Who Owns SPSM?
State Street SPDR Portfolio S&P 600 Small Cap ETF — Institutional Ownership & 13F Holdings
$53.10
+0.10 (+0.19%)
Market Cap
$14.8B
Shares Outstanding
263,007,211
Institutional Holders
869
Total Inst. Value
$5.8B
% of Float Held
—
QoQ Holder Change
+407
Institutional data as of Q1 2025
New Positions
241
Closed Positions
84
Increased
273
Decreased
262
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Financial Engines Advisors L.L.C. | $919.5M | 22,557,955 |
| 2 | Betterment LLC | $657.5M | 16,131,496 |
| 3 | Valmark Advisers, Inc. | $238.4M | 5,847,674 |
| 4 | MORGAN STANLEY | $203.0M | 4,979,994 |
| 5 | AMERIPRISE FINANCIAL INC | $193.4M | 4,744,137 |
| 6 | BANK OF AMERICA CORP /DE/ | $175.7M | 4,310,617 |
| 7 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $122.4M | 3,004,000 |
| 8 | UBS Group AG | $99.4M | 2,438,207 |
| 9 | TOWNSQUARE CAPITAL LLC | $94.1M | 2,308,455 |
| 10 | ROYAL BANK OF CANADA | $75.3M | 1,846,512 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Financial Engines Advisors L.L.C. | +439K | $919.5M |
| Valmark Advisers, Inc. | +465K | $238.4M |
| MORGAN STANLEY | +320K | $203.0M |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | +973K | $122.4M |
| UBS Group AG | +79K | $99.4M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Strategic Financial Concepts, LLC | -4.3M | $6.0M |
| BANK OF AMERICA CORP /DE/ | -2.2M | $175.7M |
| Fund Evaluation Group, LLC | -2.0M | $22.7M |
| Richard Bernstein Advisors LLC | -1.5M | $68.8M |
| Independent Advisor Alliance | -1.4M | $857K |
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Frequently Asked Questions
How many institutional investors hold SPSM?
As of Q1 2025, 869 institutional investors report holding SPSM (State Street SPDR Portfolio S&P 600 Small Cap ETF) in their 13F filings.
Which hedge fund owns the most SPSM?
The largest institutional holder of SPSM is Financial Engines Advisors L.L.C. with $919.5M in shares.
Are institutions buying or selling SPSM?
This quarter, 241 institutions opened new positions in SPSM and 84 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.