13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded Fund
SPSM

SS SPDR P S&P 600 SMALL CAP

1,087 institutions still hold SS SPDR P S&P 600 SMALL CAP as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 78468R853·Exchange Traded Fund·1,087 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$5.9B
visible holders
Holders
1,087
filers reporting
Concentration
20.01%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

1,087 institutions reported SPSM in Q1 2026. LPL Financial LLC leads at 20.0% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$1.2B24.6M0.32%Q1 202602
Financial Engines Advisors L.L.C.
CIK 0001420473
$999M20.7M2.03%Q1 202603
Betterment LLC
CIK 0001633901
$919M19.0M1.74%Q1 202604
MORGAN STANLEY
CIK 0000895421
$348M7.2M0.02%Q1 202605
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 0000884546· Index
$318M6.6M0.05%Q1 202606
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
CIK 0000944361
$290M5.0M3.81%Q2 202607
Valmark Advisers, Inc.
CIK 0001380443
$262M5.4M3.11%Q1 202608
AMERIPRISE FINANCIAL INC
CIK 0000820027
$215M4.4M0.05%Q1 202609
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$207M4.3M0.06%Q1 202610
BANK OF AMERICA CORP /DE/
CIK 0000070858
$190M3.9M0.01%Q1 202611
Creative Planning
CIK 0001540235
$135M2.8M0.09%Q1 202612
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$135M2.8M0.04%Q1 202613
UBS Group AG
CIK 0001610520
$114M2.4M0.02%Q1 202614
Wealthcare Advisory Partners LLC
CIK 0001683059
$102M1.8M1.94%Q2 202615
STATE STREET CORP
CIK 0000093751
$93M1.9M0.00%Q1 202616
OSAIC HOLDINGS, INC.
CIK 0001677044
$92M1.9M0.13%Q1 202617
Pinnacle Wealth Planning Services, Inc.
CIK 0001726752
$90M1.9M9.34%Q1 202618
Crestwood Advisors Group, LLC
CIK 0001426853
$83M1.7M1.40%Q1 202619
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$80M1.7M0.05%Q4 202520
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$79M1.6M0.05%Q1 2026
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