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

SPDR Portfolio S&P 600 Small Cap ETF logo
$46.06 +0.24 (+0.52%)
As of 01/17/2025 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for SPDR Portfolio S&P 600 Small Cap ETF (NYSEARCA:SPSM)

Number of
Institutional Buyers
(last 12 months)
95
Total
Institutional Inflows
(last 12 months)
$149.41M
Number of
Institutional Sellers
(last 12 months)
57
Total
Institutional Outflows
(last 12 months)
$186.30M
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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
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%
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%
1/10/2025 Hudson Valley Investment Advisors Inc. ADV107,810$4.84M0.5%+10.2%0.044%
12/26/2024JPMorgan Chase & Co.1,294,253$58.90M0.0%-5.5%0.527%
11/29/2024American Trust11,614$529K0.0%+3.5%0.005%
11/21/2024 Wealthquest Corp70,722$3.18M0.3%-15.0%0.029%
11/18/2024Wilson & Boucher Capital Management LLC4,300$196K0.1%N/A0.002%
11/18/2024JDM Financial Group LLC6,793$309K0.2%-11.5%0.003%
11/15/2024Continuum Advisory LLC8,126$385K0.0%+19.3%0.003%
11/15/2024IHT Wealth Management LLC393,702$17.91M0.5%+2.1%0.160%
11/15/2024Integrated Wealth Concepts LLC479,248$21.81M0.3%-20.9%0.195%
11/15/2024Beck Capital Management LLC64,475$2.93M0.8%N/A0.026%
11/14/2024Captrust Financial Advisors54,841$2.50M0.0%-8.6%0.022%
11/13/2024Goodman Financial Corp74,895$3.41M0.8%-1.8%0.030%
11/13/2024Private Trust Co. NA49,295$2.24M0.2%+2.6%0.020%
11/12/202449 Wealth Management LLC706,037$32.13M5.2%N/A0.287%
11/8/2024 Avior Wealth Management LLC467,400$21.27M0.8%+3.5%0.190%
11/8/2024 Fifth Third Wealth Advisors LLC10,190$464K0.0%N/A0.004%
11/8/2024BIP Wealth LLC19,897$906K0.1%-8.1%0.008%
11/7/2024Tidemark LLC25,435$1.16M0.5%+7.5%0.010%
11/6/2024OLD Second National Bank of Aurora9,769$445K0.1%+3.5%0.004%
11/6/2024Mengis Capital Management Inc.6,639$302K0.1%N/A0.003%
11/5/2024Prime Capital Investment Advisors LLC16,108$733K0.0%-20.2%0.007%
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11/5/2024Patron Partners LLC14,103$642K0.4%+2.8%0.006%
11/4/2024Jaffetilchin Investment Partners LLC57,103$2.60M0.2%N/A0.023%
11/2/2024Transcendent Capital Group LLC1,458$66K0.0%+48.6%0.001%
10/31/2024Mainstream Capital Management LLC5,570$253K0.2%N/A0.002%
10/31/2024 Graypoint LLC7,516$342K0.0%+19.3%0.003%
10/31/2024Spinnaker Trust779,407$35.47M2.2%+10.2%0.317%
10/30/2024Financial Security Advisor Inc.442,635$20.14M5.0%-1.0%0.180%
10/30/2024Crestwood Advisors Group LLC2,183,438$99.37M1.9%+1.7%0.889%
10/30/2024Cary Street Partners Asset Management LLC367,172$16.71M2.2%+15.4%0.149%
10/30/2024Moloney Securities Asset Management LLC11,116$506K0.1%-4.1%0.005%
10/29/2024IAG Wealth Partners LLC106,832$4.86M0.9%+9.8%0.043%
10/29/2024 Janney Montgomery Scott LLC93,696$4.26M0.0%+27.1%0.038%
10/29/2024Arlington Trust Co LLC5,077$231K0.1%N/A0.002%
10/29/2024Farther Finance Advisors LLC62,754$2.86M0.1%+65.6%0.026%
10/28/2024Creative Financial Designs Inc. ADV7,239$329K0.0%+3.2%0.003%
10/25/2024 Hudson Valley Investment Advisors Inc. ADV97,840$4.45M0.5%+8.4%0.040%
10/25/2024Strategic Financial Planning Inc.102,314$4.66M3.1%-0.4%0.042%
10/25/2024Strategic Blueprint LLC35,321$1.61M0.1%+3.3%0.014%
10/24/2024Richardson Financial Services Inc.33,153$1.38M0.9%+2.9%0.013%
10/24/2024Sterling Investment Advisors Ltd.73,979$3.37M0.9%-0.6%0.030%
10/23/2024 PSI Advisors LLC165,532$7.53M2.2%+1.2%0.067%
10/21/2024Whittier Trust Co.2,699$123K0.0%-10.7%0.001%
10/18/2024 ST Germain D J Co. Inc.412,152$18.76M0.9%+4.2%0.168%
10/15/2024 Prairie Sky Financial Group LLC57,523$2.62M1.5%-0.7%0.023%
10/10/2024Valeo Financial Advisors LLC270,378$12.31M0.3%-13.5%0.110%
10/9/2024 Beaumont Financial Advisors LLC6,479$295K0.0%+8.7%0.003%
10/9/2024Syntrinsic LLC134,370$6.11M2.0%-2.8%0.055%
10/8/2024 Partnership Wealth Management LLC815$37K0.0%-30.0%0.000%
10/7/2024 Marathon Strategic Advisors LLC36,077$1.64M1.7%+16.8%0.015%
10/5/2024 Arkansas Financial Group Inc.77,322$3.52M0.5%+35.2%0.031%
10/5/2024 Harbor Investment Advisory LLC15,048$685K0.1%+37.7%0.006%
10/2/2024 American National Bank & Trust1,334$61K0.0%-33.0%0.001%
8/15/2024Liquid Strategies LLC170,965$7.10M1.9%-9.2%0.070%
8/14/2024Edge Capital Group LLC22,461$933K0.0%-8.7%0.009%
8/14/2024EverSource Wealth Advisors LLC7,128$328K0.0%+11.6%0.003%
8/12/2024Richardson Financial Services Inc.32,209$1.34M0.9%-12.5%0.013%
8/10/2024EPIQ Capital Group LLC20,157$837K0.3%+153.0%0.008%
8/9/2024One Capital Management LLC29,961$1.24M0.0%N/A0.012%
8/9/2024Brown Brothers Harriman & Co.3,750$156K0.0%N/A0.002%
8/9/2024ICA Group Wealth Management LLC1,643$68K0.0%-96.7%0.001%
8/8/2024Syntrinsic LLC138,216$5.73M1.9%+1.3%0.056%
8/8/2024Hardin Capital Partners LLC12,201$507K0.3%N/A0.005%
8/8/2024Pinkerton Retirement Specialists LLC28,874$1.20M0.2%+136.9%0.012%
8/6/2024Cullen Frost Bankers Inc.12,771$530K0.0%N/A0.005%
8/6/2024North Star Asset Management Inc.278,423$11.56M0.5%+3.0%0.113%
8/5/2024Sterling Investment Advisors Ltd.74,446$3.09M0.8%-1.8%0.030%
8/1/2024Crestwood Advisors Group LLC2,146,042$89.12M1.8%+1.9%0.874%
7/31/2024Spinnaker Trust707,161$29.37M1.9%+1.0%0.288%
7/31/2024Farther Finance Advisors LLC37,898$1.56M0.1%+27.2%0.015%
7/31/2024IFG Advisory LLC33,957$1.41M0.1%+186.6%0.014%
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7/31/2024Citizens & Northern Corp47,431$1.97M0.6%N/A0.019%
7/31/2024Rothschild Investment LLC677$28K0.0%N/A0.000%
7/30/2024 Global Financial Private Client LLC18,416$765K0.3%-13.1%0.007%
7/29/2024Nations Financial Group Inc. IA ADV7,453$310K0.0%-39.4%0.003%
7/29/2024F M Investments LLC13,508$561K0.0%N/A0.005%
7/29/2024 Arkadios Wealth Advisors13,583$564K0.0%+1.8%0.006%
7/29/2024Whittier Trust Co. of Nevada Inc.8,389$348K0.0%-8.9%0.003%
7/27/2024Strategic Blueprint LLC34,203$1.42M0.1%+22.6%0.014%
7/26/2024Cambridge Investment Research Advisors Inc.453,885$18.85M0.1%+2.9%0.185%
7/26/2024Bank of New York Mellon Corp135,346$5.62M0.0%-1.3%0.055%
(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, 171 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 ($99.37M), Pinnacle Wealth Planning Services Inc. ($60.78M), JPMorgan Chase & Co. ($58.90M), Morningstar Investment Services LLC ($55.40M), and Wealthcare Advisory Partners LLC ($53.06M).Learn more on SPSM's institutional investors.

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

Of the 154 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. ($2.29M), Ameriprise Financial Inc. ($2.25M), 49 Wealth Management LLC ($706.04K), Congress Wealth Management LLC DE ($658.47K), Morningstar Investment Services LLC ($650.37K), Pinnacle Wealth Planning Services Inc. ($644.79K), and Assetmark Inc. ($468.19K).

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

Institutional investors have bought a total of 14,138,726 shares in the last 24 months. This purchase volume represents approximately $552.52M 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: Financial Gravity Asset Management Inc. ($3.34M), Cary Street Partners Investment Advisory LLC ($234.58K), Integrated Wealth Concepts LLC ($163.00K), RVW Wealth LLC ($151.98K), Oarsman Capital Inc. ($90.83K), CX Institutional ($88.33K), 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 5,036,288 shares in the last 24 months. This volume of shares sold represents approximately $213.63M in transactions.


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This page (NYSEARCA:SPSM) was last updated on 1/21/2025 by MarketBeat.com Staff
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