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State Street SPDR Portfolio S&P 600 Small Cap ETF

977 hedge funds and large institutions have $9.87B invested in State Street SPDR Portfolio S&P 600 Small Cap ETF in 2025 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 377 increasing their positions, 341 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

251% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 39

11% more repeat investments, than reductions

Existing positions increased: 377 | Existing positions reduced: 341

9% more funds holding

Funds holding: 896977 (+81)

9% more capital invested

Capital invested by funds: $9.07B → $9.87B (+$800M)

4.49% more ownership

Funds ownership: 70.87%75.36% (+4.5%)

0% more funds holding in top 10

Funds holding in top 10: 4747 (0)

Holders
977
Holders Change
+81
Holders Change %
+9.04%
% of All Funds
11.89%
Holding in Top 10
47
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.57%
New
137
Increased
377
Reduced
341
Closed
39
Calls
$319K
Puts
Net Calls
+$319K
Net Calls Change
-$1.77M
Name Holding Trade Value Shares
Change
Change in
Stake
LSL
226
Legacy Solutions LLC
Pennsylvania
$3.73M +$137K +2,934 +4%
DI
227
DDFG Inc
California
$3.69M +$105K +2,259 +3%
HFS
228
Hughes Financial Services
Virginia
$3.69M -$46.3K -993 -1%
AA
229
Alesco Advisors
New York
$3.57M +$1.01M +21,645 +40%
Susquehanna International Group
230
Susquehanna International Group
Pennsylvania
$3.54M +$498K +10,688 +16%
CPIG
231
Chicago Partners Investment Group
Illinois
$3.51M -$114K -2,450 -3%
GSWM
232
Golden State Wealth Management
California
$3.5M +$266K +5,701 +8%
SFMG
233
Sage Financial Management Group
Virginia
$3.48M +$225K +4,823 +7%
CAL
234
Capital Analysts LLC
Pennsylvania
$3.43M -$25.2K -541 -0.7%
MA
235
MONECO Advisors
Connecticut
$3.4M +$291K +6,247 +9%
SFA
236
Sequoia Financial Advisors
Ohio
$3.4M -$18.9K -406 -0.6%
AQR Capital Management
237
AQR Capital Management
Connecticut
$3.39M +$390K +8,369 +13%
KBFS
238
Kohmann Bosshard Financial Services
Ohio
$3.32M +$140 +3 +0%
DC
239
Destiny Capital
Colorado
$3.32M -$8.16K -175 -0.2%
GC
240
Grimes & Company
Massachusetts
$3.3M -$47 -1 -0%
MWM
241
Modera Wealth Management
New Jersey
$3.27M -$96.9K -2,077 -3%
AAS
242
Annex Advisory Services
Wisconsin
$3.26M -$87.1K -1,867 -3%
DI
243
Disciplined Investors
Texas
$3.24M +$5.74K +123 +0.2%
PC
244
Pecaut & Co
Iowa
$3.21M -$46.6K -1,000 -1%
CWA
245
Clarus Wealth Advisors
Arizona
$3.21M -$10.6K -227 -0.3%
NAS
246
Nicolet Advisory Services
Wisconsin
$3.13M +$98.4K +2,110 +3%
BCG
247
Breakwater Capital Group
New Jersey
$3.11M +$30.2K +647 +1%
JCM
248
Jacobi Capital Management
Pennsylvania
$3.09M +$64.6K +1,386 +2%
EWA
249
EP Wealth Advisors
California
$3.08M +$3.07M +65,774 New
CIM
250
Capital Investment Management
Missouri
$3.06M +$3.04M +65,198 New