State Street SPDR P S&P 600 Small Cap ETF (SPSM): which funds own it

ETFData as of Jun 30, 2026 (Q2 2026) · updated on Nov 5, 2026

A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.

Follow SPSM for free

Sections with a free account

No concentrated manager holds it.

Concentrated managers

—

All 13F: 1,061

Consensus

—

No score: it needs 5 or more concentrated managers

Price at Jun 30, 2026 (per 13F)

$57.67

+19.4% in the quarter · reported value ÷ shares, not the quote · See current quote ↗

Quarter flow (concentrated managers)

sold out 0 · trimmed 0added 0 · new 0

Concentrated managers holding it

None in the latest quarter.

Largest holders of SPSM (all 13F filers)

LPL Financial25.2 MWealth adviser+585 K
Betterment19.2 MWealth adviser+162 K
Financial Engines Advisors L.L.C18.8 MWealth adviser−1.9 M
Bank of America12.1 MBank or trading desk+8.2 M
Morgan Stanley7.6 MBank or trading desk+422 K
Charles Schwab Investment Management6.6 MIndex manager+15 K
Envestnet Asset Management6.4 MWealth adviser+2.1 M
Valmark Advisers5.1 MType not verified−311 K
Cliftonlarsonallen Wealth Advisors5.0 MWealth adviser+111 K
Ameriprise Financial4.3 MWealth adviser−101 K

Filer	Type
LPL Financial	Wealth adviser	25.2 M	+585 K	$1.5 bn
Betterment	Wealth adviser	19.2 M	+162 K	$1.1 bn
Financial Engines Advisors L.L.C	Wealth adviser	18.8 M	−1.9 M	$1.1 bn
Bank of America	Bank or trading desk	12.1 M	+8.2 M	$701M
Morgan Stanley	Bank or trading desk	7.6 M	+422 K	$439M
Charles Schwab Investment Management	Index manager	6.6 M	+15 K	$380M
Envestnet Asset Management	Wealth adviser	6.4 M	+2.1 M	$367M
Valmark Advisers	Type not verified	5.1 M	−311 K	$294M
Cliftonlarsonallen Wealth Advisors	Wealth adviser	5.0 M	+111 K	$290M
Ameriprise Financial	Wealth adviser	4.3 M	−101 K	$252M

LPL Financial
Shares
25.2 M
Change
+585 K
See more
Type
Wealth adviser
Value
$1.5 bn
Betterment
Shares
19.2 M
Change
+162 K
See more
Type
Wealth adviser
Value
$1.1 bn
Financial Engines Advisors L.L.C
Shares
18.8 M
Change
−1.9 M
See more
Type
Wealth adviser
Value
$1.1 bn
Bank of America
Shares
12.1 M
Change
+8.2 M
See more
Type
Bank or trading desk
Value
$701M
Morgan Stanley
Shares
7.6 M
Change
+422 K
See more
Type
Bank or trading desk
Value
$439M
Charles Schwab Investment Management
Shares
6.6 M
Change
+15 K
See more
Type
Index manager
Value
$380M
Envestnet Asset Management
Shares
6.4 M
Change
+2.1 M
See more
Type
Wealth adviser
Value
$367M
Valmark Advisers
Shares
5.1 M
Change
−311 K
See more
Type
Type not verified
Value
$294M
Cliftonlarsonallen Wealth Advisors
Shares
5.0 M
Change
+111 K
See more
Type
Wealth adviser
Value
$290M
Ameriprise Financial
Shares
4.3 M
Change
−101 K
See more
Type
Wealth adviser
Value
$252M

The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.

This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗