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

SPDR Portfolio S&P 600 Small Cap ETF logo
$53.70 -0.59 (-1.09%)
Closing price 04:10 PM Eastern
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$53.88 +0.18 (+0.34%)
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)
580
Total
Institutional Inflows
(last 12 months)
$1.63B
Number of
Institutional Sellers
(last 12 months)
394
Total
Institutional Outflows
(last 12 months)
$743.21M
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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
9/23/2026 Envestnet Portfolio Solutions Inc.976,262$56.30M0.2%-14.1%0.330%
9/15/2026 Anchor Investment Management LLC1,463$84K0.0%-84.5%0.000%
9/9/2026 Pecaut & CO.66,143$3.81M1.2%-1.1%0.022%
9/9/2026 Tortoise Investment Management LLC235,466$13.58M1.0%+6.4%0.078%
9/9/2026 Sequoia Financial Advisors LLC72,026$4.15M0.0%+0.6%0.024%
9/9/2026 Tidal Investments LLC25,479$1.47M0.0%N/A0.008%
9/9/2026 Lunt Capital Management Inc.39,361$2.27M0.8%+31.4%0.013%
9/9/2026 Capital Analysts LLC55,683$3.21M0.1%-9.7%0.019%
9/9/2026 Summit Financial Strategies Inc.17,790$1.03M0.1%-3.6%0.006%
9/9/2026 NorthRock Partners LLC65,211$3.76M0.1%-8.6%0.022%
9/9/2026 Integrated Wealth Concepts LLC417,275$24.06M0.1%+3.8%0.139%
9/9/2026 RFG Advisory LLC126,801$7.31M0.1%+7.1%0.042%
9/9/2026 NewEdge Advisors LLC203,082$11.71M0.0%-2.4%0.068%
9/9/2026 IFP Advisors Inc75,537$4.36M0.1%+5.2%0.025%
9/9/2026 Baird Financial Group Inc.105,225$6.07M0.0%+1.9%0.035%
9/9/2026 Sterling Investment Advisors Ltd.79,744$4.60M0.7%-0.8%0.027%
9/9/2026 XY Planning Network Inc.116,659$6.73M0.8%-0.6%0.039%
9/8/2026 Allworth Financial LP280,395$16.17M0.1%-2.9%0.093%
9/8/2026 Waverly Advisors LLC123,955$7.15M0.0%+2.8%0.041%
9/4/2026 Parkside Financial Bank & Trust267,153$15.41M1.0%+3.5%0.089%
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%
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The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings research points to the first half of 2026 as a particularly rough stretch for certain holdings. Some of America's most popular stocks could take serious damage as a radical market shift plays out. Analysts at Weiss Ratings have identified five names you may want to remove from your portfolio before this unfolds. If any of these are in your portfolio, now is the time to review your positions.tc pixel

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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%
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%
ALERT: Drop these 5 stocks before the market opens tomorrow! (Ad)

The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings research points to the first half of 2026 as a particularly rough stretch for certain holdings. Some of America's most popular stocks could take serious damage as a radical market shift plays out. Analysts at Weiss Ratings have identified five names you may want to remove from your portfolio before this unfolds. If any of these are in your portfolio, now is the time to review your positions.tc pixel

See the 5 stocks to avoid
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%


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 713 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 34,693,755 shares in the last 24 months. This purchase volume represents approximately $1.63B in transactions.

Of the 394 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 15,617,554 shares in the last 24 months. This volume of shares sold represents approximately $733.94M 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 9/23/2026. New 13F filings are added each quarter as they're published.
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