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 (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Envestnet Asset Management Inc, State Street Corp, Envestnet Portfolio Solutions, Inc., Equitable Holdings, Inc., and Mercer Global Advisors Inc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+2,084,806+48.7%6,367,516$367.21MQ2 2026Sep 23, 2026
Envestnet Portfolio Solutions, Inc.Sell-160,891-14.1%976,262$56.30MQ2 2026Sep 23, 2026
State Street CorpSell-319,317-16.5%1,613,064$93.03MQ2 2026Sep 22, 2026
Security National Bank Of Sioux City IowaBuy+409—409$23.59KQ2 2026Sep 18, 2026
Anchor Investment Management, LlcSell-8,000-84.5%1,463$84.37KQ2 2026Sep 15, 2026
Integrated Wealth Concepts LlcBuy+15,284+3.8%417,275$24.06MQ2 2026Sep 09, 2026
Parkside Financial Bank & TrustBuy+8,983+3.5%267,153$15.41MQ2 2026Sep 04, 2026
Citadel Advisors LlcBuy+5,698—5,698$328.60KQ2 2026Sep 02, 2026
Brown, Lisle/Cummings, Inc.Buy+1,811+321.7%2,374$136.91KQ2 2026Sep 02, 2026
Second Line Capital, LlcBuy+85+0.9%10,074$580.94KQ2 2026Sep 02, 2026
Corient Private Wealth LlcSell-8,097-1.2%657,330$37.91MQ2 2026Aug 27, 2026
Horan Wealth, LlcSell-591-2.9%19,718$1.14MQ2 2026Aug 26, 2026
Financial Insights, Inc.Buy+27,311+10.9%278,497$16.06MQ2 2026Aug 25, 2026
Forefront Wealth Partners, LlcSell-142-0.3%44,929$2.59MQ2 2026Aug 20, 2026
Rehmann Capital Advisory GroupSell-2-0.0%5,663$326.61KQ2 2026Aug 20, 2026
Mercer Global Advisors IncBuy+88,294+109.3%169,091$9.75MQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcSell-1,516-3.2%45,704$2.64MQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcSell-18,672-62.3%11,323$653.02KQ2 2026Aug 18, 2026
Jdm Financial Group LlcBuy+6,129—6,129$353.46KQ2 2026Aug 18, 2026
North Star Asset Management IncBuy+4,765+3.1%160,698$9.27MQ2 2026Aug 18, 2026
Orion Capital Management LlcSell-280-24.3%870$50.17KQ2 2026Aug 18, 2026
Tilia Fiduciary Partners, Inc.Buy+235+3.5%7,001$403.74KQ2 2026Aug 18, 2026
Equitable Holdings, Inc.Sell-89,826-9.3%880,649$50.79MQ2 2026Aug 17, 2026
Wny Asset Management, LlcBuy+68,028—68,028$3.92MQ2 2026Aug 17, 2026
United Capital Financial Advisors, LlcBuy+55,137+8.1%732,516$42.22MQ2 2026Aug 17, 2026
Caitlin John, LlcBuy+12,556+138.6%21,613$1.25MQ2 2026Aug 17, 2026
Pure Financial Advisors, LlcSell-6,538-2.2%293,288$16.91MQ2 2026Aug 17, 2026
Fsa Advisors, Inc.Buy+3,585—3,585$206.76KQ2 2026Aug 17, 2026
Transamerica Financial Advisors, LlcSell-2,950-12.2%21,236$1.22MQ2 2026Aug 17, 2026
Empowered Funds, LlcBuy+551+3.2%18,013$1.04MQ2 2026Aug 17, 2026
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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.