SS SPDR P S&P 600 Small CapSPSMETF
13F holders, Q4 2024 (December 31)929holders +77
69new positions
52sold out
5famous investors
$44.97avg. 13F price*
At the end of Q4 2024, 929 institutions reported holding SS SPDR P S&P 600 Small Cap (SPSM) in their 13F filings, up 77 from Q3 2024. 69 opened new positions and 52 sold out. The largest holders were Financial Engines Advisors L.L.C. ($993.6M), LPL Financial LLC ($944.5M) and Betterment LLC ($726.1M). 5 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- SS SPDR P S&P 600 Small Cap
- Filed as
- SPDR SER TR (Q4 2024)
- CUSIP
- 78468R853
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 69 | $149.4M |
| Exits | 52 | $43.9M |
All 13F filers, Q3 2024 → Q4 2024: 17,640,181 shares bought and 7,929,977 shares sold, net +9,710,204 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 929 holders
| Financial Engines Advisors L.L.C. | 2.09% | Reduce -0.4% | 22,118,929 | $993.6M |
| LPL Financial LLC | 0.38% | Add +7.9% | 21,025,887 | $944.5M |
| Betterment LLC | 1.73% | Add +4.5% | 16,163,720 | $726.1M |
| Bank of America Corp. | 0.03% | Add +5.9% | 6,514,583 | $292.6M |
| Charles Schwab Investment Management Inc. | 0.05% | Reduce -0.9% | 5,538,399 | $248.8M |
| Valmark Advisers, Inc. | 3.75% | Add +3.1% | 5,382,244 | $241.8M |
| Ameriprise Financial Inc. | 0.06% | Add +1.3% | 5,264,118 | $236.5M |
| Morgan Stanley | 0.01% | Add +31.8% | 4,659,917 | $209.3M |
| Cwm, LLC | 0.80% | Add +9.1% | 4,308,473 | $193.5M |
| Envestnet Asset Management Inc. | 0.05% | Add +4.9% | 3,754,934 | $168.7M |
| Richard Bernstein Advisors LLC | 3.26% | Reduce -2.2% | 3,206,284 | $144.0M |
| Creative Planning | 0.14% | Add +1.1% | 3,134,767 | $140.8M |
| Fund Evaluation Group, LLC | 5.40% | Add +5688.7% | 2,571,285 | $115.5M |
| UBS Group AG | 0.02% | Add +4.1% | 2,359,608 | $106.0M |
| Crestwood Advisors Group, LLC | 1.85% | Add +0.7% | 2,199,309 | $98.8M |
| Townsquare Capital LLC | 1.09% | Add +39.9% | 2,152,721 | $96.7M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.77% | Add +6.5% | 2,031,470 | $91.3M |
| PNC Financial Services Group, Inc. | 0.05% | Reduce -0.3% | 1,819,356 | $81.7M |
| Royal Bank of Canada | 0.02% | Add +3.3% | 1,776,640 | $79.8M |
| CW Advisors, LLC | 1.09% | Reduce -1.8% | 1,761,386 | $79.1M |
| JPMorgan Chase & Co. | 0.01% | Add +20.9% | 1,565,420 | $70.3M |
| Pinnacle Wealth Planning Services, Inc. | 10.20% | Add +0.2% | 1,511,771 | $67.9M |
| Atlas Private Wealth Advisors | 9.52% | Add +3.1% | 1,494,908 | $67.2M |
| Private Advisor Group, LLC | 0.37% | Reduce -11.2% | 1,449,522 | $65.1M |
| Texas Permanent School Fund Corp. | 3.78% | Add +193.6% | 1,435,489 | $64.5M |
| Independent Advisor Alliance | 0.84% | New | 1,418,031 | $63.7M |
| Osaic Holdings, Inc. | 0.14% | Add +1.2% | 1,382,684 | $62.1M |
| Great Valley Advisor Group, Inc. | 1.37% | Add +6.4% | 1,364,837 | $61.3M |
| Wealthcare Advisory Partners LLC | 1.66% | Add +7.5% | 1,327,012 | $59.6M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Add +3.7% | 1,256,362 | $56.4M |
| Cetera Investment Advisers | 0.12% | Add +7.1% | 1,243,684 | $55.9M |
| State Street Corp. | 0.00% | Reduce -12.7% | 1,240,126 | $55.7M |
| Stifel Financial Corp. | 0.05% | Add +29.5% | 1,080,048 | $48.5M |
| Midland Wealth Advisors, LLC | 2.87% | Add +0.4% | 1,060,850 | $47.7M |
| Stadion Money Management, LLC | 3.68% | Reduce -27.1% | 1,047,418 | $47.1M |
| Raymond James Financial Inc. | 0.02% | — | 1,038,392 | $46.6M |
| HighTower Advisors, LLC | 0.06% | Add +3.2% | 976,233 | $43.9M |
| Merit Financial Group, LLC | 0.79% | Reduce -8.9% | 975,247 | $43.8M |
| Commonwealth Equity Services, LLC | 0.06% | Add +13.3% | 967,579 | $43.5M |
| Capital Analysts, LLC | 1.73% | Add +0.6% | 957,102 | $43.0M |
| Wells Fargo & Company | 0.01% | Reduce -1.8% | 941,334 | $42.3M |
| Truist Financial Corp. | 0.07% | Add +0.6% | 941,309 | $42.3M |
| 49 Wealth Management, LLC | 5.70% | Add +26.2% | 890,902 | $40.0M |
| Mason Street Advisors, LLC | 4.96% | Add +15.2% | 853,500 | $38.3M |
| Spinnaker Trust | 2.36% | Add +7.1% | 834,656 | $37.5M |
| Assetmark, Inc. | 0.10% | Add +14.4% | 823,440 | $37.0M |
| Waller Financial Planning Group, Inc. | 9.20% | Reduce -0.2% | 812,357 | $36.5M |
| Dakota Wealth Management | 0.84% | Add +14.1% | 809,277 | $36.4M |
| Wealth Enhancement Advisory Services, LLC | 0.07% | Add +46.0% | 767,498 | $34.5M |
| Envestnet Portfolio Solutions, Inc. | 0.11% | Add +6.8% | 757,692 | $34.0M |
| Equitable Holdings, Inc. | 0.32% | Add +24.1% | 751,711 | $33.8M |
| Peterson Wealth Advisors, LLC | 5.58% | Add +0.4% | 682,080 | $31.0M |
| DAVENPORT & Co LLC | 0.18% | Add +5.0% | 687,350 | $30.9M |
| Obermeyer Wealth Partners | 1.60% | Reduce -3.0% | 683,380 | $30.7M |
| Gerber Kawasaki Wealth & Investment Management | 1.32% | Add +6.1% | 674,962 | $30.3M |
| MBB Public Markets I LLC | 3.56% | Reduce -46.0% | 669,598 | $30.1M |
| Patriot Investment Management Group, Inc. | 2.17% | Add +3.0% | 647,113 | $29.1M |
| Cary Street Partners Financial LLC | 0.93% | — | 638,863 | $28.7M |
| Savant Capital, LLC | 0.22% | Reduce -20.8% | 624,013 | $28.0M |
| Hughes Financial Services, LLC | 5.64% | — | 611,304 | $27.5M |
| Crews Bank & Trust | 4.57% | — | 603,516 | $27.1M |
| Focus Financial Network, Inc. | 1.07% | Add +0.4% | 598,918 | $26.9M |
| Corient Private Wealth LP | 0.04% | Add +3.1% | 580,034 | $26.1M |
| Good Life Advisors, LLC | 1.81% | Reduce -5.1% | 554,466 | $24.9M |
| Mariner, LLC | 0.04% | Add +15.4% | 549,518 | $24.7M |
| Abound Financial, LLC | 12.13% | — | 532,819 | $23.9M |
| JNBA Financial Advisors | 2.42% | Add +4.4% | 527,866 | $23.7M |
| Kestra Investment Management, LLC | 0.93% | Add +9.2% | 525,508 | $23.6M |
| Elevatus Welath Management | 7.84% | Reduce -28.9% | 509,825 | $22.9M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Add +27.1% | 507,069 | $22.8M |
| Sanctuary Advisors, LLC | 0.14% | Add +6.9% | 473,999 | $22.1M |
| Integrated Wealth Concepts LLC | 0.25% | Add +0.4% | 480,983 | $21.6M |
| First Command Advisory Services, Inc. | 0.20% | Add +11.4% | 478,214 | $21.5M |
| Avior Wealth Management, LLC | 0.78% | Add +1.7% | 475,294 | $21.4M |
| GM Advisory Group, LLC | 1.15% | Add +5.5% | 463,143 | $20.8M |
| Garrett Wealth Advisory Group, LLC | 4.56% | Add +9.5% | 446,326 | $20.0M |
| McNamara Financial Services, Inc. | 4.70% | Reduce -4.3% | 444,792 | $20.0M |
| Retirement Financial Solutions, LLC | 10.55% | Add +1.2% | 435,382 | $19.6M |
| St Germain D J Co. Inc. | 0.88% | Add +4.8% | 431,942 | $19.4M |
| IHT Wealth Management, LLC | 0.58% | Add +2.4% | 403,001 | $18.1M |
| Leicht Financial Planning & Wealth Management, Inc. | 8.67% | Add +0.2% | 377,425 | $17.0M |
| Thrivent Financial for Lutherans | 0.03% | Reduce -31.1% | 350,315 | $16.9M |
| Berkshire Asset Management LLC | 0.77% | Add +5.8% | 349,615 | $16.2M |
| OneDigital Investment Advisors LLC | 0.19% | Reduce -25.3% | 356,240 | $16.0M |
| Financial Security Advisor, Inc. | 4.06% | Reduce -19.6% | 355,782 | $16.0M |
| Boston Standard Wealth Management, LLC | 3.09% | Add +0.8% | 354,342 | $15.9M |
| Allen Capital Group, LLC | 1.94% | Reduce -0.4% | 352,183 | $15.8M |
| Cercano Management LLC | 0.40% | Reduce -75.9% | 349,954 | $15.7M |
| Carnegie Investment Counsel | 0.45% | Add +3.3% | 344,851 | $15.5M |
| Flagship Harbor Advisors, LLC | 0.79% | Add +15.9% | 335,838 | $15.1M |
| Avidian Wealth Enterprises, LLC | 0.67% | New | 331,836 | $14.9M |
| One Day In July LLC | 1.56% | Add +17.8% | 331,160 | $14.9M |
| Geneos Wealth Management Inc. | 0.52% | Add +8.2% | 327,372 | $14.7M |
| Financial Gravity Companies, Inc. | 3.17% | Add +4.3% | 309,318 | $13.9M |
| Legacy Edge Advisors, LLC | 2.19% | Reduce -0.3% | 306,776 | $13.8M |
| Trilogy Capital Inc. | 0.70% | Add +2.6% | 304,253 | $13.7M |
| Global Retirement Partners, LLC | 0.39% | Add +7.4% | 303,343 | $13.6M |
| Oarsman Capital, Inc. | 2.36% | Add +12.5% | 300,881 | $13.5M |
| Banco Santander, S.A. | 0.16% | Add +35.6% | 299,265 | $13.4M |
| WBH Advisory Inc. | 1.21% | Add +1.0% | 290,140 | $13.0M |
"% 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.