SPSM Institutional Ownership & Shareholders
SPDR PORTFOLIO S&P 600 SMALL (SPSM) is currently held by 1,029 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $12.18B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 -5.44% 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
1,029
Total Reported Value
$12.18B
Largest Holder
Lpl Financial Llc
Largest Position
$1.45B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
13
Funds Exiting Positions
1
| 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 | $1,372,825,741 | -$79,051,300 | -5.44% | |
| Betterment Llc | 1.87% | 19,180,838 | $1,106,159,000 | $1,045,931,096 | -$60,227,904 | -5.44% | |
| Financial Engines Advisors L.L.C. | 1.93% | 18,804,022 | $1,084,427,947 | $1,025,383,320 | -$59,044,627 | -5.44% | |
| Bank Of America Corp | 0.05% | 12,147,363 | $700,538,442 | $662,395,704 | -$38,142,738 | -5.44% | |
| Morgan Stanley | 0.02% | 7,614,768 | $439,143,719 | $415,233,299 | -$23,910,420 | -5.44% | |
| Charles Schwab Investment Management Inc | 0.05% | 6,597,240 | $380,462,831 | $359,747,497 | -$20,715,334 | -5.44% | |
| Envestnet Asset Management Inc | 0.09% | 6,367,516 | $367,214,642 | $347,220,647 | -$19,993,995 | -5.44% | |
| Valmark Advisers, Inc. | 3.12% | 5,101,635 | $294,211,311 | $278,192,157 | -$16,019,154 | -5.44% | |
| Cliftonlarsonallen Wealth Advisors, Llc | 3.60% | 5,209,244 | $275,360,645 | $284,060,075 | +$8,699,430 | +3.16% | |
| Ameriprise Financial Inc | 0.05% | 4,348,586 | $251,520,971 | $237,128,395 | -$14,392,576 | -5.72% | |
| Raymond James Financial Inc | 0.05% | 3,009,298 | $173,546,248 | $164,097,020 | -$9,449,228 | -5.44% | |
| Creative Planning | 0.08% | 2,743,375 | $145,014,803 | $149,596,239 | +$4,581,436 | +3.16% | |
| Ubs Group Ag | 0.02% | 2,483,029 | $143,196,282 | $135,399,571 | -$7,796,711 | -5.44% | |
| Osaic Holdings, Inc. | 0.14% | 2,089,160 | $120,483,611 | $113,921,895 | -$6,561,716 | -5.45% | |
| Stifel Financial Corp | 0.10% | 2,080,273 | $119,969,339 | $113,437,287 | -$6,532,052 | -5.44% | |
| Assetmark, Inc | 0.18% | 2,049,339 | $108,328,062 | $111,750,456 | +$3,422,394 | +3.16% | |
| Pnc Financial Services Group, Inc. | 0.05% | 1,752,795 | $101,083,675 | $95,579,911 | -$5,503,764 | -5.44% | |
| Pinnacle Wealth Planning Services, Inc. | 9.65% | 1,873,855 | $99,051,974 | $102,181,313 | +$3,129,339 | +3.16% | |
| Wealthcare Advisory Partners Llc | 1.66% | 1,849,842 | $97,782,673 | $100,871,884 | +$3,089,211 | +3.16% | |
| State Street Corp | 0.00% | 1,613,064 | $93,025,401 | $87,960,380 | -$5,065,021 | -5.44% | |
| Crestwood Advisors Group, Llc | 1.36% | 1,734,274 | $91,675,400 | $94,569,961 | +$2,894,561 | +3.16% | |
| Cetera Investment Advisers | 0.08% | 1,554,487 | $89,647,296 | $84,766,176 | -$4,881,120 | -5.44% | |
| Mason Street Advisors, Llc | 7.17% | 1,379,248 | $79,541,232 | $75,210,393 | -$4,330,839 | -5.44% | |
| Great Valley Advisor Group, Inc. | 1.09% | 1,200,234 | $69,217,259 | $65,448,760 | -$3,768,499 | -5.44% | |
| Private Advisor Group, Llc | 0.30% | 1,125,006 | $64,879,063 | $61,346,577 | -$3,532,486 | -5.44% | |
| Vantagepoint Investment Advisers Llc | 0.48% | 1,205,117 | $63,702,485 | $65,715,030 | +$2,012,545 | +3.16% | |
| Davenport & Co Llc | 0.32% | 1,151,233 | $60,854,201 | $62,776,735 | +$1,922,534 | +3.16% | |
| Dakota Wealth Management | 1.15% | 1,226,104 | $56,793,141 | $66,859,451 | +$10,066,310 | +17.72% | |
| Envestnet Portfolio Solutions, Inc. | 0.27% | 976,262 | $56,301,025 | $53,235,567 | -$3,065,458 | -5.44% | |
| Wells Fargo & Company/Mn | 0.01% | 952,624 | $54,937,858 | $51,946,587 | -$2,991,271 | -5.44% | |
| Commonwealth Equity Services, Llc | 0.07% | 1,030,170 | $54,454,801 | $56,175,170 | +$1,720,369 | +3.16% | |
| Equitable Holdings, Inc. | 0.30% | 880,649 | $50,787,039 | $48,021,790 | -$2,765,249 | -5.44% | |
| Midland Wealth Advisors, Llc | 2.33% | 955,051 | $50,483,996 | $52,078,931 | +$1,594,935 | +3.16% | |
| First Command Advisory Services, Inc. | 0.28% | 818,472 | $47,201,276 | $44,631,278 | -$2,569,998 | -5.44% | |
| Stadion Money Management, Llc | 3.99% | 803,443 | $46,334,558 | $43,811,747 | -$2,522,811 | -5.44% | |
| One Day In July Llc | 3.06% | 840,472 | $44,427,343 | $45,830,938 | +$1,403,595 | +3.16% | |
| Patriot Investment Management Group, Inc. | 2.56% | 838,842 | $44,341,171 | $45,742,054 | +$1,400,883 | +3.16% | |
| United Capital Financial Advisors, Llc | 0.23% | 732,516 | $42,224,590 | $39,944,097 | -$2,280,493 | -5.40% | |
| Royal Bank Of Canada | 0.01% | 712,610 | $41,097,000 | $38,858,623 | -$2,238,377 | -5.45% | |
| Highpoint Advisor Group Llc | 1.41% | 695,486 | $40,108,626 | $37,924,852 | -$2,183,774 | -5.44% | |
| Vicus Capital | 2.55% | 684,168 | $39,455,986 | $37,307,681 | -$2,148,305 | -5.44% | |
| Truist Financial Corp | 0.05% | 744,667 | $39,363,073 | $40,606,692 | +$1,243,619 | +3.16% | |
| Corient Private Wealth Llc | 0.05% | 657,330 | $37,908,289 | $35,844,205 | -$2,064,084 | -5.44% | |
| Morningstar Investment Management Llc | 2.31% | 774,051 | $37,402,144 | $42,209,001 | +$4,806,857 | +12.85% | |
| Greenleaf Trust | 0.38% | 704,971 | $37,264,767 | $38,442,069 | +$1,177,302 | +3.16% | |
| Peterson Wealth Advisors, Llc | 4.22% | 688,151 | $36,375,650 | $37,524,874 | +$1,149,224 | +3.16% | |
| St Germain D J Co Inc | 1.31% | 630,122 | $36,339,125 | $34,360,553 | -$1,978,572 | -5.44% | |
| Clark Capital Management Group, Inc. | 0.19% | 606,750 | $34,991,272 | $33,086,078 | -$1,905,195 | -5.44% | |
| Rkl Wealth Management Llc | 2.76% | 658,787 | $34,823,471 | $35,923,655 | +$1,100,184 | +3.16% | |
| Tsg Advice Partners, Llc | 4.55% | 602,540 | $34,748,458 | $32,856,506 | -$1,891,952 | -5.44% |
Frequently asked questions about SPSM
Who are the largest institutional holders of SPSM?
The largest institutional holders of SPSM reported in the latest SEC Form 13F filings include Lpl Financial Llc, Betterment Llc, Financial Engines Advisors L.L.C., Bank Of America Corp, and Morgan Stanley. InsiderSet ranks institutional holders by their latest reported SPSM position.
What is SPSM institutional ownership?
This page tracks SPSM positions reported by institutional investment managers through SEC Form 13F. SPDR PORTFOLIO S&P 600 SMALL (SPSM) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SPSM?
InsiderSet currently tracks 1,029 institutional managers reporting SPSM holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SPSM shareholders.
How much SPSM stock do institutions own?
Institutional investment managers disclosed approximately $12.18B in SPSM holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SPSM institutional ownership last updated?
The latest SPSM institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SPSM holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SPSM position after the reporting date.
Are institutions buying or selling SPSM?
Institutional buying and selling can be analyzed by comparing SPSM positions across consecutive 13F reporting periods. InsiderSet's SPSM Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SPSM ownership changes.
How has SPSM institutional ownership changed over time?
InsiderSet tracks SPSM institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.