Vault-13

SPDR SER TR SMLV

SSGA US SMAL ETF · ETP · CUSIP 78468R887

95 institutional holders +1 vs Q4 2025
837,960838.0k shares reported held*
$114.9mreported value*
6 new 29 added 29 reduced 7 sold out net bought ≈ $722.4k (+5.3k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $137.07.

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 71Q4 22: 75Q1 23: 75Q2 23: 76Q3 23: 71Q4 23: 76Q1 24: 76Q2 24: 81Q3 24: 80Q4 24: 88Q1 25: 85Q2 25: 87Q3 25: 91Q4 25: 94Q1 26: 9595Q3 22Q3 23Q3 24Q3 25Q1 26
Numbers
QuarterHolders
Q3 202271
Q4 202275
Q1 202375
Q2 202376
Q3 202371
Q4 202376
Q1 202476
Q2 202481
Q3 202480
Q4 202488
Q1 202585
Q2 202587
Q3 202591
Q4 202594
Q1 202695

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
50050Q2 24: 34 bought or addedQ2 24: 36 cut or sold outQ3 24: 37 bought or addedQ3 24: 35 cut or sold outQ3 24Q4 24: 41 bought or addedQ4 24: 34 cut or sold outQ1 25: 36 bought or addedQ1 25: 41 cut or sold outQ1 25Q2 25: 41 bought or addedQ2 25: 27 cut or sold outQ3 25: 40 bought or addedQ3 25: 30 cut or sold outQ3 25Q4 25: 38 bought or addedQ4 25: 39 cut or sold outQ1 26: 35 bought or addedQ1 26: 36 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20243436
Q3 20243735
Q4 20244134
Q1 20253641
Q2 20254127
Q3 20254030
Q4 20253839
Q1 20263536

Biggest buyers

ENVESTNET ASSET MANAGEMENT INC Added +8,441+8.4k
UBS Group AG Added +5,985+6.0k
NewEdge Advisors, LLC Added +4,109+4.1k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +2,980+3.0k
MML INVESTORS SERVICES, LLC Added +2,026+2.0k
AdvisorNet Financial, Inc Added +2,007+2.0k
Pinnacle Financial Partners, Inc. New +1,973+2.0k
CITIGROUP INC Added +1,853+1.9k
Cambridge Investment Research Advisors, Inc. Added +1,587+1.6k
Sigma Planning Corp New +1,553+1.6k

Biggest sellers

GOLDMAN SACHS GROUP INC Sold out -7,702-7.7k
IEQ CAPITAL, LLC Reduced -4,824-4.8k
LPL Financial LLC Reduced -4,309-4.3k
PARK AVENUE SECURITIES LLC Sold out -3,504-3.5k
Capital Analysts, LLC Reduced -2,649-2.6k
OSAIC HOLDINGS, INC. Reduced -1,777-1.8k
High Net Worth Advisory Group LLC Sold out -1,702-1.7k
Savant Capital, LLC Reduced -1,620-1.6k
SageView Advisory Group, LLC Sold out -990-990
FLAGSHIP HARBOR ADVISORS, LLC Sold out -966-966

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 82,74082.7k $11.3m $11.3m 0.02% Reduced -1.8k -1,777
2 DORVAL Corp 3.39% of their portfolio MAPLE GROVE, MN 79,71879.7k $10.9m $10.9m 3.39% Reduced -564 -564
3 Cambridge Investment Research Advisors, Inc. 0.03% of their portfolio FAIRFIELD, IA 76,40976.4k $10.5m $10.5m 0.03% Added +1.6k +1,587
4 IEQ CAPITAL, LLC 0.04% of their portfolio Foster City, CA 62,01862.0k $8.5m $8.5m 0.04% Reduced -4.8k -4,824
5 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 61,13861.1k $8.4m $8.4m 0.00% Reduced -4.3k -4,309
6 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 57,38857.4k $7.9m $7.9m 0.00% Unchanged
7 Roan Capital Partners 4.30% of their portfolio JOHNSON CITY, TN 33,93833.9k $4.7m $4.7m 4.30% First filing
8 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 24,98225.0k $3.4m $3.4m 0.00% Reduced -482 -482
9 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 21,65821.7k $3.0m $3.0m 0.00% Reduced -86 -86
10 UBS Group AG 0.00% of their portfolio ZURICH, V8 21,07921.1k $2.9m $2.9m 0.00% Added +6.0k +5,985
11 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 18,87618.9k $2.6m $2.6m 0.00% Added +8.4k +8,441
12 McNaughton Wealth Management, LLC 1.07% of their portfolio SAN DIEGO, CA 18,82018.8k $2.6m $2.6m 1.07% Reduced -905 -905
13 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 15,80415.8k $2.2m $2.2m 0.00% Reduced -470 -470
14 Johnson & White Wealth Management, LLC 0.79% of their portfolio YORK, PA 13,55513.6k $1.9m $1.9m 0.79% Reduced -50 -50
15 IAG Wealth Partners, LLC 0.18% of their portfolio WAUKESHA, WI 11,99412.0k $1.6m $1.6m 0.18% Reduced -534 -534
16 Capital Developers, LLC 1.46% of their portfolio Greenville, NC 11,82211.8k $1.6m $1.6m 1.46% Reduced -375 -375
17 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 11,53911.5k $1.6m $1.6m 0.00% Reduced -22 -22
18 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 11,12611.1k $1.5m $1.5m 0.00% Added +934 +934
19 NorthRock Partners, LLC 0.02% of their portfolio MINNEAPOLIS, MN 10,81210.8k $1.5m $1.5m 0.02% Added +1 +1
20 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 9,5579.6k $1.3m $1.3m 0.00% Added +4.1k +4,109
21 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 9,0539.1k $1.2m $1.2m 0.00% Added +112 +112
22 Insight Advisors, LLC/ PA 0.23% of their portfolio Newtown, PA 8,6458.6k $1.2m $1.2m 0.23% Reduced -14 -14
23 COWA, LLC 0.29% of their portfolio Tulsa, OK 7,9257.9k $1.1m $1.1m 0.29% Added +144 +144
24 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 7,3427.3k $1.0m $1.0m 0.00% Added +1.9k +1,853
25 HF Advisory Group, LLC 0.34% of their portfolio Annapolis, MD 7,1937.2k $986.0k $986.0k 0.34% Reduced -816 -816
26 Pathfinder Wealth Consulting, Inc. 0.61% of their portfolio WILMINGTON, NC 6,8936.9k $944.9k $944.9k 0.61% Reduced -72 -72
27 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 6,7496.7k $914.3k $914.3k 0.00% Reduced -203 -203
28 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 6,2946.3k $862.7k $862.7k 0.00% Reduced -90 -90
29 Navis Wealth Advisors, LLC 0.43% of their portfolio RYE BROOK, NY 6,1696.2k $845.7k $845.7k 0.43% Added +31 +31
30 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 6,1176.1k $838.5k $838.5k 0.00% Added +1.1k +1,087
31 Pacific Sun Financial Corp 0.38% of their portfolio LOS ANGELES, CA 5,7725.8k $791.2k $791.2k 0.38% Reduced -122 -122
32 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 5,3005.3k $726.5k $726.5k 0.00% Unchanged
33 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.00% of their portfolio IRVING, TX 5,1585.2k $707.8k $707.8k 0.00% Reduced -162 -162
34 Clearview Wealth Management LLC 0.41% of their portfolio IRVINE, CA 4,2394.2k $581.1k $581.1k 0.41% First filing
35 Beacon Pointe Advisors, LLC 0.00% of their portfolio NEWPORT BEACH, CA 4,2214.2k $578.5k $578.5k 0.00% Added +621 +621
36 Portland Financial Advisors Inc 1.20% of their portfolio PORT WASHINGTON, NY 4,2154.2k $577.8k $577.8k 1.20% Unchanged
37 Savant Capital, LLC 0.00% of their portfolio ROCKFORD, IL 4,1804.2k $573.0k $573.0k 0.00% Reduced -1.6k -1,620
38 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 3,9233.9k $537.7k $537.7k 0.00% Added +21 +21
39 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 3,9023.9k $534.8k $534.8k 0.00% Added +2.0k +2,026
40 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 3,8693.9k $530.3k $530.3k 0.00% Reduced -157 -157
41 McAdam, LLC 0.02% of their portfolio Philadelphia, PA 3,8503.9k $527.7k $527.7k 0.02% Added +391 +391
42 SUMMIT WEALTH GROUP LLC / CO 0.05% of their portfolio COLORADO SPRINGS, CO 3,7953.8k $520.2k $520.2k 0.05% Added +150 +150
43 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 3,5823.6k $491.1k $491.1k 0.01% Reduced -401 -401
44 Strategic Blueprint, LLC 0.02% of their portfolio ATLANTA, GA 3,1103.1k $426.3k $426.3k 0.02% Unchanged
45 Jaffetilchin Investment Partners, LLC 0.02% of their portfolio TAMPA, FL 3,0033.0k $411.7k $411.7k 0.02% Added +13 +13
46 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 2,9803.0k $408.5k $408.5k 0.00% New
47 Fragasso Financial Advisors Inc 0.02% of their portfolio SEWICKLEY, PA 2,8142.8k $391.8k $391.8k 0.02% Reduced -57 -57
48 Waverly Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 2,7542.8k $377.5k $377.5k 0.00% Added +214 +214
49 ROFFMAN MILLER ASSOCIATES INC /PA/ 0.02% of their portfolio PHILADELPHIA, PA 2,7062.7k $370.9k $370.9k 0.02% Added +11 +11
50 Ausdal Financial Partners, Inc. 0.02% of their portfolio Davenport, IA 2,5482.5k $349.3k $349.3k 0.02% Reduced -10 -10
51 Swisher Financial Concepts, Inc. 0.19% of their portfolio WESTERVILLE, OH 2,5252.5k $346.2k $346.2k 0.19% Added +157 +157
52 AdvisorNet Financial, Inc 0.02% of their portfolio MINNETONKA, MN 2,3952.4k $328.3k $328.3k 0.02% Added +2.0k +2,007
53 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 2,3202.3k $314.0k $314.0k 0.00% Added +1.3k +1,275
54 Continuum Advisory, LLC 0.03% of their portfolio EAGLE, ID 2,3192.3k $317.9k $317.9k 0.03% Added +37 +37
55 Compound Planning, Inc. 0.01% of their portfolio NEW YORK, NY 2,1892.2k $300.0k $300.0k 0.01% Reduced -44 -44
56 Western Wealth Management, LLC 0.01% of their portfolio GOLDEN, CO 2,0152.0k $276.2k $276.2k 0.01% Unchanged
57 Pinnacle Financial Partners, Inc. 0.00% of their portfolio ATLANTA, GA 1,9732.0k $270.5k $270.5k 0.00% New
58 IHT Wealth Management, LLC 0.01% of their portfolio Chicago, IL 1,8941.9k $259.7k $259.7k 0.01% Reduced -23 -23
59 Mariner, LLC 0.00% of their portfolio Overland Park, KS 1,8171.8k $249.1k $249.1k 0.00% Unchanged
60 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 1,7451.7k $239.2k $239.2k 0.00% Added +1 +1
61 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.00% of their portfolio LOS ANGELES, CA 1,5751.6k $215.9k $215.9k 0.00% Added +8 +8
62 Sigma Planning Corp 0.01% of their portfolio ANN ARBOR, MI 1,5531.6k $212.9k $212.9k 0.01% New
63 Grey Fox Wealth Advisors, LLC 0.04% of their portfolio ROCKLAND, DE 1,5111.5k $207.1k $207.1k 0.04% New
64 LIBRA WEALTH LLC 0.06% of their portfolio LOS GATOS, CA 1,4631.5k $200.5k $200.5k 0.06% New
65 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 1,4171.4k $194.3k $194.3k 0.00% Added +1.4k +1,350
66 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 1,0521.1k $144.2k $144.2k 0.00% Unchanged
67 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 725725 $99.4k $99.4k 0.00% Unchanged
68 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio Stamford, CT 480480 $65.8k $65.8k 0.00% Unchanged
69 Sage Mountain Advisors LLC 0.00% of their portfolio ATLANTA, GA 452452 $62.0k $62.0k 0.00% Unchanged
70 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 344344 $47.2k $47.2k 0.00% Unchanged
71 Medallion Wealth Advisors, LLC 0.01% of their portfolio FARMINGTON, CT 250250 $34.3k $34.3k 0.01% Unchanged
72 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 239239 $32.8k $32.8k 0.00% Unchanged
73 Capital Analysts, LLC 0.00% of their portfolio FORT WASHINGTON, PA 238238 $33.0k $33.0k 0.00% Reduced -2.6k -2,649
74 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 233233 $31.9k $31.9k 0.00% Unchanged
75 FMR LLC 0.00% of their portfolio BOSTON, MA 203203 $27.9k $27.9k 0.00% Added +50 +50
76 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.00% of their portfolio ORLANDO, FL 200200 $27.6k $27.6k 0.00% Unchanged
77 VALLEY NATIONAL ADVISERS INC 0.00% of their portfolio BETHLEHEM, PA 191191 $26.0k $26.0k 0.00% Unchanged
78 Tidemark, LLC 0.01% of their portfolio SAN DIEGO, CA 162162 $22.2k $22.2k 0.01% Unchanged
79 Winthrop Capital Management, LLC 0.00% of their portfolio Carmel, IN 142142 $19.0k $19.0k 0.00% Unchanged
80 Vermillion Wealth Management, Inc. 0.01% of their portfolio ROSEMOUNT, MN 129129 $17.7k $17.7k 0.01% Added +8 +8
81 N.E.W. Advisory Services LLC 0.00% of their portfolio DE PERE, WI 115115 $15.8k $15.8k 0.00% Unchanged
82 Capital Investment Advisory Services, LLC 0.00% of their portfolio RALEIGH, NC 114114 $15.6k $15.6k 0.00% Added +47 +47
83 LANARK FINANCIAL, INC. 0.00% of their portfolio BIRMINGHAM, AL 110110 $15.1k $15.1k 0.00% Unchanged
84 Root Financial Partners, LLC 0.00% of their portfolio ENCINITAS, CA 107107 $14.7k $14.7k 0.00% Unchanged
85 Bogart Wealth, LLC 0.00% of their portfolio MCLEAN, VA 7474 $10.1k $10.1k 0.00% Unchanged
86 VANGUARD ADVISERS INC 0.00% of their portfolio Malvern, PA 7373 $9.9k $9.9k 0.00% First filing
87 Reyes Financial Architecture, Inc. 0.01% of their portfolio SAN DIEGO, CA 7373 $10.0k $10.0k 0.01% Unchanged
88 SOA Wealth Advisors, LLC. 0.00% of their portfolio NEW YORK, NY 7070 $9.6k $9.6k 0.00% Unchanged
89 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 5959 $8.1k $8.1k 0.00% Unchanged
90 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 4747 $6.4k $6.4k 0.00% Reduced -16 -16
91 Spire Wealth Management 0.00% of their portfolio MCLEAN, VA 3737 $5.1k $5.1k 0.00% Unchanged
92 10Elms LLP 0.00% of their portfolio TULSA, OK 3535 $4.8k $4.8k 0.00% New
93 BLAIR WILLIAM & CO/IL 0.00% of their portfolio CHICAGO, IL 1111 $1.5k $1.5k 0.00% Unchanged
94 Sunbelt Securities, Inc. 0.00% of their portfolio HOUSTON, TX 1010 $1.4k $1.4k 0.00% Unchanged
95 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 00 $24 $24 0.00% Reduced -1 -1