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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 %
CWMK
276
Caliber Wealth Management (Kansas)
Kansas
$2.14M 52,542 +52,542 New
P
277
&Partners
Tennessee
$2.14M 52,729 +11,292 +27%
LFA
278
Legend Financial Advisors
Pennsylvania
$2.13M 52,353 -32,778 -39%
OWA
279
Opal Wealth Advisors
New York
$2.13M 52,240 +7,268 +16%
ECM
280
Elgethun Capital Management
South Dakota
$2.12M 51,968 +19,328 +59%
NP
281
NorthRock Partners
Minnesota
$2.09M 51,282 -369 -0.7%
SC
282
Syon Capital
California
$2.09M 51,250 +522 +1%
BFA
283
Bill Few Associates
Pennsylvania
$2.09M 51,193 +3,185 +7%
SSW
284
Stone Summit Wealth
Florida
$2.08M 51,132 +202 +0.4%
TCM
285
Towercrest Capital Management
Pennsylvania
$2.08M 51,002 -343 -0.7%
TFA
286
Transamerica Financial Advisors
Florida
$2.06M 50,486 -12,775 -20%
WCP
287
Wealthcare Capital Partners
Pennsylvania
$2.05M 50,411 +4,609 +10%
KWM
288
Kingsview Wealth Management
Oregon
$2.04M 50,149 -5,262 -9%
IA
289
IFG Advisors
Missouri
$2.04M 49,962 -690 -1%
GSEP
290
Golden State Equity Partners
California
$2.03M 49,808 +5,413 +12%
William Blair & Company
291
William Blair & Company
Illinois
$2.01M 49,332 -1,406 -3%
ACA
292
Affinity Capital Advisors
California
$2.01M 53,986 -2,726 -5%
PS
293
Principal Securities
Iowa
$2M 44,571 – –
TRCT
294
Tower Research Capital (TRC)
New York
$2M 49,001 +49,001 New
VAMG
295
Voisard Asset Management Group
Michigan
$1.98M 48,511 -35,960 -43%
SL
296
Sentinus LLC
Illinois
$1.97M 52,045 +13,557 +35%
IA
297
IFP Advisors
Florida
$1.96M 48,197 -4,585 -9%
RIG
298
RiverFront Investment Group
Virginia
$1.93M 47,279 +24,994 +112%
AWA
299
Arete Wealth Advisors
Illinois
$1.89M 46,336 +5,055 +12%
LWMI
300
Landmark Wealth Management (Illinois)
Illinois
$1.87M 45,799 -38,271 -46%
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