SPSM
State Street SPDR Portfolio S&P 600 Small Cap ETF$47.75-0.80 (-1.65%)Financial ServicesNYSE_ARCA
Institutional Holders
50
as of Q4 2025
Total Shares Held
InfinityB
Total Value
$1.264000110542199e+256T
% of Float
—
Price History
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 26,990,277 | $1.3B | 0.35% | Share |
| 2 | TD Capital Management LLC | 23,590 | $1.1B | 0.10% | Share |
| 3 | Financial Engines Advisors L.L.C. | 21,127,449 | $990.0M | 1.88% | Share |
| 4 | Betterment LLC | 18,757,519 | $879.0M | 1.67% | Share |
| 5 | Anchor Investment Management, LLC | 9,587 | $449.2M | 0.04% | Share |
| 6 | MORGAN STANLEY | 7,676,421 | $359.0M | 0.02% | Share |
| 7 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 6,463,327 | $302.0M | 0.05% | Share |
| 8 | MORGAN STANLEY | 6,023,953 | $282.0M | 0.02% | Share |
| 9 | Valmark Advisers, Inc. | 5,302,606 | $248.5M | 3.06% | Share |
| 10 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 3,480,713 | $163.1M | 2.47% | Share |
| 11 | ENVESTNET ASSET MANAGEMENT INC | 3,491,605 | $163.0M | 0.05% | Share |
| 12 | Creative Planning | 2,736,986 | $128.0M | 0.09% | Share |
| 13 | AMERIPRISE FINANCIAL INC | 2,298,885 | $107.0M | 0.02% | Share |
| 14 | BANK OF AMERICA CORP /DE/ | 2,163,758 | $101.0M | 0.01% | Share |
| 15 | TEXAS PERMANENT SCHOOL FUND CORP | 1,810,603 | $84.8M | 3.88% | Share |
| 16 | Pinnacle Wealth Planning Services, Inc. | 1,809,499 | $84.0M | 8.78% | Share |
| 17 | Crestwood Advisors Group, LLC | 1,722,177 | $80.7M | 1.34% | Share |
| 18 | Wealthcare Advisory Partners LLC | 1,682,637 | $78.8M | 1.55% | Share |
| 19 | RAYMOND JAMES FINANCIAL INC | 1,683,646 | $78.0M | 0.02% | Share |
| 20 | STATE STREET CORP | 1,659,396 | $77.0M | 0.00% | Share |
| 21 | ASSETMARK, INC | 1,541,745 | $72.2M | 0.15% | Share |
| 22 | AMERIPRISE FINANCIAL INC | 1,496,938 | $70.0M | 0.02% | Share |
| 23 | Cetera Investment Advisers | 1,338,313 | $62.0M | 0.07% | Share |
| 24 | VANTAGEPOINT INVESTMENT ADVISERS LLC | 1,308,832 | $61.3M | 0.49% | Share |
| 25 | MASON STREET ADVISORS, LLC | 1,293,880 | $60.6M | 5.97% | Share |
| 26 | Dakota Wealth Management | 1,278,412 | $59.9M | 1.06% | Share |
| 27 | UBS Group AG | 1,255,794 | $58.8M | 0.01% | Share |
| 28 | BANK OF AMERICA CORP /DE/ | 1,215,846 | $56.0M | 0.00% | Share |
| 29 | Envestnet Portfolio Solutions, Inc. | 1,177,323 | $55.0M | 0.19% | Share |
| 30 | Private Advisor Group, LLC | 1,189,659 | $55.0M | 0.26% | Share |
| 31 | OSAIC HOLDINGS, INC. | 1,172,149 | $54.0M | 0.08% | Share |
| 32 | GREAT VALLEY ADVISOR GROUP, INC. | 1,130,882 | $52.0M | 1.00% | Share |
| 33 | PNC FINANCIAL SERVICES GROUP, INC. | 1,060,151 | $49.0M | 0.03% | Share |
| 34 | HighTower Advisors, LLC | 1,038,086 | $48.0M | 0.05% | Share |
| 35 | Morningstar Investment Management LLC | 1,011,729 | $47.4M | 2.80% | Share |
| 36 | MIDLAND WEALTH ADVISORS, LLC | 980,587 | $46.0M | 2.39% | Share |
| 37 | Equitable Holdings, Inc. | 957,742 | $44.0M | 0.30% | Share |
| 38 | Stadion Money Management, LLC | 926,488 | $43.4M | 3.52% | Share |
| 39 | COMMONWEALTH EQUITY SERVICES, LLC | 895,746 | $41.0M | 0.05% | Share |
| 40 | STIFEL FINANCIAL CORP | 884,908 | $41.0M | 0.04% | Share |
| 41 | RAYMOND JAMES FINANCIAL INC | 866,379 | $40.0M | 0.01% | Share |
| 42 | PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 790,099 | $37.0M | 2.35% | Share |
| 43 | DAVENPORT & Co LLC | 785,590 | $36.8M | 0.20% | Share |
| 44 | Align Financial, LLC | 36,410 | $36.4M | 0.02% | Share |
| 45 | Focus Financial Network, Inc. | 746,798 | $35.0M | 1.22% | Share |
| 46 | Peterson Wealth Advisors, LLC | 718,855 | $33.7M | 4.49% | Share |
| 47 | Banco Santander, S.A. | 696,741 | $32.0M | 0.24% | Share |
| 48 | One Day In July LLC | 679,174 | $31.8M | 2.61% | Share |
| 49 | TRUIST FINANCIAL CORP | 676,779 | $31.7M | 0.04% | Share |
| 50 | First Command Advisory Services, Inc. | 649,824 | $30.4M | 0.21% | Share |