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

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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)
106
Total
Institutional Inflows
(last 12 months)
$384.38M
Number of
Institutional Sellers
(last 12 months)
51
Total
Institutional Outflows
(last 12 months)
$42.37M
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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
4/25/2024Cambridge Investment Research Advisors Inc.441,016$18.98M0.1%+1.6%0.178%
4/24/2024Private Trust Co. NA51,224$2.21M0.2%+5.0%0.021%
4/24/2024PSI Advisors LLC150,426$6.47M2.3%-9.8%0.061%
4/24/2024SOL Capital Management CO18,944$815K0.1%-13.9%0.008%
4/23/2024 Nations Financial Group Inc. IA ADV12,289$529K0.0%N/A0.005%
4/23/2024 Strategic Blueprint LLC27,905$1.20M0.1%-13.8%0.011%
4/22/2024 Oakworth Capital Inc.2,354$101K0.0%N/A0.001%
4/22/2024 Strategic Financial Planning Inc.102,788$4.42M3.3%-1.2%0.041%
4/19/2024 Red Tortoise LLC845$36K0.0%N/A0.000%
4/19/2024 Valeo Financial Advisors LLC310,989$13.39M0.1%-1.1%0.125%
4/18/2024 Financial Security Advisor Inc.451,747$19.44M6.8%-1.3%0.182%
4/18/2024 Exchange Capital Management Inc.68,231$2.94M0.5%+810.5%0.027%
4/18/2024 Edmonds Duncan Registered Investment Advisors LLC93,421$4.02M1.0%+2.0%0.038%
4/17/2024 Private Ocean LLC1,510$65K0.0%-28.0%0.001%
4/17/2024 Vicus Capital7,988$344K0.0%+6.3%0.003%
4/16/2024 Tsfg LLC6,225$268K0.1%-35.4%0.003%
4/16/2024 Prairie Sky Financial Group LLC58,432$2.52M1.5%-18.0%0.024%
4/16/2024 Arkansas Financial Group Inc.49,328$2.12M0.4%+4.9%0.020%
4/12/2024 Harbor Investment Advisory LLC20,248$871K0.1%+18.1%0.010%
4/12/2024 AdvisorNet Financial Inc31,469$1.35M0.1%+1,051.9%0.015%
4/12/2024 Lbmc Investment Advisors LLC84,395$3.63M0.3%+6.1%0.041%
4/8/2024 RVW Wealth LLC308,299$13.27M1.4%-8.0%0.149%
4/5/2024 GAMMA Investing LLC1,141$49K0.0%N/A0.001%
4/5/2024 Butensky & Cohen Financial Security Inc.14,482$623K0.2%+3.5%0.007%
4/2/2024 ST Germain D J Co. Inc.360,329$15.51M0.8%+6.8%0.174%
4/2/2024 M&R Capital Management Inc.946$41K0.0%+56.9%0.000%
3/8/2024ICA Group Wealth Management LLC52,878$2.23M0.5%+26.4%0.025%
3/4/2024Richardson Financial Services Inc.37,035$1.56M1.4%N/A0.018%
3/4/2024Vima LLC1,169$49K0.1%N/A0.001%
3/1/2024 Transcendent Capital Group LLC980$41K0.0%N/A0.000%
2/26/2024Syon Capital LLC43,217$1.82M0.2%-4.9%0.021%
2/23/2024 Arkansas Financial Group Inc.47,033$1.98M0.4%+23.6%0.023%
2/21/2024American Trust13,512$570K0.0%+5.6%0.007%
2/16/2024Oarsman Capital Inc.188,684$7.96M2.1%+64.8%0.091%
2/15/2024Comerica Bank43,478$1.83M0.0%-27.7%0.021%
2/13/2024Morningstar Investment Services LLC1,296,596$55.40M0.3%+99.1%0.625%
2/13/2024Edge Capital Group LLC22,955$968K0.1%-42.8%0.011%
2/13/2024CIBC Private Wealth Group LLC84,352$3.56M0.0%-10.3%0.041%
2/12/2024 Strategic Financial Planning Inc.104,024$4.39M3.4%+7.7%0.050%
2/9/2024Cambridge Investment Research Advisors Inc.434,214$18.32M0.1%-0.7%0.209%
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2/9/2024Tidemark LLC19,777$834K0.5%N/A0.010%
2/9/2024EverSource Wealth Advisors LLC3,040$128K0.0%+1,294.5%0.001%
2/9/2024Goodman Financial Corp63,253$2.67M0.7%-1.2%0.030%
2/9/2024Keystone Financial Group9,657$407K0.1%-4.2%0.005%
2/8/2024 Exchange Capital Management Inc.7,494$316K0.1%N/A0.004%
2/8/2024Janney Montgomery Scott LLC76,045$3.21M0.0%-5.1%0.037%
2/8/2024Wall Capital Group Inc.236,443$9.97M11.3%+70.1%0.114%
2/8/2024Pinnacle Wealth Planning Services Inc.1,370,091$57.79M8.7%-4.4%0.660%
2/7/2024 Partnership Wealth Management LLC1,159$47K0.0%N/A0.001%
2/7/2024Cary Street Partners Investment Advisory LLC225,371$9.51M0.4%+3.5%0.109%
2/6/2024Cullen Frost Bankers Inc.6,635$280K0.0%-50.0%0.003%
2/6/2024Whitegate Investment Counselors Inc.14,393$607K0.2%-9.6%0.007%
2/6/2024Eldridge Investment Advisors Inc.62,865$2.65M0.7%+355.1%0.030%
2/5/2024Triumph Capital Management35,755$1.51M0.6%+20.3%0.017%
2/5/2024Cary Street Partners Asset Management LLC338,168$14.26M2.4%+1.4%0.163%
2/5/2024Cary Street Partners Investment Advisory LLC4,818$215K0.1%-97.8%0.002%
2/5/2024Fernwood Investment Management LLC9,799$413K0.1%+13.3%0.005%
2/5/2024Transcend Capital Advisors LLC53,826$2.27M0.2%-10.3%0.026%
2/5/2024White Pine Capital LLC15,730$663K0.3%+18.3%0.008%
2/2/2024IAG Wealth Partners LLC82,698$3.49M0.8%+8.4%0.040%
2/2/2024Spinnaker Trust613,158$25.86M1.8%+2.4%0.296%
2/2/2024Syon Capital LLC43,339$1.83M0.1%-4.7%0.021%
2/2/2024BIP Wealth LLC28,985$1.22M0.1%-4.7%0.014%
2/1/2024North Star Asset Management Inc.252,493$10.65M0.5%+8.5%0.122%
2/1/2024PSI Advisors LLC166,695$7.03M2.6%+29.5%0.080%
2/1/2024 Vicus Capital7,518$317K0.0%-5.2%0.004%
1/31/2024Naples Money Management LLC3,333$141K0.1%N/A0.002%
1/31/2024OLD Second National Bank of Aurora2,826$119K0.0%+15.6%0.001%
1/30/2024Avior Wealth Management LLC272,191$11.48M0.7%+60.8%0.131%
1/30/2024SVB Wealth LLC17,216$726K0.0%-5.5%0.008%
1/30/2024Crescent Grove Advisors LLC39,324$1.66M0.2%-13.3%0.019%
1/29/2024Crestwood Advisors Group LLC2,053,901$86.63M2.0%+3.2%0.990%
1/29/2024Graypoint LLC6,243$263K0.0%-17.5%0.003%
1/29/2024EMC Capital Management2,875$121K0.1%+173.8%0.001%
1/29/2024 Tennessee Valley Asset Management Partners10,189$430K0.1%+22.9%0.005%
1/29/2024 Valeo Financial Advisors LLC314,334$13.26M0.5%+20.2%0.152%
1/26/2024 Harbor Investment Advisory LLC17,140$723K0.1%N/A0.008%
1/25/2024SOL Capital Management CO22,009$928K0.1%N/A0.011%
1/25/2024 Strategic Blueprint LLC32,389$1.37M0.1%-11.3%0.016%
1/24/2024Prime Capital Investment Advisors LLC19,185$809K0.0%+5.4%0.009%
1/24/2024 Financial Security Advisor Inc.457,613$19.30M7.6%+0.1%0.221%
1/24/2024Private Trust Co. NA48,765$2.06M0.2%+5.8%0.024%
1/24/2024 Tsfg LLC9,640$407K0.1%-55.9%0.005%
1/23/2024Householder Group Estate & Retirement Specialist LLC10,623$448K0.1%-26.6%0.005%
1/22/2024 Essex Savings Bank6,229$263K0.1%-7.8%0.003%
1/19/2024Life Planning Partners Inc2,216$93K0.1%N/A0.001%
1/18/2024 Prairie Sky Financial Group LLC71,229$3.00M2.0%+0.8%0.034%
1/16/2024 Valicenti Advisory Services Inc.35,034$1.48M0.4%-1.5%0.017%
1/16/2024 Lbmc Investment Advisors LLC79,555$3.36M0.3%+55.6%0.038%
1/12/2024GPS Wealth Strategies Group LLC56,981$2.40M0.4%-48.7%0.027%
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1/12/2024 Hudson Valley Investment Advisors Inc. ADV90,244$3.73M0.5%-2.6%0.043%
1/12/2024 Westside Investment Management Inc.677$29K0.0%-27.7%0.000%
1/11/2024 Edmonds Duncan Registered Investment Advisors LLC91,548$3.86M1.0%+5.6%0.044%
1/8/2024 RVW Wealth LLC335,023$14.13M1.6%-12.8%0.161%
1/2/2024Anchor Investment Management LLC10,113$427K0.0%N/A0.005%
12/11/2023Headinvest LLC840$31K0.0%N/A0.000%
12/11/2023 Sunbelt Securities Inc.1,140$42K0.0%+84.5%0.001%
11/16/2023Blueprint Investment Partners LLC16,669$615K0.2%-20.7%0.008%
11/16/2023American Trust12,790$472K0.0%-43.7%0.006%
11/15/2023Integrated Wealth Concepts LLC760,746$28.07M0.5%-4.6%0.367%
(Data available from 1/1/2016 forward)

SPSM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SPSM shares?

During the previous two years, 167 institutional investors and hedge funds held shares of SPDR Portfolio S&P 600 Small Cap ETF. The most heavily invested institutionals were Financial Engines Advisors L.L.C. ($760.78M), Ameriprise Financial Inc. ($239.89M), Crestwood Advisors Group LLC ($86.63M), Pinnacle Wealth Planning Services Inc. ($57.79M), Morningstar Investment Services LLC ($55.40M), Wealthcare Advisory Partners LLC ($53.06M), and Assetmark Inc. ($36.17M).Learn more on SPSM's institutional investors.

Which institutional investors have been buying SPDR Portfolio S&P 600 Small Cap ETF stock?

Of the 151 institutional investors that purchased SPDR Portfolio S&P 600 Small Cap ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Financial Engines Advisors L.L.C. ($4.72M), Ameriprise Financial Inc. ($2.25M), Pinnacle Wealth Planning Services Inc. ($809.34K), Assetmark Inc. ($776.89K), Morningstar Investment Services LLC ($696.06K), Congress Wealth Management LLC DE ($658.84K), and Gateway Wealth Partners LLC ($460.76K).

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

Institutional investors have bought a total of 16,415,838 shares in the last 24 months. This purchase volume represents approximately $622.90M in transactions.

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

Of the 77 institutional investors that sold SPDR Portfolio S&P 600 Small Cap ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Congress Wealth Management LLC DE ($585.61K), Cary Street Partners Investment Advisory LLC ($234.58K), Scarborough Advisors LLC ($109.77K), RVW Wealth LLC ($107.25K), Oarsman Capital Inc. ($90.83K), CX Institutional ($88.33K), and GPS Wealth Strategies Group LLC ($85.74K).

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

Institutional investors have sold a total of 2,103,241 shares in the last 24 months. This volume of shares sold represents approximately $80.82M in transactions.


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This page (NYSEARCA:SPSM) was last updated on 4/25/2024 by MarketBeat.com Staff

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