Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / PORTFOLIO S&P600
-
Number of holders
-
881
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Total 13F shares, excl. options
-
190M
-
Shares change
-
-4.08M
-
Total reported value, excl. options
-
$8.08B
-
Value change
-
-$171M
-
Put/Call ratio
-
0
-
Number of buys
-
443
-
Number of sells
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-382
-
Price
-
$42.60
Significant Holders of SPDR SERIES TRUST - PORTFOLIO S&P600 (SPSM) as of Q2 2025
958 filings reported holding SPSM - SPDR SERIES TRUST - PORTFOLIO S&P600 as of Q2 2025.
SPDR SERIES TRUST - PORTFOLIO S&P600 (SPSM) has 881 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 190M shares
.
Largest 10 shareholders include Financial Engines Advisors L.L.C. (23.8M shares), LPL Financial LLC (23.4M shares), Betterment LLC (17.6M shares), Valmark Advisers, Inc. (6.26M shares), CHARLES SCHWAB INVESTMENT MANAGEMENT INC (6.15M shares), MORGAN STANLEY (4.91M shares), AMERIPRISE FINANCIAL INC (3.77M shares), ENVESTNET ASSET MANAGEMENT INC (3.26M shares), CLIFTONLARSONALLEN WEALTH ADVISORS, LLC (3.17M shares), and BANK OF AMERICA CORP /DE/ (3.12M shares).
This table shows the top 881 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.