증권 기록 · 과거 분기 (아카이브)
SPSM
State Street SPDR Portfolio S&P 600 Small Cap ETF · Financial Services · Asset Management
63추적 보유자
-1Δ 보유자
108.50M보유 주식 수
$5.09B보고 가치
+1신규 편입 포지션
−2청산
모멘텀 입력값 (비교 가능한 운용사):
보유자 폭 -1.6% ·
주식 흐름 +7.4% ·
순 신규 포지션 -1.6%
— 산식
집중 매집 — 더 적은 보유자 사이에서 주식 수 증가
모든 소유권 수치: 추적 대상 13F 운용사 한정, 보통주 포지션, 보고 기간 Q4 2025
시계열 보유 현황
| 분기 | 보유자 | Δ | 주식 수 | 보고 가치 | 신규 | 청산 |
|---|---|---|---|---|---|---|
| Q2 2026 | 67 | +2 | 112.66M | $6.50B | +6 | −4 |
| Q1 2026 | 66 | +1 | 102.87M | $4.97B | +5 | −4 |
| Q4 2025 | 63 | -1 | 108.50M | $5.09B | +1 | −2 |
| Q3 2025 | 11 | +2 | 8.80M | $407.53M | +2 | — |
| Q2 2025 | 6 | -3 | 1.51M | $64.33M | — | −3 |
| Q1 2025 | 7 | +1 | 1.49M | $60.75M | +3 | −2 |
| Q4 2024 | 6 | 0 | 1.42M | $63.78M | +2 | −2 |
| Q3 2024 | 5 | 0 | 102.52K | $4.67M | +2 | −2 |
| Q2 2024 | 5 | — | 348.58K | $14.48M | — | — |
보유 현황 · Q4 2025
| # | 운용사 | 주식 수 | Δ 주식 수 | 가치 | 비중 | 보유 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 26.99M | — | $1.26B | 0.3% | n/c | 1 | SEC ↗ |
| 2 | Financial Engines Advisors L.L.C. | 21.13M | — | $990.03M | 1.9% | n/c | 1 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 13.75M | +155.9% | $644.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 13.75M | +155.9% | $644.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 13.75M | +155.9% | $644.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 13.75M | +155.9% | $644.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 13.75M | +155.9% | $644.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 13.75M | +155.9% | $644.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Charles Schwab Investment… | 6.46M | — | $302.87M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 3.84M | — | $179.96M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 3.84M | — | $179.96M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 3.84M | — | $179.96M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 3.84M | — | $179.96M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Ameriprise Financial Inc | 3.80M | — | $177.98M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Ameriprise Financial Inc | 3.80M | — | $177.98M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Ameriprise Financial Inc | 3.80M | — | $177.98M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Ameriprise Financial Inc | 3.80M | — | $177.98M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Envestnet Asset Management Inc | 3.49M | — | $163.62M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Creative Planning | 2.79M | — | $130.89M | 0.1% | n/c | 1 | SEC ↗ |
| 20 | Creative Planning | 2.79M | — | $130.89M | 0.1% | n/c | 1 | SEC ↗ |
| 21 | Raymond James Financial Inc | 2.58M | — | $120.83M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Raymond James Financial Inc | 2.58M | — | $120.83M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Raymond James Financial Inc | 2.58M | — | $120.83M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 2.00M | — | $93.57M | 0.1% | n/c | 1 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 2.00M | — | $93.57M | 0.1% | n/c | 1 | SEC ↗ |
| 26 | Osaic Holdings, Inc. | 2.00M | — | $93.57M | 0.1% | n/c | 1 | SEC ↗ |
| 27 | Osaic Holdings, Inc. | 2.00M | — | $93.57M | 0.1% | n/c | 1 | SEC ↗ |
| 28 | Pnc Financial Services Group, Inc. | 1.91M | — | $89.62M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Pnc Financial Services Group, Inc. | 1.91M | — | $89.62M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Pnc Financial Services Group, Inc. | 1.91M | — | $89.62M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Pnc Financial Services Group, Inc. | 1.91M | — | $89.62M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Pnc Financial Services Group, Inc. | 1.91M | — | $89.62M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Pnc Financial Services Group, Inc. | 1.91M | — | $89.62M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | State Street Global Advisors ✦ (패시브) | 1.66M | -3.8% | $77.76M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 35 | Assetmark, Inc | 1.54M | — | $72.25M | 0.1% | n/c | 1 | SEC ↗ |
| 36 | Northwestern Mutual Wealth… | 1.52M | — | $71.17M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Cetera Investment Advisers | 1.34M | — | $62.71M | 0.1% | n/c | 1 | SEC ↗ |
| 38 | UBS Group AG | 1.29M | — | $60.28M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | UBS Group AG | 1.29M | — | $60.28M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | UBS Group AG | 1.29M | — | $60.28M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Corient Private Wealth LP | 1.27M | — | $59.62M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Corient Private Wealth LP | 1.27M | — | $59.62M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Stifel Financial Corp | 1.20M | — | $56.09M | 0.1% | n/c | 1 | SEC ↗ |
| 44 | Stifel Financial Corp | 1.20M | — | $56.09M | 0.1% | n/c | 1 | SEC ↗ |
| 45 | Stifel Financial Corp | 1.20M | — | $56.09M | 0.1% | n/c | 1 | SEC ↗ |
| 46 | Stifel Financial Corp | 1.20M | — | $56.09M | 0.1% | n/c | 1 | SEC ↗ |
| 47 | HighTower Advisors, LLC | 1.04M | — | $48.64M | 0.1% | n/c | 1 | SEC ↗ |
| 48 | Wells Fargo & Company/Mn | 994.99K | — | $46.63M | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Wells Fargo & Company/Mn | 994.99K | — | $46.63M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Wells Fargo & Company/Mn | 994.99K | — | $46.63M | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Commonwealth Equity Services, Llc | 895.75K | — | $41.97M | 0.1% | n/c | 1 | SEC ↗ |
| 52 | Truist Financial Corp | 775.51K | — | $36.34M | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Truist Financial Corp | 775.51K | — | $36.34M | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Royal Bank Of Canada | 657.06K | — | $30.79M | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Royal Bank Of Canada | 657.06K | — | $30.79M | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Royal Bank Of Canada | 657.06K | — | $30.79M | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Royal Bank Of Canada | 657.06K | — | $30.79M | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Royal Bank Of Canada | 657.06K | — | $30.79M | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Royal Bank Of Canada | 657.06K | — | $30.79M | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Cwm, Llc | 647.72K | — | $30.35M | 0.1% | n/c | 1 | SEC ↗ |
| 61 | Wealth Enhancement Advisory… | 544.33K | — | $26.45M | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Mariner, LLC | 504.13K | — | $23.65M | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Mariner, LLC | 504.13K | — | $23.65M | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Mariner, LLC | 504.13K | — | $23.65M | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Lido Advisors, LLC | 476.13K | — | $22.23M | 0.1% | n/c | 1 | SEC ↗ |
| 66 | Lido Advisors, LLC | 476.13K | — | $22.23M | 0.1% | n/c | 1 | SEC ↗ |
| 67 | JPMorgan Chase ✦ | 404.40K | -51.5% | $18.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 68 | JPMorgan Chase ✦ | 404.40K | -51.5% | $18.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 69 | JPMorgan Chase ✦ | 404.40K | -51.5% | $18.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 70 | JPMorgan Chase ✦ | 404.40K | -51.5% | $18.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 71 | JPMorgan Chase ✦ | 404.40K | -51.5% | $18.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 72 | JPMorgan Chase ✦ | 404.40K | -51.5% | $18.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 73 | Bnp Paribas Financial Markets | 401.20K | — | $18.80M | 0.0% | n/c | 1 | SEC ↗ |
| 74 | Mml Investors Services, Llc | 348.22K | — | $16.32M | 0.0% | n/c | 1 | SEC ↗ |
| 75 | Fifth Third Bancorp | 333.33K | — | $15.62M | 0.1% | n/c | 1 | SEC ↗ |
| 76 | Focus Partners Wealth | 210.46K | — | $9.86M | 0.0% | n/c | 1 | SEC ↗ |
| 77 | Goldman Sachs Group ✦ | 185.31K | -0.4% | $8.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 78 | Goldman Sachs Group ✦ | 185.31K | -0.4% | $8.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 79 | Goldman Sachs Group ✦ | 185.31K | -0.4% | $8.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 80 | Brown Advisory Inc | 129.99K | — | $6.09M | 0.0% | n/c | 1 | SEC ↗ |
| 81 | Brown Advisory Inc | 129.99K | — | $6.09M | 0.0% | n/c | 1 | SEC ↗ |
| 82 | Cerity Partners LLC | 124.84K | — | $5.85M | 0.0% | n/c | 1 | SEC ↗ |
| 83 | Cerity Partners LLC | 124.84K | — | $5.85M | 0.0% | n/c | 1 | SEC ↗ |
| 84 | Cerity Partners LLC | 124.84K | — | $5.85M | 0.0% | n/c | 1 | SEC ↗ |
| 85 | Rockefeller Capital Management L.P. | 120.09K | — | $5.63M | 0.0% | n/c | 1 | SEC ↗ |
| 86 | Rockefeller Capital Management L.P. | 120.09K | — | $5.63M | 0.0% | n/c | 1 | SEC ↗ |
| 87 | Baird Financial Group, Inc. | 107.33K | — | $5.03M | 0.0% | n/c | 1 | SEC ↗ |
| 88 | Baird Financial Group, Inc. | 107.33K | — | $5.03M | 0.0% | n/c | 1 | SEC ↗ |
| 89 | Sumitomo Mitsui Trust Group, Inc. | 107.00K | — | $5.01M | 0.0% | n/c | 1 | SEC ↗ |
| 90 | Tidal Investments LLC | 102.37K | — | $4.80M | 0.0% | n/c | 1 | SEC ↗ |
| 91 | Bank of New York Mellon Corp | 100.57K | — | $4.71M | 0.0% | n/c | 1 | SEC ↗ |
| 92 | Bank of New York Mellon Corp | 100.57K | — | $4.71M | 0.0% | n/c | 1 | SEC ↗ |
| 93 | Bank of New York Mellon Corp | 100.57K | — | $4.71M | 0.0% | n/c | 1 | SEC ↗ |
| 94 | Bank of New York Mellon Corp | 100.57K | — | $4.71M | 0.0% | n/c | 1 | SEC ↗ |
| 95 | Bank of New York Mellon Corp | 100.57K | — | $4.71M | 0.0% | n/c | 1 | SEC ↗ |
| 96 | Bank of New York Mellon Corp | 100.57K | — | $4.71M | 0.0% | n/c | 1 | SEC ↗ |
| 97 | Susquehanna International Group, Llp | 75.50K | — | $3.54M | 0.0% | n/c | 1 | SEC ↗ |
| 98 | Susquehanna International Group, Llp | 75.50K | — | $3.54M | 0.0% | n/c | 1 | SEC ↗ |
| 99 | AQR Capital Management ✦ | 72.27K | +13.1% | $3.39M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 100 | Fidelity (FMR) ✦ | 60.45K | +7.5% | $2.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
"해당 운용사 비중" = 해당 운용사의 신고된 13F 주식 가치 대비 포지션 비중 — 확신도 지표. ✦ = 선별 운용사.
신규 매수자
| 이번 분기 신규 추적 매수자가 없습니다. |
청산됨
| Wellington Management | $20.33M | 이었음 0.0% |
| Two Sigma Investments | $1.58M | 이었음 0.0% |
전체 시장 맥락: 전체 13F 공시 기관 기준 (SEC 구조화 데이터, Q1 2026): 993 보유 기관, 206.76M 주식, $8.95B 신고 기준. 이는 위의 추적 유니버스 수치와 다른 이전 기간으로, 두 수치는 절대 혼용되지 않습니다.
공동 보유 빈도 높음
이 증권의 추적 보유자들이 가장 많이 함께 보유하는 종목 — 기본적 관계가 아닌 공동 보유 건수 기준.
출처: 파싱된 13F 보통주 포지션 기반 보유 현황(추적 유니버스, 변동 비교 세트); 내부자 행은 Form 3/4/5에서; 지분은 Schedule 13D/13G에서 수집; 모든 공시는 SEC EDGAR 원문으로 연결됩니다.
보고 기간: Q4 2025 ·
방법론 ·
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