SPSM icon

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
Betterment LLC
New York
$750M
2
Raymond James Financial
Raymond James Financial
Florida
$111M
3
Financial Engines Advisors
Financial Engines Advisors
California
$1.02B
4
LPL Financial
LPL Financial
California
$997M
5
AssetMark Inc
AssetMark Inc
California
$56.6M

Top Sellers

1
TC
TownSquare Capital
Utah
$2.44M
2
RBA
Richard Bernstein Advisors
New York
$305K
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$16.5M
4
Bank of America
Bank of America
North Carolina
$133M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$28.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMI
301
F/M Investments
District of Columbia
$1.86M – – –
DWM
302
Defined Wealth Management
Oregon
$1.85M -$6.22K -146 -0.3%
SAM
303
Securian Asset Management
Minnesota
$1.83M – – –
SL
304
Sentinus LLC
Illinois
$1.82M -$399K -9,361 -18%
NGA
305
Naples Global Advisors
Florida
$1.81M +$124K +2,920 +7%
Franklin Resources
306
Franklin Resources
California
$1.81M -$5.11K -120 -0.3%
CCG
307
Coastwise Capital Group
California
$1.8M +$217K +5,083 +14%
WCM
308
Wealthcare Capital Management
Virginia
$1.79M -$26.7K -626 -1%
CW
309
CreativeOne Wealth
Kansas
$1.79M +$668K +15,688 +60%
SIC
310
Shoker Investment Counsel
Ohio
$1.79M +$242K +5,680 +16%
AWA
311
Alta Wealth Advisors
Massachusetts
$1.79M +$47K +1,104 +3%
PWM
312
Perigon Wealth Management
California
$1.78M -$56.4K -1,323 -3%
ITB
313
Idaho Trust Bank
Idaho
$1.78M -$7.03K -165 -0.4%
SAM
314
Sherman Asset Management
California
$1.76M -$1M -23,583 -36%
NC
315
NovaPoint Capital
Georgia
$1.73M -$173K -4,061 -9%
IA
316
IFP Advisors
Florida
$1.73M -$326K -7,648 -16%
PA
317
PFG Advisors
Arizona
$1.71M +$1.21M +28,319 +239%
CRIG
318
Charter Research & Investment Group
Connecticut
$1.7M -$22.8K -535 -1%
WMG
319
WESCAP Management Group
California
$1.68M -$44.8K -1,051 -3%
WWA
320
WCG Wealth Advisors
Nevada
$1.68M -$181K -4,240 -10%
RCM
321
Raleigh Capital Management
North Carolina
$1.66M +$918K +21,559 +124%
GWSG
322
GPS Wealth Strategies Group
Colorado
$1.65M -$39.4K -926 -2%
MCM
323
MAI Capital Management
Ohio
$1.62M +$84K +1,972 +5%
FTWA
324
Fifth Third Wealth Advisors
Ohio
$1.62M -$214K -5,013 -12%
CGA
325
Crescent Grove Advisors
Illinois
$1.62M -$49.5K -1,161 -3%
11 12
13
14 15