SPSM — STATE STREET SPDR PORTFOLIO S&P 600
As of Q2 2026, 19 SEC-registered investment managers reported holding SPSM (STATE STREET SPDR PORTFOLIO S&P 600) in their latest 13F filings, with a combined reported value of $1.92B across 33.26M shares. That is +39.4% by share count (+9.41M shares) versus the previous quarter, while reported value moved +66.4%. Ownership is concentrated: the five largest holders account for 92.6% of reported value and the top ten for 98.5%.
Compared with the prior quarter, 2 opened new positions, 12 added to existing stakes, 4 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Bank of America Corp history | Q2 2026 | 12.15M | $700.54M | 0.05% | Add |
| Morgan Stanley history | Q2 2026 | 7.61M | $439.14M | 0.02% | Add |
| Charles Schwab Investment Management history | Q2 2026 | 6.60M | $380.46M | 0.05% | Hold |
| UBS Group AG history | Q2 2026 | 2.48M | $143.20M | 0.02% | Add |
| PNC Financial Services history | Q2 2026 | 1.96M | $113.11M | 0.06% | Add |
| Wells Fargo & Co history | Q2 2026 | 952.62K | $54.94M | 0.01% | Add |
| JPMorgan Chase & Co history | Q2 2026 | 432.38K | $24.77M | 0.00% | New |
| Wellington Management Group history | Q3 2025 | 438.96K | $20.33M | 0.00% | New |
| Goldman Sachs Group history | Q2 2026 | 265.68K | $15.32M | 0.00% | Add |
| Royce & Associates history | Q2 2026 | 200.37K | $11.56M | 0.09% | Reduce |
| Franklin Resources history | Q2 2026 | 126.83K | $7.31M | 0.00% | Reduce |
| AQR Capital Management history | Q2 2026 | 122.86K | $7.09M | 0.00% | Add |
| BNY Mellon history | Q2 2026 | 99.75K | $5.75M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | Q2 2026 | 79.36K | $4.58M | 0.00% | Add |
| Citigroup Inc history | Q2 2026 | 73.99K | $4.27M | 0.00% | Add |
| BlackRock Inc history | Q2 2026 | 45.71K | $2.64M | 0.00% | Add |
| Renaissance Technologies history | Q4 2024 | 35.50K | $1.59M | 0.00% | New |
| Two Sigma Investments history | Q3 2025 | 34.20K | $1.58M | 0.00% | New |
| Prudential Financial history | Q3 2024 | 28.43K | $1.29M | 0.00% | New |
| Deutsche Bank AG history | Q2 2026 | 21.99K | $1.27M | 0.00% | Reduce |
New Positions (Q2 2026)
- JPMorgan Chase & Co 432.38K sh · $24.77M
- Balyasny Asset Management 8.73K sh · $503.63K
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Bank of America Corp | 551.53K | 567.30K | 1.41M | 1.18M | 2.18M | 2.71M | 1.26M | 2.93M | 7.98M | 7.06M | 6.93M | 6.45M | 6.15M | 6.51M | 4.31M | 3.12M | 3.27M | 3.84M | 3.93M | 12.15M |
| Morgan Stanley | 175.31K | 276.41K | 381.62K | 455.73K | 614.54K | 844.38K | 763.43K | 1.79M | 1.73M | 2.52M | 3.00M | 3.08M | 3.54M | 4.66M | 4.98M | 4.91M | 5.37M | 13.75M | 7.19M | 7.61M |
| Charles Schwab Investment Management | 5.21M | 5.30M | 4.88M | 5.03M | 5.16M | 5.27M | 6.27M | 7.21M | 7.28M | 7.34M | 5.50M | 5.55M | 5.59M | 5.54M | 5.65M | 6.15M | 6.36M | 6.46M | 6.58M | 6.60M |
| UBS Group AG | 1.57M | 1.58M | 1.63M | 1.67M | 1.65M | 1.64M | 1.68M | 2.22M | 2.21M | 2.20M | 2.24M | 2.23M | 2.27M | 2.36M | 2.44M | 1.28M | 1.51M | 1.29M | 2.35M | 2.48M |
| PNC Financial Services | 4.97K | 5.08K | 4.81K | 4.57K | 4.53K | 4.13K | 7.29K | 1.50M | 1.46M | 1.92M | 1.92M | 1.89M | 1.83M | 1.82M | 1.80M | 1.91M | 1.93M | 1.91M | 1.91M | 1.96M |
| Wells Fargo & Co | 436.79K | 447.23K | 391.81K | 413.03K | 340.25K | 515.23K | 556.71K | 1.02M | 837.40K | 1.10M | 892.67K | 910.91K | 959.00K | 941.33K | 891.25K | 909.50K | 892.58K | 994.99K | 945.78K | 952.62K |
| JPMorgan Chase & Co | 50 | 50 | 50 | 119 | 270 | 183.85K | 101.82K | 331.27K | 319.81K | 664.55K | 1.41M | 1.37M | 1.29M | 1.57M | 1.63M | 388.28K | 416.55K | 404.40K | — | 432.38K |
| Goldman Sachs Group | 38.91K | 39.86K | 64.64K | 64.62K | 65.08K | 39.81K | 87.95K | 268.01K | 151.22K | 227.33K | 252.06K | 180.96K | 210.57K | 179.63K | 188.06K | 184.47K | 186.14K | 185.28K | 191.91K | 265.68K |
| Royce & Associates | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 209.80K | 207.72K | 200.37K |
| Franklin Resources | — | — | — | — | — | — | — | 20.30K | 57.38K | 42.71K | 42.31K | 42.31K | 42.59K | 42.59K | 42.59K | 42.47K | 44.82K | 53.56K | 127.68K | 126.83K |
| AQR Capital Management | — | — | — | — | — | — | — | — | — | — | — | — | 15.83K | 17.36K | 32.23K | 47.74K | 63.90K | 72.27K | 87.62K | 122.86K |
| BNY Mellon | — | — | — | — | — | 12.43K | 13.68K | 119.26K | 150.25K | 625.63K | 137.12K | 135.35K | 120.22K | 121.70K | 109.56K | 107.03K | 105.31K | 100.57K | 106.07K | 99.75K |
| Fidelity Management & Research (FMR) | 2.20K | 2.79K | 3.58K | 3.74K | 3.83K | 4.00K | 5.29K | 12.44K | 13.67K | 15.15K | 24.13K | 30.26K | 32.40K | 49.19K | 55.08K | 52.99K | 56.23K | 60.45K | 60.93K | 79.36K |
| Citigroup Inc | — | — | — | — | — | — | 463 | 3.61K | 3.17K | 890 | 141 | 282 | 223 | 1.32K | 1.34K | 13.93K | 4.71K | 218 | 72.43K | 73.99K |
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | — | 26.84K | 27.93K | 27.88K | 37.86K | 37.48K | 43.22K | 45.71K |
| Deutsche Bank AG | — | 21.92K | 85.72K | 100.03K | 102.03K | 94.92K | 87.20K | 78.78K | 77.59K | 77.14K | 72.22K | 65.52K | 63.19K | 59.79K | 58.22K | 47.05K | 41.76K | 30.17K | 23.57K | 21.99K |
| Citadel Advisors | 5.80K | 46.91K | 40.09K | 1.25M | 31.32K | 68.65K | 118.84K | 37.20K | 74.73K | 16.30K | 56.98K | 81.64K | 36.99K | 99.69K | 275.04K | 62.28K | 30.37K | 16.36K | 10.90K | 17.80K |
| Northern Trust Corp | — | — | — | — | — | — | — | 9.22K | 8.68K | 8.68K | 9.75K | 8.68K | 8.78K | 8.68K | 8.34K | 35.86K | 34.42K | 31.82K | 9.71K | 12.82K |
| Balyasny Asset Management | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 8.73K |
| Two Sigma Investments | — | — | — | — | — | — | — | — | 41.08K | — | 38.38K | 16.98K | 14.08K | — | 17.98K | — | 34.20K | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details