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

SPDR Portfolio S&P 600 Small Cap ETF logo
$53.49 +0.07 (+0.13%)
Closing price 04:10 PM Eastern
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$53.36 -0.14 (-0.25%)
As of 07:30 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)
569
Total
Institutional Inflows
(last 12 months)
$1.67B
Number of
Institutional Sellers
(last 12 months)
401
Total
Institutional Outflows
(last 12 months)
$759.24M
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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
10/13/2026Spartan Planning & Wealth Management14,049$743K0.5%+102.3%0.005%
10/13/202621 West Wealth Management LLC34,657$1.83M1.6%-5.2%0.012%
10/13/2026Sax Wealth Advisors LLC19,144$1.01M0.0%-21.0%0.006%
10/13/2026NorthCrest Asset Manangement LLC5,442$290K0.0%+36.8%0.002%
10/13/2026Avior Wealth Management LLC560,773$29.64M0.8%N/A0.189%
10/13/2026Midwest Financial Network LLC56,472$2.99M2.2%+11.6%0.019%
10/10/2026Roan Capital Partners94,124$4.98M3.7%+5.7%0.032%
10/10/2026Montz Harcus Wealth Management LLC304,807$16.11M6.3%+10.5%0.103%
10/10/2026Taylor & Morgan Wealth Management LLC314,362$16.62M9.1%+4.1%0.106%
10/10/2026Gilpin Wealth Management LLC9,914$524K0.4%-7.6%0.003%
10/10/2026Tilia Fiduciary Partners Inc.7,222$382K0.2%+3.2%0.002%
10/9/2026Balefire LLC43,611$2.31M0.4%+20.3%0.015%
10/9/2026Bill Few Associates Inc.63,474$3.36M0.6%+5.0%0.021%
10/9/2026Delta Wealth Advisors LLC18,983$1.00M0.7%-3.5%0.006%
10/9/2026Breakwater Capital Group66,117$3.50M0.4%+0.5%0.022%
10/9/2026Eclectic Associates Inc. ADV5,719$302K0.0%N/A0.002%
10/9/2026Lee Kelleher & Klein Wealth Management23,768$1.26M0.7%-2.0%0.008%
10/9/2026Acropolis Investment Management LLC6,404$339K0.0%N/A0.002%
10/8/2026Farther Finance Advisors LLC78,152$4.13M0.0%-8.1%0.026%
10/8/2026CoreCap Advisors LLC36,199$1.91M0.1%-1.2%0.012%
10/8/2026Atwood & Palmer Inc.607$32K0.0%-87.8%0.000%
10/8/2026Apeiron RIA LLC8,028$427K0.1%+8.2%0.003%
10/8/2026YHB Investment Advisors Inc.6,975$369K0.0%N/A0.002%
10/8/2026Titleist Asset Management LLC20,047$1.06M0.1%+6.1%0.007%
10/8/2026Apella Capital LLC11,612$619K0.0%-2.5%0.004%
10/8/2026Avidian Wealth Enterprises LLC7,374$390K0.0%N/A0.002%
10/8/2026Valeo Financial Advisors LLC240,369$12.71M0.3%-0.2%0.081%
10/8/2026Plan A Wealth LLC4,901$259K0.1%-13.8%0.002%
10/8/2026Peterson Wealth Advisors LLC688,151$36.38M4.2%+3.0%0.232%
10/8/2026Buska Wealth Management LLC120,913$6.39M2.2%+2,761.2%0.041%
10/7/2026Boston Standard Wealth Management LLC376,161$19.88M2.9%N/A0.127%
10/7/2026Legacy Solutions LLC76,690$4.05M3.1%+2.6%0.026%
10/7/2026Waller Financial Planning Group Inc.201,879$10.67M2.2%-4.0%0.068%
10/6/2026RVW Wealth LLC174,333$9.22M0.6%-0.4%0.059%
10/6/2026Colton Groome Financial Advisors LLC108,955$5.76M1.4%+5.8%0.037%
10/6/2026Legacy Private Trust Co.31,012$1.64M0.1%-39.2%0.010%
10/5/2026Tompkins Financial Corp1,073$57K0.0%-99.8%0.000%
10/5/2026Baker Tilly Wealth Management LLC7,864$416K0.1%+9.6%0.003%
10/2/2026 Polaris Financial Partners1,716$91K0.0%N/A0.001%
10/2/2026 Planning Strategies Inc.20,563$1.09M0.6%-12.7%0.007%
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9/23/2026Envestnet Portfolio Solutions Inc.976,262$56.30M0.2%-14.1%0.330%
9/15/2026Anchor Investment Management LLC1,463$84K0.0%-84.5%0.000%
9/9/2026Pecaut & CO.66,143$3.81M1.2%-1.1%0.022%
9/9/2026Tortoise Investment Management LLC235,466$13.58M1.0%+6.4%0.078%
9/9/2026Sequoia Financial Advisors LLC72,026$4.15M0.0%+0.6%0.024%
9/9/2026Tidal Investments LLC25,479$1.47M0.0%N/A0.008%
9/9/2026Lunt Capital Management Inc.39,361$2.27M0.8%+31.4%0.013%
9/9/2026Capital Analysts LLC55,683$3.21M0.1%-9.7%0.019%
9/9/2026Summit Financial Strategies Inc.17,790$1.03M0.1%-3.6%0.006%
9/9/2026NorthRock Partners LLC65,211$3.76M0.1%-8.6%0.022%
9/9/2026Integrated Wealth Concepts LLC417,275$24.06M0.1%+3.8%0.139%
9/9/2026RFG Advisory LLC126,801$7.31M0.1%+7.1%0.042%
9/9/2026NewEdge Advisors LLC203,082$11.71M0.0%-2.4%0.068%
9/9/2026IFP Advisors Inc75,537$4.36M0.1%+5.2%0.025%
9/9/2026Baird Financial Group Inc.105,225$6.07M0.0%+1.9%0.035%
9/9/2026Sterling Investment Advisors Ltd.79,744$4.60M0.7%-0.8%0.027%
9/9/2026XY Planning Network Inc.116,659$6.73M0.8%-0.6%0.039%
9/8/2026Allworth Financial LP280,395$16.17M0.1%-2.9%0.093%
9/8/2026Waverly Advisors LLC123,955$7.15M0.0%+2.8%0.041%
9/4/2026Parkside Financial Bank & Trust267,153$15.41M1.0%+3.5%0.089%
9/2/2026MLG Wealth Management DBA Pine Grove Financial Group3,879$224K0.0%N/A0.001%
9/2/2026Range Advisory LLC10,853$626K0.1%+12.1%0.004%
9/2/2026Brown Lisle Cummings Inc.2,374$137K0.0%+321.7%0.001%
8/27/2026Corient Private Wealth LP657,330$37.91M0.1%-1.2%0.219%
8/26/2026HORAN Wealth LLC19,718$1.14M0.1%-2.9%0.007%
8/25/2026Financial Insights Inc.278,497$16.06M4.4%+10.9%0.093%
8/23/2026Ameritas Advisory Services LLC9,229$532K0.0%+12.2%0.003%
8/23/2026Guardian Wealth Advisors LLC NC3,761$217K0.0%+54.3%0.001%
8/23/2026PCG Wealth Advisors LLC7,130$411K0.1%+10.9%0.002%
8/23/2026SFG Wealth Management LLC.22,314$1.29M0.5%+2.2%0.007%
8/23/2026HB Wealth Management LLC18,252$1.05M0.0%N/A0.006%
8/23/2026Semitam Bonam LLC48,568$2.80M2.0%+1.7%0.016%
8/22/2026SeedSafe Financial LLC92,228$5.31M3.8%N/A0.031%
8/22/2026Hopwood Nicholas Hunter3,659$211K0.1%N/A0.001%
8/22/2026Elevation Wealth Management LLC3,994$230K0.2%-6.7%0.001%
8/22/2026Plan A Wealth LLC5,688$328K0.1%-6.3%0.002%
8/22/2026Cornerstone Advisors Asset Management LLC465,415$26.84M3.5%+27.0%0.155%
8/22/2026Shum Financial Group Inc.94,534$5.45M3.0%-1.8%0.031%
8/22/2026SMART Wealth LLC33,592$1.94M0.4%N/A0.011%
8/22/2026Syon Capital LLC22,590$1.30M0.1%-37.0%0.008%
8/22/2026Concurrent Investment Advisors LLC71,255$4.11M0.0%+0.8%0.024%
8/22/2026Power Wealth Management LLC3,999$231K0.1%N/A0.001%
8/21/2026Integrity Financial Corp WA4,943$285K0.1%-28.5%0.002%
8/21/2026Montz Harcus Wealth Management LLC275,949$15.91M5.2%+7.9%0.092%
8/21/2026Continuum Advisory LLC5,388$311K0.0%-8.6%0.002%
8/21/2026Orion Capital Management LLC870$50K0.0%-24.3%0.000%
8/21/2026Round Rock Advisors LLC4,085$236K0.0%N/A0.001%
8/21/2026SkyOak Wealth LLC62,732$3.62M0.6%+3.8%0.021%
8/21/2026Symphony Financial Ltd. Co.11,859$681K0.1%+21.9%0.004%
8/21/2026Clarus Wealth Advisors61,551$3.44M1.2%-4.1%0.020%
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8/21/2026Bedel Financial Consulting Inc.50,980$2.94M0.3%+8.8%0.017%
8/21/2026Acorn Wealth Advisors LLC7,092$409K0.1%+16.5%0.002%
8/21/2026Triumph Capital Management7,464$430K0.1%+22.7%0.002%
8/20/2026Greenleaf Trust668,396$38.55M0.4%+9.0%0.223%
7/10/2026Lee Kelleher & Klein Wealth Management24,248$1.40M0.7%-10.3%0.008%
7/10/2026Buska Wealth Management LLC4,226$244K0.1%N/A0.001%
7/10/2026Annex Advisory Services LLC65,272$3.76M0.1%-1.6%0.022%
7/10/2026Butensky & Cohen Financial Security Inc.15,493$894K0.2%-3.6%0.005%
7/10/2026Taylor & Morgan Wealth Management LLC301,836$17.41M8.6%+5.9%0.103%
7/10/2026G&S Capital LLC71,610$4.13M1.2%-0.8%0.024%


SPSM Institutional Ownership - Frequently Asked Questions

During the previous two years, 900 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 717 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 35,270,279 shares in the last 24 months. This purchase volume represents approximately $1.67B in transactions.

Of the 401 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. ($624.33K), 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 16,055,501 shares in the last 24 months. This volume of shares sold represents approximately $759.24M 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 10/13/2026. New 13F filings are added each quarter as they're published.
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