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

SPDR Portfolio S&P 600 Small Cap ETF logo
$53.74 +0.77 (+1.45%)
As of 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)
637
Total
Institutional Inflows
(last 12 months)
$2.07B
Number of
Institutional Sellers
(last 12 months)
455
Total
Institutional Outflows
(last 12 months)
$1.15B
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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
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%
5/5/2026 Sterling Investment Advisors Ltd.80,410$3.89M0.6%-1.6%0.028%
5/5/2026 Sigma Planning Corp4,289$207K0.0%-12.5%0.001%
5/5/2026 Nwam LLC16,956$819K0.0%+33.2%0.006%
5/5/2026 Flynn Zito Capital Management LLC28,597$1.38M0.4%-13.8%0.010%
5/5/2026 Avantax Planning Partners Inc.7,134$345K0.0%+4.6%0.002%
5/4/2026 Beckerman Institutional LLC20,398$986K0.5%+16.0%0.007%
5/4/2026 Retirement Planning Group LLC8,346$403K0.0%+2.8%0.003%
5/4/2026 Evernest Financial Advisors LLC562,067$29.85M6.4%+40.6%0.195%
5/4/2026 Integrity Wealth Solutions LLC19,109$923K0.4%+2.2%0.007%
5/4/2026 Bleakley Financial Group LLC188,676$9.12M0.1%+17.3%0.066%
5/4/2026 HBW Advisory Services LLC4,343$210K0.0%-67.3%0.002%
5/4/2026 Bedel Financial Consulting Inc.46,847$2.26M0.3%+19.5%0.016%
5/4/2026 Chicago Partners Investment Group LLC73,826$3.89M0.1%+5.0%0.026%
5/4/2026 Hibernia Wealth Partners LLC183,755$8.88M2.6%+1.3%0.064%
5/2/2026 Diversify Wealth Management LLC391,247$20.50M0.4%+60.3%0.136%
5/2/2026 Valmark Advisers Inc.5,412,325$261.52M3.1%+2.1%1.881%
5/2/2026 Carnegie Investment Counsel273,617$13.22M0.3%+0.1%0.095%
5/2/2026 UNIVEST FINANCIAL Corp103,204$4.99M0.3%-61.7%0.036%
5/1/2026 Capital Squared Financial LLC4,178$202K0.2%N/A0.001%
5/1/2026 Midwest Trust Co126,702$6.12M0.1%-1.3%0.044%
5/1/2026 Fifth Third Bancorp399,909$19.32M0.0%+20.0%0.139%
5/1/2026 Sovran Advisors LLC4,904$262K0.0%-16.0%0.002%
5/1/2026 Rossmore Private Capital13,675$661K0.1%+594.5%0.005%
5/1/2026 American Trust16,877$815K0.1%+2.3%0.006%
5/1/2026 Summit Financial Strategies Inc.18,456$892K0.1%N/A0.006%
5/1/2026 Sachetta LLC903$44K0.0%-75.0%0.000%
5/1/2026 Simplicity Wealth LLC54,127$2.62M0.1%+23.6%0.019%
5/1/2026 Sequoia Financial Advisors LLC71,608$3.46M0.0%-1.3%0.025%
4/30/2026 Range Financial Group LLC27,362$1.32M0.4%-2.5%0.010%
4/30/2026 SkyOak Wealth LLC60,415$2.92M0.5%+3.0%0.021%
4/30/2026 Forza Wealth Management LLC4,249$205K0.1%N/A0.001%
4/30/2026 Kestra Advisory Services LLC307,211$14.84M0.1%+6.4%0.107%
4/30/2026 Money Concepts Capital Corp29,488$1.43M0.1%+8.2%0.010%
4/30/2026 Fidelity D & D Bancorp Inc.6,757$326K0.1%+3.7%0.002%
4/30/2026 Sumitomo Mitsui Trust Group Inc.103,400$5.00M0.0%-3.4%0.036%
4/30/2026 CFS Investment Advisory Services LLC60,547$3.19M0.2%+129.7%0.021%
4/30/2026 Cahaba Wealth Management Inc.332,052$16.05M1.1%+1.9%0.116%
4/30/2026 PCB Capital LLC5,764$279K0.4%+10.3%0.002%
4/29/2026 Richmond Investment Services LLC214,545$10.37M1.7%-4.3%0.075%
4/29/2026 SilverOak Wealth Management LLC251,695$12.16M1.9%+10.5%0.088%
4/29/2026 Axxcess Wealth Management LLC38,439$1.86M0.1%-38.5%0.013%
4/29/2026 Cvfg LLC88,733$4.29M0.5%+5.1%0.031%
4/29/2026 Capstone Wealth Management Group LLC15,480$748K0.3%+6.0%0.005%
4/29/2026 Orin Green Financial LLC25,011$1.21M0.5%-1.9%0.009%
4/29/2026 Meitav Investment House Ltd.60,000$2.90M0.0%N/A0.021%
4/29/2026 Resonant Capital Advisors LLC95,194$4.60M0.2%-21.8%0.033%
4/29/2026 United Asset Strategies Inc.429,834$20.77M1.7%+44.6%0.150%
4/29/2026 Northwest Wealth Advisors LLC39,379$1.90M1.4%+19.2%0.014%
4/29/2026 Montz Harcus Wealth Management LLC255,778$12.36M5.0%+8.2%0.089%
4/29/2026 Advance Capital Management Inc.139,728$6.75M0.3%-1.0%0.049%
4/29/2026 Downshift Financial LLC16,651$878K0.4%+1.5%0.006%
4/28/2026 Compton Financial Group LLC465,372$22.49M5.0%-23.2%0.162%
4/28/2026 Raleigh Capital Management Inc.53,261$2.57M0.9%-17.1%0.019%
4/28/2026 GM Advisory Group LLC9,406$454K0.0%+9.3%0.003%
4/28/2026 Astoria Portfolio Advisors LLC.7,649$406K0.1%-12.4%0.003%
4/28/2026 Wealth Management Resources Inc.92,801$4.48M1.6%-1.4%0.032%
4/28/2026 Walkner Condon Financial Advisors LLC54,986$2.66M0.4%+3.6%0.019%
4/28/2026 Koshinski Asset Management Inc.28,388$1.37M0.1%+26.0%0.010%
4/28/2026 Latitude Advisors LLC9,160$443K0.2%-13.3%0.003%
4/28/2026 WBH Advisory Inc.313,519$15.25M1.1%+1.1%0.109%
4/27/2026 Apeiron RIA LLC6,716$324K0.1%+17.6%0.002%
4/27/2026 Capital Financial Group Inc. Co. ADV8,856$428K0.2%-3.3%0.003%
4/27/2026 Integrity Wealth Partners LLC8,224$397K0.4%N/A0.003%
4/27/2026 Syntegra Private Wealth Group LLC213,495$10.32M1.0%-12.7%0.074%
4/27/2026 BIP Wealth LLC14,107$682K0.0%+7.0%0.005%
4/27/2026 PAX Financial Group LLC6,950$336K0.1%-5.0%0.002%
4/27/2026 Private Advisor Group LLC969,204$46.83M0.2%-18.5%0.338%
4/27/2026 Elevation Point Wealth Partners LLC20,986$1.01M0.0%+15.4%0.007%
4/25/2026 Stevens Capital Partners4,434$214K0.1%N/A0.002%
4/25/2026 TSG Advice Partners LLC599,773$28.98M4.3%+4,230.2%0.209%
4/24/2026 Root Financial Partners LLC2,822$136K0.0%+140.4%0.001%
4/24/2026 Capital Asset Advisory Services LLC3,802$201K0.0%-32.9%0.001%
4/24/2026 RKL Wealth Management LLC570,265$27.56M2.5%-6.8%0.199%
4/24/2026 Alaska Wealth Advisors LLC25,388$1.23M0.1%+20.8%0.009%
4/24/2026 True Blue Financial LLC52,255$2.53M2.0%+15.4%0.018%
4/24/2026 TKG Advisors LLC31,943$1.54M0.6%+47.9%0.011%
4/24/2026 Key Financial Inc26,577$1.28M0.2%+1.9%0.009%
4/24/2026 First Pacific Financial2,946$142K0.0%+1,917.8%0.001%
4/24/2026 Impact Partnership Wealth LLC503,692$24.34M3.0%+64.8%0.176%
4/24/2026 Kagan Cocozza Asset Management25,163$1.22M0.9%-4.4%0.009%
4/24/2026 Harbor Investment Advisory LLC11,454$553K0.0%-35.9%0.004%
4/23/2026 Summit Investment Advisory Services LLC15,158$732K0.3%-8.3%0.005%
4/23/2026 Caliber Wealth Management LLC KS30,561$1.48M0.2%-7.0%0.011%
4/23/2026 626 Financial LLC105,206$5.08M2.3%-0.9%0.037%
4/23/2026 Spinnaker Trust492,236$23.79M1.3%-4.3%0.172%
4/23/2026 Marmo Financial Group LLC37,011$1.79M0.9%-3.7%0.013%
4/23/2026 Private Wealth Management Group LLC600$29K0.0%N/A0.000%
4/23/2026 Intrua Financial LLC23,786$1.15M0.1%-6.0%0.008%
4/23/2026 Fairway Wealth LLC2,005$97K0.0%N/A0.001%
4/23/2026 Investment Planning Advisors Inc.13,073$632K0.2%+5.2%0.005%
4/23/2026 Private Wealth Group LLC152,063$7.35M3.4%+1.4%0.053%
4/23/2026 Continuum Advisory LLC5,896$285K0.0%+4.6%0.002%
4/23/2026 Apollon Financial LLC8,138$393K0.1%N/A0.003%


SPSM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SPSM shares?

During the previous two years, 878 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 Envestnet Asset Management Inc. ($179.84M).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 695 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).

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

Institutional investors have bought a total of 45,332,876 shares in the last 24 months. This purchase volume represents approximately $2.07B in transactions.

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

Of the 453 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), Ameriprise Financial Inc. ($1.51M), JPMorgan Chase & Co. ($1.26M), Bank of America Corp DE ($1.19M), Hancock Prospecting Pty Ltd ($1.14M), CWM LLC ($1.00M), and Valmark Advisers Inc. ($960.76K).

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

Institutional investors have sold a total of 25,614,939 shares in the last 24 months. This volume of shares sold represents approximately $1.15B in transactions.


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