Vault-13

SPDR SER TR SMLV

SSGA US SMAL ETF · ETP · CUSIP 78468R887

100 institutional holders +5 vs Q1 2026
1,053,3001.1m shares reported held*
$165.7mreported value*
14 new 36 added 29 reduced 6 sold out net bought ≈ $36.2m (+230.2k 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 ≈ $157.29.

Trends to Q2 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: 95Q2 26: 100100Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 2026100

Buyers vs sellers

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

Bought or addedCut or sold out
50050Q3 24: 37 bought or addedQ3 24: 35 cut or sold outQ4 24: 41 bought or addedQ4 24: 34 cut or sold outQ4 24Q1 25: 36 bought or addedQ1 25: 41 cut or sold outQ2 25: 41 bought or addedQ2 25: 27 cut or sold outQ2 25Q3 25: 40 bought or addedQ3 25: 30 cut or sold outQ4 25: 38 bought or addedQ4 25: 39 cut or sold outQ4 25Q1 26: 35 bought or addedQ1 26: 36 cut or sold outQ2 26: 50 bought or addedQ2 26: 35 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20243735
Q4 20244134
Q1 20253641
Q2 20254127
Q3 20254030
Q4 20253839
Q1 20263536
Q2 20265035

Biggest buyers

Howard Capital Management, LLC New +121,811+121.8k
Cambridge Investment Research Advisors, Inc. Added +77,769+77.8k
McKinney Capital Management, LLC New +63,794+63.8k
Integrated Wealth Concepts LLC New +11,367+11.4k
TWO SIGMA INVESTMENTS, LP Added +6,600+6.6k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +4,643+4.6k
Savant Capital, LLC Added +3,763+3.8k
CITADEL ADVISORS LLC Added +3,035+3.0k
PARK AVENUE SECURITIES LLC New +2,570+2.6k
Kestra Advisory Services, LLC New +1,859+1.9k

Biggest sellers

IEQ CAPITAL, LLC Reduced -51,201-51.2k
ROYAL BANK OF CANADA Reduced -9,845-9.8k
Pathfinder Wealth Consulting, Inc. Sold out -6,893-6.9k
OSAIC HOLDINGS, INC. Reduced -6,139-6.1k
Cetera Investment Advisers Reduced -4,796-4.8k
Mariner, LLC Sold out -1,817-1.8k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -1,604-1.6k
Johnson & White Wealth Management, LLC Reduced -993-993
NorthRock Partners, LLC Reduced -932-932
NewEdge Advisors, LLC Reduced -900-900

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Cambridge Investment Research Advisors, Inc. 0.03% of their portfolio FAIRFIELD, IA 154,178154.2k $24.3m $24.3m 0.03% Added +77.8k +77,769
2 Howard Capital Management, LLC 0.23% of their portfolio Alpharetta, GA 121,811121.8k $19.2m $19.2m 0.23% New
3 DORVAL Corp 3.66% of their portfolio MAPLE GROVE, MN 80,86980.9k $12.7m $12.7m 3.66% Added +1.2k +1,151
4 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 76,60176.6k $12.1m $12.1m 0.01% Reduced -6.1k -6,139
5 McKinney Capital Management, LLC 3.96% of their portfolio HOUSTON, TX 63,79463.8k $10.0m $10.0m 3.96% New
6 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 61,98162.0k $9.8m $9.8m 0.00% Added +843 +843
7 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 58,19758.2k $9.2m $9.2m 0.00% Added +809 +809
8 Roan Capital Partners 4.58% of their portfolio JOHNSON CITY, TN 35,07535.1k $5.5m $5.5m 4.58% Added +1.1k +1,137
9 UBS Group AG 0.00% of their portfolio ZURICH, V8 22,25922.3k $3.5m $3.5m 0.00% Added +1.2k +1,180
10 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 20,18620.2k $3.2m $3.2m 0.00% Reduced -4.8k -4,796
11 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 19,33519.3k $3.0m $3.0m 0.00% Added +459 +459
12 McNaughton Wealth Management, LLC 1.03% of their portfolio SAN DIEGO, CA 18,45518.5k $2.9m $2.9m 1.03% Reduced -365 -365
13 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 14,20014.2k $2.2m $2.2m 0.00% Reduced -1.6k -1,604
14 Johnson & White Wealth Management, LLC 0.74% of their portfolio YORK, PA 12,56212.6k $2.0m $2.0m 0.74% Reduced -993 -993
15 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 12,08312.1k $1.9m $1.9m 0.00% Added +544 +544
16 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 11,90011.9k $1.9m $1.9m 0.00% Added +6.6k +6,600
17 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 11,81311.8k $1.9m $1.9m 0.00% Reduced -9.8k -9,845
18 IAG Wealth Partners, LLC 0.18% of their portfolio WAUKESHA, WI 11,60611.6k $1.8m $1.8m 0.18% Reduced -388 -388
19 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 11,53211.5k $1.8m $1.8m 0.00% Added +406 +406
20 Integrated Wealth Concepts LLC 0.01% of their portfolio WALTHAM, MA 11,36711.4k $1.8m $1.8m 0.01% New
21 IEQ CAPITAL, LLC 0.01% of their portfolio Foster City, CA 10,81710.8k $1.7m $1.7m 0.01% Reduced -51.2k -51,201
22 NorthRock Partners, LLC 0.02% of their portfolio MINNEAPOLIS, MN 9,8809.9k $1.6m $1.6m 0.02% Reduced -932 -932
23 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 9,6209.6k $1.5m $1.5m 0.00% Added +567 +567
24 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 9,1529.2k $1.4m $1.4m 0.00% Added +3.0k +3,035
25 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 8,6578.7k $1.4m $1.4m 0.00% Reduced -900 -900
26 Insight Advisors, LLC/ PA 0.23% of their portfolio Newtown, PA 8,3258.3k $1.3m $1.3m 0.23% Reduced -320 -320
27 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 8,0188.0k $1.3m $1.3m 0.00% Added +1.3k +1,269
28 Savant Capital, LLC 0.00% of their portfolio ROCKFORD, IL 7,9437.9k $1.2m $1.2m 0.00% Added +3.8k +3,763
29 COWA, LLC 0.31% of their portfolio Tulsa, OK 7,9107.9k $1.2m $1.2m 0.31% Reduced -15 -15
30 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 7,6237.6k $1.2m $1.2m 0.00% Added +4.6k +4,643
31 HF Advisory Group, LLC 0.37% of their portfolio Annapolis, MD 7,5917.6k $1.2m $1.2m 0.37% Added +398 +398
32 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 7,5277.5k $1.2m $1.2m 0.00% Added +185 +185
33 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 6,2366.2k $981.3k $981.3k 0.00% Reduced -58 -58
34 Navis Wealth Advisors, LLC 0.37% of their portfolio RYE BROOK, NY 6,2066.2k $976.6k $976.6k 0.37% Added +37 +37
35 Pacific Sun Financial Corp 0.37% of their portfolio LOS ANGELES, CA 5,7625.8k $906.7k $906.7k 0.37% Reduced -10 -10
36 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.00% of their portfolio IRVING, TX 4,9785.0k $783.2k $783.2k 0.00% Reduced -180 -180
37 Portland Financial Advisors Inc 1.33% of their portfolio PORT WASHINGTON, NY 4,6314.6k $728.7k $728.7k 1.33% Added +416 +416
38 Clearview Wealth Management LLC 0.42% of their portfolio IRVINE, CA 4,1374.1k $651.0k $651.0k 0.42% Reduced -102 -102
39 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 4,0654.1k $639.6k $639.6k 0.00% Added +142 +142
40 Beacon Pointe Advisors, LLC 0.00% of their portfolio NEWPORT BEACH, CA 4,0564.1k $638.3k $638.3k 0.00% Reduced -165 -165
41 SUMMIT WEALTH GROUP LLC / CO 0.05% of their portfolio COLORADO SPRINGS, CO 3,9393.9k $619.9k $619.9k 0.05% Added +144 +144
42 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 3,7573.8k $591.2k $591.2k 0.00% Reduced -145 -145
43 McAdam, LLC 0.02% of their portfolio Philadelphia, PA 3,5353.5k $556.3k $556.3k 0.02% Reduced -315 -315
44 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 3,4903.5k $549.2k $549.2k 0.01% Reduced -92 -92
45 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 3,4143.4k $537.3k $537.3k 0.00% Reduced -455 -455
46 AdvisorNet Financial, Inc 0.02% of their portfolio MINNETONKA, MN 3,2073.2k $504.6k $504.6k 0.02% Added +812 +812
47 Strategic Blueprint, LLC 0.02% of their portfolio ATLANTA, GA 3,1103.1k $489.4k $489.4k 0.02% Unchanged
48 Waverly Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 2,7842.8k $438.1k $438.1k 0.00% Added +30 +30
49 PARK AVENUE SECURITIES LLC 0.00% of their portfolio NEW YORK, NY 2,5702.6k $404.0k $404.0k 0.00% New
50 Ausdal Financial Partners, Inc. 0.02% of their portfolio Davenport, IA 2,5612.6k $403.0k $403.0k 0.02% Added +13 +13
51 ROFFMAN MILLER ASSOCIATES INC /PA/ 0.02% of their portfolio PHILADELPHIA, PA 2,5082.5k $394.6k $394.6k 0.02% Reduced -198 -198
52 Continuum Advisory, LLC 0.03% of their portfolio EAGLE, ID 2,3352.3k $367.4k $367.4k 0.03% Added +16 +16
53 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 2,3202.3k $364.6k $364.6k 0.00% Unchanged
54 Compound Planning, Inc. 0.01% of their portfolio NEW YORK, NY 2,1502.1k $338.3k $338.3k 0.01% Reduced -39 -39
55 Western Wealth Management, LLC 0.01% of their portfolio GOLDEN, CO 2,0152.0k $317.1k $317.1k 0.01% Unchanged
56 Pinnacle Financial Partners, Inc. 0.00% of their portfolio ATLANTA, GA 1,9732.0k $310.5k $310.5k 0.00% Unchanged
57 Fragasso Financial Advisors Inc 0.02% of their portfolio SEWICKLEY, PA 1,9562.0k $307.8k $307.8k 0.02% Reduced -858 -858
58 IHT Wealth Management, LLC 0.01% of their portfolio Chicago, IL 1,9021.9k $299.3k $299.3k 0.01% Added +8 +8
59 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 1,8591.9k $292.6k $292.6k 0.00% New
60 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 1,7451.7k $274.6k $274.6k 0.00% Unchanged
61 Swisher Financial Concepts, Inc. 0.17% of their portfolio WESTERVILLE, OH 1,6741.7k $263.4k $263.4k 0.17% Reduced -851 -851
62 J.W. COLE ADVISORS, INC. 0.00% of their portfolio TAMPA, FL 1,6011.6k $252.0k $252.0k 0.00% New
63 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.00% of their portfolio LOS ANGELES, CA 1,5841.6k $249.3k $249.3k 0.00% Added +9 +9
64 Quantinno Capital Management LP 0.00% of their portfolio NEW YORK, NY 1,5561.6k $244.9k $244.9k 0.00% New
65 Grey Fox Wealth Advisors, LLC 0.04% of their portfolio ROCKLAND, DE 1,5011.5k $236.2k $236.2k 0.04% Reduced -10 -10
66 Worth Financial Advisory Group, LLC 0.10% of their portfolio CHARLOTTE, NC 1,4831.5k $233.4k $233.4k 0.10% New
67 LIBRA WEALTH LLC 0.06% of their portfolio LOS GATOS, CA 1,4631.5k $230.2k $230.2k 0.06% Unchanged
68 LEVEL FOUR ADVISORY SERVICES, LLC 0.01% of their portfolio DALLAS, TX 1,4451.4k $227.4k $227.4k 0.01% New
69 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 1,4371.4k $226.1k $226.1k 0.00% Added +20 +20
70 Koshinski Asset Management, Inc. 0.01% of their portfolio DECATUR, IL 1,3761.4k $216.6k $216.6k 0.01% New
71 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 1,3711.4k $215.7k $215.7k 0.00% New
72 Sigma Planning Corp 0.01% of their portfolio ANN ARBOR, MI 1,3691.4k $215.5k $215.5k 0.01% Reduced -184 -184
73 GREAT VALLEY ADVISOR GROUP, INC. 0.00% of their portfolio WILMINGTON, DE 1,3671.4k $215.1k $215.1k 0.00% New
74 Optimist Retirement Group LLC 0.08% of their portfolio BELLEVUE, WA 1,3241.3k $208.3k $208.3k 0.08% New
75 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 1,2731.3k $200.3k $200.3k 0.00% New
76 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 1,0521.1k $165.5k $165.5k 0.00% Unchanged
77 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio Stamford, CT 880880 $138.5k $138.5k 0.00% Added +400 +400
78 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 344344 $54.1k $54.1k 0.00% Unchanged
79 Sage Mountain Advisors LLC 0.00% of their portfolio ATLANTA, GA 340340 $53.5k $53.5k 0.00% Reduced -112 -112
80 Medallion Wealth Advisors, LLC 0.01% of their portfolio FARMINGTON, CT 250250 $39.3k $39.3k 0.01% Unchanged
81 Capital Analysts, LLC 0.00% of their portfolio FORT WASHINGTON, PA 240240 $38.0k $38.0k 0.00% Added +2 +2
82 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 239239 $37.6k $37.6k 0.00% Unchanged
83 FMR LLC 0.00% of their portfolio BOSTON, MA 238238 $37.5k $37.5k 0.00% Added +35 +35
84 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 233233 $36.7k $36.7k 0.00% Unchanged
85 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.00% of their portfolio ORLANDO, FL 200200 $31.7k $31.7k 0.00% Unchanged
86 VALLEY NATIONAL ADVISERS INC 0.00% of their portfolio BETHLEHEM, PA 191191 $30.1k $30.1k 0.00% Unchanged
87 Tidemark, LLC 0.01% of their portfolio SAN DIEGO, CA 162162 $25.5k $25.5k 0.01% Unchanged
88 Winthrop Capital Management, LLC 0.01% of their portfolio Carmel, IN 142142 $22.0k $22.0k 0.01% Unchanged
89 Vermillion Wealth Management, Inc. 0.00% of their portfolio ROSEMOUNT, MN 130130 $20.4k $20.4k 0.00% Added +1 +1
90 N.E.W. Advisory Services LLC 0.00% of their portfolio DE PERE, WI 116116 $18.3k $18.3k 0.00% Added +1 +1
91 Capital Investment Advisory Services, LLC 0.00% of their portfolio RALEIGH, NC 114114 $17.9k $17.9k 0.00% Unchanged
92 LANARK FINANCIAL, INC. 0.00% of their portfolio BIRMINGHAM, AL 110110 $17.3k $17.3k 0.00% Unchanged
93 10Elms LLP 0.01% of their portfolio TULSA, OK 9191 $14.3k $14.3k 0.01% Added +56 +56
94 Bogart Wealth, LLC 0.00% of their portfolio MCLEAN, VA 7474 $11.6k $11.6k 0.00% Unchanged
95 VANGUARD ADVISERS INC 0.00% of their portfolio Malvern, PA 7373 $11.4k $11.4k 0.00% Unchanged
96 SOA Wealth Advisors, LLC. 0.00% of their portfolio NEW YORK, NY 7171 $11.1k $11.1k 0.00% Added +1 +1
97 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 5959 $9.3k $9.3k 0.00% Unchanged
98 Spire Wealth Management 0.00% of their portfolio MCLEAN, VA 3737 $5.8k $5.8k 0.00% Unchanged
99 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 2121 $3.3k $3.3k 0.00% Reduced -26 -26
100 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 11 $124 $124 0.00% Added +1 +1