As of the latest SEC filings, SOUTH PLAINS FINANCIAL, INC. (SPFI) is held by 171 institutional funds. The largest fund shareholder is VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI), holding an estimated $17,204,726.60 in market value, representing a significant portion of its portfolio.
Funds holding SOUTH PLAINS FINANCIAL, INC. (SPFI)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- SPFI
- CIK:
- 0001163668
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $17,204,726.60 | 410,614 | Mar 31, 2026 | May 28, 2026 |
|
AVUV
Avantis U.S. Small Cap Value ETF
|
ETF | American Century | 0.06% | $13,493,903.36 | 329,441 | Feb 28, 2026 | Apr 29, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.02% | $13,115,370.40 | 313,016 | Mar 31, 2026 | May 28, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.01% | $5,810,985.30 | 138,687 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.02% | $4,955,316.08 | 120,626 | Apr 30, 2026 | Jun 26, 2026 |
|
KSDIX
Keeley Gabelli Small Cap Dividend Fund
|
MF | Independent / Boutique | 1.85% | $4,850,553.50 | 115,765 | Mar 31, 2026 | Jun 1, 2026 |
|
JSVZX
JPMorgan Small Cap Value Fund
|
MF | JPMorgan | 0.40% | $4,557,002.10 | 108,759 | Mar 31, 2026 | May 29, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.04% | $4,517,448.50 | 107,815 | Mar 31, 2026 | May 28, 2026 |
|
KRE
State Street(R) SPDR(R) S&P(R) Regional Banking ETF
|
ETF | State Street (SPDR) | 0.10% | $3,865,610.20 | 92,258 | Mar 31, 2026 | May 28, 2026 |
|
BSVO
EA Bridgeway Omni Small-Cap Value ETF
|
ETF | Independent / Boutique | 0.18% | $3,592,715.50 | 85,745 | Mar 31, 2026 | Jun 1, 2026 |
|
DFFVX
U.S. Targeted Value Portfolio
|
MF | Dimensional Fund Advisors | 0.02% | $3,395,796.04 | 82,663 | Apr 30, 2026 | Jun 24, 2026 |
|
BOSVX
Omni Small-Cap Value Fund
|
MF | Independent / Boutique | 0.28% | $3,339,430.00 | 79,700 | Mar 31, 2026 | May 21, 2026 |
|
BPSIX
Boston Partners Small Cap Value Fund II
|
MF | Independent / Boutique | 0.40% | $3,094,118.40 | 75,540 | Feb 28, 2026 | Apr 28, 2026 |
|
BDSKX
BlackRock Advantage Small Cap Core Fund
|
MF | BlackRock / iShares | 0.07% | $3,080,396.80 | 75,205 | Feb 27, 2026 | Apr 24, 2026 |
|
JSCZX
JPMorgan U.S. Small Company Fund
|
MF | JPMorgan | 0.33% | $3,035,780.70 | 72,453 | Mar 31, 2026 | May 29, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.01% | $2,626,519.04 | 64,124 | Feb 28, 2026 | Apr 24, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.02% | $2,615,214.08 | 63,848 | Feb 28, 2026 | Apr 28, 2026 |
|
DFAT
Dimensional U.S. Targeted Value ETF
|
ETF | Dimensional Fund Advisors | 0.02% | $2,570,704.24 | 62,578 | Apr 30, 2026 | Jun 29, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.01% | $2,427,494.40 | 59,265 | Feb 28, 2026 | Apr 24, 2026 |
|
USBNX
Pear tree polaris small cap fund
|
MF | Independent / Boutique | 2.49% | $2,287,740.00 | 54,600 | Mar 31, 2026 | May 29, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.01% | $2,123,384.12 | 51,689 | Apr 30, 2026 | Jun 24, 2026 |
|
DFSCX
U.S. MICRO CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.03% | $2,022,327.32 | 49,229 | Apr 30, 2026 | Jun 24, 2026 |
|
DFSVX
U.S. SMALL CAP VALUE PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.01% | $1,804,069.28 | 43,916 | Apr 30, 2026 | Jun 24, 2026 |
|
RSCRX
U.S. Small Cap Equity Fund
|
MF | Russell Investments | 0.18% | $1,694,426.76 | 41,247 | Apr 30, 2026 | Jun 22, 2026 |
|
FDM
First Trust Dow Jones Select MicroCap Index Fund
|
ETF | First Trust | 0.72% | $1,628,192.10 | 38,859 | Mar 31, 2026 | May 28, 2026 |
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