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

SPDR Portfolio S&P 600 Small Cap ETF logo
$40.88 -1.11 (-2.65%)
As of 03:06 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)
$452.58M
Number of
Institutional Sellers
(last 12 months)
73
Total
Institutional Outflows
(last 12 months)
$236.98M
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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
5/20/2025Anchor Investment Management LLC9,713$396K0.0%-4.0%0.004%
5/20/2025 Glenview Trust co5,017$204K0.0%+8.8%0.002%
5/16/2025 NewEdge Advisors LLC137,604$5.61M0.0%-35.8%0.051%
5/16/2025 Integrated Wealth Concepts LLC320,182$13.05M0.2%-33.4%0.119%
5/16/2025 Alexis Investment Partners LLC7,226$295K0.1%+7.9%0.003%
5/15/2025 Betterment LLC16,131,496$657.52M1.6%-0.2%6.002%
5/15/2025 Baird Financial Group Inc.116,394$4.74M0.0%-11.7%0.043%
5/15/2025 Pinnacle Wealth Planning Services Inc.1,614,291$65.80M9.9%+6.8%0.601%
5/15/2025 Oarsman Capital Inc.345,589$14.09M2.5%+14.9%0.129%
5/14/2025 SVB Wealth LLC2,399$98K0.0%-51.5%0.001%
5/14/2025 Strategic Financial Planning Inc.109,160$4.45M3.1%+6.9%0.041%
5/14/2025 Ameriprise Financial Inc.4,744,137$193.38M0.1%-9.9%1.765%
5/14/2025 Summit Financial LLC12,589$513K0.0%N/A0.005%
5/13/2025 Horizon Investments LLC3,018$123K0.0%+534.0%0.001%
5/12/2025 Kohmann Bosshard Financial Services LLC37,378$1.52M0.2%-6.0%0.014%
5/9/2025 Tidemark LLC28,099$1.15M0.4%+14.4%0.011%
5/9/2025 Cary Street Partners Financial LLC262,206$10.69M0.3%-59.0%0.098%
5/8/2025 Mengis Capital Management Inc.9,926$405K0.1%+10.3%0.004%
5/8/2025 Commerce Bank31,401$1.28M0.0%+3.8%0.012%
5/8/2025 Wealthquest Corp42,355$1.73M0.1%-36.9%0.016%
5/8/2025 Goodman Financial Corp70,377$2.87M0.6%+2.9%0.026%
5/8/2025 RVW Wealth LLC200,168$8.16M0.8%-19.5%0.075%
5/8/2025 North Star Asset Management Inc.205,741$8.39M0.4%-14.1%0.077%
5/8/2025 FSB Premier Wealth Management Inc.27,288$1.11M0.4%+6.7%0.010%
5/8/2025 Arkadios Wealth Advisors17,089$697K0.0%+25.2%0.006%
5/8/2025 MMA Asset Management LLC5,943$242K0.1%N/A0.002%
5/7/2025 MJT & Associates Financial Advisory Group Inc.3,929$160K0.2%N/A0.001%
5/7/2025 Sterling Investment Advisors Ltd.79,424$3.24M0.8%+6.4%0.030%
5/6/2025 USAdvisors Wealth Management LLC6,549$266K0.1%-31.0%0.002%
5/6/2025 IMA Advisory Services Inc.21,493$876K0.1%-82.9%0.008%
5/6/2025 Richardson Financial Services Inc.19,472$794K0.6%-32.0%0.007%
5/5/2025 Crestwood Advisors Group LLC1,618,299$65.96M1.3%-26.4%0.606%
5/5/2025 Morningstar Investment Services LLC180,530$7.36M1.3%-2.6%0.068%
5/2/2025 Graypoint LLC7,211$294K0.0%-4.1%0.003%
5/2/2025 BIP Wealth LLC19,250$785K0.1%-12.9%0.007%
5/2/2025 First Command Advisory Services Inc.557,255$22.71M0.2%+16.5%0.209%
5/1/2025 Hughes Financial Services LLC602,705$24.65M4.8%-1.4%0.226%
5/1/2025 Financial Security Advisor Inc.340,146$13.86M3.5%-4.4%0.127%
4/30/2025 Financial Gravity Asset Management Inc.346,006$14.10M3.1%N/A0.129%
4/30/2025 Moloney Securities Asset Management LLC9,875$403K0.1%+11.5%0.004%
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4/30/2025 Valeo Financial Advisors LLC249,127$10.15M0.2%-3.1%0.093%
4/30/2025 49 Wealth Management LLC113,814$4.64M0.6%-87.2%0.043%
4/30/2025 Synergy Investment Management LLC62,235$2.54M1.1%+5.6%0.023%
4/29/2025 Centennial Bank AR 973$40K0.0%+158.1%0.000%
4/29/2025 Fund Evaluation Group LLC556,695$22.69M1.0%-78.3%0.208%
4/29/2025 Hexagon Capital Partners LLC1,275$52K0.0%+14,066.7%0.000%
4/29/2025 Bank of New York Mellon Corp109,561$4.47M0.0%-10.0%0.041%
4/29/2025 Olde Wealth Management LLC2,566$104K0.0%N/A0.001%
4/29/2025 Columbia River Financial Group LLC15,588$635K0.4%+10.6%0.006%
4/29/2025 Strategic Blueprint LLC31,022$1.26M0.1%-10.9%0.012%
4/28/2025 Private Trust Co. NA57,000$2.32M0.2%+8.4%0.021%
4/28/2025 Whitegate Investment Counselors Inc.5,258$214K0.1%-45.7%0.002%
4/28/2025 Salomon & Ludwin LLC11,447$467K0.0%+622.2%0.004%
4/25/2025 Spinnaker Trust819,443$33.40M2.2%-1.8%0.307%
4/25/2025 Sumitomo Mitsui Trust Group Inc.117,400$4.79M0.0%+75.0%0.044%
4/24/2025 Golden State Wealth Management LLC60,758$2.48M0.4%+13.3%0.023%
4/24/2025 Patron Partners LLC9,342$381K0.2%-33.6%0.003%
4/24/2025 Transcend Capital Advisors LLC32,692$1.33M0.1%-38.2%0.012%
4/23/2025 Western Wealth Management LLC227,015$9.25M0.6%-18.9%0.085%
4/23/2025 Creative Financial Designs Inc. ADV4,640$189K0.0%+14.3%0.002%
4/23/2025 SOL Capital Management CO23,394$954K0.1%+1.3%0.009%
4/23/2025 Golden State Wealth Management LLC121,857$4.97M0.4%+127.3%0.046%
4/23/2025 Fourth Dimension Wealth LLC15,118$616K0.3%+6.3%0.006%
4/23/2025 Mascagni Wealth Management Inc.5,713$257K0.2%+16.0%0.002%
4/22/2025 Crews Bank & Trust617,736$25.18M4.3%+2.4%0.231%
4/21/2025 Duncan Williams Asset Management LLC5,637$230K0.1%N/A0.002%
4/21/2025 PSI Advisors LLC175,532$7.16M2.3%+4.0%0.066%
4/21/2025 Kingswood Wealth Advisors LLC33,272$1.36M0.1%+6.6%0.012%
4/21/2025 Essex Savings Bank9,156$373K0.1%+27.3%0.003%
4/17/2025 Vicus Capital9,249$377K0.0%+4.8%0.003%
4/17/2025 Janney Montgomery Scott LLC93,486$3.81M0.0%-5.6%0.035%
4/16/2025 IAG Wealth Partners LLC119,817$4.88M0.8%+12.6%0.045%
4/15/2025 GPS Wealth Strategies Group LLC39,609$1.61M0.2%-12.5%0.015%
4/15/2025 Collier Financial156,474$6.38M5.4%+2,316.6%0.059%
4/15/2025 Prairie Sky Financial Group LLC44,793$1.83M1.1%-1.5%0.017%
4/14/2025 Farther Finance Advisors LLC115,145$4.71M0.1%+73.7%0.043%
4/14/2025 Sherman Asset Management Inc.64,974$2.65M2.5%+9.0%0.024%
4/11/2025 Hudson Valley Investment Advisors Inc. ADV118,858$4.85M0.6%+10.2%0.044%
4/11/2025 Butensky & Cohen Financial Security Inc.14,558$593K0.2%+2.5%0.005%
4/9/2025 ST Germain D J Co. Inc.471,224$19.21M0.9%+9.1%0.176%
4/9/2025 International 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%
4/9/2025 NBC Securities Inc.5,384$219K0.0%+107,580.0%0.002%
4/8/2025 Fifth Third Wealth Advisors LLC43,055$1.76M0.1%+146.7%0.016%
4/8/2025 Global Financial Private Client LLC11,937$487K0.2%-36.8%0.004%
4/8/2025 Parallel Advisors LLC1,364$56K0.0%+2,931.1%0.001%
4/7/2025 Summit Global Investments56,741$2.31M0.2%N/A0.021%
4/7/2025 GAMMA Investing LLC61,058$2.49M0.0%+3,976.0%0.023%
4/7/2025 AdvisorNet Financial Inc40,191$1.64M0.1%-1.1%0.015%
3/24/2025 Mascagni Wealth Management Inc.5,713$257K0.2%N/A0.002%
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Washington is running out of money…And guess where they'll look next? When governments go broke, they take from the people. It's happened before, and it's happening again. The Department of Justice just admitted that cash isn't legally YOUR property.

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3/6/2025 Copia Wealth Management605$27K0.0%N/A0.000%
3/6/2025 Elite Financial Inc.9,593$430K0.2%N/A0.003%
2/27/2025 Pinnacle Wealth Planning Services Inc.1,511,771$67.91M10.2%+0.2%0.551%
2/24/2025 Ameriflex Group Inc.1,438$66K0.0%N/A0.001%
2/22/2025 American Trust15,418$693K0.1%+32.8%0.006%
2/19/2025 Columbia River Financial Group LLC14,088$632K0.4%N/A0.006%
2/19/2025 North Star Asset Management Inc.239,461$10.76M0.5%-16.0%0.097%
2/18/2025 Fourth Dimension Wealth LLC14,228$690K0.4%N/A0.006%
2/18/2025 49 Wealth Management LLC890,902$40.02M5.7%+26.2%0.363%
2/17/2025Strategic Wealth Partners Ltd.118,509$5.42M0.5%-8.1%0.048%
(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, 200 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 SPSM's institutional investors.

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

Of the 180 institutional investors that purchased SPDR Portfolio S&P 600 Small Cap ETF 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 19,503,283 shares in the last 24 months. This purchase volume represents approximately $811.13M in transactions.

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

Of the 98 institutional investors that sold SPDR Portfolio S&P 600 Small Cap ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Financial Gravity Asset Management Inc. ($3.34M), Fund Evaluation Group LLC ($2.01M), 49 Wealth Management LLC ($777.09K), Crestwood Advisors Group LLC ($589.96K), Ameriprise Financial Inc. ($519.98K), Cary Street Partners Financial LLC ($376.66K), and Integrated Wealth Concepts LLC ($323.80K).

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

Institutional investors have sold a total of 10,138,168 shares in the last 24 months. This volume of shares sold represents approximately $423.25M in transactions.



This page (NYSEARCA:SPSM) was last updated on 5/21/2025 by MarketBeat.com Staff
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