SS SPDR P S&P 600 Small CapSPSMETF
13F holders, Q3 2024 (September 30)852holders +43
83new positions
42sold out
4famous investors
$45.65avg. 13F price*
At the end of Q3 2024, 852 institutions reported holding SS SPDR P S&P 600 Small Cap (SPSM) in their 13F filings, up 43 from Q2 2024. 83 opened new positions and 42 sold out. The largest holders were Financial Engines Advisors L.L.C. ($1.0B), LPL Financial LLC ($887.1M) and Betterment LLC ($704.1M). 4 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'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 (Q3 2024)
- CUSIP
- 78468R853
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 83 | $234.8M |
| Exits | 42 | $36.9M |
All 13F filers, Q2 2024 → Q3 2024: 15,210,376 shares bought and 8,935,538 shares sold, net +6,274,838 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 852 holders
| Financial Engines Advisors L.L.C. | 2.11% | Add +0.8% | 22,202,035 | $1.0B |
| LPL Financial LLC | 0.40% | Add +8.5% | 19,491,342 | $887.1M |
| Betterment LLC | 1.68% | Add +5.6% | 15,470,868 | $704.1M |
| Bank of America Corp. | 0.02% | Reduce -4.7% | 6,149,811 | $279.9M |
| Charles Schwab Investment Management Inc. | 0.05% | Add +0.8% | 5,589,815 | $254.4M |
| Valmark Advisers, Inc. | 3.72% | Add +2.4% | 5,219,058 | $237.5M |
| Ameriprise Financial Inc. | 0.06% | Reduce -5.8% | 5,195,181 | $236.4M |
| Cwm, LLC | 0.77% | Add +14.4% | 3,950,894 | $179.8M |
| Envestnet Asset Management Inc. | 0.05% | Add +17.0% | 3,579,221 | $162.9M |
| Morgan Stanley | 0.01% | Add +14.9% | 3,535,157 | $160.9M |
| Richard Bernstein Advisors LLC | 3.20% | Reduce -3.0% | 3,279,047 | $149.2M |
| Creative Planning | 0.14% | Reduce -1.3% | 3,100,924 | $141.1M |
| UBS Group AG | 0.03% | Add +1.8% | 2,265,701 | $103.1M |
| Crestwood Advisors Group, LLC | 1.90% | Add +1.7% | 2,183,438 | $99.4M |
| Cliftonlarsonallen Wealth Advisors, LLC | 2.00% | Add +5.2% | 1,908,248 | $86.8M |
| PNC Financial Services Group, Inc. | 0.05% | Reduce -3.3% | 1,825,728 | $83.1M |
| CW Advisors, LLC | 1.09% | Reduce -2.1% | 1,794,197 | $81.7M |
| Royal Bank of Canada | 0.02% | Add +23.8% | 1,719,235 | $78.2M |
| Private Advisor Group, LLC | 0.46% | Reduce -26.2% | 1,632,126 | $74.3M |
| Townsquare Capital LLC | 0.84% | Add +8.8% | 1,539,321 | $70.1M |
| Pinnacle Wealth Planning Services, Inc. | 9.32% | Add +2.4% | 1,508,177 | $68.6M |
| Cercano Management LLC | 1.58% | New | 1,450,925 | $66.0M |
| Atlas Private Wealth Advisors | 9.57% | Add +4.3% | 1,450,575 | $66.0M |
| Stadion Money Management, LLC | 4.93% | Reduce -0.7% | 1,436,307 | $65.4M |
| State Street Corp. | 0.00% | Reduce -10.9% | 1,420,168 | $64.6M |
| Osaic Holdings, Inc. | 0.14% | Reduce -5.1% | 1,365,887 | $62.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -5.5% | 1,294,253 | $58.9M |
| Great Valley Advisor Group, Inc. | 1.43% | Add +12.5% | 1,282,290 | $58.4M |
| MBB Public Markets I LLC | 4.79% | Reduce -18.0% | 1,239,803 | $56.4M |
| Wealthcare Advisory Partners LLC | 1.60% | Reduce 0.0% | 1,234,949 | $56.2M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Add +28.1% | 1,211,377 | $55.1M |
| Morningstar Investment Services LLC | 0.55% | Reduce -2.1% | 1,192,224 | $54.0M |
| Cetera Investment Advisers | 0.12% | Add +10.4% | 1,161,657 | $52.9M |
| Merit Financial Group, LLC | 1.09% | Reduce -12.4% | 1,071,081 | $48.7M |
| Midland Wealth Advisors, LLC | 2.82% | Add +1.1% | 1,057,048 | $48.1M |
| Wells Fargo & Company | 0.01% | Add +5.3% | 959,002 | $43.6M |
| Capital Analysts, LLC | 1.76% | Add +3.4% | 951,560 | $43.3M |
| HighTower Advisors, LLC | 0.06% | Add +3.0% | 946,151 | $43.1M |
| Truist Financial Corp. | 0.07% | Add +0.6% | 935,825 | $42.6M |
| Commonwealth Equity Services, LLC | 0.06% | Add +14.9% | 853,930 | $38.9M |
| Stifel Financial Corp. | 0.04% | Add +77.1% | 834,191 | $38.0M |
| Waller Financial Planning Group, Inc. | 9.19% | Add +0.3% | 814,231 | $37.1M |
| Savant Capital, LLC | 0.30% | Reduce -16.5% | 788,091 | $35.9M |
| Spinnaker Trust | 2.19% | Add +10.2% | 779,407 | $35.5M |
| Raymond James & Associates | 0.02% | Reduce -1.5% | 743,592 | $33.8M |
| Mason Street Advisors, LLC | 4.09% | Add +9.7% | 740,700 | $33.7M |
| Assetmark, Inc. | 0.09% | Reduce -10.0% | 719,652 | $32.8M |
| Elevatus Welath Management | 10.67% | New | 717,327 | $32.6M |
| Envestnet Portfolio Solutions, Inc. | 0.10% | Add +4.3% | 709,496 | $32.3M |
| Dakota Wealth Management | 0.73% | Add +20.3% | 709,016 | $32.3M |
| 49 Wealth Management, LLC | 5.23% | New | 706,037 | $32.1M |
| Obermeyer Wealth Partners | 1.72% | Reduce -6.2% | 704,528 | $32.1M |
| Peterson Wealth Advisors, LLC | 5.84% | Add +2.9% | 679,407 | $30.9M |
| DAVENPORT & Co LLC | 0.17% | Add +4.9% | 654,292 | $29.8M |
| Gerber Kawasaki Wealth & Investment Management | 1.33% | Add +8.6% | 636,230 | $29.0M |
| Patriot Investment Management Group, Inc. | 2.10% | Add +6.5% | 627,930 | $28.6M |
| Equitable Holdings, Inc. | 0.27% | Add +5.1% | 605,942 | $27.6M |
| Focus Financial Network, Inc. | 1.11% | Add +2.0% | 596,338 | $27.1M |
| Good Life Advisors, LLC | 1.64% | Add +7.3% | 584,122 | $26.6M |
| Corient Private Wealth LP | 0.04% | Add +0.5% | 562,347 | $25.6M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Reduce -7.8% | 525,590 | $23.9M |
| McClarren Financial Advisors, Inc. | 2.97% | Add +809.9% | 9,818 | $23.6M |
| Thrivent Financial for Lutherans | 0.04% | Add +0.9% | 508,440 | $23.1M |
| JNBA Financial Advisors | 2.32% | Reduce -0.6% | 505,457 | $23.0M |
| Texas Permanent School Fund Corp. | 3.73% | New | 488,935 | $22.3M |
| Kestra Investment Management, LLC | 0.94% | Add +137.1% | 481,245 | $21.9M |
| Integrated Wealth Concepts LLC | 0.27% | Reduce -20.9% | 479,248 | $21.8M |
| OneDigital Investment Advisors LLC | 0.25% | Reduce -2.4% | 477,071 | $21.7M |
| Mariner, LLC | 0.04% | Add +5.7% | 476,000 | $21.7M |
| Sanctuary Advisors, LLC | 0.14% | Add +33.0% | 443,442 | $21.6M |
| Avior Wealth Management, LLC | 0.85% | Add +3.5% | 467,400 | $21.3M |
| McNamara Financial Services, Inc. | 4.17% | Add +0.2% | 464,991 | $21.2M |
| Financial Security Advisor, Inc. | 5.02% | Reduce -1.0% | 442,635 | $20.1M |
| GM Advisory Group, LLC | 1.20% | New | 438,814 | $20.0M |
| Retirement Financial Solutions, LLC | 8.57% | Add +1.7% | 430,183 | $19.6M |
| First Command Advisory Services, Inc. | 0.19% | Add +141583.5% | 429,301 | $19.5M |
| St Germain D J Co. Inc. | 0.86% | Add +4.2% | 412,152 | $18.8M |
| Garrett Wealth Advisory Group, LLC | 4.58% | Add +2.6% | 407,439 | $18.5M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Reduce -12.1% | 398,992 | $18.2M |
| IHT Wealth Management, LLC | 0.51% | Add +2.1% | 393,702 | $17.9M |
| Cary Street Partners Investment Advisory LLC | 0.63% | Add +12.0% | 377,052 | $17.2M |
| Leicht Financial Planning & Wealth Management, Inc. | 8.63% | Add +0.2% | 376,562 | $17.1M |
| Cary Street Partners Asset Management LLC | 2.20% | Add +15.4% | 367,172 | $16.7M |
| Allen Capital Group, LLC | 2.04% | Add +4.9% | 353,598 | $16.1M |
| Boston Standard Wealth Management, LLC | 3.12% | Add +4.7% | 351,717 | $16.0M |
| Stratos Wealth Partners, LTD. | 0.23% | Add +4.0% | 348,495 | $15.9M |
| Carnegie Investment Counsel | 0.45% | Reduce -0.2% | 333,983 | $15.2M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Reduce -4.2% | 320,520 | $14.6M |
| Legacy Edge Advisors, LLC | 2.24% | Add +17.4% | 307,623 | $14.0M |
| Geneos Wealth Management Inc. | 0.53% | Add +5.5% | 302,694 | $13.8M |
| Berkshire Asset Management LLC | 0.70% | No change | 330,569 | $13.7M |
| Austin Private Wealth, LLC | 1.33% | Reduce -7.2% | 296,928 | $13.5M |
| Trilogy Capital Inc. | 0.68% | Reduce -13.0% | 296,628 | $13.5M |
| Financial Gravity Companies, Inc. | 3.61% | — | 296,446 | $13.5M |
| Flagship Harbor Advisors, LLC | 0.72% | Reduce -8.1% | 289,646 | $13.2M |
| Western Wealth Management, LLC | 0.75% | Reduce -4.0% | 288,907 | $13.1M |
| WBH Advisory Inc. | 1.24% | Add +5.8% | 287,386 | $13.1M |
| North Star Asset Management Inc. | 0.58% | Add +2.4% | 285,078 | $13.0M |
| Advance Capital Management, Inc. | 0.57% | Add +2747.5% | 284,205 | $12.9M |
| Global Retirement Partners, LLC | 0.39% | Add +8.2% | 282,373 | $12.9M |
"% 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.