DOSSIER · 13F Holders · Q2 2026ETF · Exchange Traded Fund
SPSM

SS SPDR P S&P 600 SMALL CAP

1,131 institutions still hold SS SPDR P S&P 600 SMALL CAP as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 78468R853·Exchange Traded Fund·1,131 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$7.4B
visible holders
Holders
1,131
filers reporting
Concentration
19.63%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

1,131 institutions reported SPSM in Q2 2026. LPL Financial LLC leads at 19.6% 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
$1.5B25.2M0.33%Q2 2026
02
Financial Engines Advisors L.L.C.
CIK 0001420473
$1.1B18.8M1.93%Q2 2026
03
Betterment LLC
CIK 0001633901
$919M19.0M1.74%Q1 2026
04
BANK OF AMERICA CORP /DE/
CIK 0000070858
$701M12.1M0.05%Q2 2026
05
MORGAN STANLEY
CIK 0000895421
$439M7.6M0.02%Q2 2026
06
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 0000884546· Index
$380M6.6M0.05%Q2 2026
07
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$367M6.4M0.09%Q2 2026
08
Valmark Advisers, Inc.
CIK 0001380443
$294M5.1M3.12%Q2 2026
09
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
CIK 0000944361
$290M5.0M3.81%Q2 2026
10
AMERIPRISE FINANCIAL INC
CIK 0000820027
$252M4.3M0.05%Q2 2026
11
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$174M3.0M0.05%Q2 2026
12
Creative Planning
CIK 0001540235
$160M2.8M0.09%Q2 2026
13
UBS Group AG
CIK 0001610520
$143M2.5M0.02%Q2 2026
14
OSAIC HOLDINGS, INC.
CIK 0001677044
$120M2.1M0.14%Q2 2026
15
STIFEL FINANCIAL CORP
CIK 0000720672
$120M2.1M0.10%Q2 2026
16
Pinnacle Wealth Planning Services, Inc.
CIK 0001726752
$111M1.9M10.55%Q2 2026
17
Wealthcare Advisory Partners LLC
CIK 0001683059
$102M1.8M1.94%Q2 2026
18
Crestwood Advisors Group, LLC
CIK 0001426853
$100M1.7M1.49%Q2 2026
19
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$96M1.7M0.05%Q2 2026
20
STATE STREET CORP
CIK 0000093751
$93M1.6M0.00%Q2 2026
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