SS SPDR P S&P 600 Small CapSPSMETF
13F holders, Q1 2026 (March 31)1,008holders +22
79new positions
56sold out
3famous investors
$48.37avg. 13F price*
At the end of Q1 2026, 1,008 institutions reported holding SS SPDR P S&P 600 Small Cap (SPSM) in their 13F filings, up 22 from Q4 2025. 79 opened new positions and 56 sold out. The largest holders were LPL Financial LLC ($1.2B), Financial Engines Advisors L.L.C. ($998.9M) and Betterment LLC ($919.0M). 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 Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- SS SPDR P S&P 600 Small Cap
- Filed as
- SPDR SERIES TRUST (Q1 2026)
- CUSIP
- 78468R853
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 79 | $123.9M |
| Exits | 56 | $55.8M |
All 13F filers, Q4 2025 → Q1 2026: 14,985,525 shares bought and 16,693,697 shares sold, net −1,708,172 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,008 holders
| LPL Financial LLC | 0.32% | Reduce -8.9% | 24,590,961 | $1.2B |
| Financial Engines Advisors L.L.C. | 2.03% | Reduce -2.1% | 20,673,325 | $998.9M |
| Betterment LLC | 1.74% | Add +1.4% | 19,018,965 | $919.0M |
| Morgan Stanley | 0.02% | Reduce -47.7% | 7,192,298 | $347.5M |
| Charles Schwab Investment Management Inc. | 0.05% | Add +1.9% | 6,582,690 | $318.1M |
| Valmark Advisers, Inc. | 3.11% | Add +2.1% | 5,412,325 | $261.5M |
| Cliftonlarsonallen Wealth Advisors, LLC | 3.48% | Add +41.1% | 4,910,917 | $237.3M |
| Ameriprise Financial Inc. | 0.05% | Add +17.1% | 4,449,775 | $215.0M |
| Envestnet Asset Management Inc. | 0.06% | Add +22.7% | 4,282,710 | $206.9M |
| Bank of America Corp. | 0.01% | Add +2.3% | 3,927,202 | $189.8M |
| Creative Planning | 0.09% | Add +0.3% | 2,802,621 | $135.4M |
| Raymond James Financial Inc. | 0.04% | Add +8.5% | 2,796,663 | $135.1M |
| UBS Group AG | 0.02% | Add +82.9% | 2,353,021 | $113.7M |
| State Street Corp. | 0.00% | Add +16.4% | 1,932,381 | $93.4M |
| PNC Financial Services Group, Inc. | 0.05% | Add +0.1% | 1,914,845 | $92.5M |
| Osaic Holdings, Inc. | 0.13% | Reduce -4.8% | 1,900,594 | $91.8M |
| Pinnacle Wealth Planning Services, Inc. | 9.34% | Add +3.4% | 1,871,039 | $90.4M |
| Wealthcare Advisory Partners LLC | 1.65% | Add +4.4% | 1,757,127 | $84.9M |
| Crestwood Advisors Group, LLC | 1.40% | Add +0.3% | 1,726,647 | $83.4M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Add +7.3% | 1,629,720 | $78.7M |
| Assetmark, Inc. | 0.14% | Reduce -6.8% | 1,437,727 | $69.5M |
| Cetera Investment Advisers | 0.07% | Add +4.8% | 1,402,122 | $67.8M |
| Dakota Wealth Management | 1.45% | Add +8.2% | 1,383,470 | $66.8M |
| Mason Street Advisors, LLC | 6.26% | Add +2.5% | 1,326,423 | $64.1M |
| Vantagepoint Investment Advisers LLC | 0.53% | Reduce -1.6% | 1,287,969 | $62.2M |
| Stifel Financial Corp. | 0.05% | Add +0.8% | 1,206,125 | $58.3M |
| Great Valley Advisor Group, Inc. | 1.05% | Add +6.1% | 1,199,602 | $58.0M |
| Independent Advisor Alliance | 0.61% | Add +3534.9% | 1,171,959 | $56.6M |
| Envestnet Portfolio Solutions, Inc. | 0.30% | Reduce -3.4% | 1,137,153 | $54.9M |
| HighTower Advisors, LLC | 0.05% | Add +1.1% | 1,049,517 | $50.7M |
| Private Advisor Group, LLC | 0.22% | Reduce -18.5% | 969,204 | $46.8M |
| Midland Wealth Advisors, LLC | 2.40% | Reduce -1.7% | 963,862 | $46.6M |
| Wells Fargo & Company | 0.01% | Reduce -5.0% | 945,778 | $45.7M |
| Equitable Holdings, Inc. | 0.29% | Add +1.3% | 970,475 | $45.7M |
| Commonwealth Equity Services, LLC | 0.06% | Add +2.2% | 915,509 | $44.2M |
| DAVENPORT & Co LLC | 0.23% | Add +10.5% | 868,384 | $42.0M |
| Stadion Money Management, LLC | 4.19% | Reduce -7.0% | 861,902 | $41.6M |
| Patriot Investment Management Group, Inc. | 2.50% | Add +2.5% | 809,845 | $39.1M |
| Morningstar Investment Management LLC | 2.32% | Reduce -23.5% | 774,051 | $37.4M |
| Truist Financial Corp. | 0.05% | Reduce -2.1% | 759,436 | $36.7M |
| Banco Santander, S.A. | 0.29% | Add +7.2% | 747,076 | $36.1M |
| First Command Advisory Services, Inc. | 0.24% | Add +13.7% | 738,807 | $35.7M |
| One Day In July LLC | 2.85% | Add +8.5% | 737,202 | $35.6M |
| Royal Bank of Canada | 0.01% | Add +12.1% | 736,492 | $35.6M |
| Vicus Capital | 2.43% | Add +8.9% | 682,870 | $33.0M |
| Schroder Investment Management Group | 0.03% | New | 699,363 | $32.9M |
| United Capital Financial Advisors, LLC | 0.20% | Add +16.2% | 677,379 | $32.7M |
| Cwm, LLC | 0.09% | Add +4.4% | 676,310 | $32.7M |
| Corient Private Wealth LP | 0.05% | Add +4.6% | 665,427 | $31.7M |
| Peterson Wealth Advisors, LLC | 4.21% | Reduce -8.9% | 655,147 | $31.7M |
| Bokf, NA | 0.48% | Add +2.9% | 643,708 | $31.1M |
| Evernest Financial Advisors, LLC | 6.20% | Add +40.6% | 562,067 | $29.8M |
| St Germain D J Co. Inc. | 1.18% | Reduce -3.9% | 617,033 | $29.8M |
| Greenleaf Trust | 0.29% | Add +13.6% | 613,136 | $29.6M |
| TSG Advice Partners, LLC | 4.34% | Add +4230.2% | 599,773 | $29.0M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Add +11.3% | 594,132 | $28.7M |
| Berkshire Asset Management LLC | 1.21% | Add +3.5% | 583,909 | $28.2M |
| RKL Wealth Management LLC | 2.48% | Reduce -6.8% | 570,265 | $27.6M |
| HighPoint Advisor Group LLC | 1.15% | Reduce -17.1% | 567,620 | $27.4M |
| Avior Wealth Management, LLC | 0.75% | Add +1.8% | 549,962 | $26.6M |
| Oarsman Capital, Inc. | 3.30% | Add +12.2% | 549,596 | $26.6M |
| Abound Financial, LLC | 11.45% | Reduce -7.2% | 542,399 | $26.2M |
| Mariner, LLC | 0.03% | Add +7.4% | 541,600 | $26.2M |
| KWB Wealth | 2.54% | Reduce -9.1% | 548,831 | $25.7M |
| Impact Partnership Wealth, LLC | 3.01% | Add +64.8% | 503,692 | $24.3M |
| Spinnaker Trust | 1.32% | Reduce -4.3% | 492,236 | $23.8M |
| Crews Bank & Trust | 3.41% | Reduce -6.2% | 486,725 | $23.5M |
| Compton Financial Group, LLC | 4.97% | Reduce -23.3% | 465,372 | $22.5M |
| Composition Wealth, LLC | 0.30% | Add +20.0% | 457,735 | $22.1M |
| Garrett Wealth Advisory Group, LLC | 3.93% | Reduce -1.6% | 457,334 | $22.1M |
| Penserra Capital Management LLC | 0.25% | Add +110.2% | 436,531 | $21.1M |
| Fund Evaluation Group, LLC | 0.64% | Reduce -5.1% | 431,328 | $20.8M |
| United Asset Strategies, Inc. | 1.65% | Add +44.6% | 429,834 | $20.8M |
| Cerity Partners LLC | 0.03% | Add +242.7% | 427,811 | $20.7M |
| Diversify Wealth Management, LLC | 0.37% | Add +60.3% | 391,247 | $20.5M |
| Financial Gravity Asset Management, Inc. | 3.56% | Add +6.8% | 413,944 | $20.0M |
| Geneos Wealth Management Inc. | 0.46% | Add +4.0% | 411,006 | $19.9M |
| Allen Capital Group, LLC | 1.77% | Add +2.1% | 406,236 | $19.6M |
| Integrated Wealth Concepts LLC | 0.15% | Add +24.7% | 401,991 | $19.4M |
| Fifth Third Bancorp | 0.04% | Add +20.0% | 399,909 | $19.3M |
| JPMorgan Chase & Co. | 0.00% | Add +0.1% | 404,830 | $19.0M |
| Boston Standard Wealth Management, LLC | 3.08% | Add +0.0% | 386,844 | $18.8M |
| Leicht Financial Planning & Wealth Management, Inc. | 8.25% | Reduce -1.3% | 376,612 | $18.2M |
| Shepherd Financial Partners LLC | 1.72% | Reduce -2.5% | 376,271 | $18.2M |
| Park Avenue Securities LLC | 0.14% | Reduce -2.6% | 375,765 | $18.2M |
| Lido Advisors, LLC | 0.07% | Reduce -23.0% | 366,585 | $17.7M |
| Cornerstone Advisors Asset Management, LLC | 2.73% | Add +4.6% | 366,407 | $17.7M |
| Flagship Harbor Advisors, LLC | 0.76% | Reduce -15.6% | 359,055 | $17.3M |
| Atlas Private Wealth Advisors | 3.98% | Reduce -1.9% | 349,866 | $16.9M |
| Hancock Prospecting Pty Ltd | 0.50% | No change | 342,840 | $16.6M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -38.1% | 336,883 | $16.4M |
| My Portfolio Guide, LLC | 8.99% | — | 336,521 | $16.3M |
| AlphaStar Capital Management, LLC | 1.19% | Add +7.3% | 334,996 | $16.2M |
| TPG Financial Advisors, LLC | 5.23% | Add +4.4% | 332,689 | $16.1M |
| Cahaba Wealth Management, Inc. | 1.09% | Add +1.9% | 332,052 | $16.0M |
| Merit Financial Group, LLC | 0.12% | Reduce -4.7% | 326,417 | $15.8M |
| JNBA Financial Advisors | 1.30% | Reduce -2.8% | 322,548 | $15.6M |
| Evermay Wealth Management LLC | 1.72% | Add +5.1% | 321,698 | $15.5M |
| OneDigital Investment Advisors LLC | 0.15% | Reduce -0.2% | 319,997 | $15.5M |
| WBH Advisory Inc. | 1.14% | Add +1.1% | 313,519 | $15.2M |
"% 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.