SS SPDR P S&P 600 Small CapSPSMETF
13F holders, Q1 2024 (March 31)772holders
3famous investors
$43.03avg. 13F price*
At the end of Q1 2024, 772 institutions reported holding SS SPDR P S&P 600 Small Cap (SPSM) in their 13F filings. The largest holders were Financial Engines Advisors L.L.C. ($928.4M), LPL Financial LLC ($748.2M) and Betterment LLC ($566.4M). 3 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- SS SPDR P S&P 600 Small Cap
- Filed as
- SPDR SER TR (Q1 2024)
- CUSIP
- 78468R853
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 67 | $89.2M |
| Exits | 62 | $195.1M |
Ownership 772 holders
| Financial Engines Advisors L.L.C. | 2.09% | Add +2.3% | 21,570,536 | $928.4M |
| LPL Financial LLC | 0.40% | Add +5.4% | 17,383,043 | $748.2M |
| Betterment LLC | 1.52% | Add +176603.6% | 13,159,120 | $566.4M |
| Bank of America Corp. | 0.03% | Reduce -1.8% | 6,930,627 | $298.3M |
| Ameriprise Financial Inc. | 0.07% | Reduce -0.2% | 6,142,958 | $264.5M |
| Charles Schwab Investment Management Inc. | 0.05% | Reduce -25.0% | 5,503,031 | $236.9M |
| Valmark Advisers, Inc. | 4.09% | Add +4.2% | 5,449,209 | $234.5M |
| Richard Bernstein Advisors LLC | 3.25% | Reduce -2.9% | 3,516,927 | $151.4M |
| Envestnet Asset Management Inc. | 0.05% | Reduce -9.9% | 3,208,682 | $138.1M |
| Creative Planning | 0.15% | Reduce -3.9% | 3,203,634 | $137.9M |
| Morgan Stanley | 0.01% | Add +18.9% | 3,001,496 | $129.2M |
| Private Advisor Group, LLC | 0.70% | Add +2.8% | 2,250,653 | $96.9M |
| UBS Group AG | 0.03% | Add +1.4% | 2,235,184 | $96.2M |
| Cwm, LLC | 0.46% | Add +7.6% | 2,197,839 | $94.6M |
| Crestwood Advisors Group, LLC | 1.98% | Add +2.5% | 2,105,102 | $90.6M |
| PNC Financial Services Group, Inc. | 0.06% | Add +0.1% | 1,921,899 | $82.7M |
| CW Advisors, LLC | 1.38% | Add +0.2% | 1,861,406 | $80.1M |
| Stadion Money Management, LLC | 4.97% | Add +1.9% | 1,781,156 | $76.7M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.63% | Reduce -50.5% | 1,665,635 | $71.7M |
| Osaic Holdings, Inc. | 0.15% | Add +13.1% | 1,539,901 | $66.3M |
| Mariner, LLC | 0.13% | Reduce -1.2% | 1,484,170 | $63.9M |
| JPMorgan Chase & Co. | 0.01% | Add +112.5% | 1,412,422 | $60.8M |
| Pinnacle Wealth Planning Services, Inc. | 8.90% | Add +3.1% | 1,412,059 | $60.8M |
| Royal Bank of Canada | 0.01% | Add +11.9% | 1,372,331 | $59.1M |
| MBB Public Markets I LLC | 3.67% | Add +139.1% | 1,335,141 | $57.5M |
| State Street Corp. | 0.00% | Reduce -23.4% | 1,289,490 | $55.5M |
| Morningstar Investment Services LLC | 0.58% | Reduce -4.5% | 1,238,063 | $53.0M |
| Merit Financial Group, LLC | 1.26% | Reduce -30.9% | 1,270,319 | $53.0M |
| Townsquare Capital LLC | 0.76% | Add +4.9% | 1,210,595 | $52.1M |
| Elo Mutual Pension Insurance Co | 1.19% | Reduce -18.1% | 1,174,606 | $50.6M |
| Wealthcare Advisory Partners LLC | 1.63% | Add +20.4% | 1,152,219 | $49.6M |
| Great Valley Advisor Group, Inc. | 1.48% | Add +38.0% | 1,134,801 | $48.8M |
| HighTower Advisors, LLC | 0.08% | Add +5.7% | 1,101,289 | $47.4M |
| Midland Wealth Advisors, LLC | 2.77% | Add +7.3% | 1,044,262 | $44.9M |
| Cetera Investment Advisers | 0.10% | Add +533.8% | 1,017,095 | $43.8M |
| Assetmark, Inc. | 0.13% | Reduce -6.2% | 960,836 | $41.4M |
| Truist Financial Corp. | 0.06% | Add +0.5% | 927,046 | $39.9M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +80.0% | 920,102 | $39.6M |
| DAVENPORT & Co LLC | 0.24% | Add +8.0% | 897,965 | $38.6M |
| Capital Analysts, LLC | 1.80% | Add +7.0% | 896,906 | $38.6M |
| Wells Fargo & Company | 0.01% | Reduce -18.7% | 892,668 | $38.4M |
| Austin Private Wealth, LLC | 4.03% | Reduce -3.8% | 832,246 | $35.0M |
| Waller Financial Planning Group, Inc. | 9.19% | Reduce -0.6% | 801,325 | $34.5M |
| Raymond James & Associates | 0.02% | Add +21.3% | 793,264 | $34.1M |
| Commonwealth Equity Services, LLC | 0.06% | Add +2.5% | 777,317 | $33.5M |
| Obermeyer Wealth Partners | 1.92% | Reduce -28.7% | 756,957 | $32.6M |
| Spinnaker Trust | 1.95% | Add +14.2% | 700,422 | $30.1M |
| Atlas Private Wealth Advisors | 9.68% | Reduce -42.8% | 673,308 | $29.0M |
| Integrated Wealth Concepts LLC | 0.41% | Reduce -3.3% | 654,031 | $28.1M |
| Peterson Wealth Advisors, LLC | 5.93% | Add +1.5% | 648,291 | $27.9M |
| Wealth Enhancement Advisory Services, LLC | 0.07% | Add +42.5% | 616,678 | $26.5M |
| Envestnet Portfolio Solutions, Inc. | 0.10% | Add +6.5% | 593,914 | $25.6M |
| Stifel Financial Corp. | 0.03% | Add +1.8% | 586,602 | $25.2M |
| Corient Private Wealth LP | 0.04% | Add +1.9% | 548,614 | $23.6M |
| Gerber Kawasaki Wealth & Investment Management | 1.24% | Add +16.7% | 532,613 | $22.9M |
| Patriot Investment Management Group, Inc. | 1.80% | Add +14.9% | 528,540 | $22.7M |
| Focus Financial Network, Inc. | 1.11% | — | 570,674 | $22.7M |
| Dakota Wealth Management | 0.56% | Add +16.3% | 523,323 | $22.5M |
| OneDigital Investment Advisors LLC | 0.34% | Reduce -7.1% | 495,360 | $21.3M |
| Thrivent Financial for Lutherans | 0.04% | Reduce -25.9% | 483,052 | $20.8M |
| Good Life Advisors, LLC | 1.84% | Reduce -1.5% | 482,298 | $20.8M |
| Equitable Holdings, Inc. | 0.23% | Add +20.3% | 480,540 | $20.7M |
| JNBA Financial Advisors | 2.05% | Add +133.2% | 453,188 | $19.5M |
| Financial Security Advisor, Inc. | 6.80% | Reduce -1.3% | 451,747 | $19.4M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Add +1.6% | 441,016 | $19.0M |
| United Asset Strategies, Inc. | 1.83% | Add +4055.9% | 426,017 | $18.3M |
| MML Investors Services, LLC | 0.07% | Add +2.2% | 413,405 | $17.8M |
| IHT Wealth Management, LLC | 0.70% | Reduce -4.8% | 403,541 | $17.4M |
| Garrett Wealth Advisory Group, LLC | 6.92% | Add +0.7% | 392,548 | $16.9M |
| McNamara Financial Services, Inc. | 3.57% | Reduce -0.3% | 387,461 | $16.7M |
| Retirement Financial Solutions, LLC | 8.22% | Add +10.3% | 371,346 | $16.0M |
| Leicht Financial Planning & Wealth Management, Inc. | 8.65% | Add +31.6% | 366,749 | $15.8M |
| Fox Financial, Inc | 14.15% | Reduce -0.6% | 362,876 | $15.6M |
| D. E. Shaw & Co. | 0.02% | New | 361,738 | $15.6M |
| St Germain D J Co. Inc. | 0.76% | Add +6.8% | 360,329 | $15.5M |
| OneAscent Financial Services LLC | 1.68% | Reduce -18.6% | 353,506 | $15.2M |
| Trilogy Capital Inc. | 0.83% | Add +2.4% | 337,042 | $14.5M |
| Boston Standard Wealth Management, LLC | 3.20% | Add +5.6% | 328,317 | $14.1M |
| Allen Capital Group, LLC | 2.03% | Add +1.1% | 324,505 | $14.0M |
| Carnegie Investment Counsel | 0.43% | Add +3.4% | 323,815 | $13.9M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Reduce -53.0% | 322,188 | $13.9M |
| Alps Advisors Inc. | 0.10% | Reduce -0.9% | 320,395 | $13.8M |
| Marmo Financial Group, LLC | 8.37% | Add +5.3% | 319,805 | $13.8M |
| Avior Wealth Management, LLC | 0.63% | Add +15.8% | 315,233 | $13.6M |
| Berkshire Asset Management LLC | 0.71% | Add +12.5% | 309,725 | $13.3M |
| RVW Wealth, LLC | 1.36% | Reduce -8.0% | 308,299 | $13.3M |
| Stratos Wealth Partners, LTD. | 0.22% | Add +13.5% | 303,691 | $13.1M |
| Cary Street Partners Investment Advisory LLC | 0.55% | Add +34.3% | 302,749 | $13.0M |
| Financial Gravity Asset Management, Inc. | 3.63% | Reduce -92.3% | 305,828 | $12.9M |
| Valeo Financial Advisors, LLC | 0.46% | Reduce -1.0% | 311,131 | $12.8M |
| Flagship Harbor Advisors, LLC | 0.81% | Add +22.9% | 294,132 | $12.7M |
| Texas Permanent School Fund Corp. | 0.09% | Reduce -29.4% | 279,184 | $12.0M |
| Taylor & Morgan Wealth Management, LLC | 8.75% | Add +2.9% | 276,884 | $11.9M |
| Cary Street Partners Asset Management LLC | 1.82% | Reduce -19.3% | 273,072 | $11.8M |
| Pure Financial Advisors, LLC | 0.37% | Reduce -1.7% | 271,296 | $11.7M |
| North Star Asset Management Inc. | 0.55% | Add +7.1% | 270,312 | $11.6M |
| Park Avenue Securities LLC | 0.15% | Add +3.2% | 270,297 | $11.6M |
| KWB Wealth | 1.55% | Reduce -2.1% | 267,966 | $11.5M |
| Geneos Wealth Management Inc. | 0.52% | Add +7.6% | 264,503 | $11.4M |
| WBH Advisory Inc. | 1.15% | Add +7.9% | 260,091 | $11.2M |
"% 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.