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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
IA
251
IFP Advisors
Florida
$3.05M +$1.23M +26,456 +68%
MF
252
Meridian Financial
Massachusetts
$3.03M -$43.3K -929 -1%
RCM
253
Raleigh Capital Management
North Carolina
$3.01M -$818K -17,548 -21%
WCM
254
WLTH Capital Management
Arizona
$3M +$2.74M +58,856 New
GSIAS
255
Garden State Investment Advisory Services
New Jersey
$2.97M -$28.9K -619 -1%
ACA
256
Aptus Capital Advisors
Alabama
$2.94M +$92.1K +1,975 +3%
AWM
257
Axxcess Wealth Management
California
$2.93M -$574K -12,306 -16%
SFS
258
Sowell Financial Services
Arkansas
$2.91M +$86.2K +1,849 +3%
CW
259
CreativeOne Wealth
Kansas
$2.9M -$452K -9,683 -14%
AFP
260
Ausdal Financial Partners
Iowa
$2.89M +$75.8K +1,625 +3%
SWA
261
Stratos Wealth Advisors
Ohio
$2.89M +$18.5K +396 +0.6%
WCP
262
Wealthcare Capital Partners
Pennsylvania
$2.88M +$159K +3,401 +6%
OWA
263
Opal Wealth Advisors
New York
$2.87M -$26K -557 -0.9%
CWP
264
Cyndeo Wealth Partners
Florida
$2.86M -$619K -13,278 -18%
FFA
265
Farther Finance Advisors
California
$2.86M +$142K +3,049 +5%
Fidelity Investments
266
Fidelity Investments
Massachusetts
$2.83M +$197K +4,220 +8%
AFA
267
Amicus Financial Advisors
Texas
$2.82M +$2.81M +60,269 New
CWP
268
CFM Wealth Partners
Texas
$2.82M -$1.86K -40 -0.1%
PTC
269
Private Trust Company
Ohio
$2.8M -$122K -2,619 -4%
MWM
270
Modern Wealth Management
Kansas
$2.78M -$42.1K -903 -1%
WCM
271
Wealthcare Capital Management
Virginia
$2.76M +$370K +7,932 +16%
SAM
272
Securian Asset Management
Minnesota
$2.75M +$732K +15,700 +36%
SW
273
SkyOak Wealth
Michigan
$2.75M +$35K +750 +1%
JIP
274
Jaffetilchin Investment Partners
Florida
$2.74M +$13.4K +287 +0.5%
KWA
275
Kingswood Wealth Advisors
California
$2.67M +$857K +18,383 +48%