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

SPDR Portfolio S&P 600 Small Cap ETF logo
$40.60 -0.86 (-2.07%)
Closing price 03/28/2025 04:10 PM Eastern
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$40.88 +0.27 (+0.68%)
As of 03/28/2025 04:53 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)
120
Total
Institutional Inflows
(last 12 months)
$408.01M
Number of
Institutional Sellers
(last 12 months)
61
Total
Institutional Outflows
(last 12 months)
$182.97M
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SPSM Institutional Buying and Selling by Quarter

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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
3/24/2025Mascagni Wealth Management Inc.5,713$257K0.2%N/A0.002%
3/6/2025 Copia Wealth Management605$27K0.0%N/A0.000%
3/6/2025 Elite Financial Inc.9,593$430K0.2%N/A0.003%
2/27/2025 Pinnacle Wealth Planning Services Inc.1,511,771$67.91M10.2%+0.2%0.551%
2/24/2025 Ameriflex Group Inc.1,438$66K0.0%N/A0.001%
2/22/2025 American Trust15,418$693K0.1%+32.8%0.006%
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%
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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%
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%
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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%
(Data available from 1/1/2016 forward)

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SPSM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SPSM shares?

During the previous two years, 190 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 171 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 18,996,790 shares in the last 24 months. This purchase volume represents approximately $787.86M 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 3/31/2025 by MarketBeat.com Staff
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