Q3 2025 13F Holders as of 30 Sep 2025
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Type / Class
-
Equity / PORTFOLIO S&P600
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Number of holders
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880
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Total 13F shares, excl. options
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195M
-
Shares change
-
+7.94M
-
Total reported value, excl. options
-
$9.05B
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Value change
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+$373M
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Number of buys
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455
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Number of sells
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-349
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Price
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$46.32
Significant Holders of SPDR SERIES TRUST - PORTFOLIO S&P600 (SPSM) as of Q3 2025
932 filings reported holding SPSM - SPDR SERIES TRUST - PORTFOLIO S&P600 as of Q3 2025.
SPDR SERIES TRUST - PORTFOLIO S&P600 (SPSM) has 880 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 195M shares
.
Largest 10 shareholders include LPL Financial LLC (25.6M shares), Financial Engines Advisors L.L.C. (23M shares), Betterment LLC (18.1M shares), CHARLES SCHWAB INVESTMENT MANAGEMENT INC (6.36M shares), MORGAN STANLEY (5.37M shares), Valmark Advisers, Inc. (5.32M shares), ENVESTNET ASSET MANAGEMENT INC (3.88M shares), AMERIPRISE FINANCIAL INC (3.75M shares), CLIFTONLARSONALLEN WEALTH ADVISORS, LLC (3.28M shares), and BANK OF AMERICA CORP /DE/ (3.27M shares).
This table shows the top 880 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.