SPDR PORTFOLIO S&P 600 SMALL

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SPSM·78468R853·US·ETF·Unknown - Unknown

SPSM (SPDR PORTFOLIO S&P 600 SMALL) is held by 118 institutional investors as of Q2 2026. Largest holders: LPL Financial LLC ($1.5B), Financial Engines Advisors L.L.C. ($1.1B), BANK OF AMERICA CORP /DE/ ($700.5M). Net institutional sentiment: Mixed.

118

Holders

(18 Elite)

$7.2B

Total Value

64% (118)

Consensus

75 buying - 43 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)42

Insider (Form 4)82

Activist (13D/13G)46

Congressional (STOCK Act)52

Holder Quality

50

★★★★★

Elite

44

★★★★

Strong

58

★★★

Solid

16

★★

Below

45

★

Weak

Held by 118 funds

18 elite

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for SPSM.

Top Holders

Top Holders (118)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LPL Financial LLC	Increased	25.2M(+2.4%)	$1.5B	0.3%	+46.07%	39
Financial Engines Advisors L.L.C.	Decreased	18.8M(-9.0%)	$1.1B	1.9%	+73.48%	0
BANK OF AMERICA CORP /DE/	Increased	12.1M(+209.3%)	$700.5M	0.0%	+6.64%	51
MORGAN STANLEY	Increased	7.6M(+5.9%)	$439.1M	0.0%	+24.11%	33
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Increased	6.6M(+0.2%)	$380.5M	0.1%	+95.45%	31
ENVESTNET ASSET MANAGEMENT INC	Increased	6.4M(+48.7%)	$367.2M	0.1%	+22.88%	43
AMERIPRISE FINANCIAL INC	Decreased	4.3M(-2.3%)	$251.5M	0.1%	+48.48%	0
RAYMOND JAMES FINANCIAL INC	Increased	3M(+7.6%)	$173.5M	0.0%	+27.81%	33
Creative Planning	Decreased	2.8M(-0.9%)	$160.1M	0.1%	+116.55%	0
UBS Group AG	Increased	2.5M(+5.5%)	$143.2M	0.0%	+36.26%	32
OSAIC HOLDINGS, INC.	Increased	2.1M(+9.9%)	$120.5M	0.1%	+34.97%	40
STIFEL FINANCIAL CORP	Increased	2.1M(+72.5%)	$120M	0.1%	+17.68%	45
PNC FINANCIAL SERVICES GROUP, INC.	Increased	2M(+2.4%)	$113.1M	0.1%	+47.09%	31
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	1.7M(+1.6%)	$95.5M	0.1%	+35.91%	30
STATE STREET CORP	Decreased	1.6M(-16.5%)	$93M	0.0%	+31.78%	0
Cetera Investment Advisers	Increased	1.6M(+10.9%)	$89.6M	0.1%	+28.55%	33
ASSETMARK, INC	Decreased	1.2M(-13.8%)	$71.5M	0.1%	+40.69%	0
VANTAGEPOINT INVESTMENT ADVISERS LLC	Decreased	1.2M(-5.1%)	$70.5M	0.5%	+24.12%	0
Private Advisor Group, LLC	Increased	1.1M(+16.1%)	$64.9M	0.3%	+52.38%	41
HighTower Advisors, LLC	Increased	1.1M(+2.1%)	$61.8M	0.1%	+43.51%	30

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer