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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

865 hedge funds and large institutions have $8.02B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2025 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 365 increasing their positions, 304 reducing their positions, and 74 closing their positions.

Holders
865
Holders Change
-13
Holders Change %
-1.48%
% of All Funds
11.62%
Holding in Top 10
41
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-14.58%
% of All Funds
0.55%
New
84
Increased
365
Reduced
304
Closed
74
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Betterment LLC
1
Betterment LLC
New York
$750M
2
Raymond James Financial
2
Raymond James Financial
Florida
$111M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$1.02B
4
LPL Financial
4
LPL Financial
California
$997M
5
AssetMark Inc
5
AssetMark Inc
California
$56.6M

Top Sellers

1
TC
1
TownSquare Capital
Utah
$2.44M
2
RBA
2
Richard Bernstein Advisors
New York
$305K
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$16.5M
4
Bank of America
4
Bank of America
North Carolina
$133M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$28.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.02B 23,832,103 +1,274,148 +6%
LPL Financial
2
LPL Financial
California
$997M 23,401,632 +968,299 +4%
Betterment LLC
3
Betterment LLC
New York
$750M 17,616,693 +1,485,197 +9%
VA
4
Valmark Advisers
Ohio
$267M 6,263,369 +415,695 +7%
Charles Schwab
5
Charles Schwab
California
$262M 6,148,239 +499,599 +9%
Morgan Stanley
6
Morgan Stanley
New York
$209M 4,912,132 -67,862 -1%
Ameriprise
7
Ameriprise
Minnesota
$161M 3,772,069 -972,068 -20%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$139M 3,261,561 +163,374 +5%
CCWA
9
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$135M 3,167,590 +163,590 +5%
Bank of America
10
Bank of America
North Carolina
$133M 3,115,831 -1,194,786 -28%
Creative Planning
11
Creative Planning
Kansas
$122M 2,858,713 -157,697 -5%
Raymond James Financial
12
Raymond James Financial
Florida
$111M 2,614,616 +1,470,388 +129%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$81.3M 1,908,244 +108,624 +6%
PWPS
14
Pinnacle Wealth Planning Services
Ohio
$70.7M 1,660,231 +45,940 +3%
CAG
15
Crestwood Advisors Group
Massachusetts
$69.5M 1,632,125 +13,826 +0.9%
WAP
16
Wealthcare Advisory Partners
Pennsylvania
$69.4M 1,629,859 +249,130 +18%
Osaic Holdings
17
Osaic Holdings
Arizona
$66.1M 1,490,135 -49,356 -3%
HP
18
Hancock Prospecting
Australia
$63M 1,479,711 – –
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$59.7M 1,402,146 +75,820 +6%
AssetMark Inc
20
AssetMark Inc
California
$56.6M 1,329,087 +705,990 +113%
State Street
21
State Street
Massachusetts
$54.9M 1,288,475 +175,237 +16%
UBS Group
22
UBS Group
Switzerland
$54.4M 1,276,296 -1,161,911 -48%
PAG
23
Private Advisor Group
New Jersey
$52.9M 1,241,772 -189,978 -13%
Corient Private Wealth
24
Corient Private Wealth
Florida
$49.8M 1,169,556 +606,232 +108%
MWA
25
Midland Wealth Advisors
Illinois
$49.5M 1,162,250 +43,034 +4%
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