Who owns State Street SPDR Portfolio S&P 600 Small Cap ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of SPSM from SEC Form 13F filings across 1,055 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 1,055 institutions disclosed 217.5M shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $12.54B — about 72.7% of shares outstanding; the largest disclosed holder is LPL Financial LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
1,055
13F holders
$12.54B
value, 2026 filers
72.7%
of shares outstanding (217.5M sh)
131
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of SPSM's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 25.2M | $1.45B | 0.3% | 8.4% | +2.4% |
| 2 | Betterment LLC | 19.2M | $1.11B | 1.9% | 6.4% | +0.9% |
| 3 | Financial Engines Advisors L.L.C. | 18.8M | $1.08B | 1.9% | 6.3% | -9.0% |
| 4 | BANK OF AMERICA CORP /DE/ | 12.1M | $700.5M | 0.0% | 4.1% | +209.3% |
| 5 | MORGAN STANLEY | 7.6M | $439.1M | 0.0% | 2.5% | +5.9% |
| 6 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 6.6M | $380.5M | 0.1% | 2.2% | +0.2% |
| 7 | ENVESTNET ASSET MANAGEMENT INC | 6.4M | $367.2M | 0.1% | 2.1% | +48.7% |
| 8 | Valmark Advisers, Inc. | 5.1M | $294.2M | 3.1% | 1.7% | -5.7% |
| 9 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 5.0M | $289.6M | 3.8% | 1.7% | +2.3% |
| 10 | AMERIPRISE FINANCIAL INC | 4.3M | $251.5M | 0.1% | 1.5% | -2.3% |
| 11 | RAYMOND JAMES FINANCIAL INC | 3.0M | $173.5M | 0.0% | 1% | +7.6% |
| 12 | Creative Planning | 2.8M | $160.1M | 0.1% | 0.9% | -0.9% |
| 13 | UBS Group AG | 2.5M | $143.2M | 0.0% | 0.8% | +5.5% |
| 14 | OSAIC HOLDINGS, INC. | 2.1M | $120.5M | 0.1% | 0.7% | +9.9% |
| 15 | STIFEL FINANCIAL CORP | 2.1M | $120.0M | 0.1% | 0.7% | +72.5% |
| 16 | PNC Financial Services Group, Inc. | 2.0M | $113.1M | 0.1% | 0.7% | +2.4% |
| 17 | Pinnacle Wealth Planning Services, Inc. | 1.9M | $110.8M | 10.6% | 0.6% | +2.7% |
| 18 | Wealthcare Advisory Partners LLC | 1.8M | $102.4M | 1.9% | 0.6% | +1.1% |
| 19 | Crestwood Advisors Group, LLC | 1.7M | $100.5M | 1.5% | 0.6% | +0.9% |
| 20 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.7M | $95.5M | 0.1% | 0.6% | +1.6% |
| 21 | STATE STREET CORP | 1.6M | $93.0M | 0.0% | 0.5% | -16.5% |
| 22 | Cetera Investment Advisers | 1.6M | $89.6M | 0.1% | 0.5% | +10.9% |
| 23 | Dakota Wealth Management | 1.5M | $86.5M | 1.7% | 0.5% | +8.4% |
| 24 | MASON STREET ADVISORS, LLC | 1.4M | $79.5M | 7.2% | 0.5% | +4.0% |
| 25 | ASSETMARK, INC | 1.2M | $71.5M | 0.1% | 0.4% | -13.8% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.