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

SPDR Portfolio S&P 600 Small Cap ETF logo
$46.21 -0.58 (-1.24%)
Closing price 09/12/2025 04:10 PM Eastern
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$46.51 +0.30 (+0.65%)
As of 09/12/2025 07:26 PM Eastern
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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)
338
Total
Institutional Inflows
(last 12 months)
$959.07M
Number of
Institutional Sellers
(last 12 months)
237
Total
Institutional Outflows
(last 12 months)
$654.87M
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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
9/12/2025 Valeo Financial Advisors LLC257,459$10.97M0.2%+3.3%0.095%
9/4/2025 Osaic Holdings Inc.1,565,831$66.57M0.1%+1.7%0.580%
9/3/2025 American Trust17,553$748K0.1%N/A0.007%
8/29/2025 Evolution Wealth Management Inc.1,875$80K0.1%N/A0.001%
8/29/2025 Centaurus Financial Inc.13,764$586K0.0%-22.1%0.005%
8/28/2025 Lavaca Capital LLC4,299$183K0.1%+52.3%0.002%
8/27/2025 Orion Porfolio Solutions LLC45,056$1.92M0.0%+20.9%0.017%
8/26/2025 Thrivent Financial for Lutherans16,819$716K0.0%-94.1%0.006%
8/25/2025 Silverlake Wealth Management LLC18,905$805K0.2%+25.0%0.007%
8/20/2025 Forefront Wealth Partners LLC11,915$535K0.4%-15.2%0.004%
8/19/2025 B. Riley Wealth Advisors Inc.29,676$1.26M0.1%N/A0.011%
8/19/2025 Cape Investment Advisory Inc.2,417$103K0.0%+50.3%0.001%
8/19/2025 Advisory Services Network LLC10,129$435K0.0%-27.1%0.004%
8/19/2025 Pitcairn Co.18,448$786K0.1%-3.1%0.007%
8/18/2025 1248 Management LLC112,677$4.80M1.8%-24.8%0.042%
8/16/2025 Evergreen Capital Management LLC5,016$214K0.0%N/A0.002%
8/15/2025 High Falls Advisors Inc4,779$204K0.0%N/A0.002%
8/15/2025 Nikulski Financial Inc.31,452$1.34M0.4%-3.0%0.012%
8/15/2025 Tower Research Capital LLC TRC 123,415$5.26M0.1%+151.9%0.046%
8/15/2025 Corient Private Wealth LLC1,169,556$49.82M0.1%+107.6%0.434%
8/15/2025 Equitable Holdings Inc.861,371$36.69M0.3%+12.2%0.319%
8/15/2025 Northeast Financial Consultants Inc63,097$2.69M0.1%-3.9%0.023%
8/15/2025 Chapman Financial Group LLC900$38K0.0%N/A0.000%
8/15/2025 FSB Premier Wealth Management Inc.27,614$1.18M0.4%+1.2%0.010%
8/15/2025 Captrust Financial Advisors44,327$1.89M0.0%-23.1%0.016%
8/15/2025 Fidelity D & D Bancorp Inc.6,518$278K0.2%N/A0.002%
8/15/2025 Manhattan West Asset Management LLC47,591$2.03M0.5%+13.6%0.018%
8/15/2025 Two Sigma Securities LLC8,231$351K0.0%+11.9%0.003%
8/15/2025 Scott Marsh Financial LLC10,128$431K0.2%N/A0.004%
8/15/2025 Tidal Investments LLC114,466$4.88M0.0%+87.4%0.042%
8/15/2025 Sherman Asset Management Inc.41,391$1.76M1.6%-36.3%0.015%
8/15/2025 Smartleaf Asset Management LLC7,932$338K0.0%+15.5%0.003%
8/15/2025 Snowden Capital Advisors LLC10,907$465K0.0%-5.0%0.004%
8/15/2025 Orion Porfolio Solutions LLC69,417$2.96M0.0%+86.3%0.026%
8/15/2025 MML Investors Services LLC301,529$12.85M0.0%+20.7%0.112%
8/15/2025 McIlrath & Eck LLC9,552$407K0.0%-5.6%0.004%
8/15/2025 Modern Wealth Management LLC275,573$11.74M0.3%+4.6%0.102%
8/15/2025 IHT Wealth Management LLC251,700$10.72M0.3%-8.1%0.093%
8/15/2025 Great Valley Advisor Group Inc.1,061,465$45.22M1.0%+7.7%0.393%
8/15/2025 Garden State Investment Advisory Services LLC73,047$3.12M0.8%-15.7%0.027%
8/15/2025 EP Wealth Advisors LLC35,377$1.51M0.0%-7.3%0.013%
8/15/2025 Curi Capital LLC9,844$419K0.0%+62.7%0.004%
8/15/2025 Benjamin Edwards Inc.23,922$1.02M0.0%+15.6%0.009%
8/15/2025 Bank of America Corp DE3,115,831$132.73M0.0%-27.7%1.155%
8/15/2025 Acas LLC9,316$424K0.3%+7.0%0.003%
8/15/2025 Ameriprise Financial Inc.3,772,069$160.71M0.0%-20.5%1.398%
8/14/2025 Ausdal Financial Partners Inc.56,379$2.40M0.2%-1.6%0.021%
8/14/2025 Vista Investment Management10,254$437K0.2%+6.6%0.004%
8/14/2025 Raymond James Financial Inc.2,614,616$111.38M0.0%+128.5%0.969%
8/14/2025 Transamerica Financial Advisors LLC26,627$1.13M0.1%-47.3%0.010%
8/14/2025 Betterment LLC17,616,693$750.47M1.6%+9.2%6.531%
8/14/2025 Quantinno Capital Management LP15,271$651K0.0%-5.6%0.006%
8/14/2025 Diversify Wealth Management LLC161,383$7.19M0.4%-1.4%0.060%
8/14/2025 Diversify Advisory Services LLC94,241$4.20M0.2%+18.4%0.035%
8/14/2025 Lavaca Capital LLC5,345$228K0.0%+89.3%0.002%
8/14/2025 Tennessee Valley Asset Management Partners11,890$506K0.1%-26.9%0.004%
8/14/2025 Vivaldi Capital Management LP121,394$5.17M0.8%-2.4%0.045%
8/14/2025 Glenview Trust co5,705$243K0.0%+13.7%0.002%
8/14/2025 NewEdge Advisors LLC172,246$7.34M0.0%+25.2%0.064%
8/14/2025 Stonehaven Wealth & Tax Solutions LLC6,292$268K0.3%-10.5%0.002%
8/14/2025 Pecaut & CO.91,076$3.88M1.3%-9.3%0.034%
8/14/2025 Sentinus LLC42,684$1.82M0.4%-18.0%0.016%
8/14/2025 Acorn Wealth Advisors LLC7,112$303K0.1%N/A0.003%
8/14/2025 Cary Street Partners Financial LLC213,016$9.07M0.3%-18.8%0.079%
8/14/2025 Cerity Partners LLC118,719$5.06M0.0%+19.3%0.044%
8/13/2025 Shepherd Financial Partners LLC373,523$15.91M1.7%+0.3%0.138%
8/13/2025 Flow Traders U.S. LLC65,920$2.81M0.1%N/A0.024%
8/13/2025 Cresset Asset Management LLC52,065$2.22M0.0%-37.2%0.019%
8/13/2025 Gateway Wealth Partners LLC9,381$400K0.1%-49.1%0.003%
8/13/2025 Brown Advisory Inc.104,043$4.43M0.0%-9.6%0.039%
8/13/2025 SCS Capital Management LLC106,550$4.54M0.1%+17.9%0.039%
8/13/2025 GeoWealth Management LLC20,743$884K0.0%+47.9%0.008%
8/13/2025 Baird Financial Group Inc.115,930$4.94M0.0%-0.4%0.043%
8/13/2025 First Trust Advisors LP6,653$283K0.0%+3.4%0.002%
8/13/2025 Crescent Grove Advisors LLC38,017$1.62M0.2%-3.0%0.014%
8/13/2025 EverSource Wealth Advisors LLC7,681$327K0.0%+27.6%0.003%
8/13/2025 CW Advisors LLC596,772$25.42M0.2%-46.4%0.221%
8/13/2025 IAG Wealth Partners LLC120,909$5.15M0.7%+0.9%0.045%
8/13/2025 Strategic Financial Planning Inc.123,781$5.27M3.3%+13.4%0.046%
8/13/2025 MBM Wealth Consultants LLC31,271$1.33M0.4%+6.3%0.012%
8/13/2025 VestGen Advisors LLC73,163$3.12M0.1%-4.5%0.027%
8/13/2025 Millington Financial Advisors LLC146,151$6.50M3.3%+18.3%0.054%
8/13/2025 Leslie Global Wealth LLC150,588$6.42M3.4%-0.6%0.056%
8/13/2025 Lido Advisors LLC50,112$2.14M0.0%-28.7%0.019%
8/13/2025 Stablepoint Partners LLC46,532$1.98M0.3%+2.4%0.017%
8/13/2025 Denver Wealth Management Inc.18,724$798K0.3%-7.9%0.007%
8/13/2025 Wealthquest Corp5,255$224K0.0%-87.6%0.002%
8/13/2025 Level Four Advisory Services LLC50,832$2.17M0.1%-4.3%0.019%
8/13/2025 Northwestern Mutual Wealth Management Co.1,402,146$59.73M0.0%+5.7%0.520%
8/13/2025 Elevation Point Wealth Partners LLC7,863$335K0.0%-14.2%0.003%
8/13/2025 Elgethun Capital Management55,395$2.36M0.5%+6.6%0.021%
8/13/2025 GM Advisory Group LLC6,516$278K0.0%-98.7%0.002%
8/13/2025 Wambolt & Associates LLC11,143$482K0.2%-26.9%0.004%
8/13/2025 Maia Wealth LLC25,138$1.07M0.2%+332.3%0.009%
8/12/2025 Richmond Investment Services LLC140,629$5.99M1.3%+591.5%0.052%
8/12/2025 J.W. Cole Advisors Inc.134,184$5.72M0.1%+1.6%0.050%
8/12/2025 North Star Asset Management Inc.187,618$7.99M0.3%-8.8%0.070%
8/12/2025 Financial Advocates Investment Management31,174$1.33M0.1%-46.7%0.012%
8/12/2025 Laurel Wealth Advisors LLC4,788$204K0.0%+4,137.2%0.002%
8/12/2025 XTX Topco Ltd8,754$373K0.0%N/A0.003%
(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, 568 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 ($750.47M), Valmark Advisers Inc. ($266.82M), Charles Schwab Investment Management Inc. ($261.92M), Ameriprise Financial Inc. ($160.71M), Envestnet Asset Management Inc. ($138.94M), and Cliftonlarsonallen Wealth Advisors LLC ($134.94M).Learn more on SPDR Portfolio S&P 600 Small Cap ETF's institutional investors.

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

Of the 392 institutional investors that purchased SPDR Portfolio S&P 600 Small Cap ETF's 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), Betterment LLC ($2.18M), Raymond James Financial Inc. ($1.47M), Financial Engines Advisors L.L.C. ($893.26K), 49 Wealth Management LLC ($890.90K), and Crews Bank & Trust ($664.13K).

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

Institutional investors have bought a total of 22,099,063 shares in the last 24 months. This purchase volume represents approximately $959.07M in transactions.

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

Of the 237 institutional investors that sold SPDR Portfolio S&P 600 Small Cap ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Fund Evaluation Group LLC ($2.01M), Ameriprise Financial Inc. ($1.49M), JPMorgan Chase & Co. ($1.32M), Bank of America Corp DE ($1.19M), CWM LLC ($997.98K), 49 Wealth Management LLC ($884.21K), and Crestwood Advisors Group LLC ($581.01K).

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

Institutional investors have sold a total of 15,550,883 shares in the last 24 months. This volume of shares sold represents approximately $654.87M in transactions.


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This page (NYSEARCA:SPSM) was last updated on 9/13/2025 by MarketBeat.com Staff
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