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

SPDR Portfolio S&P 600 Small Cap ETF logo
$43.76 -0.71 (-1.60%)
Closing price 04:10 PM Eastern
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$43.70 -0.06 (-0.13%)
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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)
206
Total
Institutional Inflows
(last 12 months)
$565.94M
Number of
Institutional Sellers
(last 12 months)
133
Total
Institutional Outflows
(last 12 months)
$294.39M
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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
7/24/2025Comprehensive Money Management Services LLC16,335$696K0.5%+4.1%0.006%
7/24/2025JNBA Financial Advisors340,424$14.50M1.4%-11.4%0.127%
7/24/2025Drucker Wealth 3.0 LLC32,157$1.42M0.3%+60.0%0.012%
7/24/2025Wealth Management Resources Inc.91,365$3.89M1.3%+12.7%0.034%
7/24/2025Blue Trust Inc.611$26K0.0%-85.5%0.000%
7/24/2025Mengis Capital Management Inc.9,252$394K0.1%-6.8%0.003%
7/24/2025McKinley Carter Wealth Services Inc.4,695$200K0.0%N/A0.002%
7/24/2025Coordinated Financial Services Inc.7,591$323K0.2%N/A0.003%
7/24/2025IFP Advisors Inc40,549$1.73M0.0%-15.9%0.015%
7/24/2025Financial Security Advisor Inc.325,882$13.88M3.2%-4.2%0.122%
7/24/2025Blair William & Co. IL35,732$1.52M0.0%-27.6%0.013%
7/24/2025MFA Wealth Services37,506$1.60M1.2%-15.4%0.014%
7/23/2025 Values Added Financial LLC25,638$1.09M0.5%+8.5%0.010%
7/23/2025 Valmark Advisers Inc.6,263,369$266.82M3.7%+7.1%2.339%
7/23/2025 Armbruster Capital Management Inc.27,462$1.17M0.2%+18.9%0.010%
7/23/2025 Opulen Financial Group LLC16,108$686K0.6%+21.4%0.006%
7/23/2025 Louisiana State Employees Retirement System108,400$4.62M0.1%+138.8%0.040%
7/23/2025 Venturi Wealth Management LLC26,878$1.15M0.1%-22.1%0.010%
7/23/2025 TPG Financial Advisors LLC290,586$12.38M5.0%+8.1%0.109%
7/23/2025 BankPlus Trust Department14,830$632K0.2%N/A0.006%
7/23/2025 Kingswood Wealth Advisors LLC35,891$1.53M0.1%+7.9%0.013%
7/23/2025 CFM Wealth Partners LLC63,092$2.69M0.4%-0.8%0.024%
7/23/2025 626 Financial LLC109,777$4.68M2.5%+26.9%0.041%
7/23/2025 Tyche Wealth Partners LLC9,604$409K0.1%-18.7%0.004%
7/23/2025 Prime Capital Investment Advisors LLC14,985$638K0.0%-80.7%0.006%
7/22/2025 Belpointe Asset Management LLC8,515$363K0.0%-46.1%0.003%
7/22/2025 Valeo Financial Advisors LLC257,459$10.97M0.0%+3.3%0.096%
7/22/2025 DAVENPORT & Co LLC870,012$37.06M0.2%+17.0%0.325%
7/22/2025 Valpey Financial Services LLC10,087$430K0.3%N/A0.004%
7/22/2025 Grimes & Company Inc.71,061$3.03M0.1%-7.0%0.027%
7/22/2025 Merit Financial Group LLC402,331$17.14M0.2%-47.8%0.150%
7/22/2025 Keudell Morrison Wealth Management6,002$256K0.1%-15.4%0.002%
7/22/2025 Global Strategic Investment Solutions LLC36,474$1.55M0.2%-10.2%0.014%
7/22/2025 Alta Wealth Advisors LLC41,989$1.79M0.8%+2.7%0.016%
7/22/2025 Simplicity Wealth LLC56,260$2.40M0.1%N/A0.021%
7/22/2025 Brown Miller Wealth Management LLC37,113$1.58M0.5%+13.3%0.014%
7/22/2025 Private Wealth Group LLC150,448$6.41M3.4%-17.0%0.056%
7/22/2025 Wealthcare Capital Partners LLC57,862$2.47M1.2%+14.8%0.022%
7/22/2025 Wealthcare Capital Management LLC42,122$1.79M0.2%-1.5%0.016%
7/22/2025 Wealthcare Advisory Partners LLC1,629,859$69.43M1.6%+18.0%0.609%
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7/22/2025 Tandem Investment Partners LLC45,458$1.94M1.7%+6.6%0.017%
7/22/2025 Financial Insights Inc.211,555$9.01M3.3%+4.7%0.079%
7/22/2025 Stanich Group LLC4,691$207K0.2%-9.7%0.002%
7/22/2025 Apexium Financial LP28,969$1.23M0.1%+103.8%0.011%
7/21/2025 Hudson Valley Investment Advisors Inc. ADV132,177$5.63M0.6%+11.2%0.049%
7/21/2025 AIFG Consultants Ltd.6,229$265K0.5%-7.4%0.002%
7/21/2025 Sage Financial Management Group Inc.69,010$2.94M1.0%-11.6%0.026%
7/21/2025 Ascent Group LLC17,130$730K0.0%+38.7%0.006%
7/21/2025 Montz Harcus Wealth Management LLC217,701$9.27M4.5%+7.2%0.081%
7/21/2025 1900 Wealth Management LLC94,265$4.02M0.3%-17.1%0.035%
7/21/2025 Exchange Capital Management Inc.188,609$8.04M1.2%+10.5%0.070%
7/21/2025 River Street Advisors LLC25,883$1.10M0.5%+7.0%0.010%
7/21/2025 Crews Bank & Trust664,125$28.29M4.5%+7.5%0.248%
7/21/2025 Investment Planning Advisors Inc.18,539$790K0.3%-26.4%0.007%
7/21/2025 Patriot Financial Group Insurance Agency LLC17,143$730K0.1%+1.6%0.006%
7/21/2025 TFG Advisers LLC53,776$2.29M0.8%-4.6%0.020%
7/21/2025 Cliftonlarsonallen Wealth Advisors LLC3,167,590$134.94M2.3%+5.4%1.183%
7/18/2025 Warren Street Wealth Advisors LLC137,651$5.86M1.9%+9.7%0.051%
7/18/2025 Vicus Capital24,514$1.04M0.1%+165.0%0.009%
7/18/2025 Naples Global Advisors LLC42,513$1.81M0.2%+7.4%0.016%
7/18/2025 Pure Financial Advisors LLC283,107$12.06M0.2%-6.9%0.106%
7/18/2025 RKL Wealth Management LLC477,974$20.36M1.8%+16.1%0.178%
7/18/2025 Precision Wealth Strategies LLC11,702$499K0.2%N/A0.004%
7/18/2025 Trilogy Capital Inc.154,041$6.56M0.3%-47.9%0.058%
7/18/2025 Truist Financial Corp843,519$35.93M0.1%-0.5%0.315%
7/18/2025 Lockerman Financial Group Inc.13,261$565K0.8%+84.4%0.005%
7/17/2025 Park Place Capital Corp2,055$89K0.0%N/A0.001%
7/17/2025 G&S Capital LLC49,486$2.11M0.8%-18.4%0.018%
7/17/2025 Sterling Investment Advisors Ltd.81,034$3.45M0.8%+2.0%0.030%
7/17/2025 Raleigh Capital Management Inc.38,974$1.66M0.7%+123.8%0.015%
7/17/2025 LexAurum Advisors LLC15,245$649K0.1%+4.1%0.006%
7/17/2025 Janney Montgomery Scott LLC89,451$3.81M0.0%-4.3%0.033%
7/17/2025 ERn Financial LLC12,337$526K0.1%-18.7%0.005%
7/17/2025 Stone Summit Wealth LLC54,755$2.33M0.7%+7.1%0.020%
7/17/2025 Worth Financial Advisory Group LLC15,642$666K0.4%-2.0%0.006%
7/17/2025 Avior Wealth Management LLC496,579$21.15M0.7%+2.4%0.186%
7/17/2025 XY Planning Network Inc.30,903$1.32M0.4%+53.0%0.012%
7/17/2025 KWB Wealth176,079$7.18M0.8%-24.3%0.066%
7/16/2025 Marmo Financial Group LLC70,893$3.02M1.5%-4.3%0.026%
7/16/2025 Diversified Enterprises LLC6,191$264K0.0%-11.0%0.002%
7/16/2025 Cahaba Wealth Management Inc.314,664$13.41M1.0%+56.5%0.118%
7/16/2025 Independent Wealth Network Inc.8,561$365K0.1%+3.0%0.003%
7/16/2025 Rainier Family Wealth Inc.81,029$3.45M3.4%-14.7%0.030%
7/16/2025 NovaPoint Capital LLC40,583$1.73M0.5%-9.1%0.015%
7/16/2025 Arkansas Financial Group Inc.110,454$4.83M0.7%+7.6%0.041%
7/16/2025 ST Germain D J Co. Inc.539,269$22.97M1.0%+14.4%0.201%
7/16/2025 Beaumont Financial Advisors LLC5,477$233K0.0%N/A0.002%
7/16/2025 Legend Financial Advisors Inc.44,433$1.89M1.3%-15.1%0.017%
7/16/2025 Colton Groome Financial Advisors LLC77,245$3.29M1.1%+4.1%0.029%
7/16/2025 Dakota Wealth Management1,118,045$47.63M1.0%+25.3%0.418%
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7/16/2025 Perigon Wealth Management LLC41,850$1.78M0.0%-3.1%0.016%
7/16/2025 Octavia Wealth Advisors LLC369,070$15.72M1.8%-6.7%0.138%
7/16/2025 Moneywise Inc.8,065$344K0.2%-10.2%0.003%
7/16/2025 Meridian Financial LLC65,070$2.77M1.8%+1.3%0.024%
7/15/2025 Surience Private Wealth LLC234,633$10.00M9.4%N/A0.088%
7/15/2025 Spectrum Planning & Advisory Services Inc.6,434$274K0.2%N/A0.002%
7/15/2025 Aspire Capital Advisors LLC179,846$7.66M2.1%-22.0%0.067%
7/15/2025 Signet Financial Management LLC32,268$1.38M0.2%+47.7%0.012%
7/15/2025 Legacy Solutions LLC76,140$3.24M3.1%+4.0%0.028%
7/15/2025 TD Private Client Wealth LLC4,133$176K0.0%+9.3%0.002%
(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, 335 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), Valmark Advisers Inc. ($266.82M), Ameriprise Financial Inc. ($193.38M), Cliftonlarsonallen Wealth Advisors LLC ($134.94M), JPMorgan Chase & Co. ($70.32M), and Wealthcare Advisory Partners LLC ($69.43M).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 255 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), Crews Bank & Trust ($664.13K), and Morningstar Investment Services LLC ($650.37K).

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

Institutional investors have bought a total of 12,877,113 shares in the last 24 months. This purchase volume represents approximately $565.94M in transactions.

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

Of the 133 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), Merit Financial Group LLC ($368.74K), and Integrated Wealth Concepts LLC ($287.27K).

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

Institutional investors have sold a total of 7,090,950 shares in the last 24 months. This volume of shares sold represents approximately $294.39M in transactions.



This page (NYSEARCA:SPSM) was last updated on 7/24/2025 by MarketBeat.com Staff
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