SS SPDR P S&P 600 Small CapSPSMETF
13F holders, Q2 2026 (June 30)1,055holders +47
103new positions
40sold out
3famous investors
$57.64avg. 13F price*
At the end of Q2 2026, 1,055 institutions reported holding SS SPDR P S&P 600 Small Cap (SPSM) in their 13F filings, up 47 from Q1 2026. 103 opened new positions and 40 sold out. The largest holders were LPL Financial LLC ($1.5B), Betterment LLC ($1.1B) and Financial Engines Advisors L.L.C. ($1.1B). 3 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- SS SPDR P S&P 600 Small Cap
- Filed as
- SPDR SERIES TRUST (Q2 2026)
- CUSIP
- 78468R853
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 103 | $124.6M |
| Exits | 40 | $30.9M |
All 13F filers, Q1 2026 → Q2 2026: 20,860,170 shares bought and 8,842,620 shares sold, net +12,017,550 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,055 holders
| LPL Financial LLC | 0.33% | Add +2.4% | 25,175,605 | $1.5B |
| Betterment LLC | 1.87% | Add +0.8% | 19,180,838 | $1.1B |
| Financial Engines Advisors L.L.C. | 1.93% | Reduce -9.0% | 18,804,022 | $1.1B |
| Bank of America Corp. | 0.05% | Add +209.3% | 12,147,363 | $700.5M |
| Morgan Stanley | 0.02% | Add +5.9% | 7,614,768 | $439.1M |
| Charles Schwab Investment Management Inc. | 0.05% | Add +0.2% | 6,597,240 | $380.5M |
| Envestnet Asset Management Inc. | 0.09% | Add +48.7% | 6,367,516 | $367.2M |
| Valmark Advisers, Inc. | 3.13% | Reduce -5.7% | 5,101,635 | $294.2M |
| Cliftonlarsonallen Wealth Advisors, LLC | 3.81% | Add +2.3% | 5,022,048 | $289.6M |
| Ameriprise Financial Inc. | 0.05% | Reduce -2.3% | 4,348,586 | $251.5M |
| Raymond James Financial Inc. | 0.05% | Add +7.6% | 3,009,298 | $173.5M |
| Creative Planning | 0.09% | Reduce -0.9% | 2,776,196 | $160.1M |
| UBS Group AG | 0.02% | Add +5.5% | 2,483,029 | $143.2M |
| Osaic Holdings, Inc. | 0.14% | Add +9.9% | 2,089,160 | $120.5M |
| Stifel Financial Corp. | 0.10% | Add +72.5% | 2,080,273 | $120.0M |
| PNC Financial Services Group, Inc. | 0.06% | Add +2.4% | 1,961,330 | $113.1M |
| Pinnacle Wealth Planning Services, Inc. | 10.55% | Add +2.6% | 1,920,706 | $110.8M |
| Wealthcare Advisory Partners LLC | 1.94% | Add +1.1% | 1,776,135 | $102.4M |
| Crestwood Advisors Group, LLC | 1.49% | Add +0.9% | 1,742,537 | $100.5M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Add +1.6% | 1,656,155 | $95.5M |
| State Street Corp. | 0.00% | Reduce -16.5% | 1,613,064 | $93.0M |
| Cetera Investment Advisers | 0.08% | Add +10.9% | 1,554,487 | $89.6M |
| Dakota Wealth Management | 1.65% | Add +8.4% | 1,499,275 | $86.5M |
| Mason Street Advisors, LLC | 7.17% | Add +4.0% | 1,379,248 | $79.5M |
| Assetmark, Inc. | 0.12% | Reduce -13.8% | 1,239,772 | $71.5M |
| Vantagepoint Investment Advisers LLC | 0.53% | Reduce -5.1% | 1,222,487 | $70.5M |
| Great Valley Advisor Group, Inc. | 1.09% | Add +0.1% | 1,200,234 | $69.2M |
| Private Advisor Group, LLC | 0.30% | Add +16.1% | 1,125,006 | $64.9M |
| HighTower Advisors, LLC | 0.06% | Add +2.1% | 1,071,815 | $61.8M |
| Commonwealth Equity Services, LLC | 0.07% | Add +10.2% | 1,009,258 | $58.2M |
| DAVENPORT & Co LLC | 0.29% | Add +13.7% | 986,910 | $56.9M |
| Envestnet Portfolio Solutions, Inc. | 0.27% | Reduce -14.2% | 976,262 | $56.3M |
| Midland Wealth Advisors, LLC | 2.60% | Reduce -0.5% | 959,196 | $55.3M |
| Wells Fargo & Company | 0.01% | Add +0.7% | 952,624 | $54.9M |
| Equitable Holdings, Inc. | 0.30% | Reduce -9.3% | 880,649 | $50.8M |
| Patriot Investment Management Group, Inc. | 2.79% | Add +3.0% | 833,994 | $48.1M |
| First Command Advisory Services, Inc. | 0.28% | Add +10.8% | 818,472 | $47.2M |
| One Day In July LLC | 3.23% | Add +9.1% | 804,494 | $46.4M |
| Stadion Money Management, LLC | 3.99% | Reduce -6.8% | 803,443 | $46.3M |
| Truist Financial Corp. | 0.05% | Reduce -1.9% | 744,666 | $42.9M |
| United Capital Financial Advisors, LLC | 0.23% | Add +8.1% | 732,516 | $42.2M |
| Royal Bank of Canada | 0.01% | Reduce -3.2% | 712,610 | $41.1M |
| HighPoint Advisor Group LLC | 1.41% | Add +22.5% | 695,486 | $40.1M |
| Vicus Capital | 2.55% | Add +0.2% | 684,168 | $39.5M |
| Greenleaf Trust | 0.37% | Add +9.0% | 668,396 | $38.5M |
| Peterson Wealth Advisors, LLC | 4.55% | Add +1.9% | 667,839 | $38.5M |
| Corient Private Wealth LP | 0.05% | Reduce -1.2% | 657,330 | $37.9M |
| Morningstar Investment Management LLC | 2.31% | No change | 774,051 | $37.4M |
| Bokf, NA | 0.51% | Add +0.0% | 643,758 | $37.1M |
| St Germain D J Co. Inc. | 1.31% | Add +2.1% | 630,122 | $36.3M |
| Clark Capital Management Group, Inc. | 0.19% | New | 606,750 | $35.0M |
| Evernest Financial Advisors, LLC | 7.24% | Add +6.7% | 599,855 | $34.6M |
| Berkshire Asset Management LLC | 1.34% | Add +1.7% | 593,958 | $34.3M |
| RKL Wealth Management LLC | 2.73% | Add +4.1% | 593,853 | $34.2M |
| Penserra Capital Management LLC | 0.26% | Add +35.8% | 592,573 | $34.2M |
| Oarsman Capital, Inc. | 3.56% | Add +6.2% | 583,514 | $33.7M |
| Avior Wealth Management, LLC | 0.85% | Add +1.6% | 558,732 | $32.2M |
| Savant Capital, LLC | 0.09% | Add +96.9% | 605,173 | $32.0M |
| Composition Wealth, LLC | 0.37% | Add +18.6% | 542,947 | $31.3M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Reduce -8.7% | 542,432 | $31.3M |
| AlphaStar Capital Management, LLC | 1.91% | Add +55.6% | 521,139 | $30.1M |
| Spinnaker Trust | 1.34% | Reduce -2.5% | 479,835 | $27.7M |
| Abound Financial, LLC | 10.89% | Reduce -12.7% | 473,796 | $27.3M |
| Cornerstone Advisors Asset Management, LLC | 3.51% | Add +27.0% | 465,415 | $26.8M |
| Garrett Wealth Advisory Group, LLC | 4.09% | Add +1.0% | 461,770 | $26.6M |
| Crews Bank & Trust | 3.44% | Reduce -6.3% | 456,249 | $26.3M |
| KWB Wealth | 2.23% | Reduce -17.5% | 452,815 | $26.1M |
| United Asset Strategies, Inc. | 1.77% | Add +1.1% | 434,336 | $25.0M |
| Cerity Partners LLC | 0.03% | Add +0.9% | 431,825 | $24.9M |
| JPMorgan Chase & Co. | 0.00% | Add +6.8% | 432,384 | $24.8M |
| Fifth Third Bancorp | 0.04% | Add +6.5% | 425,872 | $24.6M |
| Geneos Wealth Management Inc. | 0.50% | Add +3.0% | 423,216 | $24.4M |
| Financial Gravity Companies, Inc. | 3.95% | — | 422,057 | $24.3M |
| Allen Capital Group, LLC | 1.99% | Add +3.6% | 421,001 | $24.3M |
| Integrated Wealth Concepts LLC | 0.16% | Add +3.8% | 417,275 | $24.1M |
| Banco Santander, S.A. | 0.14% | Reduce -46.9% | 396,801 | $22.9M |
| Boston Standard Wealth Management, LLC | 3.16% | Reduce -2.6% | 376,832 | $21.8M |
| Flagship Harbor Advisors, LLC | 0.83% | Add +5.0% | 377,072 | $21.7M |
| Diversify Advisory Services, LLC | 0.37% | New | 384,139 | $21.7M |
| Diversify Wealth Management, LLC | 0.37% | Reduce -1.8% | 384,139 | $21.7M |
| Shepherd Financial Partners LLC | 1.78% | Reduce -0.0% | 376,221 | $21.7M |
| Fund Evaluation Group, LLC | 0.58% | Reduce -13.1% | 374,838 | $21.6M |
| Lido Advisors, LLC | 0.08% | Add +2.2% | 374,702 | $21.6M |
| MML Investors Services, LLC | 0.04% | Add +28.9% | 374,428 | $21.6M |
| Park Avenue Securities LLC | 0.13% | Reduce -2.6% | 366,031 | $21.1M |
| CIBC Bancorp USA Inc. | 0.03% | Add +29.4% | 374,375 | $21.1M |
| TPG Financial Advisors, LLC | 6.22% | Add +8.6% | 361,261 | $20.8M |
| Atlas Private Wealth Advisors | 4.44% | Add +0.5% | 351,572 | $20.3M |
| Evermay Wealth Management LLC | 2.08% | Add +8.7% | 349,702 | $20.2M |
| Trustees of Dartmouth College | 6.02% | New | 349,430 | $20.2M |
| Focus Partners Wealth | 0.02% | Add +23.5% | 344,894 | $19.9M |
| Hancock Prospecting Pty Ltd | 0.35% | No change | 342,840 | $19.8M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +2.6% | 345,538 | $19.3M |
| Cahaba Wealth Management, Inc. | 1.14% | Reduce -1.2% | 328,118 | $18.9M |
| Impact Partnership Wealth, LLC | 1.83% | Reduce -35.3% | 326,161 | $18.8M |
| Merit Financial Group, LLC | 0.12% | Reduce -0.3% | 325,390 | $18.8M |
| Principal Securities, Inc. | 0.22% | Add +117.5% | 319,166 | $18.4M |
| Foguth Wealth Management, LLC. | 2.08% | Add +36.2% | 323,245 | $18.2M |
| Leicht Financial Planning & Wealth Management, Inc. | 7.43% | Reduce -16.6% | 314,283 | $18.1M |
| WBH Advisory Inc. | 1.21% | Reduce -0.2% | 312,928 | $18.0M |
"% of holder's portfolio" is SPSM's weight in each manager's 13F, not the share of SS SPDR P S&P 600 Small Cap the manager owns.