SPDR PORTFOLIO S&P 600 SMALL (SPSM) Institutional Ownership Changes & 13F Activity

SPDR PORTFOLIO S&P 600 SMALL (SPSM). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings. This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Sequoia Financial Advisors, Renaissance Technologies LLC, and Matrix Private Capital Group.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q1 2026Sequoia Financial AdvisorsSell-91771,608$3,460,105
Q4 2025Sequoia Financial AdvisorsSell-40672,525$3,398,537
Q3 2025Sequoia Financial AdvisorsSell-1,35972,931$3,378,184
Q2 2025Sequoia Financial AdvisorsSell-57974,290$3,164,746
Q1 2025Sequoia Financial AdvisorsBuy2,85374,869$3,051,643
Q4 2024Renaissance Technologies LLCSell-1,70035,500$1,594,660
Q4 2024Sequoia Financial AdvisorsSell-1,48172,016$3,234,977
Q3 2024Sequoia Financial AdvisorsSell-46173,497$3,344,837
Q2 2024Renaissance Technologies LLCBuy21,40037,200$1,544,916
Q2 2024Sequoia Financial AdvisorsBuy1,59673,958$3,071,497
Q1 2024Renaissance Technologies LLCBuy3,20015,800$680
Q1 2024Sequoia Financial AdvisorsSell-2,20572,362$3,114,463
Q4 2023Sequoia Financial AdvisorsBuy51,67074,567$3,145,224
Q3 2023Sequoia Financial AdvisorsBuy22,89722,897$844,906
Q3 2023Renaissance Technologies LLCSell-2,30012,600$465
Q2 2023Renaissance Technologies LLCSell-18,60014,900$579
Q2 2023Matrix Private Capital GroupBuy2,2672,460$95,546
Q4 2022Renaissance Technologies LLCBuy18,20033,500$1,238
Q3 2022Renaissance Technologies LLCBuy1,70015,300$521
Q2 2022Renaissance Technologies LLCSell-2,20013,600$489
Q2 2022Matrix Private Capital GroupBuy18193$7
Q1 2022Renaissance Technologies LLCBuy9,90015,800$665
Q4 2021Renaissance Technologies LLCSell-10,9005,900$264
Q4 2021Matrix Private Capital GroupBuy14175$8
Q3 2021Renaissance Technologies LLCBuy11,20016,800$716
Q3 2021Matrix Private Capital GroupBuy93161$7
Q2 2021Renaissance Technologies LLCSell-8,5005,600$246
Q2 2021Matrix Private Capital GroupBuy268$3
Q1 2021Renaissance Technologies LLCBuy7,90014,100$596
Q1 2021Matrix Private Capital GroupBuy4466$3

Frequently asked questions about SPSM activity

  • Which institutional owners are buying SPSM?

    Institutional owners buying SPSM include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in SPSM activity?

    "Buy" means an investor increased their reported position in SPSM compared to the prior reporting period. This reflects growing exposure to SPDR PORTFOLIO S&P 600 SMALL (SPSM) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in SPSM increasing?

    Institutional interest in SPSM can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

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