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

SPDR Portfolio S&P 600 Small Cap ETF logo
$58.39 +0.19 (+0.33%)
As of 01:58 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)
586
Total
Institutional Inflows
(last 12 months)
$1.65B
Number of
Institutional Sellers
(last 12 months)
401
Total
Institutional Outflows
(last 12 months)
$839.36M
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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
7/10/2026 Lee Kelleher & Klein Wealth Management24,248$1.40M0.7%-10.3%0.008%
7/10/2026 Buska Wealth Management LLC4,226$244K0.1%N/A0.001%
7/10/2026 Annex Advisory Services LLC65,272$3.76M0.1%-1.6%0.022%
7/10/2026 Butensky & Cohen Financial Security Inc.15,493$894K0.2%-3.6%0.005%
7/10/2026 Taylor & Morgan Wealth Management LLC301,836$17.41M8.6%+5.9%0.103%
7/10/2026 G&S Capital LLC71,610$4.13M1.2%-0.8%0.024%
7/10/2026 Clarus Wealth Advisors61,551$3.44M1.3%-4.1%0.021%
7/10/2026 KWB Wealth452,815$26.11M2.2%-17.5%0.154%
7/10/2026 Spinnaker Investment Group LLC9,348$539K0.1%N/A0.003%
7/10/2026 Community Financial Services Group LLC442$25K0.0%N/A0.000%
7/10/2026 Wealthcare Advisory Partners LLC1,776,135$102.43M1.9%+1.1%0.605%
7/9/2026 Wealthcare Capital Partners LLC64,971$3.75M1.5%+2.6%0.022%
7/9/2026 World Equity Group Inc.7,253$418K0.1%N/A0.002%
7/9/2026 Focus Financial Network Inc.160,378$9.25M0.3%-15.2%0.055%
7/9/2026 Wealthcare Capital Management LLC55,587$3.21M0.3%-5.2%0.019%
7/9/2026 Pettinga Financial Advisors LLC12,050$695K0.1%+55.5%0.004%
7/9/2026 Roan Capital Partners89,040$5.14M4.3%+15.9%0.030%
7/9/2026 Sax Wealth Advisors LLC24,225$1.40M0.1%N/A0.008%
7/9/2026 Adamsbrown Wealth Consultants LLC16,336$942K0.2%+1.7%0.006%
7/9/2026 Windsor Capital Management LLC291,056$16.79M4.4%-0.3%0.099%
7/9/2026 Breakwater Capital Group65,762$3.79M0.5%-1.9%0.022%
7/9/2026 Affinity Capital Advisors LLC43,694$2.49M0.3%-1.4%0.015%
7/9/2026 Valeo Financial Advisors LLC240,748$13.88M0.3%-3.2%0.082%
7/9/2026 Private Wealth Group LLC183,563$10.59M4.1%+20.7%0.062%
7/8/2026 Factor Wealth Management LTD4,674$270K0.0%-31.3%0.002%
7/8/2026 RVW Wealth LLC174,960$10.09M0.7%+14.3%0.060%
7/8/2026 Apella Capital LLC11,910$674K0.0%-3.9%0.004%
7/8/2026 Midwest Financial Network LLC50,612$2.92M2.0%+3.1%0.017%
7/7/2026 Bill Few Associates Inc.60,462$3.49M0.7%+3.0%0.021%
7/7/2026 Balefire LLC36,242$2.09M0.3%-10.5%0.012%
7/7/2026 Avior Wealth Management LLC558,732$32.22M0.8%+1.6%0.190%
7/7/2026 Sandy Cove Advisors LLC7,536$435K0.1%-4.7%0.003%
7/7/2026 Waller Financial Planning Group Inc.210,367$12.13M2.5%-5.3%0.072%
7/7/2026 Legacy Solutions LLC74,735$4.31M3.5%+0.2%0.025%
7/7/2026 CGN Advisors LLC17,096$986K0.1%-2.5%0.006%
7/7/2026 Boston Standard Wealth Management LLC376,832$21.81M3.2%-2.6%0.128%
7/6/2026 Trilogy Capital Inc.121,830$7.03M0.3%-15.6%0.042%
6/26/2026 WealthPoint 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%
Ray Dalio: Buy Gold. Get Paid. (Ad)

Ray Dalio, founder of Bridgewater Associates, is urging investors to hold 15% of their portfolio in gold and crypto as U.S. debt continues to climb and fiat currencies lose purchasing power. A little-known $15 fund is already converting gold's momentum into monthly income - as much as $1,152 per month. No gold bars, no mining stocks, just consistent payouts.tc pixel

See how to follow Dalio's gold strategy and collect monthly income
6/4/2026 Midwest Financial Network LLC49,067$2.37M1.9%+205.6%0.017%
6/3/2026 Wealthquest Corp4,470$216K0.0%-9.8%0.002%
6/3/2026 NewEdge Advisors LLC208,033$10.05M0.0%-9.4%0.072%
6/1/2026 Foguth Wealth Management LLC.237,266$11.47M1.4%-33.7%0.082%
6/1/2026 Financial Solutions Advisory Group Inc.5,330$258K0.0%N/A0.002%
6/1/2026Keel Point LLC6,920$334K0.0%-13.3%0.002%
5/28/2026 Blue Fin Capital Inc.38,482$1.86M0.3%+15.9%0.013%
5/27/2026 Alpha Capital Advisors Inc. ADV43,798$2.12M2.0%+2.6%0.015%
5/27/2026 Allen Capital Group LLC406,236$19.63M1.8%+2.1%0.141%
5/22/2026WNY Asset Management LLC66,457$3.21M0.3%N/A0.023%
5/22/2026 Segall Bryant & Hamill LLC6,772$329K0.0%N/A0.002%
5/21/2026 Kensington Asset Management LLC60,272$2.91M0.1%-75.4%0.021%
5/20/2026January Capital Advisors LLC6,803$329K0.4%N/A0.002%
5/20/2026 Arete Wealth Advisors LLC30,521$1.47M0.1%-5.6%0.011%
5/20/2026 RMR 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%
5/19/2026 Mascagni Wealth Management Inc.5,298$256K0.2%-7.6%0.002%
5/19/2026 NewEdge 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%
5/19/2026 Arkadios Wealth Advisors92,653$4.48M0.1%+268.3%0.032%
5/19/2026 Arete Wealth Advisors LLC30,521$1.47M0.1%-5.6%0.011%
5/18/2026 EverSource 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%
5/18/2026 Estate 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%
5/15/2026 Gateway 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%
5/14/2026 Morningstar Investment Management LLC774,051$37.40M2.3%-23.5%0.269%
5/14/2026 Compound Planning Inc.6,789$328K0.0%-7.6%0.002%
5/14/2026Modern Wealth Management LLC56,364$2.74M0.0%-5.1%0.020%
5/14/2026 Bank of Nova Scotia217,100$10.49M0.0%N/A0.075%
5/14/2026Gibbs Wealth Management269,984$13.05M1.7%+132.2%0.094%
5/14/2026 American Financial Advisors LLC41,264$1.99M0.3%+2.9%0.014%
5/14/2026Sei Investments Co.19,417$938K0.0%-25.3%0.007%
5/14/2026 Lido Advisors LLC366,585$17.72M0.1%-23.0%0.127%
5/13/2026 Cetera Investment Advisers1,402,122$67.75M0.1%+4.8%0.487%
5/13/2026 Signature Equity Partners LLC1,609$78K0.0%N/A0.001%
5/13/2026 NewEdge Wealth LLC11,394$551K0.0%+129.1%0.004%
5/13/2026 Wiregrass Investment Management LLC17,372$839K0.7%+6.5%0.006%
5/13/2026 Alesco Advisors LLC An ESL Co93,408$4.51M0.1%+22.7%0.032%
Ray Dalio: Buy Gold. Get Paid. (Ad)

Ray Dalio, founder of Bridgewater Associates, is urging investors to hold 15% of their portfolio in gold and crypto as U.S. debt continues to climb and fiat currencies lose purchasing power. A little-known $15 fund is already converting gold's momentum into monthly income - as much as $1,152 per month. No gold bars, no mining stocks, just consistent payouts.tc pixel

See how to follow Dalio's gold strategy and collect monthly income
5/13/2026 First Trust Advisors LP7,383$357K0.0%+4.4%0.003%
5/8/2026 PNC Financial Services Group Inc.1,914,845$92.53M0.1%+0.1%0.665%
5/8/2026 Burling Wealth Partners LLC5,344$258K0.0%+17.6%0.002%
5/8/2026 Summit Global Investments59,529$2.88M0.2%-63.3%0.021%
5/8/2026 Johnson Financial Group Inc.1,560$75K0.0%+507.0%0.001%
5/7/2026 Hopwood Financial Services Inc.6,830$330K0.2%-5.3%0.002%
5/7/2026 Cornerstone Advisors Asset Management LLC366,407$17.71M2.7%+4.6%0.127%
5/7/2026 Balefire LLC40,500$1.96M0.4%+11.1%0.014%
5/7/2026 Liberty Square Wealth Partners LLC24,747$1.20M0.3%-10.4%0.009%
5/7/2026 Crescent Grove Advisors LLC36,064$1.74M0.2%+0.9%0.013%


SPSM Institutional Ownership - Frequently Asked Questions

During the previous two years, 888 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 704 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 35,371,802 shares in the last 24 months. This purchase volume represents approximately $1.65B in transactions.

Of the 396 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), Bank of America Corp DE ($1.19M), Hancock Prospecting Pty Ltd ($1.14M), Ameriprise Financial Inc. ($991.55K), Valmark Advisers Inc. ($960.76K), Waller Financial Planning Group Inc. ($615.85K), and Strategic Financial Concepts LLC ($581.94K).

Institutional investors have sold a total of 18,115,519 shares in the last 24 months. This volume of shares sold represents approximately $839.36M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:SPSM is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/10/2026. New 13F filings are added each quarter as they're published.
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