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

SS SPDR P S&P 600 SMALL CAP

1,065 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·1,065 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 2.1%
vs prior quarter
13F value held
$5.0B
51.0% inst. owned
of float
Holders
1,065
-31 QoQ
filers reporting
Activity
+61 / −11
+887 added · −882 reduced
this quarter
Concentration
23.66%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

1,065 institutions reported SPSM in Q1 2026. LPL Financial LLC leads at 23.7% of the visible book. -31 net institutions QoQ — distribution reading.

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
MORGAN STANLEY
CIK 0000895421
$348M7.2M0.02%Q1 202604
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 0000884546· Index
$318M6.6M0.05%Q1 202605
Valmark Advisers, Inc.
CIK 0001380443
$262M5.4M3.11%Q1 202606
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
CIK 0000944361
$237M4.9M3.48%Q1 202607
AMERIPRISE FINANCIAL INC
CIK 0000820027
$215M4.4M0.05%Q1 202608
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$207M4.3M0.06%Q1 202609
BANK OF AMERICA CORP /DE/
CIK 0000070858
$190M3.9M0.01%Q1 202610
Creative Planning
CIK 0001540235
$135M2.8M0.09%Q1 202611
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$135M2.8M0.04%Q1 202612
UBS Group AG
CIK 0001610520
$114M2.4M0.02%Q1 202613
STATE STREET CORP
CIK 0000093751
$93M1.9M0.00%Q1 202614
OSAIC HOLDINGS, INC.
CIK 0001677044
$92M1.9M0.13%Q1 202615
Pinnacle Wealth Planning Services, Inc.
CIK 0001726752
$90M1.9M9.34%Q1 202616
Wealthcare Advisory Partners LLC
CIK 0001683059
$85M1.8M1.65%Q1 202617
Crestwood Advisors Group, LLC
CIK 0001426853
$83M1.7M1.40%Q1 202618
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$80M1.7M0.05%Q4 202519
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$79M1.6M0.05%Q1 202620
ASSETMARK, INC
CIK 0001344551
$72M1.5M0.15%Q4 2025
Page 1 of 54
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