Who owns SPSM?
State Street SPDR Portfolio S&P 600 Small Cap ETF · State Street
1,051 institutions reported holding SPSM, worth $12.6B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of SPSM
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| LPL Financial LLC | Fort Mill, SC | $1.5B | 25,175,605 | +584,644 shares |
| Betterment LLC | New York, NY | $1.1B | 19,180,838 | +161,873 shares |
| Financial Engines Advisors L.L.C. | Santa Clara, CA | $1.1B | 18,804,022 | −1,869,303 shares |
| Bank of America Corp. | Charlotte, NC | $700.5M | 12,147,363 | +8,220,161 shares |
| Morgan Stanley | New York, NY | $439.1M | 7,614,768 | +422,470 shares |
| Charles Schwab Investment Management Inc. | San Francisco, CA | $380.5M | 6,597,240 | +14,550 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $367.2M | 6,367,516 | +2,084,806 shares |
| Valmark Advisers, Inc. | Akron, OH | $294.2M | 5,101,635 | −310,690 shares |
| Cliftonlarsonallen Wealth Advisors, LLC | Minneapolis, MN | $289.6M | 5,022,048 | +111,131 shares |
| Ameriprise Financial Inc. | Minneapolis, MN | $251.5M | 4,348,586 | −101,189 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns SPSM?
1,051 institutional managers reported holding SPSM in Form 13F filings for June 30, 2026, worth $12.6B in total. The largest reported position was held by LPL Financial LLC, at $1.5B.
Did institutions buy or sell SPSM last quarter?
Reported 13F value rose 27.4% from March 31, 2026, which includes price moves as well as buying and selling. 124 firms reported a new position and 41 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is SPSM ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.