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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

868 hedge funds and large institutions have $8.03B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2025 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 367 increasing their positions, 304 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
868
Holders Change
-10
Holders Change %
-1.14%
% of All Funds
11.64%
Holding in Top 10
41
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-14.58%
% of All Funds
0.55%
New
85
Increased
367
Reduced
304
Closed
74
Calls
$2.13M
Puts
–
Net Calls
+$2.13M
Net Calls Change
-$249K

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 Holding Trade Value Shares
Change 		Shares
Change %
GC
226
Grimes & Company
Massachusetts
$3.03M -$227K -5,320 -7%
MFG
227
Marmo Financial Group
Tennessee
$3.02M -$137K -3,216 -4%
CWM
228
Compass Wealth Management
Connecticut
$3.02M +$299K +7,012 +11%
AWM
229
AE Wealth Management
Kansas
$3.01M +$576K +13,521 +24%
SFMG
230
Sage Financial Management Group
Virginia
$2.94M -$385K -9,045 -12%
DI
231
Disciplined Investors
Texas
$2.92M +$175K +4,118 +6%
HI
232
Harbour Investments
Wisconsin
$2.89M +$543K +12,755 +23%
PTC
233
Private Trust Company
Ohio
$2.84M +$413K +9,685 +17%
SIM
234
Synergy Investment Management
Florida
$2.84M +$189K +4,439 +7%
CWA
235
Clarus Wealth Advisors
Arizona
$2.82M +$182K +4,165 +7%
FTUS
236
Flow Traders U.S.
New York
$2.81M +$2.81M +65,920 New
MF
237
Meridian Financial
Massachusetts
$2.77M +$36.7K +862 +1%
MA
238
MONECO Advisors
Connecticut
$2.74M +$458K +10,744 +20%
FFA
239
Farther Finance Advisors
California
$2.72M -$2.19M -51,333 -45%
NFC
240
Northeast Financial Consultants
Connecticut
$2.69M -$108K -2,533 -4%
CWP
241
CFM Wealth Partners
Texas
$2.69M -$20.6K -484 -0.8%
KAM
242
Knightsbridge Asset Management
California
$2.67M +$308K +7,226 +13%
Citadel Advisors
243
Citadel Advisors
Florida
$2.65M -$8.67M -203,567 -77%
GSWM
244
Golden State Wealth Management
California
$2.65M +$61.1K +1,435 +2%
JCM
245
Jacobi Capital Management
Pennsylvania
$2.64M +$379K +8,907 +17%
SHJ
246
Sharkey, Howes & Javer
Colorado
$2.61M -$2.88M -67,605 -52%
SWA
247
Stratos Wealth Advisors
Ohio
$2.6M +$174K +4,090 +7%
SW
248
SkyOak Wealth
Michigan
$2.58M +$101K +2,366 +4%
LSWP
249
Liberty Square Wealth Partners
Pennsylvania
$2.58M -$224K -5,248 -8%
DFA
250
DHK Financial Advisors
New Hampshire
$2.57M +$11.1K +260 +0.4%
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