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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 %
NP
276
NorthRock Partners
Minnesota
$2.19M +$4.47K +105 +0.2%
LFAS
277
Level Four Advisory Services
Texas
$2.17M -$97.5K -2,289 -4%
KWM
278
Kingsview Wealth Management
Oregon
$2.16M +$23.7K +556 +1%
ACA
279
Affinity Capital Advisors
California
$2.16M -$140K -3,290 -6%
FFO
280
Fortitude Family Office
Arizona
$2.14M +$2.14M +50,258 New
Lido Advisors
281
Lido Advisors
California
$2.13M -$861K -20,209 -29%
GSC
282
G&S Capital
Colorado
$2.11M -$474K -11,135 -18%
SB
283
Sunflower Bank
Texas
$2.07M +$2.07M +48,641 New
BFA
284
Bill Few Associates
Pennsylvania
$2.06M -$118K -2,778 -5%
AQR Capital Management
285
AQR Capital Management
Connecticut
$2.03M +$661K +15,511 +48%
MWAM
286
Manhattan West Asset Management
California
$2.03M +$242K +5,684 +14%
Deutsche Bank
287
Deutsche Bank
Germany
$2M -$476K -11,174 -19%
IA
288
IFG Advisors
Missouri
$1.99M -$138K -3,236 -6%
CWMK
289
Caliber Wealth Management (Kansas)
Kansas
$1.99M -$253K -5,928 -11%
SP
290
Stablepoint Partners
Massachusetts
$1.98M +$46K +1,080 +2%
AF
291
Advisornet Financial
Minnesota
$1.98M +$265K +6,212 +15%
AWMG
292
Alliance Wealth Management Group
New Jersey
$1.97M +$144K +3,384 +8%
GF
293
Goodman Financial
Texas
$1.96M -$1.03M -24,252 -34%
SB
294
Semitam Bonam
New York
$1.95M +$1.95M +45,776 New
TIP
295
Tandem Investment Partners
New Jersey
$1.94M +$119K +2,805 +7%
MSA
296
Marathon Strategic Advisors
Pennsylvania
$1.94M +$262K +6,151 +16%
BCI
297
Brinker Capital Investments
Pennsylvania
$1.92M +$332K +7,796 +21%
PSFG
298
Prairie Sky Financial Group
Illinois
$1.91M +$1.66K +39 +0.1%
LFA
299
Legend Financial Advisors
Pennsylvania
$1.89M -$337K -7,920 -15%
CAPTRUST Financial Advisors
300
CAPTRUST Financial Advisors
North Carolina
$1.89M -$567K -13,318 -23%
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