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

SPDR Portfolio S&P 600 Small Cap ETF logo
$44.09 -1.22 (-2.69%)
Closing price 02/21/2025 04:10 PM Eastern
Extended Trading
$44.08 -0.01 (-0.01%)
As of 02/21/2025 06:53 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
118
Total
Institutional Inflows
(last 12 months)
$409.42M
Number of
Institutional Sellers
(last 12 months)
62
Total
Institutional Outflows
(last 12 months)
$183.07M
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Skip Chart & View Institutional Buying and Selling Data

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
2/19/2025 Columbia River Financial Group LLC14,088$632K0.4%N/A0.006%
2/19/2025 North Star Asset Management Inc.239,461$10.76M0.5%-16.0%0.097%
2/18/2025 Fourth Dimension Wealth LLC14,228$690K0.4%N/A0.006%
2/18/2025 49 Wealth Management LLC890,902$40.02M5.7%+26.2%0.363%
2/17/2025 Strategic Wealth Partners Ltd.118,509$5.42M0.5%-8.1%0.048%
2/17/2025 Sentinus LLC38,488$1.73M0.5%+125.6%0.016%
2/17/2025 Captrust Financial Advisors64,743$2.91M0.0%+18.1%0.026%
2/17/2025 Cary Street Partners Financial LLC638,863$28.70M0.9%N/A0.260%
2/17/2025 Baird Financial Group Inc.131,859$5.92M0.0%+7.3%0.054%
2/17/2025 BIP Wealth LLC22,108$993K0.1%+11.1%0.009%
2/17/2025 Ameriprise Financial Inc.5,264,118$236.45M0.1%+1.3%2.143%
2/14/2025 Headland Capital LLC152,816$6.86M2.4%N/A0.062%
2/14/2025 Betterment LLC16,163,720$726.07M1.7%+4.5%6.580%
2/14/2025 Integrated Wealth Concepts LLC480,983$21.61M0.3%+0.4%0.196%
2/14/2025 Syon Capital LLC50,728$2.28M0.2%+11.5%0.021%
2/14/2025 Beck Capital Management LLC141,323$6.35M1.7%+119.2%0.058%
2/14/2025 IHT Wealth Management LLC403,001$18.10M0.6%+2.4%0.164%
2/14/2025 Strategic Financial Planning Inc.102,078$4.59M3.1%-0.2%0.042%
2/14/2025 Alexis Investment Partners LLC6,696$301K0.1%N/A0.003%
2/13/2025 United Capital Financial Advisors LLC40,815$1.83M0.0%+187.9%0.017%
2/13/2025 Keystone Financial Group5,905$265K0.0%N/A0.002%
2/13/2025 Jaffetilchin Investment Partners LLC57,978$2.60M0.2%+1.5%0.024%
2/13/2025 Oarsman Capital Inc.300,881$13.52M2.4%+12.5%0.122%
2/12/2025 Fund Evaluation Group LLC2,571,285$115.50M5.4%+5,688.7%1.047%
2/12/2025 Charter Research & Investment Group Inc.6,980$314K0.2%+5.8%0.003%
2/12/2025 RiverFront Investment Group LLC22,285$1.00M0.0%-41.1%0.009%
2/12/2025 JPMorgan Chase & Co.1,565,420$70.32M0.0%+21.0%0.637%
2/12/2025 Graney & King LLC10,475$471K0.4%N/A0.004%
2/11/2025 M Holdings Securities Inc.3,271$147K0.1%-95.5%0.001%
2/11/2025 Cyrus J. Lawrence LLC1,947$87K0.0%N/A0.001%
2/11/2025 TD Private Client Wealth LLC3,796$171K0.0%-12.8%0.002%
2/11/2025 Goodman Financial Corp68,400$3.07M0.7%-8.7%0.028%
2/11/2025 Whittier Trust Co.2,329$105K0.0%-13.7%0.001%
2/10/2025 Creative Financial Designs Inc. ADV4,058$182K0.0%-43.9%0.002%
2/10/2025 Eldridge Investment Advisors Inc.25,347$1.14M0.3%-6.8%0.010%
2/10/2025 Tidemark LLC24,564$1.10M0.4%-3.4%0.010%
2/10/2025 Hughes Financial Services LLC611,304$27.46M5.6%N/A0.249%
2/10/2025 IAG Wealth Partners LLC106,412$4.78M0.8%-0.4%0.043%
2/10/2025 Farther Finance Advisors LLC66,296$2.98M0.1%+5.6%0.027%
2/10/2025 EverSource Wealth Advisors LLC8,992$404K0.0%+41.4%0.004%
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2/6/2025 Pinnacle Wealth Planning Services Inc.1,511,771$67.91M1.5%+0.2%0.615%
2/6/2025 One Capital Management LLC5,914$266K0.0%-26.3%0.002%
2/6/2025 Cullen Frost Bankers Inc.13,135$590K0.0%+2.9%0.005%
2/6/2025 Synergy Investment Management LLC58,938$2.65M1.1%N/A0.024%
2/6/2025 Jones Financial Companies Lllp12,579$565K0.0%+297.7%0.005%
2/5/2025 Kohmann Bosshard Financial Services LLC39,755$1.79M0.2%-4.4%0.016%
2/5/2025 Sherman Asset Management Inc.59,602$2.68M2.4%N/A0.024%
2/5/2025 Fisher Asset Management LLC12,595$566K0.0%N/A0.005%
2/5/2025 SVB Wealth LLC4,950$222K0.0%N/A0.002%
2/5/2025 Private Trust Co. NA52,601$2.36M0.2%+6.7%0.021%
2/5/2025 Financial Security Advisor Inc.355,782$15.98M4.1%-19.6%0.145%
2/5/2025 Sentinel Trust Co. LBA6,539$294K0.0%-24.8%0.003%
2/5/2025 First Command Advisory Services Inc.478,214$21.48M0.2%+11.4%0.195%
2/5/2025 Magnolia Private Wealth LLC7,350$330K0.2%N/A0.003%
2/4/2025 Sterling Investment Advisors Ltd.74,640$3.35M0.8%+0.9%0.030%
2/4/2025 Exchange Capital Management Inc.153,323$6.89M1.1%+19.6%0.062%
2/4/2025 Bank of New York Mellon Corp121,698$5.47M0.0%+1.2%0.050%
2/4/2025 Mengis Capital Management Inc.8,998$404K0.1%+35.5%0.004%
2/4/2025 Edge Capital Group LLC24,214$1.09M0.1%+4.4%0.010%
2/4/2025 Crestwood Advisors Group LLC2,199,309$98.79M1.9%+0.7%0.895%
2/4/2025 Abound Financial LLC532,819$23.93M12.1%N/A0.217%
2/3/2025 Transcend Capital Advisors LLC52,890$2.38M0.2%-1.1%0.022%
1/30/2025 Spinnaker Trust834,656$37.49M2.4%+7.1%0.340%
1/30/2025 Valeo Financial Advisors LLC257,051$11.55M0.3%-4.9%0.105%
1/30/2025 Vicus Capital8,823$396K0.0%+7.2%0.004%
1/29/2025 AIFG Consultants Ltd.6,722$302K0.5%-9.7%0.003%
1/29/2025 Collier Financial6,475$291K0.3%N/A0.003%
1/29/2025 Arlington Trust Co LLC4,736$213K0.0%-6.7%0.002%
1/28/2025 Moloney Securities Asset Management LLC8,854$398K0.1%-20.3%0.004%
1/28/2025 Golden State Wealth Management LLC53,611$2.41M0.4%N/A0.022%
1/28/2025 Sumitomo Mitsui Trust Group Inc.67,100$3.01M0.0%N/A0.027%
1/24/2025 GPS Wealth Strategies Group LLC45,291$2.03M0.3%+5.8%0.018%
1/24/2025 Richardson Financial Services Inc.28,649$1.29M0.9%-13.6%0.012%
1/23/2025 SOL Capital Management CO23,094$1.04M0.1%+4.2%0.009%
1/23/2025 RVW Wealth LLC248,705$11.17M1.0%-3.2%0.101%
1/23/2025 Crews Bank & Trust603,516$27.11M4.6%N/A0.246%
1/23/2025 OLD Second National Bank of Aurora10,494$471K0.1%+7.4%0.004%
1/23/2025 USAdvisors Wealth Management LLC9,492$426K0.1%-4.4%0.004%
1/23/2025 Strategic Blueprint LLC34,829$1.57M0.1%-1.4%0.014%
1/22/2025 Vantage Investment Partners LLC7,825$351K0.0%-10.5%0.003%
1/22/2025 Kingswood Wealth Advisors LLC31,221$1.40M0.1%+12.4%0.013%
1/17/2025 Arkansas Financial Group Inc.96,037$4.31M0.7%+24.2%0.039%
1/17/2025 Avior Wealth Management LLC475,294$21.35M0.8%+1.7%0.193%
1/17/2025 Marathon Strategic Advisors LLC37,634$1.69M1.8%+4.3%0.015%
1/17/2025 Janney Montgomery Scott LLC99,048$4.45M0.0%+5.7%0.040%
1/17/2025 Beaumont Financial Advisors LLC4,725$212K0.0%-27.1%0.002%
1/17/2025 Mitsubishi UFJ Asset Management UK Ltd.142,585$6.41M2.8%+57.4%0.058%
1/17/2025 Prairie Sky Financial Group LLC45,475$2.04M1.3%-20.9%0.019%
1/16/2025 Wealthquest Corp67,139$3.02M0.2%-5.1%0.027%
1/16/2025 Harbor Investment Advisory LLC17,848$802K0.1%+18.6%0.007%
Bill Gates’ is about to mint millionaires (again) with Stargate. (Ad)

This little-known project that Bill Gates has been quietly working on that’s about to unleash an AI breakthrough so advanced, it’s going to make ChatGPT look like VHS. But what’s even more unbelievable? I believe it’ll make Nvidia’s meteoric rise look like a backyard bottle rocket.

Click here and I’ll tell you everything you need to know.
1/16/2025 Lbmc Investment Advisors LLC33,820$1.52M0.1%+1.6%0.014%
1/15/2025 Financial Management Professionals Inc.120,015$5.39M0.7%N/A0.049%
1/15/2025 Householder Group Estate & Retirement Specialist LLC1,338$60K0.0%-92.9%0.001%
1/14/2025 Essex Savings Bank7,193$323K0.1%+10.8%0.003%
1/14/2025 Fifth Third Wealth Advisors LLC17,454$784K0.0%+71.3%0.007%
1/14/2025 Global Financial Private Client LLC18,879$848K0.3%+7.0%0.008%
1/13/2025 PSI Advisors LLC168,848$7.59M2.3%+2.0%0.069%
1/13/2025 AdvisorNet Financial Inc40,658$1.83M0.2%+10.8%0.017%
1/13/2025 Tsfg LLC6,021$270K0.1%-29.3%0.002%
1/10/2025 ST Germain D J Co. Inc.431,942$19.40M0.9%+4.8%0.176%
(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, 186 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), Betterment LLC ($726.07M), Ameriprise Financial Inc. ($236.45M), Fund Evaluation Group LLC ($115.50M), Crestwood Advisors Group LLC ($98.79M), JPMorgan Chase & Co. ($70.32M), and Pinnacle Wealth Planning Services Inc. ($67.91M).Learn more on SPSM's institutional investors.

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

Of the 167 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: Fund Evaluation Group LLC ($2.53M), Ameriprise Financial Inc. ($2.32M), Financial Engines Advisors L.L.C. ($2.29M), 49 Wealth Management LLC ($890.90K), Betterment LLC ($692.85K), Morningstar Investment Services LLC ($650.37K), and Cary Street Partners Financial LLC ($638.86K).

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

Institutional investors have bought a total of 18,982,989 shares in the last 24 months. This purchase volume represents approximately $787.15M in transactions.

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

Of the 84 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: Financial Gravity Asset Management Inc. ($3.34M), Cary Street Partners Investment Advisory LLC ($234.58K), Integrated Wealth Concepts LLC ($163.00K), RVW Wealth LLC ($160.07K), M Holdings Securities Inc. ($145.26K), Financial Security Advisor Inc. ($97.09K), and GPS Wealth Strategies Group LLC ($87.19K).

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

Institutional investors have sold a total of 5,213,178 shares in the last 24 months. This volume of shares sold represents approximately $222.39M in transactions.


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This page (NYSEARCA:SPSM) was last updated on 2/22/2025 by MarketBeat.com Staff
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