Who Owns State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM)?Hedge Fund & Institutional Holders

$47.43-0.20 (-0.42%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+13 / -3

Price History

$35.35$39.38$43.41$47.45$51.48Sep 24Jun 25Mar 26

SPSM — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Valmark Advisers, Inc.New Position+5.3M+$248.5B
BANK OF AMERICA CORP /DE/Increased+568K+$176.8B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+896K+$41.0B
First Command Advisory Services, Inc.New Position+650K+$30.5B
VICUS CAPITALNew Position+627K+$29.4B
GREENLEAF TRUSTNew Position+540K+$25.3B
Crews Bank & TrustNew Position+519K+$24.3B
SPINNAKER TRUSTNew Position+514K+$24.0B
KWB WealthIncreased+425K+$20.7B
FLAGSHIP HARBOR ADVISORS, LLCNew Position+425K+$19.9B
Geneos Wealth Management Inc.New Position+395K+$18.5B
Leicht Financial Planning & Wealth Management, Inc.New Position+382K+$17.9B
Foguth Wealth Management, LLC.New Position+358K+$16.9B
Atlas Private Wealth AdvisorsNew Position+356K+$16.7B
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLCNew Position+350K+$16.4B

SPSM — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Financial Engines Advisors L.L.C.Decreased-1.9M-$1.1T
Creative PlanningDecreased-36K-$131.1B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-1.5M-$68.4B
HighTower Advisors, LLCDecreased-21K-$49.0B
WALLER FINANCIAL PLANNING GROUP, INCDecreased-604K-$27.9B
Strategic Financial Concepts, LLCDecreased-582K-$27.0B
WELLINGTON MANAGEMENT GROUP LLPClosed Position-439K-$20.3B
BERKSHIRE ASSET MANAGEMENT LLC/PAClosed Position-382K-$17.7B
Integrated Wealth Concepts LLCDecreased-36K-$16.6B
OSAIC HOLDINGS, INC.Decreased-260K-$13.2B
NewEdge Advisors, LLCDecreased-27K-$11.9B
UBS Group AGDecreased-226K-$9.8B
RAYMOND JAMES FINANCIAL INCDecreased-195K-$9.5B
Fortitude Financial, LLCClosed Position-204K-$8.7B
Gerber Kawasaki Wealth & Investment ManagementDecreased-5K-$7.2B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1CHARLES SCHWAB INVESTMENT MANAGEMENT INC6,463,327$302.0B46.93%Share
2Valmark Advisers, Inc.5,302,606$248.5B3062.10%Share
3AMERIPRISE FINANCIAL INC2,298,885$107.0B24.18%Share
4BANK OF AMERICA CORP /DE/2,163,758$101.0B7.35%Share
5TEXAS PERMANENT SCHOOL FUND CORP1,810,603$84.8B3.88%Share
6Wealthcare Advisory Partners LLC1,682,637$78.8B1548.91%Share
7RAYMOND JAMES FINANCIAL INC1,683,646$78.0B24.27%Share
8ASSETMARK, INC1,541,745$72.2B147.33%Share
9AMERIPRISE FINANCIAL INC1,496,938$70.0B15.82%Share
10UBS Group AG1,255,794$58.8B9.54%Share
11BANK OF AMERICA CORP /DE/1,215,846$56.0B4.07%Share
12Private Advisor Group, LLC1,189,659$55.0B258.75%Share
13OSAIC HOLDINGS, INC.1,172,149$54.0B78.90%Share
14PNC FINANCIAL SERVICES GROUP, INC.1,060,151$49.0B26.76%Share
15Equitable Holdings, Inc.957,742$44.0B300.81%Share
16Stadion Money Management, LLC926,488$43.4B3.52%Share
17STIFEL FINANCIAL CORP884,908$41.0B36.88%Share
18COMMONWEALTH EQUITY SERVICES, LLC895,746$41.0B54.66%Share
19RAYMOND JAMES FINANCIAL INC866,379$40.0B12.45%Share
20PATRIOT INVESTMENT MANAGEMENT GROUP, INC.790,099$37.0B2.35%Share
21Banco Santander, S.A.696,741$32.0B239.63%Share
22First Command Advisory Services, Inc.649,824$30.4B212.22%Share
23ST GERMAIN D J CO INC641,853$30.1B1.17%Share
24VICUS CAPITAL626,745$29.4B2.20%Share
25BOKF, NA625,365$29.3B448.48%Share
26WELLS FARGO & COMPANY/MN627,720$29.0B5.28%Share
27RKL Wealth Management LLC611,870$28.7B2.35%Share
28Compton Financial Group, LLC606,332$28.4B6.43%Share
29KWB Wealth603,914$28.3B2.68%Share
30UNITED CAPITAL FINANCIAL ADVISORS, LLC582,737$27.0B162.57%Share
31OSAIC HOLDINGS, INC.597,153$27.0B39.45%Share
32GREENLEAF TRUST539,767$25.3B231.83%Share
33ROYAL BANK OF CANADA546,715$25.0B4.07%Share
34Crews Bank & Trust518,642$24.3B3.48%Share
35SPINNAKER TRUST514,216$24.0B1.28%Share
36Fund Evaluation Group, LLC454,388$21.3B0.70%Share
37Evernest Financial Advisors, LLC399,782$20.6B4.31%Share
38BANK OF AMERICA CORP /DE/448,035$20.0B1.45%Share
39FLAGSHIP HARBOR ADVISORS, LLC425,333$19.9B0.94%Share
40PNC FINANCIAL SERVICES GROUP, INC.412,065$19.0B10.38%Share
41Geneos Wealth Management Inc.394,991$18.5B0.45%Share
42Financial Gravity Asset Management, Inc.387,498$18.2B3.50%Share
43Boston Standard Wealth Management, LLC386,674$18.1B2.99%Share
44Leicht Financial Planning & Wealth Management, Inc.381,677$17.9B8.00%Share
45WELLS FARGO & COMPANY/MN363,168$17.0B3.10%Share
46Foguth Wealth Management, LLC.357,830$16.9B2.62%Share
47Atlas Private Wealth Advisors356,452$16.7B3.90%Share
48CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC350,243$16.4B2.66%Share
49Hancock Prospecting Pty Ltd342,840$16.1B0.49%Share
50Octavia Wealth Advisors, LLC337,402$15.8B1.51%Share

SPSM Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025945$3.4T+472
Q3 2025473$5.3T-329
Q2 2025802$5.9T-67
Q1 2025869$6.3T+157
Q4 2024712$270.8T+199
Q3 2024513$1533.5T+30
Q2 2024483$463.3T+21
Q1 2024462$460.8T—

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As of Q4 2025, 50 institutional investors hold SPSM (State Street SPDR Portfolio S&P 600 Small Cap ETF). The largest holder is CHARLES SCHWAB INVESTMENT MANAGEMENT INC with $302.0B in shares. This quarter, 13 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own SPSM?

As of Q4 2025, 50 institutional investors report holding SPSM (State Street SPDR Portfolio S&P 600 Small Cap ETF) in their 13F filings.

Who is the largest institutional holder of SPSM?

The largest institutional holder of SPSM is CHARLES SCHWAB INVESTMENT MANAGEMENT INC with $302.0B in shares.

Is institutional ownership of SPSM increasing or decreasing?

This quarter, 13 institutions opened new positions in SPSM and 3 closed their positions.