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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 %
GSWM
251
Golden State Wealth Management
California
$2.48M 60,758 +7,147 +13%
GSC
252
G&S Capital
Colorado
$2.47M 60,621 +3,067 +5%
DFA
253
DHK Financial Advisors
New Hampshire
$2.45M 60,107 +220 +0.4%
AA
254
ArborFi Advisors
Michigan
$2.44M 59,893 +1,888 +3%
FZCM
255
Flynn Zito Capital Management
New York
$2.4M 58,878 -24,495 -29%
FAIM
256
Financial Advocates Investment Management
Washington
$2.38M 58,513 -23,645 -29%
SW
257
SkyOak Wealth
Michigan
$2.38M 58,273 -1,627 -3%
Deutsche Bank
258
Deutsche Bank
Germany
$2.37M 58,222 -1,571 -3%
JIP
259
Jaffetilchin Investment Partners
Florida
$2.37M 58,191 +213 +0.4%
CAPTRUST Financial Advisors
260
CAPTRUST Financial Advisors
North Carolina
$2.35M 57,645 -7,098 -11%
AFP
261
Ausdal Financial Partners
Iowa
$2.34M 57,301 -13,032 -19%
AWM
262
AE Wealth Management
Kansas
$2.33M 57,139 -13,631 -19%
SWA
263
Stratos Wealth Advisors
Ohio
$2.32M 57,011 +8,574 +18%
PTC
264
Private Trust Company
Ohio
$2.32M 57,000 +4,399 +8%
CWA
265
Clarus Wealth Advisors
Arizona
$2.32M 60,334 +9,884 +20%
SGI
266
Summit Global Investments
Utah
$2.31M 56,741 +56,741 New
KNFPWM
267
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$2.3M 56,702 -79 -0.1%
TA
268
TFG Advisers
Michigan
$2.3M 56,393 +654 +1%
KAM
269
Knightsbridge Asset Management
California
$2.26M 55,447 -2,472 -4%
Fidelity Investments
270
Fidelity Investments
Massachusetts
$2.25M 55,079 +5,886 +12%
HI
271
Harbour Investments
Wisconsin
$2.24M 55,075 -18,154 -25%
MA
272
MONECO Advisors
Connecticut
$2.18M 53,553 +3,515 +7%
FG
273
Fiduciary Group
Georgia
$2.17M 53,174 +15,816 +42%
LFAS
274
Level Four Advisory Services
Texas
$2.17M 53,121 +3,146 +6%
JCM
275
Jacobi Capital Management
Pennsylvania
$2.16M 53,007 +3,378 +7%
9 10
11
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