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

SPDR Portfolio S&P 600 Small Cap ETF logo
$46.49 +0.35 (+0.76%)
Closing price 04:10 PM Eastern
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$46.52 +0.03 (+0.06%)
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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)
360
Total
Institutional Inflows
(last 12 months)
$994.33M
Number of
Institutional Sellers
(last 12 months)
244
Total
Institutional Outflows
(last 12 months)
$670.17M
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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
10/15/2025CWM LLC654,475$30.32M0.1%+2.5%0.240%
10/15/2025Patriot Investment Management Group Inc.769,539$35.65M2.3%+4.5%0.282%
10/15/2025Iams Wealth Management LLC16,967$786K0.3%+82.6%0.006%
10/15/2025Milestone Asset Management LLC7,956$369K0.1%N/A0.003%
10/15/2025Higgins & Schmidt Wealth Strategies LLC33,840$1.57M0.8%-1.6%0.012%
10/15/2025Norden Group LLC18,836$873K0.1%+17.1%0.007%
10/15/2025World Investment Advisors27,424$1.27M0.0%-1.5%0.010%
10/15/2025Mascagni Wealth Management Inc.5,577$258K0.2%+5.9%0.002%
10/15/2025Brookstone Capital Management9,222$427K0.0%+6.8%0.003%
10/15/2025ARS Investment Partners LLC28,611$1.33M0.1%+15.3%0.011%
10/15/2025Private Trust Co. NA62,407$2.89M0.3%-6.4%0.023%
10/15/2025McClarren Financial Advisors Inc.8,512$394K0.3%-35.4%0.003%
10/15/2025Davies Financial Advisors Inc.16,015$742K0.6%-4.3%0.006%
10/15/2025DAVENPORT & Co LLC736,780$34.13M0.2%-15.3%0.270%
10/15/2025Kelly Financial Services LLC6,303$292K0.1%N/A0.002%
10/15/2025MJT & Associates Financial Advisory Group Inc.2,938$136K0.1%-25.2%0.001%
10/15/2025Taylor & Morgan Wealth Management LLC275,937$12.78M7.8%-0.2%0.101%
10/14/2025 High Probability Advisors LLC5,975$277K0.0%-8.5%0.002%
10/14/2025 Voisard Asset Management Group Inc.13,105$607K0.1%-42.9%0.005%
10/14/2025 Cliftonlarsonallen Wealth Advisors LLC3,281,191$151.99M2.4%+3.6%1.203%
10/14/2025 Farther Finance Advisors LLC57,945$2.68M0.0%-9.2%0.021%
10/14/2025 21 West Wealth Management LLC37,429$1.73M1.6%+3.6%0.014%
10/14/2025 Security Financial Services INC.10,719$497K0.1%-2.5%0.004%
10/14/2025 S.A. Mason LLC2,884$134K0.1%+13.4%0.001%
10/14/2025 Fortitude Financial LLC203,794$8.72M5.6%-2.0%0.075%
10/10/2025 Marion Wealth Management4,494$208K0.0%N/A0.002%
10/10/2025 Spinnaker Investment Group LLC9,645$447K0.1%N/A0.004%
10/10/2025 Sharkey Howes & Javer120,973$5.60M0.7%+97.4%0.044%
10/10/2025 Matauro LLC4,675$217K0.0%N/A0.002%
10/10/2025 Advance Capital Management Inc.144,592$6.70M0.3%+1,223.6%0.053%
10/10/2025 Focus Financial Network Inc.721,286$33.41M1.2%+0.7%0.265%
10/10/2025 Signal Advisors Wealth LLC114,641$5.31M0.5%-64.6%0.042%
10/10/2025 Sunflower Bank N.A.48,152$2.23M0.5%-1.0%0.018%
10/9/2025 CGN Advisors LLC17,103$792K0.1%+11.5%0.006%
10/9/2025 Baker Tilly Wealth Management LLC6,848$317K0.1%+18.5%0.003%
10/9/2025 AdvisorNet Financial Inc47,020$2.18M0.1%+1.3%0.017%
10/9/2025 Toth Financial Advisory Corp1,446$67K0.0%N/A0.001%
10/9/2025 ACT Advisors LLC.10,327$478K0.2%+5.6%0.004%
10/9/2025 Legacy Solutions LLC76,637$3.55M3.2%+0.7%0.028%
10/9/2025 Marathon Strategic Advisors LLC50,390$2.33M1.9%+10.9%0.018%
10/9/2025 Waller Financial Planning Group Inc.839,407$38.88M8.9%+1.4%0.308%
10/9/2025 Affinity Capital Advisors LLC50,456$2.35M0.4%-0.5%0.019%
10/9/2025 Peterson Wealth Advisors LLC729,139$33.61M5.0%+4.8%0.268%
10/8/2025 Patriot Financial Group Insurance Agency LLC21,205$982K0.1%+23.7%0.008%
10/8/2025 KWB Wealth178,838$7.62M0.8%+1.6%0.065%
10/8/2025 Balefire LLC40,669$1.88M0.4%+42.2%0.015%
10/7/2025 ST Germain D J Co. Inc.606,032$28.07M1.1%+12.4%0.221%
10/6/2025 Heartwood Wealth Advisors LLC3,373$156K0.0%N/A0.001%
10/6/2025 Grove Bank & Trust10,993$509K0.1%-9.7%0.004%
10/6/2025 Clarus Wealth Advisors65,420$3.06M1.4%+1.4%0.024%
10/2/2025 Capital Asset Advisory Services LLC7,696$356K0.0%+52.7%0.003%
9/26/2025Corient Private Wealth LLC584,778$24.91M0.0%+3.8%0.217%
9/25/2025National Wealth Management Group LLC5,995$255K0.1%+9.3%0.002%
9/25/2025CacheTech Inc.34,929$1.49M0.3%+54.8%0.013%
9/24/2025 Fortitude Financial LLC207,876$8.42M5.4%N/A0.077%
9/22/2025Caldwell Trust Co9,047$385K0.0%N/A0.003%
9/12/2025Valeo Financial Advisors LLC257,459$10.97M0.2%+3.3%0.095%
9/4/2025Osaic Holdings Inc.1,565,831$66.57M0.1%+1.7%0.580%
9/3/2025American Trust17,553$748K0.1%N/A0.007%
8/29/2025Evolution Wealth Management Inc.1,875$80K0.1%N/A0.001%
8/29/2025Centaurus Financial Inc.13,764$586K0.0%-22.1%0.005%
8/28/2025Lavaca Capital LLC4,299$183K0.1%+52.3%0.002%
8/27/2025Orion Porfolio Solutions LLC45,056$1.92M0.0%+20.9%0.017%
8/26/2025Thrivent Financial for Lutherans16,819$716K0.0%-94.1%0.006%
8/25/2025Silverlake Wealth Management LLC18,905$805K0.2%+25.0%0.007%
8/20/2025Forefront Wealth Partners LLC11,915$535K0.4%-15.2%0.004%
8/19/2025B. Riley Wealth Advisors Inc.29,676$1.26M0.1%N/A0.011%
8/19/2025Cape Investment Advisory Inc.2,417$103K0.0%+50.3%0.001%
8/19/2025Advisory Services Network LLC10,129$435K0.0%-27.1%0.004%
8/19/2025Pitcairn Co.18,448$786K0.1%-3.1%0.007%
8/18/20251248 Management LLC112,677$4.80M1.8%-24.8%0.042%
8/16/2025Evergreen Capital Management LLC5,016$214K0.0%N/A0.002%
8/15/2025High Falls Advisors Inc4,779$204K0.0%N/A0.002%
8/15/2025Nikulski Financial Inc.31,452$1.34M0.4%-3.0%0.012%
8/15/2025Tower Research Capital LLC TRC 123,415$5.26M0.1%+151.9%0.046%
8/15/2025Corient Private Wealth LLC1,169,556$49.82M0.1%+107.6%0.434%
8/15/2025Equitable Holdings Inc.861,371$36.69M0.3%+12.2%0.319%
8/15/2025Northeast Financial Consultants Inc63,097$2.69M0.1%-3.9%0.023%
8/15/2025Chapman Financial Group LLC900$38K0.0%N/A0.000%
8/15/2025FSB Premier Wealth Management Inc.27,614$1.18M0.4%+1.2%0.010%
8/15/2025Captrust Financial Advisors44,327$1.89M0.0%-23.1%0.016%
8/15/2025Fidelity D & D Bancorp Inc.6,518$278K0.2%N/A0.002%
8/15/2025Manhattan West Asset Management LLC47,591$2.03M0.5%+13.6%0.018%
8/15/2025Two Sigma Securities LLC8,231$351K0.0%+11.9%0.003%
8/15/2025Scott Marsh Financial LLC10,128$431K0.2%N/A0.004%
8/15/2025Tidal Investments LLC114,466$4.88M0.0%+87.4%0.042%
8/15/2025Sherman Asset Management Inc.41,391$1.76M1.6%-36.3%0.015%
8/15/2025Smartleaf Asset Management LLC7,932$338K0.0%+15.5%0.003%
8/15/2025Snowden Capital Advisors LLC10,907$465K0.0%-5.0%0.004%
8/15/2025Orion Porfolio Solutions LLC69,417$2.96M0.0%+86.3%0.026%
8/15/2025MML Investors Services LLC301,529$12.85M0.0%+20.7%0.112%
8/15/2025McIlrath & Eck LLC9,552$407K0.0%-5.6%0.004%
8/15/2025Modern Wealth Management LLC275,573$11.74M0.3%+4.6%0.102%
8/15/2025IHT Wealth Management LLC251,700$10.72M0.3%-8.1%0.093%
8/15/2025Great Valley Advisor Group Inc.1,061,465$45.22M1.0%+7.7%0.393%
8/15/2025Garden State Investment Advisory Services LLC73,047$3.12M0.8%-15.7%0.027%
8/15/2025EP Wealth Advisors LLC35,377$1.51M0.0%-7.3%0.013%
8/15/2025Curi Capital LLC9,844$419K0.0%+62.7%0.004%
8/15/2025Benjamin Edwards Inc.23,922$1.02M0.0%+15.6%0.009%
8/15/2025Bank of America Corp DE3,115,831$132.73M0.0%-27.7%1.155%
(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, 582 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), Cliftonlarsonallen Wealth Advisors LLC ($151.99M), and Envestnet Asset Management Inc. ($138.94M).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 412 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 22,879,940 shares in the last 24 months. This purchase volume represents approximately $994.33M in transactions.

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

Of the 244 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 15,880,352 shares in the last 24 months. This volume of shares sold represents approximately $670.17M in transactions.


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This page (NYSEARCA:SPSM) was last updated on 10/15/2025 by MarketBeat.com Staff
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