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

SPDR Portfolio S&P 600 Small Cap ETF logo
$56.95 0.00 (0.00%)
As of 07/2/2026 04:10 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)
652
Total
Institutional Inflows
(last 12 months)
$2.12B
Number of
Institutional Sellers
(last 12 months)
460
Total
Institutional Outflows
(last 12 months)
$1.14B
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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
6/26/2026WealthPoint Financial LLC11,116$537K0.4%-10.1%0.004%
6/16/2026Empowered Funds LLC17,462$844K0.0%+168.4%0.006%
6/10/2026Curry Webb Wealth Management LLC8,266$399K0.2%N/A0.003%
6/4/2026Midwest Financial Network LLC49,067$2.37M1.9%+205.6%0.017%
6/3/2026Wealthquest Corp4,470$216K0.0%-9.8%0.002%
6/3/2026NewEdge Advisors LLC208,033$10.05M0.0%-9.4%0.072%
6/1/2026Foguth Wealth Management LLC.237,266$11.47M1.4%-33.7%0.082%
6/1/2026Financial Solutions Advisory Group Inc.5,330$258K0.0%N/A0.002%
6/1/2026Keel Point LLC6,920$334K0.0%-13.3%0.002%
5/28/2026Blue Fin Capital Inc.38,482$1.86M0.3%+15.9%0.013%
5/27/2026Alpha Capital Advisors Inc. ADV43,798$2.12M2.0%+2.6%0.015%
5/27/2026Allen Capital Group LLC406,236$19.63M1.8%+2.1%0.141%
5/22/2026WNY Asset Management LLC66,457$3.21M0.3%N/A0.023%
5/22/2026Segall Bryant & Hamill LLC6,772$329K0.0%N/A0.002%
5/21/2026Kensington Asset Management LLC60,272$2.91M0.1%-75.4%0.021%
5/20/2026January Capital Advisors LLC6,803$329K0.4%N/A0.002%
5/20/2026Arete Wealth Advisors LLC30,521$1.47M0.1%-5.6%0.011%
5/20/2026RMR Capital Management LLC61,551$2.97M2.1%+9.8%0.021%
5/19/2026Western Wealth Management LLC279,669$13.51M0.5%+25.7%0.097%
5/19/2026McIlrath & Eck LLC10,299$498K0.0%-3.4%0.004%
5/19/2026Mascagni Wealth Management Inc.5,298$256K0.2%-7.6%0.002%
5/19/2026NewEdge Advisors LLC85,604$4.14M0.1%-62.7%0.030%
5/19/2026Bank of America Corp DE3,927,202$189.76M0.0%+2.3%1.365%
5/19/2026Financial Insights Inc.251,186$12.14M3.9%+9.2%0.087%
5/19/2026Centaurus Financial Inc.11,899$575K0.0%-19.0%0.004%
5/19/2026Strategic Investment Advisors MI3,970$192K0.0%N/A0.001%
5/19/2026Arkadios Wealth Advisors92,653$4.48M0.1%+268.3%0.032%
5/19/2026Arete Wealth Advisors LLC30,521$1.47M0.1%-5.6%0.011%
5/18/2026EverSource Wealth Advisors LLC11,454$553K0.0%+100.8%0.004%
5/18/2026Royal Bank of Canada736,492$35.59M0.0%+12.1%0.256%
5/18/2026Empowered Funds LLC17,462$844K0.0%+168.4%0.006%
5/18/2026Estate Counselors LLC13,295$642K0.1%N/A0.005%
5/16/2026Excelsior Advisor Network LLC13,756$665K0.3%+3.1%0.005%
5/16/2026Quantinno Capital Management LP96,334$4.66M0.0%+250.7%0.033%
5/15/2026Gateway Wealth Partners LLC51,768$2.50M0.1%+111.6%0.018%
5/15/2026Bradley Foster & Sargent Inc. CT76,568$3.70M0.1%-11.1%0.027%
5/15/2026Waverly Advisors LLC120,589$5.83M0.0%+7.1%0.042%
5/15/2026Asset Management Group Inc.146,587$7.08M1.1%-0.5%0.051%
5/15/2026Stadion Money Management LLC861,902$41.65M4.2%-7.0%0.299%
5/15/2026Vivaldi Capital Management LP172,345$8.33M1.2%+12.5%0.060%
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5/14/2026Morningstar Investment Management LLC774,051$37.40M2.3%-23.5%0.269%
5/14/2026Compound Planning Inc.6,789$328K0.0%-7.6%0.002%
5/14/2026Modern Wealth Management LLC56,364$2.74M0.0%-5.1%0.020%
5/14/2026Bank of Nova Scotia217,100$10.49M0.0%N/A0.075%
5/14/2026Gibbs Wealth Management269,984$13.05M1.7%+132.2%0.094%
5/14/2026American Financial Advisors LLC41,264$1.99M0.3%+2.9%0.014%
5/14/2026Sei Investments Co.19,417$938K0.0%-25.3%0.007%
5/14/2026Lido Advisors LLC366,585$17.72M0.1%-23.0%0.127%
5/13/2026Cetera Investment Advisers1,402,122$67.75M0.1%+4.8%0.487%
5/13/2026Signature Equity Partners LLC1,609$78K0.0%N/A0.001%
5/13/2026NewEdge Wealth LLC11,394$551K0.0%+129.1%0.004%
5/13/2026Wiregrass Investment Management LLC17,372$839K0.7%+6.5%0.006%
5/13/2026Alesco Advisors LLC An ESL Co93,408$4.51M0.1%+22.7%0.032%
5/13/2026First Trust Advisors LP7,383$357K0.0%+4.4%0.003%
5/8/2026PNC Financial Services Group Inc.1,914,845$92.53M0.1%+0.1%0.665%
5/8/2026Burling Wealth Partners LLC5,344$258K0.0%+17.6%0.002%
5/8/2026Summit Global Investments59,529$2.88M0.2%-63.3%0.021%
5/8/2026Johnson Financial Group Inc.1,560$75K0.0%+507.0%0.001%
5/7/2026Hopwood Financial Services Inc.6,830$330K0.2%-5.3%0.002%
5/7/2026Cornerstone Advisors Asset Management LLC366,407$17.71M2.7%+4.6%0.127%
5/7/2026Balefire LLC40,500$1.96M0.4%+11.1%0.014%
5/7/2026Liberty Square Wealth Partners LLC24,747$1.20M0.3%-10.4%0.009%
5/7/2026Crescent Grove Advisors LLC36,064$1.74M0.2%+0.9%0.013%
5/6/2026Ranch Capital Advisors Inc.19,218$929K0.3%+2.1%0.007%
5/6/2026Modera Wealth Management LLC57,079$2.76M0.0%-18.1%0.020%
5/6/2026Townsend Asset Management Corp NC ADV4,896$237K0.1%-7.5%0.002%
5/6/2026Assetmark Inc.1,437,727$69.47M0.1%-6.7%0.500%
5/6/2026Clearstead Trust LLC834$40K0.0%-30.0%0.000%
5/6/2026Goodman Financial Corp42,473$2.05M0.4%-0.9%0.015%
5/6/2026Bessemer Group Inc.1,271$61K0.0%+23.4%0.000%
5/6/2026One Day In July LLC737,202$35.62M2.9%+8.5%0.256%
5/6/2026Independent Financial Group LLC18,567$897K0.0%N/A0.006%
5/5/2026BCGM Wealth Management LLC51,849$2.51M0.6%-1.1%0.018%
5/5/2026Navigation Group LLC24,059$1.16M0.3%N/A0.008%
5/5/2026Beaumont Financial Advisors LLC5,624$272K0.0%+6.2%0.002%
5/5/2026Bank of New York Mellon Corp106,067$5.13M0.0%+5.5%0.037%
5/5/2026Sherman Asset Management Inc.42,843$2.07M1.9%+11.8%0.015%
5/5/2026Collaborative Wealth Managment Inc.14,730$712K0.3%-2.8%0.005%
5/5/2026Signet Financial Management LLC51,574$2.49M0.3%+8.6%0.018%
5/5/2026Sanctuary Advisors LLC221,148$10.69M0.1%-24.6%0.077%
5/5/2026BlueChip Wealth Advisors LLC4,282$207K0.1%N/A0.001%
5/5/2026Sterling Investment Advisors Ltd.80,410$3.89M0.6%-1.6%0.028%
5/5/2026Sigma Planning Corp4,289$207K0.0%-12.5%0.001%
5/5/2026Nwam LLC16,956$819K0.0%+33.2%0.006%
5/5/2026Flynn Zito Capital Management LLC28,597$1.38M0.4%-13.8%0.010%
5/5/2026Avantax Planning Partners Inc.7,134$345K0.0%+4.6%0.002%
5/4/2026Beckerman Institutional LLC20,398$986K0.5%+16.0%0.007%
5/4/2026Retirement Planning Group LLC8,346$403K0.0%+2.8%0.003%
5/4/2026Evernest Financial Advisors LLC562,067$29.85M6.4%+40.6%0.195%
5/4/2026Integrity Wealth Solutions LLC19,109$923K0.4%+2.2%0.007%
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5/4/2026Bleakley Financial Group LLC188,676$9.12M0.1%+17.3%0.066%
5/4/2026HBW Advisory Services LLC4,343$210K0.0%-67.3%0.002%
5/4/2026Bedel Financial Consulting Inc.46,847$2.26M0.3%+19.5%0.016%
5/4/2026Chicago Partners Investment Group LLC73,826$3.89M0.1%+5.0%0.026%
5/4/2026Hibernia Wealth Partners LLC183,755$8.88M2.6%+1.3%0.064%
5/2/2026Diversify Wealth Management LLC391,247$20.50M0.4%+60.3%0.136%
5/2/2026Valmark Advisers Inc.5,412,325$261.52M3.1%+2.1%1.881%
5/2/2026Carnegie Investment Counsel273,617$13.22M0.3%+0.1%0.095%
5/2/2026UNIVEST FINANCIAL Corp103,204$4.99M0.3%-61.7%0.036%
5/1/2026Capital Squared Financial LLC4,178$202K0.2%N/A0.001%


SPSM Institutional Ownership - Frequently Asked Questions

During the previous two years, 893 institutional investors and hedge funds held shares of SPDR Portfolio S&P 600 Small Cap ETF. The most heavily invested institutionals were LPL Financial LLC ($1.26B), Financial Engines Advisors L.L.C. ($990.03M), Betterment LLC ($878.98M), Morgan Stanley ($644.20M), Charles Schwab Investment Management Inc. ($302.87M), Valmark Advisers Inc. ($261.52M), and Bank of America Corp DE ($189.76M).Learn more on SPDR Portfolio S&P 600 Small Cap ETF's institutional investors.

Of the 712 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: Morgan Stanley ($8.38M), Betterment LLC ($3.32M), Fund Evaluation Group LLC ($2.53M), Raymond James Financial Inc. ($1.63M), Vantagepoint Investment Advisers LLC ($1.41M), LPL Financial LLC ($1.36M), and 49 Wealth Management LLC ($890.90K).

Institutional investors have bought a total of 46,348,848 shares in the last 24 months. This purchase volume represents approximately $2.12B in transactions.

Of the 460 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: Financial Engines Advisors L.L.C. ($2.70M), JPMorgan Chase & Co. ($1.26M), Bank of America Corp DE ($1.19M), Hancock Prospecting Pty Ltd ($1.14M), CWM LLC ($1.00M), Ameriprise Financial Inc. ($991.55K), and Valmark Advisers Inc. ($960.76K).

Institutional investors have sold a total of 25,339,024 shares in the last 24 months. This volume of shares sold represents approximately $1.14B in transactions.


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This page (NYSEARCA:SPSM) was last updated on 7/5/2026 by MarketBeat.com Staff.
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