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

ETF ยท NYSE Arca

State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) is an exchange-traded fund listed on NYSE Arca, where it has traded since July 8, 2013.

Type
Exchange-traded fund
Listed On
NYSE Arca
Listed Since
July 8, 2013

Institutional ownership

In 13F filings for the quarter ended June 30, 2026, 1,043 institutions reported holding SPSM, with 215.7 million shares worth $12.4 billion in aggregate. The largest reported holder was Lpl Financial, with 25.2 million shares worth $1.5 billion. Of the 5 largest holders listed below, 4 added shares and 1 reduced its position during the quarter.

InstitutionSharesValueQuarter change
Lpl Financial25,175,605$1.5BAdded 2.38%
Betterment19,180,838$1.1BAdded 0.85%
Financial Engines Advisors18,804,022$1.1BReduced 9.04%
Bank of America12,147,363$701MAdded 209.31%
Morgan Stanley7,614,768$439MAdded 5.87%

Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.

Frequently asked questions

What is SPSM?

State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) is an exchange-traded fund listed on NYSE Arca, where it has traded since July 8, 2013.

Who are the largest institutional holders of SPSM?

In 13F filings for the quarter ended June 30, 2026, the largest reported holders of SPSM were Lpl Financial, Betterment and Financial Engines Advisors.

How many institutions own SPSM?

1,043 institutions reported a position in SPSM for the quarter ended June 30, 2026, worth $12.4 billion in total.

Did institutions buy or sell SPSM last quarter?

Of the 5 largest reported holders, 4 added shares and 1 reduced its position during the quarter. Every reported holder and its change is on the SentiSense ownership page for SPSM.

Every reported institutional holder, plus insider and congressional trades in SPSM, on SentiSense.