SPSM institutional holders

State Street SPDR Portfolio S&P 600 Small Cap ETF · 1,565 reporting institutions · $15.9B reported value

Funds that can replace SPSM · SPSM return decomposition

Institutional holdings

Institutions reporting SPSM, largest first
InstitutionReported positionAdvisors at firmReport period
Lpl Financial LLC$1.5B23,4582026-06-30
Edelman Financial Engines$1.1B7222026-06-30
Bank of America Corp /de$866.1M02026-06-30
Morgan Stanley$754.6M23,1852026-06-30
UBS Group AG$398.5M02026-06-30
Envestnet Pmc$389.3M602026-06-30
Charles Schwab Investment Management Inc$380.5M372026-06-30
Ameriprise Financial Inc$327.9M02026-06-30
Valmark Advisers, Inc.$294.2M2952026-06-30
Cliftonlarsonallen Wealth Advisors, LLC$289.9M992026-06-30
Van Eck Associates Corp.$246.6M02026-06-30
Raymond James Financial Inc$239.3M02026-06-30
Strs Ohio$197.5M02026-06-30
Jpmorgan Chase & Co$170.1M02026-06-30
Stifel Financial Corp$168.9M02026-06-30
Creative Planning$165.4M1,1712026-06-30
Osaic Holdings, Inc.$160.1M02026-06-30
Generali Asset Management Spa Sgr$139.9M02026-06-30
Wells Fargo & Company/mn$137.2M02026-06-30
Hightower Advisors, LLC$133.5M1,0462026-06-30
Legal & General Group PLC$120.5M02026-06-30
Cetera Investment Advisers$115.7M10,3702026-06-30
PNC Financial Services Group, Inc.$114.2M02026-06-30
Pinnacle Wealth Planning Services, Inc.$111.1M202026-06-30
Two Sigma Investments, LP$109.1M02026-06-30
Crestwood Advisors Group, LLC$107.8M402026-06-30
Wealthcare Advisory Partners LLC$107.3M1702026-06-30
State Street Corp$103.3M02026-06-30
Northwestern Mutual Wealth Management Co$95.8M02026-06-30
Royal Bank of Canada$90.7M02026-06-30
Dakota Wealth Management$86.5M02026-06-30
Mason Street Advisors, LLC$79.5M02026-06-30
Assetmark, Inc$71.7M2202026-06-30
Private Advisor Group, LLC$71.3M9272026-06-30
Missionsquare Investments$70.5M02026-06-30
Commonwealth Equity Services, LLC$70.3M2,8632026-06-30
Great Valley Advisor Group, LLC$69.5M2052026-06-30
Advisors Capital Management, LLC$63.1M592026-06-30
Confluence Investment Management LLC$62.4M82026-06-30
Davenport & Co LLC$57.9M3392026-06-30
Envestnet Portfolio Solutions, Inc.$56.3M32026-06-30
Evercore Wealth Management, LLC$55.7M02026-06-30
Midland Wealth Management$55.3M222026-06-30
Rockefeller Capital Management LP$54.5M3462026-06-30
Omers Administration Corp$53.9M02026-06-30
Corient Private Wealth LP$53.3M6742026-06-30
Spinnaker Trust$52.2M02026-06-30
Ares Management LLC$51.6M02026-06-30
Equitable Holdings, Inc.$51.5M02026-06-30
Sound Income Strategies, LLC$51.3M1182026-06-30
Franklin Resources Inc$49.7M02026-06-30
Patriot Investment Management Group, Inc.$48.1M152026-06-30
Blackrock, Inc.$48M02026-06-30
First Command Advisory Services$47.2M1,0122026-06-30
One Day In July LLC$46.4M142026-06-30
Stadion Money Management, LLC$46.3M132026-06-30
Truist Financial Corp$45.9M02026-06-30
Allen Investment Management, LLC$45.2M62026-06-30
Cerity Partners LLC$43.8M7772026-06-30
United Capital Financial Advisors, LLC$43.7M1662026-06-30
Integrated Wealth Concepts LLC$42.4M4802026-06-30
Muzinich & Co., Inc.$41.7M02026-06-30
Progeny 3, Inc.$41.2M02026-06-30
Highpoint Advisor Group LLC$40.1M1142026-06-30
Vicus Capital$39.5M902026-06-30
Nomura Asset Management Co Ltd$39.4M02026-06-30
Greenleaf Trust$38.5M02026-06-30
Peterson Wealth Advisors, LLC$38.5M142026-06-30
Sumitomo Mitsui Trust Group, Inc.$38M02026-06-30
Ensign Peak Advisors, Inc$37.8M02026-06-30
Morningstar Investment Management LLC$37.4M252026-06-30
Bokf, NA$37.1M02026-06-30
St Germain D J Co Inc$36.9M02026-06-30
Lido Advisors, LLC$36M3202026-06-30
Avior Wealth Management, LLC$35.7M692026-06-30
Clark Capital Management Group, Inc.$35M12026-06-30
Focus Partners Wealth$35M1,0482026-06-30
Cwm, LLC$35M6672026-03-31
Goldman Sachs Group Inc$34.9M02026-06-30
Evernest Financial Advisors, LLC$34.6M02026-06-30
Rkl Private Wealth$34.2M292026-06-30
Oarsman Capital, Inc.$33.7M142026-06-30
Mariner, LLC$33.2M02026-06-30
Savant Wealth Management$32.3M4052026-06-30
Composition Wealth, LLC$31.3M762026-06-30
Altshuler Shaham Ltd$30.6M02026-06-30
Alphastar Capital Management, LLC$30.1M1572026-06-30
Capital Advisors Inc/ok$29.2M02026-06-30
Tsg Advice Partners, LLC$29M112026-03-31
CIBC Bancorp USA Inc.$28.4M02026-06-30
Baird Financial Group, Inc.$27.9M02026-06-30
Abound Financial, LLC$27.3M32026-06-30
Cornerstone Advisors Asset Management, LLC$26.8M262026-06-30
Bentoak Capital$26.6M192026-06-30
Fifth Third Bancorp$26.5M02026-06-30
Crews Bank & Trust$26.3M02026-06-30
Merit Financial Group, LLC$26.3M2952026-06-30
Kwb Wealth$26.1M102026-06-30
Geneos Wealth Management, Inc.$25.2M1932026-06-30
Financial Gravity Companies, Inc.$25.2M02026-06-30
Michael & Susan Dell Foundation$25.2M02026-06-30
United Asset Strategies, Inc.$25M252026-06-30
Kestra Advisory Services, LLC$24.5M1,4792026-06-30
Allen Capital Group, LLC$24.3M222026-06-30
Apollon Wealth Management, LLC$24M1512026-06-30
MML Investors Services, LLC$23.7M5,1202026-06-30
Bruni J V & Co /co$23.5M12026-06-30
Banco Santander, S.A.$23.1M02026-06-30
Stephens Inc /ar$22.6M2432026-06-30
Diversify Advisory Services, LLC$22.5M1162026-06-30
Diversify Wealth Management, LLC$22.5M782026-06-30
Russell Investments Group, Ltd.$22.5M02026-06-30
Wealth Enhancement Advisory Services, LLC$22.4M1,0262026-06-30
Flagship Harbor Advisors, LLC$22M602026-06-30
Jupiter Asset Management Ltd$21.9M02026-06-30
Carnegie Investment Counsel$21.9M372026-06-30
Boston Standard Wealth Management, LLC$21.8M42026-06-30
Shepherd Financial Partners LLC$21.7M82026-06-30
Fund Evaluation Group, LLC$21.6M22026-06-30
Tpg Financial Advisors, LLC$20.8M182026-06-30
Financial Gravity Asset Management, Inc.$20.8M12026-03-31
Atlas Private Wealth Advisors$20.3M192026-06-30
Evermay Wealth Management LLC$20.2M232026-06-30
Trustees of Dartmouth College$20.2M02026-06-30
D.A. Davidson & Co.$19.8M6892026-06-30
Hancock Prospecting Pty Ltd$19.8M02026-06-30
Sage Advisors, LLC$19.3M02025-12-31
Iht Wealth Management LLC$19M1592026-06-30
Cahaba Wealth Management, Inc.$18.9M172026-06-30
Impact Partnership Wealth, LLC$18.8M922026-06-30
Principal Securities, Inc.$18.4M1,4632026-06-30
Neuberger Berman Group LLC$18.3M02026-06-30
Foguth Wealth Management, Llc.$18.2M512026-06-30
Western Wealth Management, LLC$18.2M1122026-06-30
Leicht Financial Planning & Wealth Management, Inc.$18.1M12026-06-30
Onedigital Investment Advisors LLC$18.1M3862026-06-30
Wbh Advisory Inc$18M112026-06-30
Legacy Edge Advisors, LLC$17.6M182026-06-30
Orion Porfolio Solutions, LLC$17.5M1992026-06-30
Taylor & Morgan Wealth Management, LLC$17.4M72026-06-30
Carroll Advisory Group, LLC$17.3M42026-06-30
Financial Security Advisor, Inc.$17.3M302026-06-30
Allworth Financial, LP$17.2M3172026-06-30
Silveroak Wealth Management LLC$17.1M72026-06-30
Pure Financial Advisors, LLC$16.9M882026-06-30
Windsor Capital Management, LLC$16.8M62026-06-30
Klaas Financial Asset Advisors, LLC$16.6M142026-06-30
Prudent Investors Network, Inc.$16.4M32026-06-30
My Portfolio Guide, LLC$16.3M32026-03-31
Global Retirement Partners LLC$16.1M4912026-06-30
Schroder Investment Management Group$16.1M02026-06-30
Financial Insights Wealth Management$16.1M82026-06-30
Montz Harcus Wealth Management LLC$15.9M62026-06-30
&partners$15.8M5552026-06-30
Oneascent Financial Services LLC$15.7M852026-06-30
Tectonic Advisors LLC$15.7M32026-06-30
Pathstone Holdings, LLC$15.3M02026-06-30
Newedge Advisors$15.3M6012026-06-30
Chicago Partners Investment Group LLC$15.1M572026-06-30
Balyasny Asset Management LP$15M02026-06-30
Sigma Investment Counselors Inc$14.5M102026-06-30
Sanctuary Advisors, LLC$14.3M4012026-06-30
Citigroup Inc$14.3M02026-06-30
Austin Private Wealth, LLC$14.2M02025-12-31
Valeo Financial Advisors, LLC$14.1M1082026-06-30
Compton Financial Group, LLC$14.1M02026-06-30
Ae Wealth Management LLC$14M4712026-06-30
CIBC Private Wealth Group LLC$13.7M02025-12-31
Tortoise Investment Management, LLC$13.6M152026-06-30
D. E. Shaw & Co., LP$13.6M02026-06-30
Octavia Wealth Advisors LLC$13.5M332026-06-30
Estate Planners Group, LLC$13.4M62026-06-30
Edgemoor Investment Advisors, Inc.$13.3M62026-06-30
Baltimore-Washington Financial Advisors, Inc.$13.3M132026-06-30
Naviter Wealth, LLC$13.2M162026-06-30
Steward Partners Investment Advisory, LLC$13.2M4812026-06-30
Gibbs Wealth Management$13M682026-03-31
Bnp Paribas Financial Markets$12.9M02026-06-30
Cary Street Partners Financial LLC$12.8M02026-06-30
Stratos Wealth Partners, Ltd.$12.6M3862026-06-30
Aspire Capital Advisors LLC$12.6M132026-06-30
Parkside Financial Bank & Trust$12.6M02026-03-31
Strategic Financial Planning, Inc.$12.5M22026-06-30
Brown Advisory Inc$12.4M02026-06-30
Lgt Group Foundation$12.4M02026-06-30
Avidian Wealth Enterprises, LLC$12.1M432026-06-30
Waller Financial Planning Group, Inc$12.1M62026-06-30
Mercer Global Advisors Inc /adv$12M02026-06-30
Gladstone Institutional Advisory LLC$11.9M1082026-06-30
Syntegra Private Wealth Group, LLC$11.9M122026-06-30
Sterling Investment Advisors, Ltd.$11.8M72026-06-30
Royce & Associates LP$11.6M12026-06-30
Bleakley Financial Group, LLC$11.5M1242026-06-30
Beacon Pointe Advisors, LLC$11.4M4662026-06-30
Scs Capital Management LLC$11.4M802026-06-30
Waverly Advisors, LLC$10.7M2312026-06-30
Berkeley Capital Partners, LLC$10.6M82026-06-30
Private Wealth Group, LLC$10.6M12026-06-30
True Blue Financial, LLC$10.5M32026-06-30
Missionsquare Retirement$10.4M1322026-06-30
Bensler, LLC$10.3M322026-06-30
Private Advisory Group LLC$10.2M182026-06-30
Bank of New York Mellon Corp$10.2M02026-06-30
Rvw Wealth, LLC$10.1M82026-06-30
Columbus MacRo, LLC$10.1M52026-06-30
Blair William & Co/il$9.9M3292026-06-30
Oppenheimer & Co. Inc.$9.9M1,1662026-06-30
1900 Wealth$9.6M182026-06-30
Focus Financial$9.6M1212026-06-30
Independent Financial Group, LLC$9.6M4812026-06-30
Bell Bank$9.6M02026-06-30
Assembly Wealth$9.5M62026-06-30
Arkansas Financial Group, Inc.$9.4M52026-06-30
Portside Wealth Group, LLC$9.4M562026-06-30
J.W. Cole Advisors, Inc.$9.1M4992026-06-30
Farther Finance Advisors, LLC$9M3342026-06-30
Paulson Wealth Management Inc.$9M32026-06-30
Knightsbridge Asset Management, LLC$8.9M102026-06-30
Aqr Capital Management LLC$8.9M12026-06-30
Orange Investment Advisors, Inc.$8.8M82026-06-30
Harbour Investments, Inc.$8.8M2472026-06-30
Clearstead; Clearstead Advisory Solutions$8.8M642026-06-30
Millington Financial Advisors, LLC$8.7M52026-06-30
Warren Street Wealth Advisors, LLC$8.7M102026-06-30
Af Advisors, Inc.$8.7M22026-06-30
Jnba Financial Advisors$8.6M302026-06-30
Melia Wealth LLC$8.5M42026-06-30
Advisor Os, LLC$8.5M22026-06-30
Arkadios Wealth Advisors$8.5M2262026-06-30
Captrust Financial Advisors$8.5M9622026-06-30
Obermeyer Wealth Partners$8.4M192026-06-30
Gritstone Asset Management LLC$8.3M32026-06-30
Asset Management Group, Inc.$8.2M22026-06-30
Baldwin Wealth Partners Llc/ma$8.1M172026-06-30
Pallas Capital Advisors, LLC$8.1M272026-06-30
Invesco Ltd.$8.1M02026-06-30
Advance Capital Management, Inc.$8.1M312026-06-30
Midwest Trust Co$8M02026-06-30
Iag Wealth Partners, LLC$7.9M172026-06-30
Punch & Associates Investment Management, Inc.$7.9M172026-06-30
Arete Wealth Advisors, LLC$7.9M1462026-06-30
Evolve Private Wealth, LLC$7.7M192026-06-30
Lgt Fund Management Co Ltd.$7.7M02026-06-30
Fiduciary Group, LLC$7.7M132026-06-30
Advisors Asset Management, Inc.$7.6M1272026-06-30
Estate Counselors, LLC$7.6M52026-06-30
Collier Financial, Inc$7.6M12026-06-30
Cornerstone Wealth Management, LLC$7.4M02026-06-30
Quantinno Capital Management LP$7.4M02026-06-30
One8zero8, LLC$7.4M52026-06-30

The 250 largest of 1,565 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-06-30 to 2026-06-30