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SPDR Portfolio S&P 600 Small Cap ETF (SPSM) Institutional Ownership

SPDR Portfolio S&P 600 Small Cap ETF logo
$44.12 +0.32 (+0.72%)
Closing price 03:45 PM Eastern
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Institutional Ownership Changes (13F Filings) for SPDR Portfolio S&P 600 Small Cap ETF (NYSEARCA:SPSM)

Number of
Institutional Buyers
(last 12 months)
132
Total
Institutional Inflows
(last 12 months)
$452.47M
Number of
Institutional Sellers
(last 12 months)
73
Total
Institutional Outflows
(last 12 months)
$237.02M
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SPSM Institutional Buying and Selling by Quarter

SPDR Portfolio S&P 600 Small Cap ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/3/2025Higgins & Schmidt Wealth Strategies LLC34,407$1.47M0.8%-9.0%0.013%
7/1/2025 Harbor Investment Advisory LLC11,965$510K0.0%+27.2%0.005%
5/20/2025Anchor Investment Management LLC9,713$396K0.0%-4.0%0.004%
5/20/2025Glenview Trust co5,017$204K0.0%+8.8%0.002%
5/16/2025NewEdge Advisors LLC137,604$5.61M0.0%-35.8%0.051%
5/16/2025Integrated Wealth Concepts LLC320,182$13.05M0.2%-33.4%0.119%
5/16/2025Alexis Investment Partners LLC7,226$295K0.1%+7.9%0.003%
5/15/2025Betterment LLC16,131,496$657.52M1.6%-0.2%6.002%
5/15/2025Baird Financial Group Inc.116,394$4.74M0.0%-11.7%0.043%
5/15/2025Pinnacle Wealth Planning Services Inc.1,614,291$65.80M9.9%+6.8%0.601%
5/15/2025Oarsman Capital Inc.345,589$14.09M2.5%+14.9%0.129%
5/14/2025SVB Wealth LLC2,399$98K0.0%-51.5%0.001%
5/14/2025Strategic Financial Planning Inc.109,160$4.45M3.1%+6.9%0.041%
5/14/2025Ameriprise Financial Inc.4,744,137$193.38M0.1%-9.9%1.765%
5/14/2025Summit Financial LLC12,589$513K0.0%N/A0.005%
5/13/2025Horizon Investments LLC3,018$123K0.0%+534.0%0.001%
5/12/2025Kohmann Bosshard Financial Services LLC37,378$1.52M0.2%-6.0%0.014%
5/9/2025Tidemark LLC28,099$1.15M0.4%+14.4%0.011%
5/9/2025Cary Street Partners Financial LLC262,206$10.69M0.3%-59.0%0.098%
5/8/2025Mengis Capital Management Inc.9,926$405K0.1%+10.3%0.004%
5/8/2025Commerce Bank31,401$1.28M0.0%+3.8%0.012%
5/8/2025Wealthquest Corp42,355$1.73M0.1%-36.9%0.016%
5/8/2025Goodman Financial Corp70,377$2.87M0.6%+2.9%0.026%
5/8/2025RVW Wealth LLC200,168$8.16M0.8%-19.5%0.075%
5/8/2025North Star Asset Management Inc.205,741$8.39M0.4%-14.1%0.077%
5/8/2025FSB Premier Wealth Management Inc.27,288$1.11M0.4%+6.7%0.010%
5/8/2025Arkadios Wealth Advisors17,089$697K0.0%+25.2%0.006%
5/8/2025MMA Asset Management LLC5,943$242K0.1%N/A0.002%
5/7/2025MJT & Associates Financial Advisory Group Inc.3,929$160K0.2%N/A0.001%
5/7/2025Sterling Investment Advisors Ltd.79,424$3.24M0.8%+6.4%0.030%
5/6/2025USAdvisors Wealth Management LLC6,549$266K0.1%-31.0%0.002%
5/6/2025IMA Advisory Services Inc.21,493$876K0.1%-82.9%0.008%
5/6/2025Richardson Financial Services Inc.19,472$794K0.6%-32.0%0.007%
5/5/2025Crestwood Advisors Group LLC1,618,299$65.96M1.3%-26.4%0.606%
5/5/2025Morningstar Investment Services LLC180,530$7.36M1.3%-2.6%0.068%
5/2/2025Graypoint LLC7,211$294K0.0%-4.1%0.003%
5/2/2025BIP Wealth LLC19,250$785K0.1%-12.9%0.007%
5/2/2025First Command Advisory Services Inc.557,255$22.71M0.2%+16.5%0.209%
5/1/2025Hughes Financial Services LLC602,705$24.65M4.8%-1.4%0.226%
5/1/2025Financial Security Advisor Inc.340,146$13.86M3.5%-4.4%0.127%
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4/30/2025Financial Gravity Asset Management Inc.346,006$14.10M3.1%N/A0.129%
4/30/2025Moloney Securities Asset Management LLC9,875$403K0.1%+11.5%0.004%
4/30/2025Valeo Financial Advisors LLC249,127$10.15M0.2%-3.1%0.093%
4/30/202549 Wealth Management LLC113,814$4.64M0.6%-87.2%0.043%
4/30/2025Synergy Investment Management LLC62,235$2.54M1.1%+5.6%0.023%
4/29/2025Centennial Bank AR 973$40K0.0%+158.1%0.000%
4/29/2025Fund Evaluation Group LLC556,695$22.69M1.0%-78.3%0.208%
4/29/2025Hexagon Capital Partners LLC1,275$52K0.0%+14,066.7%0.000%
4/29/2025Bank of New York Mellon Corp109,561$4.47M0.0%-10.0%0.041%
4/29/2025Olde Wealth Management LLC2,566$104K0.0%N/A0.001%
4/29/2025Columbia River Financial Group LLC15,588$635K0.4%+10.6%0.006%
4/29/2025Strategic Blueprint LLC31,022$1.26M0.1%-10.9%0.012%
4/28/2025Private Trust Co. NA57,000$2.32M0.2%+8.4%0.021%
4/28/2025Whitegate Investment Counselors Inc.5,258$214K0.1%-45.7%0.002%
4/28/2025Salomon & Ludwin LLC11,447$467K0.0%+622.2%0.004%
4/25/2025Spinnaker Trust819,443$33.40M2.2%-1.8%0.307%
4/25/2025Sumitomo Mitsui Trust Group Inc.117,400$4.79M0.0%+75.0%0.044%
4/24/2025Golden State Wealth Management LLC60,758$2.48M0.4%+13.3%0.023%
4/24/2025Patron Partners LLC9,342$381K0.2%-33.6%0.003%
4/24/2025Transcend Capital Advisors LLC32,692$1.33M0.1%-38.2%0.012%
4/23/2025Western Wealth Management LLC227,015$9.25M0.6%-18.9%0.085%
4/23/2025Creative Financial Designs Inc. ADV4,640$189K0.0%+14.3%0.002%
4/23/2025SOL Capital Management CO23,394$954K0.1%+1.3%0.009%
4/23/2025Golden State Wealth Management LLC121,857$4.97M0.4%+127.3%0.046%
4/23/2025Fourth Dimension Wealth LLC15,118$616K0.3%+6.3%0.006%
4/23/2025Mascagni Wealth Management Inc.5,713$257K0.2%+16.0%0.002%
4/22/2025Crews Bank & Trust617,736$25.18M4.3%+2.4%0.231%
4/21/2025Duncan Williams Asset Management LLC5,637$230K0.1%N/A0.002%
4/21/2025PSI Advisors LLC175,532$7.16M2.3%+4.0%0.066%
4/21/2025Kingswood Wealth Advisors LLC33,272$1.36M0.1%+6.6%0.012%
4/21/2025Essex Savings Bank9,156$373K0.1%+27.3%0.003%
4/17/2025Vicus Capital9,249$377K0.0%+4.8%0.003%
4/17/2025Janney Montgomery Scott LLC93,486$3.81M0.0%-5.6%0.035%
4/16/2025IAG Wealth Partners LLC119,817$4.88M0.8%+12.6%0.045%
4/15/2025GPS Wealth Strategies Group LLC39,609$1.61M0.2%-12.5%0.015%
4/15/2025Collier Financial156,474$6.38M5.4%+2,316.6%0.059%
4/15/2025Prairie Sky Financial Group LLC44,793$1.83M1.1%-1.5%0.017%
4/14/2025Farther Finance Advisors LLC115,145$4.71M0.1%+73.7%0.043%
4/14/2025Sherman Asset Management Inc.64,974$2.65M2.5%+9.0%0.024%
4/11/2025Hudson Valley Investment Advisors Inc. ADV118,858$4.85M0.6%+10.2%0.044%
4/11/2025Butensky & Cohen Financial Security Inc.14,558$593K0.2%+2.5%0.005%
4/9/2025ST Germain D J Co. Inc.471,224$19.21M0.9%+9.1%0.176%
4/9/2025International City Management Association Retirement Corp161,660$6.59M3.7%N/A0.060%
4/9/2025 Harbor Investment Advisory LLC9,405$383K0.0%-47.3%0.004%
4/9/2025NBC Securities Inc.5,384$219K0.0%+107,580.0%0.002%
4/8/2025Fifth Third Wealth Advisors LLC43,055$1.76M0.1%+146.7%0.016%
4/8/2025Global Financial Private Client LLC11,937$487K0.2%-36.8%0.004%
4/8/2025Parallel Advisors LLC1,364$56K0.0%+2,931.1%0.001%
4/7/2025Summit Global Investments56,741$2.31M0.2%N/A0.021%
4/7/2025GAMMA Investing LLC61,058$2.49M0.0%+3,976.0%0.023%
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4/7/2025AdvisorNet Financial Inc40,191$1.64M0.1%-1.1%0.015%
3/24/2025Mascagni Wealth Management Inc.5,713$257K0.2%N/A0.002%
3/6/2025Copia Wealth Management605$27K0.0%N/A0.000%
3/6/2025Elite Financial Inc.9,593$430K0.2%N/A0.003%
2/27/2025Pinnacle Wealth Planning Services Inc.1,511,771$67.91M10.2%+0.2%0.551%
2/24/2025Ameriflex Group Inc.1,438$66K0.0%N/A0.001%
2/22/2025American Trust15,418$693K0.1%+32.8%0.006%
2/19/2025Columbia River Financial Group LLC14,088$632K0.4%N/A0.006%
2/19/2025North Star Asset Management Inc.239,461$10.76M0.5%-16.0%0.097%
2/18/2025Fourth Dimension Wealth LLC14,228$690K0.4%N/A0.006%
(Data available from 1/1/2016 forward)

SPSM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SPSM shares?

During the previous two years, 201 institutional investors and hedge funds held shares of SPDR Portfolio S&P 600 Small Cap ETF. The most heavily invested institutionals were Financial Engines Advisors L.L.C. ($760.78M), Betterment LLC ($657.52M), Ameriprise Financial Inc. ($193.38M), JPMorgan Chase & Co. ($70.32M), Crestwood Advisors Group LLC ($65.96M), Pinnacle Wealth Planning Services Inc. ($65.80M), and Spinnaker Trust ($33.40M).Learn more on SPDR Portfolio S&P 600 Small Cap ETF's institutional investors.

Which institutional investors have been buying SPDR Portfolio S&P 600 Small Cap ETF's stock?

Of the 180 institutional investors that purchased SPDR Portfolio S&P 600 Small Cap ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Fund Evaluation Group LLC ($2.53M), Ameriprise Financial Inc. ($2.32M), Financial Engines Advisors L.L.C. ($2.29M), 49 Wealth Management LLC ($890.90K), Betterment LLC ($692.85K), Morningstar Investment Services LLC ($650.37K), and Cary Street Partners Financial LLC ($638.86K).

How much institutional buying is happening at SPDR Portfolio S&P 600 Small Cap ETF?

Institutional investors have bought a total of 10,217,135 shares in the last 24 months. This purchase volume represents approximately $452.47M in transactions.

Which of SPDR Portfolio S&P 600 Small Cap ETF's major shareholders have been selling company stock?

Of the 73 institutional investors that sold SPDR Portfolio S&P 600 Small Cap ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Fund Evaluation Group LLC ($2.01M), 49 Wealth Management LLC ($777.09K), Crestwood Advisors Group LLC ($581.01K), Ameriprise Financial Inc. ($519.98K), Cary Street Partners Financial LLC ($376.66K), Integrated Wealth Concepts LLC ($287.27K), and Financial Security Advisor Inc. ($106.86K).

How much institutional selling is happening at SPDR Portfolio S&P 600 Small Cap ETF?

Institutional investors have sold a total of 5,746,614 shares in the last 24 months. This volume of shares sold represents approximately $237.02M in transactions.


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This page (NYSEARCA:SPSM) was last updated on 7/3/2025 by MarketBeat.com Staff
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