Who Owns State Street SPDR Portfolio S&P 600 Small Cap ETF
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in State Street SPDR Portfolio S&P 600 Small Cap ETF.
Who crossed 5% of SPSM →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| Peterson Wealth Advisors, LLCST STR SP600 SML688.2K shadded | $36.4M |
| Boston Standard Wealth Management, LLCST STR SP600 SML376.2K shtrimmed | $19.9M |
| Taylor & Morgan Wealth Management, LLCST STR SP600 SML314.4K shadded | $16.6M |
| Montz Harcus Wealth Management LLCST STR SP600 SML304.8K shadded | $16.1M |
| Valeo Financial Advisors, LLCETF240.4K shtrimmed | $12.7M |
| WALLER FINANCIAL PLANNING GROUP, INCST STR SP600 SML201.9K shtrimmed | $10.7M |
| RVW Wealth, LLCPORTFOLIO S&P600174.3K shtrimmed | $9.2M |
| Buska Wealth Management, LLCST STR SP600 SML120.9K shadded | $6.4M |
| COLTON GROOME FINANCIAL ADVISORS, LLCST STR SP600 SML109K shadded | $5.8M |
| Roan Capital PartnersST STR SP600 SML94.1K shadded | $5M |
| Farther Finance Advisors, LLCETF78.2K shtrimmed | $4.1M |
| LEGACY SOLUTIONS, LLCST STR SP600 SML76.7K shadded | $4.1M |
| Breakwater Capital GroupST STR SP600 SML66.1K shadded | $3.5M |
| Bill Few Associates, Inc.ST STR SP600 SML63.5K shadded | $3.4M |
| Balefire, LLCST STR SP600 SML43.6K shadded | $2.3M |
| CoreCap Advisors, LLCETF36.2K shtrimmed | $1.9M |
| Legacy Private Trust Co.ST STR SP600 SML31K shtrimmed | $1.6M |
| Lee, Kelleher & Klein Wealth ManagementST STR SP600 SML23.8K shtrimmed | $1.3M |
| Go Invest LLCETF20.6K shadded | $1.1M |
| TITLEIST ASSET MANAGEMENT, LLCST STR SP600 SML20K shadded | $1.1M |
| Delta Wealth Advisors LLCST STR SP600 SML19K shtrimmed | $1M |
| Sunburst Financial Group, LLCST STR SP600 SML14K shadded | $742.4K |
| FINANCIAL MANAGEMENT NETWORK INCST STR SP600 SML12.2K shtrimmed | $656.7K |
| Apella Capital, LLCST STR SP600 SML11.6K shtrimmed | $618.7K |
| GILPIN WEALTH MANAGEMENT, LLCST STR SP600 SML9.9K shtrimmed | $524.1K |
| Grove Bank & TrustST STR SP600 SML9.2K shheld | $485.9K |
| Apeiron RIA LLCST STR SP600 SML8K shadded | $427.4K |
| BAKER TILLY WEALTH MANAGEMENT, LLCST STR SP600 SML7.9K shadded | $415.7K |
| First Heartland Consultants, Inc.PORTFOLIO S&P6007.8K shtrimmed | $410K |
| Avidian Wealth Enterprises, LLCST STR SP600 SML7.4K shtrimmed | $389.8K |
| TILIA FIDUCIARY PARTNERS, INC.ETF7.2K shadded | $381.7K |
| YHB Investment Advisors, Inc.ST STR SP600 SML7K shtrimmed | $368.7K |
| Acropolis Investment Management, LLCST STR SP600 SML6.4K shadded | $338.5K |
| SAPIENT CAPITAL LLCST STR SP600 SML5.8K shheld | $308.1K |
| ECLECTIC ASSOCIATES INC /ADVST STR SP600 SML5.7K shtrimmed | $302.3K |
| Councilor Wealth, LLCST STR SP600 SML5.1K shadded | $271.6K |
| CYPRESS FINANCIAL PLANNING LLCST STR SP600 SML4.9K shadded | $259.5K |
| Plan A Wealth LLCST STR SP600 SML4.9K shtrimmed | $259.1K |
| Factor Wealth Management LTDST STR SP600 SML4.7K shtrimmed | $246.9K |
| MJT & Associates Financial Advisory Group, Inc.ETF2.9K shheld | $155.3K |
| GAMMA Investing LLCETF2.7K shtrimmed | $140.3K |
| AMERICAN NATIONAL BANK & TRUSTPORTFOLIO S&P6001.3K shtrimmed | $70.5K |
| TOMPKINS FINANCIAL CORPST STR SP600 SML1.1K shtrimmed | $56.7K |
| ELEVATION WEALTH PARTNERS, LLCST STR SP600 SML670 shheld | $35.4K |
| ATWOOD & PALMER INCCOM607 shheld | $32.1K |
| Horizons Wealth ManagementETF164 shheld | $8.7K |
| FIRST COMMUNITY TRUST NAST STR SP600 SML151 shheld | $8K |
| Bullock Wealth Management GroupETF128 shtrimmed | $6.8K |
| GK Wealth Management LLCST STR SP600 SML78 sh— | $4.2K |
| Central Pacific Bank - Trust DivisionST STR SP600 SML28 shheld | $1.5K |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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