SS SPDR P S&P 600 Small CapSPSMETF
13F holders, Q1 2025 (March 31)893holders −36
56new positions
84sold out
4famous investors
$40.77avg. 13F price*
At the end of Q1 2025, 893 institutions reported holding SS SPDR P S&P 600 Small Cap (SPSM) in their 13F filings, down 36 from Q4 2024. 56 opened new positions and 84 sold out. The largest holders were Financial Engines Advisors L.L.C. ($919.5M), LPL Financial LLC ($914.4M) and Betterment LLC ($657.5M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- SS SPDR P S&P 600 Small Cap
- Filed as
- SPDR SER TR (Q1 2025)
- CUSIP
- 78468R853
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 56 | $125.8M |
| Exits | 84 | $120.8M |
All 13F filers, Q4 2024 → Q1 2025: 12,117,694 shares bought and 23,665,330 shares sold, net −11,547,636 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 893 holders
| Financial Engines Advisors L.L.C. | 1.97% | Add +2.0% | 22,557,955 | $919.5M |
| LPL Financial LLC | 0.36% | Add +6.7% | 22,433,333 | $914.4M |
| Betterment LLC | 1.56% | Reduce -0.2% | 16,131,496 | $657.5M |
| Valmark Advisers, Inc. | 3.60% | Add +8.7% | 5,847,674 | $238.4M |
| Charles Schwab Investment Management Inc. | 0.04% | Add +2.0% | 5,648,640 | $230.2M |
| Morgan Stanley | 0.01% | Add +6.9% | 4,979,994 | $203.0M |
| Ameriprise Financial Inc. | 0.05% | Reduce -9.9% | 4,744,137 | $193.4M |
| Bank of America Corp. | 0.02% | Reduce -33.8% | 4,310,617 | $175.7M |
| Envestnet Asset Management Inc. | 0.04% | Reduce -17.5% | 3,098,187 | $126.3M |
| Creative Planning | 0.12% | Reduce -3.8% | 3,016,410 | $122.9M |
| Cliftonlarsonallen Wealth Advisors, LLC | 2.28% | Add +47.9% | 3,004,000 | $122.4M |
| UBS Group AG | 0.02% | Add +3.3% | 2,438,207 | $99.4M |
| Townsquare Capital LLC | 1.00% | Add +7.2% | 2,308,455 | $94.1M |
| Royal Bank of Canada | 0.02% | Add +3.9% | 1,846,512 | $75.3M |
| PNC Financial Services Group, Inc. | 0.04% | Reduce -1.1% | 1,799,620 | $73.4M |
| Richard Bernstein Advisors LLC | 1.67% | Reduce -47.4% | 1,688,216 | $68.8M |
| Cwm, LLC | 0.27% | Reduce -62.0% | 1,636,460 | $66.7M |
| JPMorgan Chase & Co. | 0.01% | Add +4.3% | 1,632,282 | $66.5M |
| Crestwood Advisors Group, LLC | 1.25% | Reduce -26.4% | 1,618,299 | $66.0M |
| Pinnacle Wealth Planning Services, Inc. | 9.89% | Add +6.8% | 1,614,291 | $65.8M |
| Osaic Holdings, Inc. | 0.14% | Add +11.3% | 1,539,491 | $62.8M |
| Hancock Prospecting Pty Ltd | 2.38% | New | 1,479,711 | $60.3M |
| Texas Permanent School Fund Corp. | 2.08% | No change | 1,435,489 | $58.5M |
| Private Advisor Group, LLC | 0.35% | Reduce -1.2% | 1,431,750 | $58.4M |
| Wealthcare Advisory Partners LLC | 1.51% | Add +4.0% | 1,380,729 | $56.3M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +5.6% | 1,326,326 | $54.1M |
| Raymond James Financial Inc. | 0.02% | Add +10.2% | 1,144,228 | $46.6M |
| Midland Wealth Advisors, LLC | 2.69% | Add +5.5% | 1,119,216 | $45.6M |
| CW Advisors, LLC | 0.54% | Reduce -36.7% | 1,114,201 | $45.4M |
| State Street Corp. | 0.00% | Reduce -10.2% | 1,113,238 | $45.4M |
| Stadion Money Management, LLC | 4.28% | Add +0.7% | 1,054,278 | $43.0M |
| Stifel Financial Corp. | 0.05% | Reduce -3.6% | 1,041,428 | $42.4M |
| Great Valley Advisor Group, Inc. | 0.86% | Reduce -27.8% | 985,613 | $40.2M |
| Commonwealth Equity Services, LLC | 0.05% | Reduce -2.1% | 946,913 | $38.6M |
| Atlas Private Wealth Advisors | 5.26% | Reduce -38.0% | 926,184 | $37.8M |
| HighTower Advisors, LLC | 0.05% | Reduce -7.6% | 901,646 | $36.8M |
| Dakota Wealth Management | 0.85% | Add +10.2% | 892,073 | $36.4M |
| Wells Fargo & Company | 0.01% | Reduce -5.3% | 891,253 | $36.3M |
| Mason Street Advisors, LLC | 4.43% | No change | 853,500 | $34.8M |
| Truist Financial Corp. | 0.06% | Reduce -9.9% | 847,896 | $34.6M |
| Spinnaker Trust | 2.18% | Reduce -1.8% | 819,443 | $33.4M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Add +2.1% | 783,768 | $31.9M |
| Cetera Investment Advisers | 0.06% | Reduce -37.8% | 773,706 | $31.5M |
| Merit Financial Group, LLC | 0.47% | Reduce -20.9% | 771,066 | $31.4M |
| Equitable Holdings, Inc. | 0.30% | Add +2.1% | 767,535 | $31.3M |
| DAVENPORT & Co LLC | 0.18% | Add +8.2% | 743,480 | $30.3M |
| Gerber Kawasaki Wealth & Investment Management | 1.33% | Add +7.3% | 724,357 | $29.5M |
| Patriot Investment Management Group, Inc. | 2.10% | Add +6.1% | 686,735 | $28.0M |
| MBB Public Markets I LLC | 3.15% | Add +0.0% | 669,768 | $27.3M |
| Waller Financial Planning Group, Inc. | 7.65% | Reduce -17.7% | 668,273 | $27.2M |
| Obermeyer Wealth Partners | 1.40% | Reduce -6.0% | 642,354 | $26.2M |
| Assetmark, Inc. | 0.07% | Reduce -24.3% | 623,097 | $25.4M |
| Crews Bank & Trust | 4.29% | Add +2.4% | 617,736 | $25.2M |
| Peterson Wealth Advisors, LLC | 4.80% | Reduce -0.0% | 682,022 | $24.8M |
| Focus Financial Network, Inc. | 1.02% | Add +1.8% | 609,513 | $24.8M |
| Hughes Financial Services, LLC | 4.82% | Reduce -1.4% | 602,705 | $24.6M |
| Good Life Advisors, LLC | 1.67% | Add +5.0% | 582,288 | $23.7M |
| Corient Private Wealth LP | 0.04% | Reduce -2.9% | 563,324 | $23.0M |
| Abound Financial, LLC | 11.59% | Add +5.5% | 562,256 | $22.9M |
| Compton Financial Group, LLC | 6.55% | New | 558,328 | $22.8M |
| First Command Advisory Services, Inc. | 0.22% | Add +16.5% | 557,255 | $22.7M |
| Fund Evaluation Group, LLC | 0.98% | Reduce -78.3% | 556,695 | $22.7M |
| Envestnet Portfolio Solutions, Inc. | 0.08% | Reduce -28.5% | 541,691 | $22.1M |
| Mariner, LLC | 0.04% | Reduce -3.0% | 532,979 | $21.7M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Add +0.0% | 507,130 | $20.7M |
| GM Advisory Group, LLC | 1.10% | Add +8.2% | 501,307 | $20.4M |
| Avior Wealth Management, LLC | 0.75% | Add +2.0% | 484,962 | $19.8M |
| St Germain D J Co. Inc. | 0.90% | Add +9.1% | 471,224 | $19.2M |
| Garrett Wealth Advisory Group, LLC | 4.29% | Add +5.5% | 470,879 | $19.2M |
| Retirement Financial Solutions, LLC | 7.29% | Add +5.6% | 459,649 | $18.7M |
| McNamara Financial Services, Inc. | 3.89% | Reduce -0.2% | 444,075 | $18.1M |
| Savant Capital, LLC | 0.15% | Reduce -31.8% | 425,739 | $17.4M |
| Flagship Harbor Advisors, LLC | 0.90% | Add +24.8% | 419,263 | $17.1M |
| RKL Wealth Management LLC | 1.58% | Add +171.1% | 411,535 | $16.8M |
| One Day In July LLC | 1.68% | Add +24.2% | 411,441 | $16.8M |
| Octavia Wealth Advisors, LLC | 1.96% | Add +130.5% | 395,581 | $16.1M |
| Leicht Financial Planning & Wealth Management, Inc. | 8.21% | Add +2.0% | 384,956 | $15.7M |
| JNBA Financial Advisors | 1.62% | Reduce -27.2% | 384,094 | $15.7M |
| Shepherd Financial Partners LLC | 1.78% | Add +735.7% | 372,362 | $15.2M |
| Berkshire Asset Management LLC | 0.72% | Add +5.8% | 369,762 | $14.9M |
| Allen Capital Group, LLC | 1.69% | Add +2.7% | 361,813 | $14.7M |
| OneDigital Investment Advisors LLC | 0.17% | Add +0.0% | 356,354 | $14.5M |
| Impact Partnership Wealth, LLC | 3.05% | Add +34.0% | 350,684 | $14.3M |
| Geneos Wealth Management Inc. | 0.47% | Add +6.1% | 347,353 | $14.2M |
| Financial Gravity Asset Management, Inc. | 3.08% | — | 346,006 | $14.1M |
| Oarsman Capital, Inc. | 2.53% | Add +14.9% | 345,589 | $14.1M |
| Thrivent Financial for Lutherans | 0.03% | Reduce -18.3% | 286,338 | $14.0M |
| Avidian Wealth Enterprises, LLC | 0.62% | Add +3.1% | 342,229 | $13.9M |
| Boston Standard Wealth Management, LLC | 3.07% | Reduce -5.2% | 335,826 | $13.9M |
| Financial Security Advisor, Inc. | 3.52% | Reduce -4.4% | 340,146 | $13.9M |
| Integrated Wealth Concepts LLC | 0.15% | Reduce -33.4% | 320,182 | $13.1M |
| Legacy Edge Advisors, LLC | 2.01% | Add +3.0% | 315,901 | $12.9M |
| Carnegie Investment Counsel | 0.30% | Add +1.1% | 348,659 | $12.7M |
| Pure Financial Advisors, LLC | 0.26% | Add +21.9% | 304,032 | $12.4M |
| Sanctuary Advisors, LLC | 0.09% | Reduce -37.3% | 297,078 | $12.1M |
| Trilogy Capital Inc. | 0.63% | Reduce -2.8% | 295,691 | $12.1M |
| WBH Advisory Inc. | 1.12% | Add +1.8% | 295,333 | $12.0M |
| OneAscent Financial Services LLC | 0.78% | Add +2.3% | 293,465 | $12.0M |
| Signal Advisors Wealth, LLC | 1.15% | Add +19.9% | 288,663 | $11.8M |
| Cornerstone Advisors Asset Management, LLC | 2.38% | Add +14.6% | 284,873 | $11.6M |
"% 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.