SS SPDR P S&P 600 Small CapSPSMETF
13F holders, Q2 2025 (June 30)890holders −3
67new positions
73sold out
4famous investors
$42.64avg. 13F price*
At the end of Q2 2025, 890 institutions reported holding SS SPDR P S&P 600 Small Cap (SPSM) in their 13F filings, down 3 from Q1 2025. 67 opened new positions and 73 sold out. The largest holders were Financial Engines Advisors L.L.C. ($1.0B), LPL Financial LLC ($996.9M) and Betterment LLC ($750.5M). 4 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- SS SPDR P S&P 600 Small Cap
- Filed as
- SPDR SERIES TRUST (Q2 2025)
- CUSIP
- 78468R853
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 67 | $55.7M |
| Exits | 73 | $63.7M |
All 13F filers, Q1 2025 → Q2 2025: 16,136,557 shares bought and 19,928,142 shares sold, net −3,791,585 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 890 holders
| Financial Engines Advisors L.L.C. | 2.03% | Add +5.7% | 23,832,103 | $1.0B |
| LPL Financial LLC | 0.33% | Add +4.3% | 23,401,632 | $996.9M |
| Betterment LLC | 1.60% | Add +9.2% | 17,616,693 | $750.5M |
| Valmark Advisers, Inc. | 3.72% | Add +7.1% | 6,263,369 | $266.8M |
| Charles Schwab Investment Management Inc. | 0.05% | Add +8.8% | 6,148,239 | $261.9M |
| Morgan Stanley | 0.01% | Reduce -1.4% | 4,912,132 | $209.3M |
| Ameriprise Financial Inc. | 0.04% | Reduce -20.5% | 3,772,069 | $160.7M |
| Envestnet Asset Management Inc. | 0.04% | Add +5.3% | 3,261,561 | $138.9M |
| Cliftonlarsonallen Wealth Advisors, LLC | 2.26% | Add +5.5% | 3,167,590 | $134.9M |
| Bank of America Corp. | 0.01% | Reduce -27.7% | 3,115,831 | $132.7M |
| Creative Planning | 0.10% | Reduce -5.2% | 2,858,713 | $121.8M |
| Raymond James Financial Inc. | 0.04% | Add +128.5% | 2,614,616 | $111.4M |
| PNC Financial Services Group, Inc. | 0.05% | Add +6.0% | 1,908,244 | $81.3M |
| Pinnacle Wealth Planning Services, Inc. | 9.30% | Add +2.9% | 1,660,231 | $70.7M |
| Crestwood Advisors Group, LLC | 1.25% | Add +0.8% | 1,632,125 | $69.5M |
| Wealthcare Advisory Partners LLC | 1.58% | Add +18.0% | 1,629,859 | $69.4M |
| Osaic Holdings, Inc. | 0.12% | Add +1.7% | 1,565,831 | $66.6M |
| Hancock Prospecting Pty Ltd | 2.00% | No change | 1,479,711 | $63.0M |
| Texas Permanent School Fund Corp. | 2.06% | No change | 1,435,489 | $61.2M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +5.7% | 1,402,146 | $59.7M |
| Assetmark, Inc. | 0.13% | Add +113.3% | 1,329,087 | $56.6M |
| State Street Corp. | 0.00% | Add +15.7% | 1,288,475 | $54.9M |
| UBS Group AG | 0.01% | Reduce -47.6% | 1,276,296 | $54.4M |
| Private Advisor Group, LLC | 0.28% | Reduce -13.3% | 1,241,772 | $52.9M |
| Midland Wealth Advisors, LLC | 2.74% | Add +3.9% | 1,162,250 | $49.5M |
| Dakota Wealth Management | 1.00% | Add +25.3% | 1,118,045 | $47.6M |
| Cetera Investment Advisers | 0.08% | Add +41.2% | 1,092,438 | $46.5M |
| Mason Street Advisors, LLC | 5.43% | Add +27.6% | 1,088,800 | $46.4M |
| Great Valley Advisor Group, Inc. | 1.00% | Add +7.7% | 1,061,465 | $45.2M |
| Stifel Financial Corp. | 0.04% | Reduce -0.7% | 1,034,429 | $44.1M |
| Commonwealth Equity Services, LLC | 0.05% | Add +2.3% | 968,708 | $41.3M |
| HighTower Advisors, LLC | 0.05% | Add +6.9% | 963,793 | $41.1M |
| Wells Fargo & Company | 0.01% | Add +2.0% | 909,498 | $38.7M |
| DAVENPORT & Co LLC | 0.20% | Add +17.0% | 870,012 | $37.1M |
| Equitable Holdings, Inc. | 0.30% | Add +12.2% | 861,371 | $36.7M |
| Atlas Private Wealth Advisors | 4.64% | Reduce -8.6% | 846,296 | $36.1M |
| Truist Financial Corp. | 0.05% | Reduce -0.5% | 843,519 | $35.9M |
| Waller Financial Planning Group, Inc. | 8.52% | Add +23.8% | 827,462 | $35.2M |
| Stadion Money Management, LLC | 2.85% | Reduce -22.7% | 815,062 | $34.7M |
| Patriot Investment Management Group, Inc. | 2.17% | Add +7.2% | 736,144 | $31.4M |
| Focus Financial Network, Inc. | 1.21% | Add +17.6% | 716,623 | $30.5M |
| Peterson Wealth Advisors, LLC | 4.89% | Add +2.0% | 695,826 | $29.6M |
| Royal Bank of Canada | 0.01% | Reduce -63.6% | 671,356 | $28.6M |
| First Command Advisory Services, Inc. | 0.24% | Add +19.7% | 666,809 | $28.4M |
| Crews Bank & Trust | 4.45% | Add +7.5% | 664,125 | $28.3M |
| Cwm, LLC | 0.10% | Reduce -61.0% | 638,483 | $27.2M |
| Gerber Kawasaki Wealth & Investment Management | 1.05% | Reduce -12.2% | 635,762 | $27.1M |
| Good Life Advisors, LLC | 1.65% | Add +6.3% | 619,262 | $26.4M |
| Abound Financial, LLC | 11.57% | Add +9.8% | 617,093 | $26.3M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -26.1% | 579,615 | $25.5M |
| CW Advisors, LLC | 0.25% | Reduce -46.4% | 596,772 | $25.4M |
| Corient Private Wealth LP | 0.03% | Add +3.8% | 584,778 | $24.9M |
| Strategic Financial Concepts, LLC | 3.44% | Add +288.6% | 573,588 | $24.4M |
| Compton Financial Group, LLC | 6.34% | Add +2.5% | 572,287 | $24.4M |
| Envestnet Portfolio Solutions, Inc. | 0.09% | Add +4.8% | 567,592 | $24.2M |
| Fund Evaluation Group, LLC | 0.93% | Add +1.0% | 562,073 | $23.9M |
| Avidian Wealth Enterprises, LLC | 0.95% | Add +60.0% | 547,383 | $23.3M |
| St Germain D J Co. Inc. | 0.99% | Add +14.4% | 539,269 | $23.0M |
| Spinnaker Trust | 1.38% | Reduce -34.3% | 538,532 | $22.9M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Add +4.3% | 528,971 | $22.5M |
| One Day In July LLC | 2.00% | Add +25.9% | 518,163 | $22.1M |
| Banco Santander, S.A. | 0.20% | Add +77.2% | 503,220 | $21.4M |
| Avior Wealth Management, LLC | 0.73% | Add +2.4% | 496,579 | $21.2M |
| Mariner, LLC | 0.03% | Reduce -7.3% | 494,130 | $21.1M |
| RKL Wealth Management LLC | 1.79% | Add +16.1% | 477,974 | $20.4M |
| McNamara Financial Services, Inc. | 3.77% | Add +0.5% | 446,464 | $19.0M |
| Retirement Financial Solutions, LLC | 6.63% | Reduce -3.8% | 442,084 | $18.8M |
| Garrett Wealth Advisory Group, LLC | 3.96% | Reduce -6.6% | 439,917 | $18.7M |
| Oarsman Capital, Inc. | 2.88% | Add +24.8% | 431,350 | $18.4M |
| Bokf, NA | 0.29% | Add +89563.2% | 425,900 | $18.1M |
| Merit Financial Group, LLC | 0.19% | Reduce -47.8% | 402,331 | $17.1M |
| Legacy Edge Advisors, LLC | 2.23% | Add +24.1% | 391,940 | $16.7M |
| Leicht Financial Planning & Wealth Management, Inc. | 7.90% | Add +1.4% | 390,289 | $16.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -76.2% | 388,278 | $16.5M |
| Impact Partnership Wealth, LLC | 3.02% | Add +9.8% | 385,013 | $16.4M |
| Allen Capital Group, LLC | 1.70% | Add +5.9% | 383,192 | $16.3M |
| Financial Gravity Companies, Inc. | 3.19% | — | 380,771 | $16.2M |
| Boston Standard Wealth Management, LLC | 2.87% | Add +11.4% | 374,051 | $15.9M |
| Shepherd Financial Partners LLC | 1.68% | Add +0.3% | 373,523 | $15.9M |
| Berkshire Asset Management LLC | 0.72% | Add +0.8% | 372,694 | $15.9M |
| Octavia Wealth Advisors, LLC | 1.79% | Reduce -6.7% | 369,070 | $15.7M |
| Integrated Wealth Concepts LLC | 0.16% | Add +13.8% | 364,399 | $15.5M |
| Geneos Wealth Management Inc. | 0.37% | Add +3.1% | 357,982 | $15.3M |
| OneDigital Investment Advisors LLC | 0.16% | Reduce -2.6% | 347,090 | $14.8M |
| Carnegie Investment Counsel | 0.30% | Reduce -0.9% | 345,381 | $14.7M |
| JNBA Financial Advisors | 1.39% | Reduce -11.4% | 340,424 | $14.5M |
| Financial Security Advisor, Inc. | 3.20% | Reduce -4.2% | 325,882 | $13.9M |
| Signal Advisors Wealth, LLC | 1.08% | Add +12.2% | 323,844 | $13.8M |
| Savant Capital, LLC | 0.10% | Reduce -24.9% | 319,561 | $13.6M |
| Cahaba Wealth Management, Inc. | 1.04% | Add +56.5% | 314,664 | $13.4M |
| Cornerstone Advisors Asset Management, LLC | 2.55% | Add +9.0% | 310,523 | $13.2M |
| Flagship Harbor Advisors, LLC | 0.62% | Reduce -26.2% | 309,319 | $13.2M |
| WBH Advisory Inc. | 1.11% | Add +3.7% | 306,239 | $13.0M |
| OneAscent Financial Services LLC | 0.93% | Add +2.5% | 300,777 | $13.0M |
| MML Investors Services, LLC | 0.04% | Add +20.7% | 301,529 | $12.8M |
| Fifth Third Bancorp | 0.04% | Add +37.9% | 296,551 | $12.6M |
| TPG Financial Advisors, LLC | 4.95% | Add +8.2% | 290,586 | $12.4M |
| Windsor Capital Management, LLC | 3.58% | Add +8.5% | 288,546 | $12.3M |
| United Asset Strategies, Inc. | 1.05% | Add +2.0% | 288,252 | $12.3M |
| United Capital Financial Advisors, LLC | 0.10% | Add +64.8% | 286,319 | $12.2M |
"% 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.