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

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$56.51 +0.21 (+0.37%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 12
Total Value: $73,540,548
Total Shares: 1,275,196

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 12 13F filers · Δ vs Mar 31, 2026
Top Holder
51.5%
Sep 2023 → Jun 2026 · range 10.8% – 99.3%
−47.4 pts
Top 5
97.3%
Sep 2023 → Jun 2026 · range 33.3% – 100.0%
−2.7 pts
Top 10
99.9%
Sep 2023 → Jun 2026 · range 44.3% – 100.0%
−0.1 pts
HHI
3,579
Sep 2023 → Jun 2026 · range 337 – 9,858
Highly concentrated−6,206

Quarterly Activity

vs Mar 31, 2026
New
9
Increased
1
Decreased
1
Sold Out
1
Unchanged
1
Holder count: +8
Institutional value: +8.8%
Shares held: -8.8%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
Range Advisory, LLC +1,171 10,853

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
TUCKER ASSET MANAGEMENT LLC −4,726 406

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
Corient Private Wealth LLC 657,330 $37,908,221
Financial Insights, Inc. 278,497 $16,060,921
Parkside Financial Bank & Trust 267,153 $15,406,713
HORAN Wealth, LLC 19,718 $1,137,137
CITADEL ADVISORS LLC 17,798 $1,026,410

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
Dakota Wealth Management 1,383,470 $66,849,270
Filter: New 9 Increased 1 Reduced 1 Sold out 1 Unchanged 1
Showing 13 of 13
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Corient Private Wealth LLC SPSM $37,908,221 51.55% 657,330
Financial Insights, Inc. SPSM $16,060,921 21.84% 278,497
Parkside Financial Bank & Trust SPSM $15,406,713 20.95% 267,153
HORAN Wealth, LLC SPSM $1,137,137 1.55% 19,718
CITADEL ADVISORS LLC SPSM $697,807 0.95% 12,100
Range Advisory, LLC SPSM $625,892 0.85% 10,853
Second Line Capital, LLC SPSM $580,967 0.79% 10,074
January Capital Advisors LLC SPSM $392,329 0.53% 6,803
CITADEL ADVISORS LLC SPSM $328,603 0.45% 5,698
MLG Wealth Management DBA Pine Grove Financial Group SPSM $223,701 0.30% 3,879
BROWN, LISLE/CUMMINGS, INC. SPSM $136,908 0.19% 2,374
TUCKER ASSET MANAGEMENT LLC SPSM $23,414 0.03% 406
Cornerstone Financial Management LLC SPSM $17,935 0.02% 311