SPDR PORTFOLIO S&P 600 SMALL (SPSM) Institutional Shareholders
SPDR PORTFOLIO S&P 600 SMALL (SPSM) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $12.14B in SPSM holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of SPSM tracked by InsiderSet, reporting ownership valued at approximately $1.45B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $1.37B, representing an estimated loss of -5.62% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 52% of the total disclosed SPSM value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Betterment Llc, Financial Engines Advisors L.L.C., and several other long-term asset managers with concentrated positions in SPDR PORTFOLIO S&P 600 SMALL (SPSM).
This page ranks the largest institutional SPSM shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
1,041
Total Reported Value
$12.14B
Largest Holder
Lpl Financial Llc
Largest Position
$1.45B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
71
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.33% | 25,175,605 | $1,451,877,041 | $1,370,308,180 | -$81,568,861 | -5.62% | |
| Betterment Llc | 1.87% | 19,180,838 | $1,106,159,000 | $1,044,013,012 | -$62,145,988 | -5.62% | |
| Financial Engines Advisors L.L.C. | 1.93% | 18,804,022 | $1,084,427,947 | $1,023,502,917 | -$60,925,030 | -5.62% | |
| Bank Of America Corp | 0.05% | 12,147,363 | $700,538,442 | $661,180,968 | -$39,357,474 | -5.62% | |
| Morgan Stanley | 0.02% | 7,614,768 | $439,143,719 | $414,471,822 | -$24,671,897 | -5.62% | |
| Charles Schwab Investment Management Inc | 0.05% | 6,597,240 | $380,462,831 | $359,087,773 | -$21,375,058 | -5.62% | |
| Envestnet Asset Management Inc | 0.09% | 6,367,516 | $367,214,642 | $346,583,896 | -$20,630,746 | -5.62% | |
| Valmark Advisers, Inc. | 3.12% | 5,101,635 | $294,211,311 | $277,681,993 | -$16,529,318 | -5.62% | |
| Cliftonlarsonallen Wealth Advisors, Llc | 3.81% | 5,022,048 | $289,621,490 | $273,350,073 | -$16,271,417 | -5.62% | |
| Ameriprise Financial Inc | 0.05% | 4,348,586 | $251,520,971 | $236,693,536 | -$14,827,435 | -5.90% | |
| Raymond James Financial Inc | 0.05% | 3,009,298 | $173,546,248 | $163,796,090 | -$9,750,158 | -5.62% | |
| Ubs Group Ag | 0.02% | 2,483,029 | $143,196,282 | $135,151,268 | -$8,045,014 | -5.62% | |
| Osaic Holdings, Inc. | 0.14% | 2,089,160 | $120,483,611 | $113,712,979 | -$6,770,632 | -5.62% | |
| Stifel Financial Corp | 0.10% | 2,080,273 | $119,969,339 | $113,229,259 | -$6,740,080 | -5.62% | |
| Pinnacle Wealth Planning Services, Inc. | 10.55% | 1,920,706 | $110,767,107 | $104,544,028 | -$6,223,079 | -5.62% | |
| Wealthcare Advisory Partners Llc | 1.94% | 1,776,135 | $102,429,734 | $96,675,028 | -$5,754,706 | -5.62% | |
| Pnc Financial Services Group, Inc. | 0.05% | 1,752,795 | $101,083,675 | $95,404,632 | -$5,679,043 | -5.62% | |
| Crestwood Advisors Group, Llc | 1.49% | 1,742,537 | $100,490,241 | $94,846,289 | -$5,643,952 | -5.62% | |
| State Street Corp | 0.00% | 1,613,064 | $93,025,401 | $87,799,074 | -$5,226,327 | -5.62% | |
| Cetera Investment Advisers | 0.08% | 1,554,487 | $89,647,296 | $84,610,727 | -$5,036,569 | -5.62% | |
| Mason Street Advisors, Llc | 7.17% | 1,379,248 | $79,541,232 | $75,072,469 | -$4,468,763 | -5.62% | |
| Assetmark, Inc | 0.12% | 1,239,772 | $71,497,623 | $67,480,790 | -$4,016,833 | -5.62% | |
| Vantagepoint Investment Advisers Llc | 0.53% | 1,222,487 | $70,500,825 | $66,539,967 | -$3,960,858 | -5.62% | |
| Great Valley Advisor Group, Inc. | 1.09% | 1,200,234 | $69,217,259 | $65,328,737 | -$3,888,522 | -5.62% | |
| Private Advisor Group, Llc | 0.30% | 1,125,006 | $64,879,063 | $61,234,077 | -$3,644,986 | -5.62% | |
| Commonwealth Equity Services, Llc | 0.07% | 1,009,258 | $58,203,929 | $54,933,913 | -$3,270,016 | -5.62% | |
| Davenport & Co Llc | 0.29% | 986,910 | $56,915,102 | $53,717,511 | -$3,197,591 | -5.62% | |
| Dakota Wealth Management | 1.15% | 1,226,104 | $56,793,141 | $66,736,841 | +$9,943,700 | +17.51% | |
| Envestnet Portfolio Solutions, Inc. | 0.27% | 976,262 | $56,301,025 | $53,137,941 | -$3,163,084 | -5.62% | |
| Midland Wealth Advisors, Llc | 2.60% | 959,196 | $55,316,833 | $52,209,038 | -$3,107,795 | -5.62% | |
| Wells Fargo & Company/Mn | 0.01% | 952,624 | $54,937,858 | $51,851,324 | -$3,086,534 | -5.62% | |
| Equitable Holdings, Inc. | 0.30% | 880,649 | $50,787,039 | $47,933,725 | -$2,853,314 | -5.62% | |
| Patriot Investment Management Group, Inc. | 2.79% | 833,994 | $48,096,406 | $45,394,293 | -$2,702,113 | -5.62% | |
| First Command Advisory Services, Inc. | 0.28% | 818,472 | $47,201,276 | $44,549,431 | -$2,651,845 | -5.62% | |
| One Day In July Llc | 3.23% | 804,494 | $46,395,195 | $43,788,608 | -$2,606,587 | -5.62% | |
| Stadion Money Management, Llc | 3.99% | 803,443 | $46,334,558 | $43,731,402 | -$2,603,156 | -5.62% | |
| Truist Financial Corp | 0.05% | 744,666 | $42,944,895 | $40,532,170 | -$2,412,725 | -5.62% | |
| United Capital Financial Advisors, Llc | 0.23% | 732,516 | $42,224,590 | $39,870,846 | -$2,353,744 | -5.57% | |
| Royal Bank Of Canada | 0.01% | 712,610 | $41,097,000 | $38,787,362 | -$2,309,638 | -5.62% | |
| Highpoint Advisor Group Llc | 1.41% | 695,486 | $40,108,626 | $37,855,303 | -$2,253,323 | -5.62% | |
| Vicus Capital | 2.55% | 684,168 | $39,455,986 | $37,239,264 | -$2,216,722 | -5.62% | |
| Greenleaf Trust | 0.37% | 668,396 | $38,546,398 | $36,380,794 | -$2,165,604 | -5.62% | |
| Peterson Wealth Advisors, Llc | 4.55% | 667,839 | $38,514,271 | $36,350,477 | -$2,163,794 | -5.62% | |
| Corient Private Wealth Llc | 0.05% | 657,330 | $37,908,289 | $35,778,472 | -$2,129,817 | -5.62% | |
| Morningstar Investment Management Llc | 2.31% | 774,051 | $37,402,144 | $42,131,596 | +$4,729,452 | +12.64% | |
| Bokf, Na | 0.51% | 643,758 | $37,125,524 | $35,039,748 | -$2,085,776 | -5.62% | |
| St Germain D J Co Inc | 1.31% | 630,122 | $36,339,125 | $34,297,540 | -$2,041,585 | -5.62% | |
| Clark Capital Management Group, Inc. | 0.19% | 606,750 | $34,991,272 | $33,025,403 | -$1,965,870 | -5.62% | |
| Evernest Financial Advisors, Llc | 7.23% | 599,855 | $34,593,644 | $32,650,108 | -$1,943,536 | -5.62% | |
| Rkl Wealth Management Llc | 2.73% | 593,853 | $34,247,519 | $32,323,419 | -$1,924,100 | -5.62% |
Frequently asked questions about SPSM
Who owns the most SPSM stock?
The largest holders of SPSM are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for SPDR PORTFOLIO S&P 600 SMALL (SPSM).
Is SPSM widely held by superinvestors?
Many widely followed stocks like SPSM appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SPSM is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.