Free Trial
Tada emoji MarketBeat All Access — Now Just $5.00 for 5 Weeks

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

SPDR Portfolio S&P 600 Small Cap ETF logo
$44.89 -0.67 (-1.47%)
Closing price 04:10 PM Eastern
Extended Trading
$44.86 -0.03 (-0.07%)
As of 06:30 PM 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.
Compare

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

Number of
Institutional Buyers
(last 12 months)
310
Total
Institutional Inflows
(last 12 months)
$783.82M
Number of
Institutional Sellers
(last 12 months)
219
Total
Institutional Outflows
(last 12 months)
$544.99M
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.

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

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/14/2025Vivaldi Capital Management LP121,394$5.17M0.8%-2.4%0.045%
8/14/2025Glenview Trust co5,705$243K0.0%+13.7%0.002%
8/14/2025NewEdge Advisors LLC172,246$7.34M0.0%+25.2%0.064%
8/14/2025Stonehaven Wealth & Tax Solutions LLC6,292$268K0.3%-10.5%0.002%
8/14/2025Pecaut & CO.91,076$3.88M1.3%-9.3%0.034%
8/14/2025Sentinus LLC42,684$1.82M0.4%-18.0%0.016%
8/14/2025Acorn Wealth Advisors LLC7,112$303K0.1%N/A0.003%
8/14/2025Cary Street Partners Financial LLC213,016$9.07M0.3%-18.8%0.079%
8/14/2025Cerity Partners LLC118,719$5.06M0.0%+19.3%0.044%
8/13/2025Shepherd Financial Partners LLC373,523$15.91M1.7%+0.3%0.138%
8/13/2025Flow Traders U.S. LLC65,920$2.81M0.1%N/A0.024%
8/13/2025Cresset Asset Management LLC52,065$2.22M0.0%-37.2%0.019%
8/13/2025Gateway Wealth Partners LLC9,381$400K0.1%-49.1%0.003%
8/13/2025Brown Advisory Inc.104,043$4.43M0.0%-9.6%0.039%
8/13/2025SCS Capital Management LLC106,550$4.54M0.1%+17.9%0.039%
8/13/2025GeoWealth Management LLC20,743$884K0.0%+47.9%0.008%
8/13/2025Baird Financial Group Inc.115,930$4.94M0.0%-0.4%0.043%
8/13/2025First Trust Advisors LP6,653$283K0.0%+3.4%0.002%
8/13/2025Crescent Grove Advisors LLC38,017$1.62M0.2%-3.0%0.014%
8/13/2025EverSource Wealth Advisors LLC7,681$327K0.0%+27.6%0.003%
8/13/2025CW Advisors LLC596,772$25.42M0.2%-46.4%0.221%
8/13/2025IAG Wealth Partners LLC120,909$5.15M0.7%+0.9%0.045%
8/13/2025Strategic Financial Planning Inc.123,781$5.27M3.3%+13.4%0.046%
8/13/2025MBM Wealth Consultants LLC31,271$1.33M0.4%+6.3%0.012%
8/13/2025VestGen Advisors LLC73,163$3.12M0.1%-4.5%0.027%
8/13/2025Millington Financial Advisors LLC146,151$6.50M3.3%+18.3%0.054%
8/13/2025Leslie Global Wealth LLC150,588$6.42M3.4%-0.6%0.056%
8/13/2025Lido Advisors LLC50,112$2.14M0.0%-28.7%0.019%
8/13/2025Stablepoint Partners LLC46,532$1.98M0.3%+2.4%0.017%
8/13/2025Denver Wealth Management Inc.18,724$798K0.3%-7.9%0.007%
8/13/2025Wealthquest Corp5,255$224K0.0%-87.6%0.002%
8/13/2025Level Four Advisory Services LLC50,832$2.17M0.1%-4.3%0.019%
8/13/2025Northwestern Mutual Wealth Management Co.1,402,146$59.73M0.0%+5.7%0.520%
8/13/2025Elevation Point Wealth Partners LLC7,863$335K0.0%-14.2%0.003%
8/13/2025Elgethun Capital Management55,395$2.36M0.5%+6.6%0.021%
8/13/2025GM Advisory Group LLC6,516$278K0.0%-98.7%0.002%
8/13/2025Wambolt & Associates LLC11,143$482K0.2%-26.9%0.004%
8/13/2025Maia 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%
Out of 18,347 Cryptocurrencies... This is the ONLY One (Ad)

The Single Most Undervalued DeFi Protocol You've Never Heard Of If there's one cryptocurrency you should buy in this market, this token might just be it.

Get the whole story on this "crypto market unicorn" right here.
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%
8/12/2025 CreativeOne Wealth LLC42,019$1.79M0.0%+59.6%0.016%
8/12/2025 Summit Global Investments87,613$3.73M0.2%+54.4%0.032%
8/12/2025 Global Retirement Partners LLC275,695$11.75M0.3%N/A0.102%
8/12/2025 Titleist Asset Management LLC17,729$755K0.1%+2.9%0.007%
8/12/2025 Charles Schwab Investment Management Inc.6,148,239$261.92M0.0%+8.8%2.279%
8/12/2025 Richard W. Paul & Associates LLC8,664$369K0.1%+12.9%0.003%
8/12/2025 Kohmann Bosshard Financial Services LLC78,075$3.33M0.4%+108.9%0.029%
8/12/2025 White Pine Capital LLC16,635$709K0.2%-15.3%0.006%
8/12/2025 MAI Capital Management38,097$1.62M0.0%+5.5%0.014%
8/12/2025 Seeds Investor LLC102,218$4.35M1.0%+275.1%0.038%
8/12/2025 JPMorgan Chase & Co.388,278$16.54M0.0%-76.2%0.144%
8/12/2025 Wealth Advisors of Iowa LLC33,245$1.42M0.5%+11.0%0.012%
8/12/2025 Garrett Wealth Advisory Group LLC439,917$18.74M4.0%-6.6%0.163%
8/12/2025 PKS Advisory Services LLC5,672$242K0.1%N/A0.002%
8/11/2025 ARS Investment Partners LLC24,819$1.06M0.1%-17.5%0.009%
8/11/2025 Outlook Wealth Advisors LLC13,771$587K0.2%+49.1%0.005%
8/11/2025 Perennial Investment Advisors LLC119,465$5.09M0.5%+5.2%0.045%
8/11/2025 Synergy Investment Management LLC66,674$2.84M1.7%+7.1%0.025%
8/11/2025 Portside Wealth Group LLC106,419$4.53M0.7%+9.6%0.040%
8/11/2025 Shoker Investment Counsel Inc.41,990$1.79M0.6%+15.6%0.016%
8/11/2025 United Advisor Group LLC5,856$249K0.0%N/A0.002%
8/11/2025 Pinnacle Wealth Planning Services Inc.1,660,231$70.73M9.3%+2.8%0.620%
8/11/2025 Dorsey & Whitney Trust CO LLC4,981$212K0.0%N/A0.002%
8/11/2025 PAX Financial Group LLC8,043$343K0.1%-10.0%0.003%
8/11/2025 Western Wealth Management LLC230,982$9.84M0.6%+1.7%0.086%
8/8/2025 Financial Gravity Companies Inc.380,771$16.22M2.5%N/A0.142%
8/8/2025 Tortoise Investment Management LLC186,283$7.94M0.8%+9.8%0.070%
8/8/2025 Rockefeller Capital Management L.P.163,036$6.95M0.0%-34.8%0.061%
8/8/2025 Kingsview Wealth Management LLC50,705$2.16M0.0%+1.1%0.019%
8/8/2025 Collaborative Wealth Managment Inc.17,379$740K0.3%+4.8%0.006%
8/8/2025 Avantax Advisory Services Inc.134,538$5.73M0.0%-4.4%0.050%
8/8/2025 MJP Associates Inc. ADV75,296$3.21M0.5%-27.5%0.028%
8/8/2025 Cetera Investment Advisers1,092,438$46.54M0.1%+41.2%0.408%
8/8/2025 Creative Planning2,858,713$121.78M0.1%-5.2%1.067%
8/8/2025 Compass Financial Services Inc756$32K0.0%+225.9%0.000%
8/8/2025 Meridian Wealth Management LLC17,122$729K0.0%+10.4%0.006%
8/8/2025 Security Financial Services INC.10,990$468K0.1%-14.8%0.004%
8/8/2025 Arcadia Investment Management Corp MI3,144$134K0.0%-11.8%0.001%
8/8/2025 Mason Street Advisors LLC1,088,800$46.38M5.4%+27.6%0.407%
8/8/2025 Wrapmanager Inc.198,751$8.47M2.1%+10.2%0.074%
8/8/2025 Davies Financial Advisors Inc.16,733$713K0.6%-36.2%0.006%
8/8/2025 Leicht Financial Planning & Wealth Management Inc.390,289$16.63M7.9%+1.4%0.146%
8/8/2025 Hibernia Wealth Partners LLC172,419$7.35M2.4%+99.9%0.064%
8/8/2025 Intrua Financial LLC6,532$278K0.0%+17.8%0.002%
Musk’s Project Colossus could mint millionaires (Ad)

I predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new millionaires than any tech advance in history. And for a limited time, you have the chance to claim a stake in this project, even though it’s housed inside Elon’s private company, xAI.

All the details are waiting for you now — but you need to act before the September 1st funding windo
8/8/2025 Good Life Advisors LLC619,262$26.38M1.6%+6.3%0.231%
8/8/2025 Charter Research & Investment Group Inc.39,805$1.70M1.3%-1.3%0.015%
8/8/2025 PNC Financial Services Group Inc.1,908,244$81.29M0.1%+6.0%0.713%
8/8/2025 United Asset Strategies Inc.288,252$12.28M1.0%+2.0%0.108%
8/8/2025 IMA Advisory Services Inc.1,695$72K0.0%-92.1%0.001%
8/7/2025 Verus Capital Partners LLC21,557$918K0.1%+10.6%0.008%
8/7/2025 Fund Evaluation Group LLC562,073$23.94M0.9%+1.0%0.210%
8/7/2025 Cvfg LLC79,029$3.37M2.7%+11.8%0.030%
8/7/2025 Nwam LLC12,462$542K0.0%-7.7%0.005%
8/7/2025 49 Wealth Management LLC6,693$285K0.0%-94.1%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, 531 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. ($193.38M), 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 368 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 20,958,760 shares in the last 24 months. This purchase volume represents approximately $910.49M in transactions.

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

Of the 223 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), JPMorgan Chase & Co. ($1.32M), CWM LLC ($997.98K), 49 Wealth Management LLC ($884.21K), Crestwood Advisors Group LLC ($581.01K), Obermeyer Wealth Partners ($538.11K), and Hughes Financial Services LLC ($524.86K).

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

Institutional investors have sold a total of 13,004,205 shares in the last 24 months. This volume of shares sold represents approximately $546.37M in transactions.


Related Companies

This page (NYSEARCA:SPSM) was last updated on 8/14/2025 by MarketBeat.com Staff
From Our Partners
GENIUS Act: Cancel Your Money?
A new law called the GENIUS Act could quietly trigger the most radical shift in American finance in decades. B...
Priority Gold | Sponsored
Musk’s Project Colossus could mint millionaires
I predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new milliona...
Brownstone Research | Sponsored
Market Panic: Trump Just Dropped a Bomb on Your Stocks
tock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tarif...
American Alternative | Sponsored
Everyone’s watching Nvidia right now. Here’s why I’m excited.
So, unless you’ve been living under a rock, you probably saw the news… Nvidia just signed a $7 BILLION deal...
Timothy Sykes | Sponsored
The Trump Dump is starting; Get out of stocks now?
The first 365 days of the Trump presidency… Will be the best time to get rich in American history.
Paradigm Press | Sponsored
Generate up to $5,000/month with 10X less money?
The secret to retiring without a million-dollar nest egg. I'm talking about generating enough monthly inco...
Investors Alley | Sponsored
When the levee breaks
The U.S. Treasury just confirmed it plans to borrow $1.01 trillion this quarter—nearly double what was project...
Porter & Company | Sponsored
But this $20 American company could control the secret
The "Impossible" Chip That Runs on Pure Light Google's quantum computer shocked the world... but China DEMO...
The Oxford Club | Sponsored