SS SPDR P S&P 600 Small CapSPSMETF
13F holders, Q4 2025 (December 31)986holders +87
75new positions
40sold out
4famous investors
$46.91avg. 13F price*
At the end of Q4 2025, 986 institutions reported holding SS SPDR P S&P 600 Small Cap (SPSM) in their 13F filings, up 87 from Q3 2025. 75 opened new positions and 40 sold out. The largest holders were LPL Financial LLC ($1.3B), Financial Engines Advisors L.L.C. ($990.0M) and Betterment LLC ($879.0M). 4 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 David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- SS SPDR P S&P 600 Small Cap
- Filed as
- SPDR SERIES TRUST (Q4 2025)
- CUSIP
- 78468R853
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 75 | $119.8M |
| Exits | 40 | $63.0M |
All 13F filers, Q3 2025 → Q4 2025: 19,315,695 shares bought and 8,263,722 shares sold, net +11,051,973 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 986 holders
| LPL Financial LLC | 0.35% | Add +5.3% | 26,990,277 | $1.3B |
| Financial Engines Advisors L.L.C. | 1.88% | Reduce -8.1% | 21,127,449 | $990.0M |
| Betterment LLC | 1.67% | Add +3.4% | 18,757,519 | $879.0M |
| Morgan Stanley | 0.04% | Add +155.9% | 13,747,260 | $644.2M |
| Charles Schwab Investment Management Inc. | 0.05% | Add +1.6% | 6,463,327 | $302.9M |
| Valmark Advisers, Inc. | 3.07% | Reduce -0.3% | 5,302,606 | $248.5M |
| Bank of America Corp. | 0.01% | Add +17.3% | 3,840,334 | $180.0M |
| Ameriprise Financial Inc. | 0.04% | Add +1.2% | 3,798,684 | $178.0M |
| Envestnet Asset Management Inc. | 0.05% | Reduce -10.1% | 3,491,605 | $163.6M |
| Cliftonlarsonallen Wealth Advisors, LLC | 2.47% | Add +6.1% | 3,480,713 | $163.1M |
| Creative Planning | 0.09% | Reduce -1.3% | 2,793,205 | $130.9M |
| Raymond James Financial Inc. | 0.04% | Reduce -7.0% | 2,578,563 | $120.8M |
| Osaic Holdings, Inc. | 0.14% | Reduce -11.5% | 1,996,690 | $93.6M |
| PNC Financial Services Group, Inc. | 0.05% | Reduce -1.0% | 1,912,458 | $89.6M |
| Texas Permanent School Fund Corp. | 3.88% | Add +0.4% | 1,810,603 | $84.8M |
| Pinnacle Wealth Planning Services, Inc. | 8.85% | Add +3.3% | 1,809,499 | $84.8M |
| Crestwood Advisors Group, LLC | 1.34% | Add +3.3% | 1,722,177 | $80.7M |
| Wealthcare Advisory Partners LLC | 1.55% | Add +2.4% | 1,682,637 | $78.8M |
| State Street Corp. | 0.00% | Reduce -3.8% | 1,659,396 | $77.8M |
| Assetmark, Inc. | 0.15% | Reduce -7.9% | 1,541,745 | $72.2M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +2.9% | 1,518,739 | $71.2M |
| Cetera Investment Advisers | 0.07% | Add +7.5% | 1,338,313 | $62.7M |
| Vantagepoint Investment Advisers LLC | 0.49% | Reduce -7.4% | 1,308,832 | $61.3M |
| Mason Street Advisors, LLC | 5.97% | Add +11.2% | 1,293,880 | $60.6M |
| UBS Group AG | 0.01% | Reduce -15.0% | 1,286,446 | $60.3M |
| Dakota Wealth Management | 1.06% | Add +4.3% | 1,278,412 | $59.9M |
| Stifel Financial Corp. | 0.05% | Add +5.7% | 1,197,065 | $56.1M |
| Private Advisor Group, LLC | 0.26% | Reduce -2.0% | 1,189,659 | $55.7M |
| Envestnet Portfolio Solutions, Inc. | 0.19% | Reduce -6.2% | 1,177,323 | $55.2M |
| Great Valley Advisor Group, Inc. | 1.02% | Add +3.1% | 1,130,882 | $53.0M |
| HighTower Advisors, LLC | 0.05% | Reduce -1.9% | 1,038,086 | $48.6M |
| Morningstar Investment Management LLC | 2.80% | Add +1.8% | 1,011,729 | $47.4M |
| Wells Fargo & Company | 0.01% | Add +11.5% | 994,990 | $46.6M |
| Midland Wealth Advisors, LLC | 2.39% | Add +1.3% | 980,587 | $46.0M |
| Equitable Holdings, Inc. | 0.31% | Add +1.8% | 957,742 | $44.9M |
| Stadion Money Management, LLC | 3.52% | Reduce -7.9% | 926,488 | $43.4M |
| Commonwealth Equity Services, LLC | 0.06% | Add +0.1% | 895,746 | $42.0M |
| Patriot Investment Management Group, Inc. | 2.35% | Add +2.7% | 790,099 | $37.0M |
| DAVENPORT & Co LLC | 0.20% | Add +6.6% | 785,590 | $36.8M |
| Truist Financial Corp. | 0.05% | Reduce -7.7% | 775,506 | $36.3M |
| Focus Financial Network, Inc. | 1.22% | Add +3.5% | 746,798 | $35.0M |
| Peterson Wealth Advisors, LLC | 4.49% | Reduce -1.4% | 718,855 | $33.7M |
| Banco Santander, S.A. | 0.24% | Add +18.8% | 696,741 | $32.6M |
| HighPoint Advisor Group LLC | 0.70% | New | 684,513 | $32.1M |
| One Day In July LLC | 2.61% | Add +11.5% | 679,174 | $31.8M |
| Royal Bank of Canada | 0.01% | Add +5.0% | 657,057 | $30.8M |
| First Command Advisory Services, Inc. | 0.21% | Add +18.8% | 649,968 | $30.5M |
| Cwm, LLC | 0.08% | Reduce -1.0% | 647,723 | $30.4M |
| St Germain D J Co. Inc. | 1.17% | Add +5.9% | 641,853 | $30.1M |
| Corient Private Wealth LP | 0.04% | Reduce -3.0% | 636,222 | $29.8M |
| Vicus Capital | 2.20% | Add +38.9% | 626,745 | $29.4M |
| Bokf, NA | 0.45% | Add +8.2% | 625,365 | $29.3M |
| RKL Wealth Management LLC | 2.35% | Add +18.2% | 611,870 | $28.7M |
| Compton Financial Group, LLC | 6.43% | Add +3.3% | 606,332 | $28.4M |
| KWB Wealth | 2.68% | Add +237.7% | 603,914 | $28.3M |
| Abound Financial, LLC | 10.60% | Reduce -5.6% | 584,730 | $27.4M |
| United Capital Financial Advisors, LLC | 0.16% | Add +41.4% | 582,737 | $27.3M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -5.6% | 544,325 | $26.4M |
| Berkshire Asset Management LLC | 1.16% | Add +47.5% | 563,967 | $26.4M |
| Avior Wealth Management, LLC | 0.79% | Add +4.0% | 540,377 | $25.3M |
| Greenleaf Trust | 0.23% | Add +1201.9% | 539,767 | $25.3M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Reduce -4.7% | 533,566 | $25.0M |
| Crews Bank & Trust | 3.48% | Reduce -14.0% | 518,642 | $24.3M |
| Spinnaker Trust | 1.29% | Reduce -1.1% | 514,216 | $24.1M |
| Mariner, LLC | 0.03% | Add +4.1% | 504,135 | $23.6M |
| Oarsman Capital, Inc. | 2.98% | Add +5.1% | 489,940 | $23.0M |
| Lido Advisors, LLC | 0.09% | Add +1.4% | 476,128 | $22.2M |
| Garrett Wealth Advisory Group, LLC | 4.12% | Add +2.8% | 464,725 | $21.8M |
| Fund Evaluation Group, LLC | 0.70% | Reduce -22.1% | 454,388 | $21.3M |
| Legacy Edge Advisors, LLC | 2.31% | Add +4.9% | 450,872 | $21.1M |
| Evernest Financial Advisors, LLC | 4.31% | Add +146.3% | 399,782 | $20.6M |
| Flagship Harbor Advisors, LLC | 0.94% | Add +25.9% | 425,333 | $19.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -2.9% | 404,400 | $19.0M |
| BNP Paribas Financial Markets | 0.01% | New | 401,200 | $18.8M |
| Allen Capital Group, LLC | 1.72% | Add +1.2% | 397,908 | $18.6M |
| Geneos Wealth Management Inc. | 0.45% | Add +7.1% | 394,991 | $18.5M |
| Financial Gravity Asset Management, Inc. | 3.50% | Add +5.6% | 387,498 | $18.2M |
| Boston Standard Wealth Management, LLC | 2.99% | Add +2.8% | 386,674 | $18.1M |
| Shepherd Financial Partners LLC | 1.68% | Add +4.5% | 385,786 | $18.1M |
| Park Avenue Securities LLC | 0.15% | Reduce -2.7% | 385,647 | $18.1M |
| Leicht Financial Planning & Wealth Management, Inc. | 8.00% | Reduce -1.6% | 381,677 | $17.9M |
| Composition Wealth, LLC | 0.26% | Add +18.5% | 381,412 | $17.9M |
| Foguth Wealth Management, LLC. | 2.62% | — | 357,830 | $16.9M |
| Atlas Private Wealth Advisors | 3.90% | Add +2.8% | 356,452 | $16.7M |
| Cornerstone Advisors Asset Management, LLC | 2.66% | Add +5.8% | 350,243 | $16.4M |
| MML Investors Services, LLC | 0.04% | Add +10.1% | 348,217 | $16.3M |
| Hancock Prospecting Pty Ltd | 0.49% | No change | 342,840 | $16.1M |
| Merit Financial Group, LLC | 0.13% | Reduce -4.2% | 342,643 | $16.1M |
| Octavia Wealth Advisors, LLC | 1.51% | Reduce -11.3% | 337,402 | $15.8M |
| Fifth Third Bancorp | 0.05% | Add +4.4% | 333,329 | $15.6M |
| JNBA Financial Advisors | 1.36% | Reduce -1.2% | 331,663 | $15.5M |
| Cahaba Wealth Management, Inc. | 1.06% | Add +2.8% | 325,936 | $15.3M |
| Integrated Wealth Concepts LLC | 0.18% | Reduce -10.1% | 322,302 | $15.1M |
| OneDigital Investment Advisors LLC | 0.15% | Reduce -2.2% | 320,541 | $15.0M |
| TPG Financial Advisors, LLC | 4.99% | Add +10.5% | 318,743 | $14.9M |
| Financial Security Advisor, Inc. | 2.88% | Add +1.9% | 317,382 | $14.9M |
| AlphaStar Capital Management, LLC | 1.07% | Add +23.4% | 312,207 | $14.6M |
| WBH Advisory Inc. | 1.08% | Add +0.3% | 310,182 | $14.5M |
| Evermay Wealth Management LLC | 1.61% | Add +3.8% | 306,200 | $14.3M |
| Impact Partnership Wealth, LLC | 1.84% | Add +8.1% | 305,662 | $14.3M |
"% 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.