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

SPDR Portfolio S&P 600 Small Cap ETF logo
$56.30 +0.19 (+0.34%)
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)
579
Total
Institutional Inflows
(last 12 months)
$1.63B
Number of
Institutional Sellers
(last 12 months)
390
Total
Institutional Outflows
(last 12 months)
$731.85M
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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
9/2/2026 MLG Wealth Management DBA Pine Grove Financial Group3,879$224K0.0%N/A0.001%
9/2/2026 Range Advisory LLC10,853$626K0.1%+12.1%0.004%
9/2/2026 Brown Lisle Cummings Inc.2,374$137K0.0%+321.7%0.001%
8/27/2026 Corient Private Wealth LP657,330$37.91M0.1%-1.2%0.219%
8/26/2026 HORAN Wealth LLC19,718$1.14M0.1%-2.9%0.007%
8/25/2026 Financial Insights Inc.278,497$16.06M4.4%+10.9%0.093%
8/23/2026 Ameritas Advisory Services LLC9,229$532K0.0%+12.2%0.003%
8/23/2026 Guardian Wealth Advisors LLC NC3,761$217K0.0%+54.3%0.001%
8/23/2026 PCG Wealth Advisors LLC7,130$411K0.1%+10.9%0.002%
8/23/2026 SFG Wealth Management LLC.22,314$1.29M0.5%+2.2%0.007%
8/23/2026 HB Wealth Management LLC18,252$1.05M0.0%N/A0.006%
8/23/2026 Semitam Bonam LLC48,568$2.80M2.0%+1.7%0.016%
8/22/2026 SeedSafe Financial LLC92,228$5.31M3.8%N/A0.031%
8/22/2026 Hopwood Nicholas Hunter3,659$211K0.1%N/A0.001%
8/22/2026 Elevation Wealth Management LLC3,994$230K0.2%-6.7%0.001%
8/22/2026 Plan A Wealth LLC5,688$328K0.1%-6.3%0.002%
8/22/2026 Cornerstone Advisors Asset Management LLC465,415$26.84M3.5%+27.0%0.155%
8/22/2026 Shum Financial Group Inc.94,534$5.45M3.0%-1.8%0.031%
8/22/2026 SMART Wealth LLC33,592$1.94M0.4%N/A0.011%
8/22/2026 Syon Capital LLC22,590$1.30M0.1%-37.0%0.008%
8/22/2026 Concurrent Investment Advisors LLC71,255$4.11M0.0%+0.8%0.024%
8/22/2026 Power Wealth Management LLC3,999$231K0.1%N/A0.001%
8/21/2026 Integrity Financial Corp WA4,943$285K0.1%-28.5%0.002%
8/21/2026 Montz Harcus Wealth Management LLC275,949$15.91M5.2%+7.9%0.092%
8/21/2026 Continuum Advisory LLC5,388$311K0.0%-8.6%0.002%
8/21/2026 Orion Capital Management LLC870$50K0.0%-24.3%0.000%
8/21/2026 Round Rock Advisors LLC4,085$236K0.0%N/A0.001%
8/21/2026 SkyOak Wealth LLC62,732$3.62M0.6%+3.8%0.021%
8/21/2026 Symphony Financial Ltd. Co.11,859$681K0.1%+21.9%0.004%
8/21/2026 Clarus Wealth Advisors61,551$3.44M1.2%-4.1%0.020%
8/21/2026 Bedel Financial Consulting Inc.50,980$2.94M0.3%+8.8%0.017%
8/21/2026 Acorn Wealth Advisors LLC7,092$409K0.1%+16.5%0.002%
8/21/2026 Triumph Capital Management7,464$430K0.1%+22.7%0.002%
8/20/2026 Greenleaf Trust668,396$38.55M0.4%+9.0%0.223%
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%
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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%
6/16/2026 Empowered Funds LLC17,462$844K0.0%+168.4%0.006%
6/10/2026 Curry Webb Wealth Management LLC8,266$399K0.2%N/A0.003%
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%
6/1/2026 Keel 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%
5/22/2026 WNY 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%
5/20/2026 January 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%
5/19/2026 Western Wealth Management LLC279,669$13.51M0.5%+25.7%0.097%
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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%
5/19/2026 Bank of America Corp DE3,927,202$189.76M0.0%+2.3%1.365%
5/19/2026 Financial Insights Inc.251,186$12.14M3.9%+9.2%0.087%
5/19/2026 Centaurus Financial Inc.11,899$575K0.0%-19.0%0.004%
5/19/2026 Strategic 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%


SPSM Institutional Ownership - Frequently Asked Questions

During the previous two years, 896 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 34,646,450 shares in the last 24 months. This purchase volume represents approximately $1.63B in transactions.

Of the 390 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), Hancock Prospecting Pty Ltd ($1.14M), Valmark Advisers Inc. ($960.76K), Waller Financial Planning Group Inc. ($615.85K), Strategic Financial Concepts LLC ($581.94K), Atlas Private Wealth Advisors ($499.39K), and Gerber Kawasaki Wealth & Investment Management ($484.68K).

Institutional investors have sold a total of 15,581,346 shares in the last 24 months. This volume of shares sold represents approximately $731.85M 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 9/2/2026. New 13F filings are added each quarter as they're published.
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