§ EQUITY
USDSPSM
SS SPDR P S&P 600 SMALL CAP
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
536 increased/new, 386 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| LPL Financial LLC | 24.6M | 0.3% | −9% |
| Financial Engines Advisors L.L.C. | 20.7M | 2.0% | −2% |
| Morgan Stanley | 7.2M | 0.0% | n/a |
| Charles Schwab Investment Mgmt | 6.6M | 0.0% | +2% |
| Valmark Advisers, Inc. | 5.4M | 3.1% | +2% |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 4.9M | 3.5% | +41% |
◇ AC INTELLIGENCE
Top institutional owners for SPSM as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER82.1% · 916 holders
DEALER / BANK11.0% · 51 holders
PASSIVE / INDEX3.2% · 3 holders
QUALITY / COMPOUNDER2.6% · 9 holders
INCOME / DEFENSIVE1.0% · 11 holders
SYSTEMATIC / QUANT0.0% · 2 holders
TACTICAL / MACRO0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for SPSM in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention SPSM yet.