SPSM
ETF

State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF

ST STR SP600 SML As of Jun 30, 2026 CUSIP 78468R853
Institutional Holders
1,050
Total Held Value
$12.43B
Total Exact Shares
218.88M
Largest Holder
LPL Financial
25.18M shares • $1.45B
Reported Holders1,050
Filings dated Jun 30, 2026 unless marked
# Trend (4Q)
1 LPL Financial $1.45B 0.3% +2.4% 25.18M Jun 30, 2026
2 Betterment $1.11B 1.9% +0.9% 19.18M Jun 30, 2026
3 Financial Engines Advisors $1.08B 1.9% -9.0% 18.80M Jun 30, 2026
4 Bank of America $700.5M <0.1% +209.3% 12.15M Jun 30, 2026
5 Morgan Stanley $439.1M <0.1% +5.9% 7.61M Jun 30, 2026
6 Charles Schwab Investment Management $380.5M 0.1% +0.2% 6.60M Jun 30, 2026
7 Envestnet Asset Management $367.2M 0.1% +48.7% 6.37M Jun 30, 2026
8 Valmark Advisers $294.2M 3.1% -5.7% 5.10M Jun 30, 2026
9 Cliftonlarsonallen Wealth Advisors
Filing dated Sep 30, 2026
 $275.4M 3.6% +3.7% 5.21M Sep 30, 2026
10 Ameriprise Financial $251.5M 0.1% -2.3% 4.35M Jun 30, 2026
11 Raymond James Financial $173.5M <0.1% +7.6% 3.01M Jun 30, 2026
12 Creative Planning $160.1M 0.1% -0.9% 2.78M Jun 30, 2026
13 UBS Group $143.2M <0.1% +5.5% 2.48M Jun 30, 2026
14 Osaic Holdings $120.5M 0.1% +9.9% 2.09M Jun 30, 2026
15 Stifel Financial $120.0M 0.1% +72.5% 2.08M Jun 30, 2026
16 PNC Financial Services Group $113.1M 0.1% +2.4% 1.96M Jun 30, 2026
17 Assetmark
Filing dated Sep 30, 2026
 $108.3M 0.2% +65.3% 2.05M Sep 30, 2026
18 Pinnacle Wealth Planning Services
Filing dated Sep 30, 2026
 $99.1M 9.7% -2.4% 1.87M Sep 30, 2026
19 Wealthcare Advisory Partners
Filing dated Sep 30, 2026
 $97.8M 1.7% +4.1% 1.85M Sep 30, 2026
20 Northwestern Mutual Wealth Management $95.5M 0.1% +1.6% 1.66M Jun 30, 2026
Exited in Latest Filing56
# Fund Prior Value Prior % of Fund Change Prior Shares Trend (4Q) Exit Report
Each exit is an immediately prior-filing position absent from that manager's latest published filing. Prior values are shown for context and are not included in current totals.