Free Trial

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

SPDR Portfolio S&P 600 Small Cap ETF logo
$45.63 -0.03 (-0.07%)
Closing price 09/3/2025 04:10 PM Eastern
Extended Trading
$45.63 0.00 (0.00%)
As of 04:00 AM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for SPDR Portfolio S&P 600 Small Cap ETF (NYSEARCA:SPSM)

Number of
Institutional Buyers
(last 12 months)
337
Total
Institutional Inflows
(last 12 months)
$957.59M
Number of
Institutional Sellers
(last 12 months)
237
Total
Institutional Outflows
(last 12 months)
$654.87M
Get SPSM Insider Trade Alerts

Want to know when executives and insiders are buying or selling SPDR Portfolio S&P 600 Small Cap ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

SPSM Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/3/2025American Trust17,553$748K0.1%N/A0.007%
8/29/2025 Evolution Wealth Management Inc.1,875$80K0.1%N/A0.001%
8/29/2025 Centaurus Financial Inc.13,764$586K0.0%-22.1%0.005%
8/28/2025 Lavaca Capital LLC4,299$183K0.1%+52.3%0.002%
8/27/2025 Orion Porfolio Solutions LLC45,056$1.92M0.0%+20.9%0.017%
8/26/2025 Thrivent Financial for Lutherans16,819$716K0.0%-94.1%0.006%
8/25/2025 Silverlake Wealth Management LLC18,905$805K0.2%+25.0%0.007%
8/20/2025 Forefront Wealth Partners LLC11,915$535K0.4%-15.2%0.004%
8/19/2025 B. Riley Wealth Advisors Inc.29,676$1.26M0.1%N/A0.011%
8/19/2025 Cape Investment Advisory Inc.2,417$103K0.0%+50.3%0.001%
8/19/2025 Advisory Services Network LLC10,129$435K0.0%-27.1%0.004%
8/19/2025 Pitcairn Co.18,448$786K0.1%-3.1%0.007%
8/18/2025 1248 Management LLC112,677$4.80M1.8%-24.8%0.042%
8/16/2025 Evergreen Capital Management LLC5,016$214K0.0%N/A0.002%
8/15/2025 High Falls Advisors Inc4,779$204K0.0%N/A0.002%
8/15/2025 Nikulski Financial Inc.31,452$1.34M0.4%-3.0%0.012%
8/15/2025 Tower Research Capital LLC TRC 123,415$5.26M0.1%+151.9%0.046%
8/15/2025 Corient Private Wealth LLC1,169,556$49.82M0.1%+107.6%0.434%
8/15/2025 Equitable Holdings Inc.861,371$36.69M0.3%+12.2%0.319%
8/15/2025 Northeast Financial Consultants Inc63,097$2.69M0.1%-3.9%0.023%
8/15/2025 Chapman Financial Group LLC900$38K0.0%N/A0.000%
8/15/2025 FSB Premier Wealth Management Inc.27,614$1.18M0.4%+1.2%0.010%
8/15/2025 Captrust Financial Advisors44,327$1.89M0.0%-23.1%0.016%
8/15/2025 Fidelity D & D Bancorp Inc.6,518$278K0.2%N/A0.002%
8/15/2025 Manhattan West Asset Management LLC47,591$2.03M0.5%+13.6%0.018%
8/15/2025 Two Sigma Securities LLC8,231$351K0.0%+11.9%0.003%
8/15/2025 Scott Marsh Financial LLC10,128$431K0.2%N/A0.004%
8/15/2025 Tidal Investments LLC114,466$4.88M0.0%+87.4%0.042%
8/15/2025 Sherman Asset Management Inc.41,391$1.76M1.6%-36.3%0.015%
8/15/2025 Smartleaf Asset Management LLC7,932$338K0.0%+15.5%0.003%
8/15/2025 Snowden Capital Advisors LLC10,907$465K0.0%-5.0%0.004%
8/15/2025 Orion Porfolio Solutions LLC69,417$2.96M0.0%+86.3%0.026%
8/15/2025 MML Investors Services LLC301,529$12.85M0.0%+20.7%0.112%
8/15/2025 McIlrath & Eck LLC9,552$407K0.0%-5.6%0.004%
8/15/2025 Modern Wealth Management LLC275,573$11.74M0.3%+4.6%0.102%
8/15/2025 IHT Wealth Management LLC251,700$10.72M0.3%-8.1%0.093%
8/15/2025 Great Valley Advisor Group Inc.1,061,465$45.22M1.0%+7.7%0.393%
8/15/2025 Garden State Investment Advisory Services LLC73,047$3.12M0.8%-15.7%0.027%
8/15/2025 EP Wealth Advisors LLC35,377$1.51M0.0%-7.3%0.013%
8/15/2025 Curi Capital LLC9,844$419K0.0%+62.7%0.004%
This Massive Market is Ripe for Disruption by this Nasdaq (Ad)

Fanatics Hit $31B. This Nasdaq Company Is Building the Next Wave Fanatics built a merch empire by owning the fan experience. But a $50M Nasdaq disruptor is updating their strategy for the social media generation. and they just locked in a game-changing college deal. Could this be retail's next big run?tc pixel

Find out who is gearing up to be Fanatics 2.0.
8/15/2025 Benjamin Edwards Inc.23,922$1.02M0.0%+15.6%0.009%
8/15/2025 Bank of America Corp DE3,115,831$132.73M0.0%-27.7%1.155%
8/15/2025 Acas LLC9,316$424K0.3%+7.0%0.003%
8/15/2025 Ameriprise Financial Inc.3,772,069$160.71M0.0%-20.5%1.398%
8/14/2025 Ausdal Financial Partners Inc.56,379$2.40M0.2%-1.6%0.021%
8/14/2025 Vista Investment Management10,254$437K0.2%+6.6%0.004%
8/14/2025 Raymond James Financial Inc.2,614,616$111.38M0.0%+128.5%0.969%
8/14/2025 Transamerica Financial Advisors LLC26,627$1.13M0.1%-47.3%0.010%
8/14/2025 Betterment LLC17,616,693$750.47M1.6%+9.2%6.531%
8/14/2025 Quantinno Capital Management LP15,271$651K0.0%-5.6%0.006%
8/14/2025 Diversify Wealth Management LLC161,383$7.19M0.4%-1.4%0.060%
8/14/2025 Diversify Advisory Services LLC94,241$4.20M0.2%+18.4%0.035%
8/14/2025 Lavaca Capital LLC5,345$228K0.0%+89.3%0.002%
8/14/2025 Tennessee Valley Asset Management Partners11,890$506K0.1%-26.9%0.004%
8/14/2025 Vivaldi Capital Management LP121,394$5.17M0.8%-2.4%0.045%
8/14/2025 Glenview Trust co5,705$243K0.0%+13.7%0.002%
8/14/2025 NewEdge Advisors LLC172,246$7.34M0.0%+25.2%0.064%
8/14/2025 Stonehaven Wealth & Tax Solutions LLC6,292$268K0.3%-10.5%0.002%
8/14/2025 Pecaut & CO.91,076$3.88M1.3%-9.3%0.034%
8/14/2025 Sentinus LLC42,684$1.82M0.4%-18.0%0.016%
8/14/2025 Acorn Wealth Advisors LLC7,112$303K0.1%N/A0.003%
8/14/2025 Cary Street Partners Financial LLC213,016$9.07M0.3%-18.8%0.079%
8/14/2025 Cerity Partners LLC118,719$5.06M0.0%+19.3%0.044%
8/13/2025 Shepherd Financial Partners LLC373,523$15.91M1.7%+0.3%0.138%
8/13/2025 Flow Traders U.S. LLC65,920$2.81M0.1%N/A0.024%
8/13/2025 Cresset Asset Management LLC52,065$2.22M0.0%-37.2%0.019%
8/13/2025 Gateway Wealth Partners LLC9,381$400K0.1%-49.1%0.003%
8/13/2025 Brown Advisory Inc.104,043$4.43M0.0%-9.6%0.039%
8/13/2025 SCS Capital Management LLC106,550$4.54M0.1%+17.9%0.039%
8/13/2025 GeoWealth Management LLC20,743$884K0.0%+47.9%0.008%
8/13/2025 Baird Financial Group Inc.115,930$4.94M0.0%-0.4%0.043%
8/13/2025 First Trust Advisors LP6,653$283K0.0%+3.4%0.002%
8/13/2025 Crescent Grove Advisors LLC38,017$1.62M0.2%-3.0%0.014%
8/13/2025 EverSource Wealth Advisors LLC7,681$327K0.0%+27.6%0.003%
8/13/2025 CW Advisors LLC596,772$25.42M0.2%-46.4%0.221%
8/13/2025 IAG Wealth Partners LLC120,909$5.15M0.7%+0.9%0.045%
8/13/2025 Strategic Financial Planning Inc.123,781$5.27M3.3%+13.4%0.046%
8/13/2025 MBM Wealth Consultants LLC31,271$1.33M0.4%+6.3%0.012%
8/13/2025 VestGen Advisors LLC73,163$3.12M0.1%-4.5%0.027%
8/13/2025 Millington Financial Advisors LLC146,151$6.50M3.3%+18.3%0.054%
8/13/2025 Leslie Global Wealth LLC150,588$6.42M3.4%-0.6%0.056%
8/13/2025 Lido Advisors LLC50,112$2.14M0.0%-28.7%0.019%
8/13/2025 Stablepoint Partners LLC46,532$1.98M0.3%+2.4%0.017%
8/13/2025 Denver Wealth Management Inc.18,724$798K0.3%-7.9%0.007%
8/13/2025 Wealthquest Corp5,255$224K0.0%-87.6%0.002%
8/13/2025 Level Four Advisory Services LLC50,832$2.17M0.1%-4.3%0.019%
8/13/2025 Northwestern Mutual Wealth Management Co.1,402,146$59.73M0.0%+5.7%0.520%
8/13/2025 Elevation Point Wealth Partners LLC7,863$335K0.0%-14.2%0.003%
8/13/2025 Elgethun Capital Management55,395$2.36M0.5%+6.6%0.021%
8/13/2025 GM Advisory Group LLC6,516$278K0.0%-98.7%0.002%
Retire Comfortably with These New Monthly Income ETFs? (Ad)

Too many retirees lie awake at night, worried their savings won’t last. Traditional advice and tiny returns just aren’t enough anymore. But what if you could reach your Freedom Number—the monthly income that makes retirement secure—using far less money than you thought possible? That’s exactly what Kelly G. discovered. She calls it “life-changing,” saying the income just keeps growing and that early retirement suddenly looks real. This strategy was once reserved for the ultra-wealthy, but it’s now available to everyday investors.tc pixel

Click here to watch the free presentation and learn how to calculate your personal Freedom Number—an
8/13/2025 Wambolt & Associates LLC11,143$482K0.2%-26.9%0.004%
8/13/2025 Maia Wealth LLC25,138$1.07M0.2%+332.3%0.009%
8/12/2025 Richmond Investment Services LLC140,629$5.99M1.3%+591.5%0.052%
8/12/2025 J.W. Cole Advisors Inc.134,184$5.72M0.1%+1.6%0.050%
8/12/2025 North Star Asset Management Inc.187,618$7.99M0.3%-8.8%0.070%
8/12/2025 Financial Advocates Investment Management31,174$1.33M0.1%-46.7%0.012%
8/12/2025 Laurel Wealth Advisors LLC4,788$204K0.0%+4,137.2%0.002%
8/12/2025 XTX Topco Ltd8,754$373K0.0%N/A0.003%
8/12/2025 Steward Partners Investment Advisory LLC34,202$1.46M0.0%-8.6%0.013%
8/12/2025 Jaffetilchin Investment Partners LLC57,920$2.47M0.2%-0.5%0.021%
(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, 567 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 ($750.47M), Valmark Advisers Inc. ($266.82M), Charles Schwab Investment Management Inc. ($261.92M), Ameriprise Financial Inc. ($160.71M), Envestnet Asset Management Inc. ($138.94M), and Cliftonlarsonallen Wealth Advisors LLC ($134.94M).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 391 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), Betterment LLC ($2.18M), Raymond James Financial Inc. ($1.47M), Financial Engines Advisors L.L.C. ($893.26K), 49 Wealth Management LLC ($890.90K), and Crews Bank & Trust ($664.13K).

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

Institutional investors have bought a total of 22,064,391 shares in the last 24 months. This purchase volume represents approximately $957.59M in transactions.

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

Of the 237 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), Ameriprise Financial Inc. ($1.49M), JPMorgan Chase & Co. ($1.32M), Bank of America Corp DE ($1.19M), CWM LLC ($997.98K), 49 Wealth Management LLC ($884.21K), and Crestwood Advisors Group LLC ($581.01K).

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

Institutional investors have sold a total of 15,550,883 shares in the last 24 months. This volume of shares sold represents approximately $654.87M in transactions.



This page (NYSEARCA:SPSM) was last updated on 9/4/2025 by MarketBeat.com Staff
From Our Partners