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 $9.07B 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 $1.19B in its March 31, 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 $1.40B, representing an estimated gain of +17.47% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 46% of the total disclosed SPSM value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Financial Engines Advisors L.L.C., Morgan Stanley, 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
999
Total Reported Value
$9.07B
Largest Holder
Lpl Financial Llc
Largest Position
$1.19B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
62
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.32% | 24,590,961 | $1,188,235,113 | $1,395,782,946 | +$207,547,833 | +17.47% | |
| Financial Engines Advisors L.L.C. | 2.03% | 20,673,325 | $998,935,069 | $1,173,417,927 | +$174,482,858 | +17.47% | |
| Morgan Stanley | 0.02% | 7,192,298 | $347,531,944 | $408,234,834 | +$60,702,890 | +17.47% | |
| Charles Schwab Investment Management Inc | 0.05% | 6,582,690 | $318,075,581 | $373,633,484 | +$55,557,903 | +17.47% | |
| Cliftonlarsonallen Wealth Advisors, Llc | 3.81% | 5,022,048 | $289,621,490 | $285,051,444 | -$4,570,046 | -1.58% | |
| Valmark Advisers, Inc. | 3.11% | 5,412,325 | $261,523,555 | $307,203,567 | +$45,680,012 | +17.47% | |
| Ameriprise Financial Inc | 0.05% | 4,449,775 | $215,009,075 | $252,569,229 | +$37,560,154 | +17.47% | |
| Envestnet Asset Management Inc | 0.06% | 4,282,710 | $206,940,566 | $243,086,620 | +$36,146,054 | +17.47% | |
| Bank Of America Corp | 0.01% | 3,927,202 | $189,762,397 | $222,907,986 | +$33,145,589 | +17.47% | |
| Creative Planning | 0.09% | 2,802,621 | $135,422,647 | $159,076,768 | +$23,654,121 | +17.47% | |
| Raymond James Financial Inc | 0.04% | 2,796,663 | $135,134,736 | $158,738,592 | +$23,603,856 | +17.47% | |
| Ubs Group Ag | 0.02% | 2,353,021 | $113,697,974 | $133,557,472 | +$19,859,498 | +17.47% | |
| Wealthcare Advisory Partners Llc | 1.94% | 1,776,135 | $102,429,734 | $100,813,423 | -$1,616,311 | -1.58% | |
| State Street Corp | 0.00% | 1,932,381 | $93,372,650 | $109,681,946 | +$16,309,296 | +17.47% | |
| Osaic Holdings, Inc. | 0.13% | 1,900,594 | $91,839,600 | $107,877,715 | +$16,038,115 | +17.46% | |
| Pinnacle Wealth Planning Services, Inc. | 9.34% | 1,871,039 | $90,408,585 | $106,200,174 | +$15,791,589 | +17.47% | |
| Crestwood Advisors Group, Llc | 1.40% | 1,726,647 | $83,425,355 | $98,004,484 | +$14,579,129 | +17.48% | |
| Pnc Financial Services Group, Inc. | 0.05% | 1,706,275 | $82,447,182 | $96,848,169 | +$14,400,987 | +17.47% | |
| Northwestern Mutual Wealth Management Co | 0.05% | 1,629,720 | $78,748,057 | $92,502,907 | +$13,754,850 | +17.47% | |
| Assetmark, Inc | 0.14% | 1,437,727 | $69,470,985 | $81,605,385 | +$12,134,400 | +17.47% | |
| Cetera Investment Advisers | 0.07% | 1,402,122 | $67,750,555 | $79,584,445 | +$11,833,890 | +17.47% | |
| Dakota Wealth Management | 1.45% | 1,383,470 | $66,849,250 | $78,525,757 | +$11,676,507 | +17.47% | |
| Mason Street Advisors, Llc | 6.26% | 1,326,423 | $64,092,759 | $75,287,769 | +$11,195,010 | +17.47% | |
| Vantagepoint Investment Advisers Llc | 0.53% | 1,287,969 | $62,234,662 | $73,105,120 | +$10,870,458 | +17.47% | |
| Stifel Financial Corp | 0.05% | 1,206,125 | $58,279,949 | $68,459,655 | +$10,179,706 | +17.47% | |
| Great Valley Advisor Group, Inc. | 1.05% | 1,199,602 | $57,965,220 | $68,089,410 | +$10,124,190 | +17.47% | |
| Davenport & Co Llc | 0.29% | 986,910 | $56,915,102 | $56,017,012 | -$898,090 | -1.58% | |
| Independent Advisor Alliance | 0.61% | 1,171,959 | $56,629,061 | $66,520,393 | +$9,891,332 | +17.47% | |
| Envestnet Portfolio Solutions, Inc. | 0.30% | 1,137,153 | $54,947,232 | $64,544,804 | +$9,597,572 | +17.47% | |
| Hightower Advisors, Llc | 0.05% | 1,049,517 | $50,712,456 | $59,570,585 | +$8,858,129 | +17.47% | |
| Patriot Investment Management Group, Inc. | 2.79% | 833,994 | $48,096,406 | $47,337,499 | -$758,907 | -1.58% | |
| Private Advisor Group, Llc | 0.22% | 969,204 | $46,831,941 | $55,012,019 | +$8,180,078 | +17.47% | |
| Midland Wealth Advisors, Llc | 2.40% | 963,862 | $46,573,812 | $54,708,807 | +$8,134,995 | +17.47% | |
| Wells Fargo & Company/Mn | 0.01% | 945,778 | $45,700,022 | $53,682,359 | +$7,982,337 | +17.47% | |
| Equitable Holdings, Inc. | 0.29% | 970,475 | $45,677,067 | $55,084,161 | +$9,407,094 | +20.59% | |
| Commonwealth Equity Services, Llc | 0.06% | 915,509 | $44,237,387 | $51,964,291 | +$7,726,904 | +17.47% | |
| Morningstar Investment Management Llc | 2.32% | 774,051 | $37,402,144 | $43,935,135 | +$6,532,991 | +17.47% | |
| Truist Financial Corp | 0.05% | 759,436 | $36,695,951 | $43,105,587 | +$6,409,636 | +17.47% | |
| Banco Santander, S.A. | 0.29% | 747,076 | $36,098,712 | $42,404,034 | +$6,305,322 | +17.47% | |
| First Command Advisory Services, Inc. | 0.24% | 738,807 | $35,699,138 | $41,934,685 | +$6,235,547 | +17.47% | |
| One Day In July Llc | 2.85% | 737,202 | $35,621,600 | $41,843,586 | +$6,221,986 | +17.47% | |
| Royal Bank Of Canada | 0.01% | 736,492 | $35,588,000 | $41,803,286 | +$6,215,286 | +17.46% | |
| Vicus Capital | 2.43% | 682,870 | $32,996,292 | $38,759,701 | +$5,763,409 | +17.47% | |
| Schroder Investment Management Group | 0.03% | 699,363 | $32,870,061 | $39,695,844 | +$6,825,783 | +20.77% | |
| United Capital Financial Advisors, Llc | 0.20% | 677,379 | $32,743,634 | $38,448,032 | +$5,704,398 | +17.42% | |
| Cwm, Llc | 0.09% | 676,310 | $32,679,304 | $38,387,356 | +$5,708,052 | +17.47% | |
| Avior Wealth Management, Llc | 0.85% | 558,732 | $32,222,062 | $31,713,628 | -$508,434 | -1.58% | |
| Corient Private Wealth Llc | 0.05% | 665,427 | $31,657,610 | $37,769,637 | +$6,112,027 | +19.31% | |
| Peterson Wealth Advisors, Llc | 4.21% | 655,147 | $31,656,681 | $37,186,144 | +$5,529,463 | +17.47% | |
| Bokf, Na | 0.48% | 643,708 | $31,103,971 | $36,536,866 | +$5,432,895 | +17.47% |
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.