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

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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)
127
Total
Institutional Inflows
(last 12 months)
$446.17M
Number of
Institutional Sellers
(last 12 months)
64
Total
Institutional Outflows
(last 12 months)
$299.05M
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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
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%
4/29/2025 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%
Here’s How to Claim Your Stake in Elon’s Private Company, xAI (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 May 1st funding window clos
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%
3/6/2025 Copia Wealth Management605$27K0.0%N/A0.000%
3/6/2025 Elite Financial Inc.9,593$430K0.2%N/A0.003%
2/27/2025Pinnacle 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%
2/19/2025 Columbia 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%
2/18/2025 Fourth Dimension Wealth LLC14,228$690K0.4%N/A0.006%
2/18/202549 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%
2/17/2025Sentinus LLC38,488$1.73M0.5%+125.6%0.016%
2/17/2025Captrust Financial Advisors64,743$2.91M0.0%+18.1%0.026%
2/17/2025Cary Street Partners Financial LLC638,863$28.70M0.9%N/A0.260%
2/17/2025Baird Financial Group Inc.131,859$5.92M0.0%+7.3%0.054%
2/17/2025BIP Wealth LLC22,108$993K0.1%+11.1%0.009%
2/17/2025Ameriprise Financial Inc.5,264,118$236.45M0.1%+1.3%2.143%
2/14/2025Headland Capital LLC152,816$6.86M2.4%N/A0.062%
2/14/2025Betterment LLC16,163,720$726.07M1.7%+4.5%6.580%
2/14/2025Integrated Wealth Concepts LLC480,983$21.61M0.3%+0.4%0.196%
2/14/2025Syon Capital LLC50,728$2.28M0.2%+11.5%0.021%
2/14/2025Beck Capital Management LLC141,323$6.35M1.7%+119.2%0.058%
2/14/2025IHT Wealth Management LLC403,001$18.10M0.6%+2.4%0.164%
2/14/2025Strategic Financial Planning Inc.102,078$4.59M3.1%-0.2%0.042%
2/14/2025Alexis Investment Partners LLC6,696$301K0.1%N/A0.003%
2/13/2025United Capital Financial Advisors LLC40,815$1.83M0.0%+187.9%0.017%
2/13/2025Keystone Financial Group5,905$265K0.0%N/A0.002%
2/13/2025 Jaffetilchin Investment Partners LLC57,978$2.60M0.2%+1.5%0.024%
2/13/2025Oarsman Capital Inc.300,881$13.52M2.4%+12.5%0.122%
2/12/2025 Fund Evaluation Group LLC2,571,285$115.50M5.4%+5,688.7%1.047%
2/12/2025Charter Research & Investment Group Inc.6,980$314K0.2%+5.8%0.003%
2/12/2025RiverFront Investment Group LLC22,285$1.00M0.0%-41.1%0.009%
2/12/2025JPMorgan Chase & Co.1,565,420$70.32M0.0%+21.0%0.637%
2/12/2025Graney & King LLC10,475$471K0.4%N/A0.004%
2/11/2025M Holdings Securities Inc.3,271$147K0.1%-95.5%0.001%
2/11/2025Cyrus J. Lawrence LLC1,947$87K0.0%N/A0.001%
2/11/2025 TD Private Client Wealth LLC3,796$171K0.0%-12.8%0.002%
2/11/2025Goodman Financial Corp68,400$3.07M0.7%-8.7%0.028%
2/11/2025Whittier Trust Co.2,329$105K0.0%-13.7%0.001%
Here’s How to Claim Your Stake in Elon’s Private Company, xAI (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 May 1st funding window clos
2/10/2025 Creative Financial Designs Inc. ADV4,058$182K0.0%-43.9%0.002%
2/10/2025Eldridge Investment Advisors Inc.25,347$1.14M0.3%-6.8%0.010%
2/10/2025Tidemark LLC24,564$1.10M0.4%-3.4%0.010%
2/10/2025Hughes Financial Services LLC611,304$27.46M5.6%N/A0.249%
2/10/2025 IAG Wealth Partners LLC106,412$4.78M0.8%-0.4%0.043%
2/10/2025 Farther Finance Advisors LLC66,296$2.98M0.1%+5.6%0.027%
2/10/2025EverSource Wealth Advisors LLC8,992$404K0.0%+41.4%0.004%
2/6/2025Pinnacle Wealth Planning Services Inc.1,511,771$67.91M1.5%+0.2%0.615%
2/6/2025One Capital Management LLC5,914$266K0.0%-26.3%0.002%
2/6/2025Cullen Frost Bankers Inc.13,135$590K0.0%+2.9%0.005%
(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, 193 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 ($726.07M), Ameriprise Financial Inc. ($236.45M), Crestwood Advisors Group LLC ($98.79M), JPMorgan Chase & Co. ($70.32M), Pinnacle Wealth Planning Services Inc. ($67.91M), and Morningstar Investment Services LLC ($55.40M).Learn more on SPSM's institutional investors.

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

Of the 176 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 20,029,392 shares in the last 24 months. This purchase volume represents approximately $830.18M in transactions.

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

Of the 89 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), Cary Street Partners Investment Advisory LLC ($234.58K), Integrated Wealth Concepts LLC ($163.00K), RVW Wealth LLC ($160.07K), and M Holdings Securities Inc. ($145.26K).

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

Institutional investors have sold a total of 8,131,733 shares in the last 24 months. This volume of shares sold represents approximately $341.42M in transactions.


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This page (NYSEARCA:SPSM) was last updated on 5/1/2025 by MarketBeat.com Staff
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