SPSM institutional holders

STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF · 13F, 2026Q2

Managers holding1,048
Shares held218,219,984
Reported value$12.6bn
Quarter flows110 new, 427 added, 372 trimmed, 67 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
LPL Financial LLC25,175,605$1.5bn0.3%
Betterment LLC19,180,838$1.1bn1.9%
Financial Engines Advisors L.L.C.18,804,022$1.1bn1.9%
BANK OF AMERICA CORP /DE/12,147,363$700.5m0.0%
MORGAN STANLEY7,614,768$439.1m0.0%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC6,597,240$380.5m0.1%
ENVESTNET ASSET MANAGEMENT INC6,367,516$367.2m0.1%
Valmark Advisers, Inc.5,101,635$294.2m3.1%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC5,022,048$289.6m3.8%
AMERIPRISE FINANCIAL INC4,348,586$251.5m0.1%
RAYMOND JAMES FINANCIAL INC3,009,298$173.5m0.0%
Creative Planning2,776,196$160.1m0.1%
UBS Group AG2,483,029$143.2m0.0%
OSAIC HOLDINGS, INC.2,089,160$120.5m0.1%
STIFEL FINANCIAL CORP2,080,273$120.0m0.1%
PNC Financial Services Group, Inc.1,961,330$113.1m0.1%
Pinnacle Wealth Planning Services, Inc.1,920,706$110.8m10.6%
Wealthcare Advisory Partners LLC1,776,135$102.4m1.9%
Crestwood Advisors Group, LLC1,742,537$100.5m1.5%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO1,656,155$95.5m0.1%
STATE STREET CORP1,613,064$93.0m0.0%
Cetera Investment Advisers1,554,487$89.6m0.1%
Dakota Wealth Management1,499,275$86.5m1.7%
MASON STREET ADVISORS, LLC1,379,248$79.5m7.2%
ASSETMARK, INC1,239,772$71.5m0.1%

Every holder, line by line, and the full history since 2013: yf.Client().holders("SPSM"). SPSM price history · All 13F data

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