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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
RCM
276
RMR Capital Management
California
$2.63M -$66.9K -1,435 -2%
BFA
277
Bill Few Associates
Pennsylvania
$2.59M +$186K +3,993 +8%
IWMA
278
Ironwood Wealth Management (Arizona)
Arizona
$2.59M -$26.8K -574 -1%
KNFPWM
279
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$2.59M +$12.3K +264 +0.5%
LFAS
280
Level Four Advisory Services
Texas
$2.58M +$203K +4,350 +9%
BIP
281
Blueprint Investment Partners
North Carolina
$2.58M +$836K +17,924 +48%
Mercer Global Advisors
282
Mercer Global Advisors
Colorado
$2.57M -$62.9K -1,348 -2%
MSA
283
Marathon Strategic Advisors
Pennsylvania
$2.55M +$192K +4,124 +8%
Franklin Resources
284
Franklin Resources
California
$2.51M +$408K +8,739 +19%
LFA
285
Legend Financial Advisors
Pennsylvania
$2.5M +$370K +7,941 +18%
SP
286
Stablepoint Partners
Massachusetts
$2.49M +$79.9K +1,714 +3%
WCFA
287
Walkner Condon Financial Advisors
Wisconsin
$2.49M +$41.4K +888 +2%
NGA
288
Naples Global Advisors
Florida
$2.47M +$372K +7,982 +18%
BWM
289
BCGM Wealth Management
Indiana
$2.46M -$41.5K -890 -2%
NP
290
NorthRock Partners
Minnesota
$2.45M +$21.4K +458 +0.9%
CCG
291
Coastwise Capital Group
California
$2.4M +$204K +4,381 +9%
MW
292
Maia Wealth
Colorado
$2.39M +$232K +4,976 +12%
SSW
293
Stone Summit Wealth
Florida
$2.39M -$44K -943 -2%
GSC
294
G&S Capital
Colorado
$2.36M +$66.9K +1,435 +3%
AF
295
Advisornet Financial
Minnesota
$2.32M +$115K +2,468 +5%
Bank of Montreal
296
Bank of Montreal
Ontario, Canada
$2.27M +$539K +11,567 +31%
SB
297
Semitam Bonam
New York
$2.26M +$97.9K +2,100 +5%
AWA
298
Alta Wealth Advisors
Massachusetts
$2.26M +$6.9K +148 +0.3%
NS
299
NBC Securities
Alabama
$2.25M +$326K +6,994 +17%
BCI
300
Brinker Capital Investments
Pennsylvania
$2.24M +$123K +2,638 +6%