, 2025 Q4 2024 |
11,357
shares
|
$527,759
0.08% of portfolio
|
Q2 2023
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
11,353
shares
|
$527,573
0.01% of portfolio
|
Q3 2024
Added 14.62%
|
|
|
Lynch & Associates
|
Jan 10, 2025 Q4 2024 |
11,114
shares
|
$516,467
0.11% of portfolio
|
Q4 2023
Reduced 1.88%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
11,023
shares
|
$512,238
0.07% of portfolio
|
Q1 2022
Reduced 24.05%
|
|
|
Bank Of Marin
Novato, CA |
Nov 06, 2024 Q3 2024 |
11,009
shares
|
$511,588
0.41% of portfolio
|
Q3 2024
Added 2.53%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
10,849
shares
|
$504,153
0.01% of portfolio
|
Q3 2024
Added 57.07%
|
|
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
Nov 12, 2024 Q3 2024 |
10,803
shares
|
$502,015
0.38% of portfolio
|
Q2 2024
Added 37.46%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
10,802
shares
|
$501,968
0.06% of portfolio
|
Q3 2024
Reduced 8.29%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
10,783
shares
|
$501,086
0.01% of portfolio
|
Q4 2024
Reduced 3.01%
|
|
|
Asb Consultores, LLC
Aventura, FL |
Oct 30, 2024 Q3 2024 |
10,776
shares
|
$500,760
0.2% of portfolio
|
Q3 2024
Added 52.46%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jan 23, 2025 Q4 2024 |
10,693
shares
|
$496,903
0.22% of portfolio
|
Q4 2024
Added 20.29%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Oct 09, 2024 Q3 2024 |
10,689
shares
|
$496,717
0.06% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Nov 01, 2024 Q3 2024 |
10,669
shares
|
$495,788
0.04% of portfolio
|
Q3 2024
Reduced 11.14%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
10,642
shares
|
$494,533
0.02% of portfolio
|
Q3 2023
Reduced 0.07%
|
|
|
Old Second National Bank Of Aurora
|
Jan 23, 2025 Q4 2024 |
10,494
shares
|
$487,656
0.12% of portfolio
|
Q4 2024
Added 7.42%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jan 23, 2025 Q4 2024 |
10,372
shares
|
$481,986
0.16% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
10,370
shares
|
$481,893
0.02% of portfolio
|
Q4 2024
Added 64.26%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
10,113
shares
|
$469,951
0.04% of portfolio
|
Q2 2020
Reduced 25.93%
|
|
|
Act Advisors, Llc.
|
Jan 13, 2025 Q4 2024 |
10,073
shares
|
$468,092
0.25% of portfolio
|
Q4 2024
Added 32.33%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
10,069
shares
|
$467,906
0.03% of portfolio
|
Q4 2023
Added 2.48%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
10,068
shares
|
$467,859
0.09% of portfolio
|
Q3 2024
Reduced 27.35%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
10,036
shares
|
$466,372
0.03% of portfolio
|
Q3 2024
Reduced 4.33%
|
|
|
Roman Butler Fullerton & CO
|
Oct 29, 2024 Q3 2024 |
10,005
shares
|
$464,932
0.14% of portfolio
|
Q3 2024
Added 85.45%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Oct 18, 2024 Q3 2024 |
9,818
shares
|
$456,242
2.97% of portfolio
|
Q3 2024
Added 809.92%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Nov 04, 2024 Q3 2024 |
9,688
shares
|
$450,201
0.12% of portfolio
|
Q3 2024
Reduced 8.1%
|