SS SPDR P S&P 600 Small CapSPSMETF
13F holders, Q3 2025 (September 30)899holders +9
79new positions
47sold out
3famous investors
$46.32avg. 13F price*
At the end of Q3 2025, 899 institutions reported holding SS SPDR P S&P 600 Small Cap (SPSM) in their 13F filings, up 9 from Q2 2025. 79 opened new positions and 47 sold out. The largest holders were LPL Financial LLC ($1.2B), Financial Engines Advisors L.L.C. ($1.1B) and Betterment LLC ($840.4M). 3 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management'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 (Q3 2025)
- CUSIP
- 78468R853
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 79 | $144.0M |
| Exits | 47 | $42.5M |
All 13F filers, Q2 2025 → Q3 2025: 16,696,651 shares bought and 8,716,335 shares sold, net +7,980,316 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 899 holders
| LPL Financial LLC | 0.35% | Add +9.5% | 25,628,182 | $1.2B |
| Financial Engines Advisors L.L.C. | 2.03% | Reduce -3.5% | 23,000,738 | $1.1B |
| Betterment LLC | 1.66% | Add +3.0% | 18,142,585 | $840.4M |
| Charles Schwab Investment Management Inc. | 0.05% | Add +3.5% | 6,362,933 | $294.7M |
| Morgan Stanley | 0.02% | Add +9.4% | 5,372,230 | $248.8M |
| Valmark Advisers, Inc. | 3.19% | Reduce -15.1% | 5,315,886 | $246.2M |
| Envestnet Asset Management Inc. | 0.05% | Add +19.0% | 3,882,503 | $179.8M |
| Ameriprise Financial Inc. | 0.04% | Reduce -0.5% | 3,752,588 | $173.8M |
| Cliftonlarsonallen Wealth Advisors, LLC | 2.40% | Add +3.6% | 3,281,191 | $152.0M |
| Bank of America Corp. | 0.01% | Add +5.0% | 3,272,697 | $151.6M |
| Creative Planning | 0.10% | Reduce -1.0% | 2,829,374 | $131.1M |
| Raymond James Financial Inc. | 0.04% | Add +6.1% | 2,773,574 | $128.5M |
| Osaic Holdings, Inc. | 0.15% | Add +44.1% | 2,256,998 | $104.2M |
| PNC Financial Services Group, Inc. | 0.05% | Add +1.2% | 1,931,478 | $89.5M |
| Texas Permanent School Fund Corp. | 2.72% | Add +25.7% | 1,804,117 | $83.6M |
| Pinnacle Wealth Planning Services, Inc. | 9.51% | Add +5.6% | 1,752,614 | $81.2M |
| State Street Corp. | 0.00% | Add +33.9% | 1,724,825 | $79.9M |
| Assetmark, Inc. | 0.17% | Add +26.0% | 1,674,127 | $77.5M |
| Crestwood Advisors Group, LLC | 1.31% | Add +2.1% | 1,666,835 | $77.2M |
| Wealthcare Advisory Partners LLC | 1.59% | Add +0.8% | 1,643,666 | $76.1M |
| UBS Group AG | 0.01% | Add +18.5% | 1,512,859 | $70.1M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Add +5.3% | 1,476,417 | $68.4M |
| Vantagepoint Investment Advisers LLC | 0.53% | New | 1,413,202 | $65.5M |
| Envestnet Portfolio Solutions, Inc. | 0.21% | Add +121.1% | 1,254,850 | $58.1M |
| Cetera Investment Advisers | 0.07% | Add +14.0% | 1,245,557 | $57.7M |
| Dakota Wealth Management | 1.15% | Add +9.7% | 1,226,104 | $56.8M |
| Private Advisor Group, LLC | 0.28% | Reduce -2.2% | 1,214,240 | $56.2M |
| Mason Street Advisors, LLC | 5.59% | Add +6.9% | 1,163,700 | $53.9M |
| Stifel Financial Corp. | 0.05% | Add +9.5% | 1,132,906 | $52.5M |
| Great Valley Advisor Group, Inc. | 1.02% | Add +3.3% | 1,096,460 | $50.8M |
| HighTower Advisors, LLC | 0.06% | Add +9.8% | 1,058,698 | $49.0M |
| Stadion Money Management, LLC | 3.72% | Add +23.4% | 1,005,482 | $46.6M |
| Morningstar Investment Management LLC | 1.70% | Add +310.1% | 994,157 | $46.0M |
| Midland Wealth Advisors, LLC | 2.40% | Reduce -16.7% | 967,737 | $44.8M |
| Equitable Holdings, Inc. | 0.32% | Add +9.2% | 940,625 | $43.6M |
| Commonwealth Equity Services, LLC | 0.05% | Reduce -7.7% | 894,465 | $41.4M |
| Wells Fargo & Company | 0.01% | Reduce -1.9% | 892,577 | $41.3M |
| Truist Financial Corp. | 0.05% | Reduce -0.4% | 840,028 | $38.9M |
| Waller Financial Planning Group, Inc. | 8.92% | Add +1.4% | 839,407 | $38.9M |
| Patriot Investment Management Group, Inc. | 2.33% | Add +4.5% | 769,539 | $35.6M |
| DAVENPORT & Co LLC | 0.18% | Reduce -15.3% | 736,780 | $34.1M |
| Peterson Wealth Advisors, LLC | 5.03% | Add +4.8% | 729,139 | $33.6M |
| Focus Financial Network, Inc. | 1.19% | Add +0.7% | 721,286 | $33.4M |
| Corient Private Wealth LP | 0.05% | Add +12.2% | 655,978 | $30.4M |
| Cwm, LLC | 0.09% | Add +2.5% | 654,475 | $30.3M |
| Royal Bank of Canada | 0.01% | Reduce -6.8% | 625,848 | $29.0M |
| Abound Financial, LLC | 11.49% | Add +0.4% | 619,689 | $28.7M |
| One Day In July LLC | 2.39% | Add +17.5% | 608,883 | $28.2M |
| St Germain D J Co. Inc. | 1.12% | Add +12.4% | 606,032 | $28.1M |
| Crews Bank & Trust | 4.09% | Reduce -9.2% | 603,241 | $27.9M |
| Strategic Financial Concepts, LLC | 3.96% | Add +2.5% | 587,650 | $27.2M |
| Compton Financial Group, LLC | 6.55% | Add +2.6% | 587,125 | $27.2M |
| Banco Santander, S.A. | 0.24% | Add +16.5% | 586,360 | $27.2M |
| Fund Evaluation Group, LLC | 0.98% | Add +3.8% | 583,271 | $27.0M |
| Bokf, NA | 0.40% | Add +35.8% | 578,260 | $26.8M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -0.5% | 576,642 | $26.6M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Add +5.9% | 559,958 | $25.9M |
| First Command Advisory Services, Inc. | 0.18% | Reduce -18.0% | 547,074 | $25.3M |
| Spinnaker Trust | 1.34% | Reduce -3.5% | 519,861 | $24.1M |
| Avior Wealth Management, LLC | 0.78% | Add +4.6% | 519,418 | $24.1M |
| RKL Wealth Management LLC | 2.04% | Add +8.3% | 517,702 | $24.0M |
| Mariner, LLC | 0.03% | Reduce -2.0% | 484,440 | $22.4M |
| Lido Advisors, LLC | 0.09% | Add +836.7% | 469,380 | $21.7M |
| Oarsman Capital, Inc. | 3.03% | Add +8.1% | 466,303 | $21.6M |
| Garrett Wealth Advisory Group, LLC | 4.08% | Add +2.7% | 451,885 | $20.9M |
| Vicus Capital | 1.60% | Add +1741.2% | 451,343 | $20.9M |
| McNamara Financial Services, Inc. | 3.88% | Add +0.9% | 450,315 | $20.9M |
| Wellington Management Group LLP | 0.00% | New | 438,960 | $20.3M |
| Legacy Edge Advisors, LLC | 2.35% | Add +9.7% | 429,793 | $19.9M |
| JPMorgan Chase & Co. | 0.00% | Add +7.3% | 416,554 | $19.3M |
| United Capital Financial Advisors, LLC | 0.14% | Add +44.0% | 412,247 | $19.1M |
| Park Avenue Securities LLC | 0.14% | Add +64.5% | 396,352 | $18.4M |
| Allen Capital Group, LLC | 1.74% | Add +2.6% | 393,272 | $18.2M |
| Leicht Financial Planning & Wealth Management, Inc. | 8.10% | Reduce -0.7% | 387,704 | $18.0M |
| Berkshire Asset Management LLC | 0.75% | Add +2.6% | 382,259 | $17.7M |
| Octavia Wealth Advisors, LLC | 1.75% | Add +3.0% | 380,303 | $17.6M |
| Boston Standard Wealth Management, LLC | 2.93% | Add +0.6% | 376,264 | $17.4M |
| Shepherd Financial Partners LLC | 1.63% | Reduce -1.2% | 369,104 | $17.1M |
| Geneos Wealth Management Inc. | 0.43% | Add +3.0% | 368,785 | $17.1M |
| Financial Gravity Asset Management, Inc. | 3.35% | — | 366,916 | $17.0M |
| Integrated Wealth Concepts LLC | 0.15% | Reduce -1.7% | 358,309 | $16.6M |
| Merit Financial Group, LLC | 0.15% | Reduce -11.1% | 357,695 | $16.6M |
| Atlas Private Wealth Advisors | 3.94% | Reduce -59.0% | 346,902 | $16.1M |
| Austin Private Wealth, LLC | 1.23% | Add +43.5% | 344,348 | $16.0M |
| Hancock Prospecting Pty Ltd | 0.52% | Reduce -76.8% | 342,840 | $15.9M |
| Flagship Harbor Advisors, LLC | 0.68% | Add +9.2% | 337,737 | $15.6M |
| JNBA Financial Advisors | 1.41% | Reduce -1.4% | 335,572 | $15.5M |
| Cornerstone Advisors Asset Management, LLC | 2.68% | Add +6.6% | 330,999 | $15.3M |
| OneDigital Investment Advisors LLC | 0.16% | Reduce -5.6% | 327,734 | $15.2M |
| Composition Wealth, LLC | 0.22% | New | 321,899 | $14.9M |
| Fifth Third Bancorp | 0.05% | Add +7.7% | 319,263 | $14.8M |
| Cahaba Wealth Management, Inc. | 1.06% | Add +0.8% | 317,025 | $14.7M |
| MML Investors Services, LLC | 0.04% | Add +4.9% | 316,401 | $14.7M |
| Financial Security Advisor, Inc. | 3.07% | Reduce -4.4% | 311,612 | $14.4M |
| WBH Advisory Inc. | 1.09% | Add +0.9% | 309,126 | $14.3M |
| Sanctuary Advisors, LLC | 0.08% | Add +9.6% | 299,478 | $13.9M |
| Windsor Capital Management, LLC | 3.80% | Add +3.0% | 297,198 | $13.8M |
| Evermay Wealth Management LLC | 1.56% | Add +5.3% | 295,138 | $13.7M |
| United Asset Strategies, Inc. | 1.09% | Add +1.6% | 292,958 | $13.6M |
| TPG Financial Advisors, LLC | 4.98% | Reduce -0.7% | 288,571 | $13.4M |
"% 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.