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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 %
BWM
251
BCGM Wealth Management
Indiana
$2.54M -$99.1K -2,327 -4%
CAL
252
Capital Analysts LLC
Pennsylvania
$2.51M -$270K -6,327 -10%
Mercer Global Advisors
253
Mercer Global Advisors
Colorado
$2.5M -$281K -6,592 -10%
OWA
254
Opal Wealth Advisors
New York
$2.49M +$269K +6,308 +12%
IWMA
255
Ironwood Wealth Management (Arizona)
Arizona
$2.49M -$2.05M -48,025 -45%
JIP
256
Jaffetilchin Investment Partners
Florida
$2.47M -$11.5K -271 -0.5%
WCP
257
Wealthcare Capital Partners
Pennsylvania
$2.46M +$317K +7,451 +15%
NAS
258
Nicolet Advisory Services
Wisconsin
$2.45M +$329K +7,787 +15%
TC
259
TownSquare Capital
Utah
$2.44M -$95.9M -2,251,151 -98%
AI
260
Atria Investments
North Carolina
$2.44M -$1.01M -23,814 -29%
WAM
261
WNY Asset Management
New York
$2.43M -$960K -22,544 -28%
AFP
262
Ausdal Financial Partners
Iowa
$2.4M -$39.3K -922 -2%
FZCM
263
Flynn Zito Capital Management
New York
$2.4M -$109K -2,553 -4%
TCM
264
Towercrest Capital Management
Pennsylvania
$2.4M +$226K +5,314 +10%
SW
265
Simplicity Wealth
New Jersey
$2.4M +$2.4M +56,260 New
ECM
266
Elgethun Capital Management
South Dakota
$2.36M +$146K +3,427 +7%
ACA
267
Aptus Capital Advisors
Alabama
$2.35M +$472K +11,074 +25%
SSW
268
Stone Summit Wealth
Florida
$2.33M +$154K +3,623 +7%
KNFPWM
269
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$2.32M -$97.7K -2,294 -4%
TA
270
TFG Advisers
Michigan
$2.29M -$111K -2,617 -5%
AWM
271
Axxcess Wealth Management
California
$2.28M +$1.04M +24,518 +85%
RCM
272
RMR Capital Management
California
$2.27M -$844K -19,802 -27%
Fidelity Investments
273
Fidelity Investments
Massachusetts
$2.26M -$89.1K -2,091 -4%
WCFA
274
Walkner Condon Financial Advisors
Wisconsin
$2.24M -$491K -11,528 -18%
CAM
275
Cresset Asset Management
Illinois
$2.22M -$1.32M -30,887 -37%
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