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SPDR Portfolio S&P 600 Small Cap ETF
SPSM

Overview Fund Activity

878 hedge funds and large institutions have $7.89B invested in SPDR Portfolio S&P 600 Small Cap ETF in 2025 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 351 increasing their positions, 345 reducing their positions, and 80 closing their positions.

Holders
878
Holders Change
-37
Holders Change %
-4.04%
% of All Funds
11.93%
Holding in Top 10
48
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-9.43%
% of All Funds
0.65%
New
63
Increased
351
Reduced
345
Closed
80
Calls
$2.57M
Puts
$193K
Net Calls
+$2.38M
Net Calls Change
-$1.18M

Top Buyers

1
HP
1
Hancock Prospecting
Australia
$60.3M
2
LPL Financial
2
LPL Financial
California
$914M
3
CCWA
3
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$122M
4
CFG
4
Compton Financial Group
Maryland
$22.8M
5
VA
5
Valmark Advisers
Ohio
$238M

Top Sellers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$66.7M
2
Bank of America
2
Bank of America
North Carolina
$176M
3
FEG
3
Fund Evaluation Group
Ohio
$22.7M
4
RBA
4
Richard Bernstein Advisors
New York
$68.8M
5
IAA
5
Independent Advisor Alliance
North Carolina
$857K
Name Market Value Shares Shares
Change 		Shares
Change %
CGFA
226
Colton Groome Financial Advisors
North Carolina
$2.9M 74,208 -13,570 -15%
CL
227
CVFG LLC
Indiana
$2.88M 70,668 +4,156 +6%
GF
228
Goodman Financial
Texas
$2.87M 70,377 +1,977 +3%
DI
229
DDFG Inc
California
$2.87M 70,340 +5,369 +8%
Lido Advisors
230
Lido Advisors
California
$2.87M 70,321 +12,010 +21%
BWS
231
Broadway Wealth Solutions
Texas
$2.86M 70,231 +7,109 +11%
CIBC Private Wealth Group
232
CIBC Private Wealth Group
Georgia
$2.86M 80,887 -10,565 -12%
ACM
233
AlphaStar Capital Management
North Carolina
$2.85M 69,830 -172,331 -71%
AAS
234
Annex Advisory Services
Wisconsin
$2.81M 68,847 -93,089 -57%
SFS
235
Sowell Financial Services
Arkansas
$2.8M 68,785 +6,369 +10%
OWM
236
Olympus Wealth Management
Utah
$2.77M 68,038 +68,038 New
LSWP
237
Liberty Square Wealth Partners
Pennsylvania
$2.68M 65,756 -4,014 -6%
NFC
238
Northeast Financial Consultants
Connecticut
$2.68M 65,630 -2,367 -3%
Mercer Global Advisors
239
Mercer Global Advisors
Colorado
$2.66M 65,208 -7,712 -11%
CAL
240
Capital Analysts LLC
Pennsylvania
$2.66M 65,136 -891,966 -93%
SAM
241
Sherman Asset Management
California
$2.65M 64,974 +5,372 +9%
DI
242
Disciplined Investors
Texas
$2.63M 64,478 -1,427 -2%
MF
243
Meridian Financial
Massachusetts
$2.62M 64,208 +2,298 +4%
WCFA
244
Walkner Condon Financial Advisors
Wisconsin
$2.61M 64,040 -100,084 -61%
CWM
245
Compass Wealth Management
Connecticut
$2.6M 63,835 +5,515 +9%
CWP
246
CFM Wealth Partners
Texas
$2.59M 63,576 -326 -0.5%
SIM
247
Synergy Investment Management
Florida
$2.54M 62,235 +3,297 +6%
BWM
248
BCGM Wealth Management
Indiana
$2.52M 61,857 -2,742 -4%
LPT
249
Legacy Private Trust
Wisconsin
$2.52M 61,788 +3,385 +6%
TI
250
Tidal Investments
Wisconsin
$2.49M 61,074 +61,074 New
8 9
10
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