SS SPDR P S&P 600 Small CapSPSMETF
13F holders, Q2 2024 (June 30)809holders +37
62new positions
41sold out
4famous investors
$40.74avg. 13F price*
At the end of Q2 2024, 809 institutions reported holding SS SPDR P S&P 600 Small Cap (SPSM) in their 13F filings, up 37 from Q1 2024. 62 opened new positions and 41 sold out. The largest holders were Financial Engines Advisors L.L.C. ($914.6M), LPL Financial LLC ($746.3M) and Betterment LLC ($608.2M). 4 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 (Q2 2024)
- CUSIP
- 78468R853
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 62 | $43.8M |
| Exits | 41 | $59.3M |
All 13F filers, Q1 2024 → Q2 2024: 15,077,585 shares bought and 10,082,872 shares sold, net +4,994,713 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 809 holders
| Financial Engines Advisors L.L.C. | 2.03% | Add +2.1% | 22,021,854 | $914.6M |
| LPL Financial LLC | 0.37% | Add +3.4% | 17,971,072 | $746.3M |
| Betterment LLC | 1.58% | Add +11.3% | 14,645,935 | $608.2M |
| Bank of America Corp. | 0.03% | Reduce -6.9% | 6,454,537 | $268.1M |
| Charles Schwab Investment Management Inc. | 0.04% | Add +0.8% | 5,545,034 | $230.3M |
| Ameriprise Financial Inc. | 0.06% | Reduce -10.3% | 5,511,958 | $228.9M |
| Valmark Advisers, Inc. | 3.60% | Reduce -6.5% | 5,095,547 | $211.6M |
| Cwm, LLC | 0.68% | Add +57.2% | 3,454,239 | $143.5M |
| Richard Bernstein Advisors LLC | 3.11% | Reduce -3.9% | 3,381,113 | $140.4M |
| Creative Planning | 0.14% | Reduce -1.9% | 3,141,187 | $130.5M |
| Morgan Stanley | 0.01% | Add +2.5% | 3,077,860 | $127.8M |
| Envestnet Asset Management Inc. | 0.04% | Reduce -4.6% | 3,060,336 | $127.1M |
| UBS Group AG | 0.03% | Reduce -0.4% | 2,225,331 | $92.4M |
| Private Advisor Group, LLC | 0.62% | Reduce -1.7% | 2,212,735 | $91.9M |
| Crestwood Advisors Group, LLC | 1.84% | Add +1.9% | 2,146,042 | $89.1M |
| PNC Financial Services Group, Inc. | 0.05% | Reduce -1.8% | 1,887,269 | $78.4M |
| CW Advisors, LLC | 1.21% | Reduce -1.5% | 1,832,883 | $76.1M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.62% | Add +8.9% | 1,813,624 | $75.3M |
| State Street Corp. | 0.00% | Add +23.6% | 1,594,118 | $66.2M |
| MBB Public Markets I LLC | 1.30% | Add +13.2% | 1,511,282 | $62.8M |
| Pinnacle Wealth Planning Services, Inc. | 8.74% | Add +4.3% | 1,473,037 | $61.2M |
| Stadion Money Management, LLC | 4.92% | Reduce -18.8% | 1,446,513 | $60.1M |
| Osaic Holdings, Inc. | 0.14% | Reduce -6.5% | 1,439,775 | $59.8M |
| Townsquare Capital LLC | 0.80% | Add +16.9% | 1,415,101 | $58.8M |
| Atlas Private Wealth Advisors | 9.39% | Add +106.6% | 1,391,303 | $57.8M |
| Royal Bank of Canada | 0.01% | Add +1.2% | 1,388,553 | $57.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -3.1% | 1,368,890 | $56.9M |
| Wealthcare Advisory Partners LLC | 1.60% | Add +7.2% | 1,234,953 | $51.3M |
| Merit Financial Group, LLC | 1.12% | Reduce -3.7% | 1,223,104 | $50.8M |
| Morningstar Investment Services LLC | 0.54% | Reduce -1.7% | 1,217,457 | $50.1M |
| Great Valley Advisor Group, Inc. | 1.32% | Add +0.4% | 1,139,727 | $47.3M |
| Cetera Investment Advisers | 0.10% | Add +3.4% | 1,051,971 | $43.7M |
| Midland Wealth Advisors, LLC | 2.57% | Add +0.1% | 1,045,053 | $43.4M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +2.7% | 945,346 | $39.3M |
| Savant Capital, LLC | 0.39% | Add +2740.1% | 944,261 | $39.2M |
| Truist Financial Corp. | 0.06% | Add +0.3% | 930,236 | $38.6M |
| Capital Analysts, LLC | 1.69% | Add +2.6% | 920,492 | $38.2M |
| HighTower Advisors, LLC | 0.06% | Reduce -16.6% | 919,014 | $38.1M |
| Wells Fargo & Company | 0.01% | Add +2.0% | 910,907 | $37.8M |
| Waller Financial Planning Group, Inc. | 9.06% | Add +1.4% | 812,187 | $33.7M |
| Assetmark, Inc. | 0.10% | Reduce -16.8% | 799,259 | $33.2M |
| Raymond James & Associates | 0.02% | Reduce -4.9% | 754,632 | $31.3M |
| Obermeyer Wealth Partners | 1.79% | Reduce -0.8% | 750,676 | $31.2M |
| Commonwealth Equity Services, LLC | 0.05% | Reduce -4.4% | 743,265 | $30.9M |
| Spinnaker Trust | 1.88% | Add +1.0% | 707,161 | $29.4M |
| Envestnet Portfolio Solutions, Inc. | 0.10% | Add +14.5% | 679,910 | $28.2M |
| Mason Street Advisors, LLC | 3.77% | Add +447.2% | 675,300 | $28.0M |
| Peterson Wealth Advisors, LLC | 5.75% | Add +1.9% | 660,370 | $27.4M |
| Focus Financial Network, Inc. | 1.13% | Add +2.5% | 584,712 | $26.5M |
| DAVENPORT & Co LLC | 0.16% | Reduce -30.5% | 623,697 | $25.9M |
| Integrated Wealth Concepts LLC | 0.34% | Reduce -7.4% | 605,714 | $25.2M |
| Patriot Investment Management Group, Inc. | 1.92% | Add +11.6% | 589,899 | $24.5M |
| Dakota Wealth Management | 0.58% | Add +12.6% | 589,187 | $24.5M |
| Gerber Kawasaki Wealth & Investment Management | 1.22% | Add +10.0% | 586,063 | $24.3M |
| Equitable Holdings, Inc. | 0.25% | Add +19.9% | 576,318 | $23.9M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Reduce -7.5% | 570,208 | $23.7M |
| Corient Private Wealth LP | 0.04% | Add +2.0% | 559,849 | $23.3M |
| Good Life Advisors, LLC | 1.86% | Add +12.8% | 544,246 | $22.6M |
| JNBA Financial Advisors | 2.23% | Add +12.3% | 508,713 | $21.1M |
| Thrivent Financial for Lutherans | 0.04% | Add +4.3% | 503,707 | $20.9M |
| OneDigital Investment Advisors LLC | 0.25% | Reduce -1.3% | 488,890 | $20.3M |
| Stifel Financial Corp. | 0.02% | Reduce -19.7% | 470,950 | $19.6M |
| McNamara Financial Services, Inc. | 4.08% | Add +19.8% | 464,138 | $19.3M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Add +2.9% | 453,885 | $18.9M |
| Avior Wealth Management, LLC | 0.81% | Add +43.2% | 451,518 | $18.8M |
| Mariner, LLC | 0.04% | Reduce -69.7% | 450,358 | $18.7M |
| Financial Security Advisor, Inc. | 6.22% | Reduce -1.1% | 447,001 | $18.6M |
| Retirement Financial Solutions, LLC | 8.27% | Add +13.9% | 423,063 | $17.6M |
| Garrett Wealth Advisory Group, LLC | 6.05% | Add +1.2% | 397,145 | $16.5M |
| St Germain D J Co. Inc. | 0.79% | Add +9.7% | 395,384 | $16.4M |
| IHT Wealth Management, LLC | 0.60% | Reduce -4.5% | 385,456 | $16.0M |
| Leicht Financial Planning & Wealth Management, Inc. | 8.31% | Add +2.5% | 375,843 | $15.6M |
| Trilogy Capital Inc. | 0.77% | Add +1.1% | 340,788 | $14.2M |
| Allen Capital Group, LLC | 1.97% | Add +3.9% | 337,055 | $14.0M |
| Cary Street Partners Investment Advisory LLC | 0.56% | Add +11.2% | 336,524 | $14.0M |
| Boston Standard Wealth Management, LLC | 3.07% | Add +2.3% | 335,826 | $13.9M |
| Stratos Wealth Partners, LTD. | 0.23% | Add +10.4% | 335,150 | $13.9M |
| Carnegie Investment Counsel | 0.43% | Add +3.4% | 334,800 | $13.9M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +3.9% | 334,705 | $13.9M |
| Berkshire Asset Management LLC | 0.68% | Add +6.7% | 330,569 | $13.7M |
| Sanctuary Advisors, LLC | 0.10% | — | 333,401 | $13.7M |
| Financial Gravity Asset Management, Inc. | 3.43% | Add +8.3% | 331,258 | $13.7M |
| Austin Private Wealth, LLC | 1.43% | Reduce -61.5% | 320,013 | $13.3M |
| Cary Street Partners Asset Management LLC | 1.94% | Add +16.5% | 318,185 | $13.2M |
| Marmo Financial Group, LLC | 7.92% | Reduce -1.4% | 315,441 | $13.1M |
| Flagship Harbor Advisors, LLC | 0.79% | Add +7.2% | 315,273 | $13.1M |
| Valeo Financial Advisors, LLC | 0.41% | Add +0.5% | 312,640 | $13.0M |
| Western Wealth Management, LLC | 0.93% | Add +15.8% | 301,015 | $12.5M |
| OneAscent Financial Services LLC | 1.73% | Reduce -15.2% | 299,803 | $12.5M |
| Geneos Wealth Management Inc. | 0.53% | Add +8.4% | 286,774 | $11.9M |
| Taylor & Morgan Wealth Management, LLC | 8.25% | Add +1.5% | 281,021 | $11.7M |
| North Star Asset Management Inc. | 0.55% | Add +3.0% | 278,423 | $11.6M |
| Park Avenue Securities LLC | 0.14% | Add +3.0% | 278,369 | $11.6M |
| WBH Advisory Inc. | 1.14% | Add +4.4% | 271,546 | $11.3M |
| Pure Financial Advisors, LLC | 0.31% | Reduce -1.7% | 266,579 | $11.1M |
| KWB Wealth | 1.52% | Reduce -4.3% | 256,507 | $11.0M |
| RVW Wealth, LLC | 1.09% | Reduce -14.5% | 263,569 | $10.9M |
| Financial Insights, Inc. | 3.03% | Add +4.5% | 262,719 | $10.9M |
| Legacy Edge Advisors, LLC | 2.01% | Add +34.3% | 262,075 | $10.9M |
| Global Retirement Partners, LLC | 0.34% | Add +5.9% | 261,071 | $10.8M |
"% 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.