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

SPDR Portfolio S&P 600 Small Cap ETF logo
$44.73
+0.27 (+0.61%)
(As of 11/4/2024 ET)
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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)
94
Total
Institutional Inflows
(last 12 months)
$238.46M
Number of
Institutional Sellers
(last 12 months)
61
Total
Institutional Outflows
(last 12 months)
$184.85M
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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
11/4/2024Jaffetilchin Investment Partners LLC57,103$2.60M0.2%N/A0.023%
11/2/2024 Transcendent Capital Group LLC1,458$66K0.0%+48.6%0.001%
10/31/2024 Mainstream Capital Management LLC5,570$253K0.2%N/A0.002%
10/31/2024 Graypoint LLC7,516$342K0.0%+19.3%0.003%
10/31/2024 Spinnaker Trust779,407$35.47M2.2%+10.2%0.317%
10/30/2024 Financial Security Advisor Inc.442,635$20.14M5.0%-1.0%0.180%
10/30/2024 Crestwood Advisors Group LLC2,183,438$99.37M1.9%+1.7%0.889%
10/30/2024 Cary Street Partners Asset Management LLC367,172$16.71M2.2%+15.4%0.149%
10/30/2024 Moloney Securities Asset Management LLC11,116$506K0.1%-4.1%0.005%
10/29/2024 IAG 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%
10/29/2024 Arlington Trust Co LLC5,077$231K0.1%N/A0.002%
10/29/2024 Farther Finance Advisors LLC62,754$2.86M0.1%+65.6%0.026%
10/28/2024 Creative 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%
10/25/2024 Strategic Financial Planning Inc.102,314$4.66M3.1%-0.4%0.042%
10/25/2024 Strategic Blueprint LLC35,321$1.61M0.1%+3.3%0.014%
10/24/2024 Richardson Financial Services Inc.33,153$1.38M0.9%+2.9%0.013%
10/24/2024 Sterling 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%
10/21/2024 Whittier Trust Co.2,699$123K0.0%-10.7%0.001%
10/18/2024ST 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%
10/10/2024 Valeo 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%
10/9/2024 Syntrinsic 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%
8/15/2024 Liquid 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%
8/12/2024 Richardson 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%
8/8/2024 Syntrinsic LLC138,216$5.73M1.9%+1.3%0.056%
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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%
8/5/2024 Sterling Investment Advisors Ltd.74,446$3.09M0.8%-1.8%0.030%
8/1/2024 Crestwood Advisors Group LLC2,146,042$89.12M1.8%+1.9%0.874%
7/31/2024 Spinnaker Trust707,161$29.37M1.9%+1.0%0.288%
7/31/2024 Farther Finance Advisors LLC37,898$1.56M0.1%+27.2%0.015%
7/31/2024 IFG Advisory LLC33,957$1.41M0.1%+186.6%0.014%
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%
7/29/2024 F M Investments LLC13,508$561K0.0%N/A0.005%
7/29/2024 Arkadios Wealth Advisors13,583$564K0.0%+1.8%0.006%
7/29/2024 Whittier Trust Co. of Nevada Inc.8,389$348K0.0%-8.9%0.003%
7/27/2024 Strategic Blueprint LLC34,203$1.42M0.1%+22.6%0.014%
7/26/2024 Cambridge 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%
7/23/2024 PSI Advisors LLC163,525$6.79M2.1%+8.7%0.067%
7/23/2024 Valicenti Advisory Services Inc.39,485$1.64M0.4%+4.8%0.016%
7/23/2024 Exchange Capital Management Inc.98,664$4.10M0.7%+44.6%0.040%
7/22/2024 Summit Global Investments8,375$348K0.0%-8.8%0.003%
7/20/2024First Horizon Advisors Inc.28,100$1.17M0.0%+550.0%0.011%
7/17/2024 AdvisorNet Financial Inc34,026$1.41M0.1%+8.1%0.014%
7/17/2024 IAG Wealth Partners LLC97,310$4.04M0.8%+7.7%0.040%
7/16/2024 Tsfg LLC8,505$353K0.1%+36.6%0.003%
7/16/2024 GPS Wealth Strategies Group LLC41,483$1.72M0.3%-3.4%0.017%
7/16/2024Edmonds Duncan Registered Investment Advisors LLC96,258$4.00M1.0%+3.0%0.039%
7/11/2024 Lbmc Investment Advisors LLC33,280$1.38M0.1%-60.6%0.014%
7/10/2024 Valeo Financial Advisors LLC312,640$12.98M0.4%+0.5%0.127%
7/10/2024 S.A. Mason LLC2,452$102K0.1%+15.7%0.001%
7/9/2024 Kingswood Wealth Advisors LLC18,747$779K0.1%N/A0.008%
7/9/2024Lynx Investment Advisory1,725$72K0.1%N/A0.001%
7/8/2024 RVW Wealth LLC263,569$10.95M1.1%-14.5%0.107%
7/8/2024 Marathon Strategic Advisors LLC30,882$1.28M1.5%+6.0%0.013%
7/8/2024ST Germain D J Co. Inc.395,384$16.42M0.8%+9.7%0.161%
7/5/2024 Thurston Springer Miller Herd & Titak Inc.761$32K0.0%N/A0.000%
7/2/2024 Hudson Valley Investment Advisors Inc. ADV90,244$3.73M0.5%+1.8%0.037%
7/2/2024 GAMMA Investing LLC1,498$62K0.0%+31.3%0.001%
7/2/2024 Transcend Capital Advisors LLC54,854$2.28M0.2%-0.7%0.022%
6/11/2024American Trust11,345$488K0.0%-16.0%0.005%
6/11/2024EverSource Wealth Advisors LLC6,386$260K0.0%+110.1%0.003%
5/17/2024Comerica Bank41,646$1.79M0.0%-4.2%0.017%
5/17/2024Clear Point Advisors Inc.1,518$65K0.1%N/A0.001%
5/16/2024 Global Financial Private Client LLC21,204$904K0.4%-3.5%0.009%
5/15/2024SVB Wealth LLC8,669$373K0.0%-49.6%0.004%
5/15/2024 Mount Yale Investment Advisors LLC6,246$269K0.0%N/A0.003%
5/13/2024Financial Gravity Asset Management Inc.314,740$13.55M3.5%-91.4%0.128%
5/11/2024 Beaumont Financial Advisors LLC6,321$272K0.0%-8.1%0.003%
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5/10/2024Pinnacle Wealth Planning Services Inc.1,412,059$60.78M8.9%+3.1%0.576%
5/10/2024Pinkerton Retirement Specialists LLC12,190$525K0.1%N/A0.005%
5/4/2024Coulter & Justus Financial Services LLC6,000$258K0.1%N/A0.002%
5/3/2024Patron Partners LLC13,509$581K0.4%-8.3%0.006%
5/3/2024 Whittier Trust Co.3,079$133K0.0%+229.0%0.001%
5/2/2024 Moloney Securities Asset Management LLC11,576$498K0.1%-8.7%0.005%
5/1/2024 Janney Montgomery Scott LLC70,265$3.02M0.0%-7.6%0.029%
5/1/2024Avior Wealth Management LLC315,233$13.57M0.6%+15.8%0.129%
4/30/2024 Marathon Strategic Advisors LLC29,134$1.25M1.5%+5.4%0.012%
4/30/2024 Arkadios Wealth Advisors13,343$574K0.0%+19.8%0.005%
(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 ($99.37M), Pinnacle Wealth Planning Services Inc. ($60.78M), 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 152 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), Pinnacle Wealth Planning Services Inc. ($698.65K), Congress Wealth Management LLC DE ($658.84K), Morningstar Investment Services LLC ($650.37K), Assetmark Inc. ($468.19K), 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 13,508,763 shares in the last 24 months. This purchase volume represents approximately $519.08M in transactions.

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

Of the 79 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), RVW Wealth LLC ($151.98K), Scarborough Advisors LLC ($109.77K), 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 4,891,206 shares in the last 24 months. This volume of shares sold represents approximately $205.70M in transactions.


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This page (NYSEARCA:SPSM) was last updated on 11/5/2024 by MarketBeat.com Staff
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